Episodes

Saturday Sep 10, 2022
Saturday Sep 10, 2022
Economic conditions of recent years have highlighted the financial fragility of many American households. So how can you prepare for retirement? Employer plans, like the 401(k), are a powerful tool! And in this episode, we're looking at how the SECURE Act 2.0 can have a big impact with some small changes to retirement plans!Originally aired 9/7/2022

Saturday Sep 03, 2022
Saturday Sep 03, 2022
You can spend years lining up your retirement, assuming everything will stand, only to see it quickly topple. When the dominos fall, the chain reaction can be negative OR positive. In this episode, we're looking at how to set up your dominos so they fall in your favor in retirement.Originally aired 8/31/2022

Saturday Aug 27, 2022
Saturday Aug 27, 2022
A quick scan of advertising about retirement these days is likely to produce a lot of noise about the impact of taxes on the retiree. But much of this advertising promotes fear! What's the antidote to fear? Education! And we're bringing education in this episode to provide some clarity on how taxes impact YOUR retirement.Originally aired 8/24/2022

Saturday Aug 20, 2022
Saturday Aug 20, 2022
Lifestyle. Longevity. Legacy. Liquidity. A critical question in thinking about life after work is whether you want to base your future income on "probabilities" or "safety-first." While there are no hard and fast answers, we're looking at how each of these approaches might play out in your own retirement.Originally aired 8/17/2022

Saturday Aug 13, 2022
Saturday Aug 13, 2022
The constant noise of negative economic news and market volatility can be exhausting! That media fatigue can be a danger to your long-term financial plans. On today's show, we're going to address some of those fears and get some market updates from LPL Research's Chief Global Strategist Quincy Krosby.Originally aired 8/10/2022

Saturday Aug 06, 2022
Saturday Aug 06, 2022
Social Security. Pension. Personal savings. Many financial planners once used the three legs to describe the most common sources of retirement income. But times have changed! Social Security alone won't cut it and pensions are nearly extinct. But in this episode, we're going to look at what should be supporting you in retirement and how we can help!Originally aired 8/3/2022

Saturday Jul 30, 2022
Saturday Jul 30, 2022
It’s GRFTFS at the Movies and yippie-ki-yay… well, you know the rest. It’s financial lessons from Die Hard! You'll learn:How to identify a get-rich-quick schemeHow to stay focused on your goal and avoid altering your planWhy Die Hard is (or isn't?) a Christmas MovieOriginally aired 7/27/2022

Saturday Jul 23, 2022
Saturday Jul 23, 2022
Current market conditions can feel like you're on a highway to the danger zone. But in today's show, the pattern is full of wisdom from 1986's Top Gun! Stay on our wing as we take you all the way in to land in financial independence.Originally aired 7/20/2022

Saturday Jul 16, 2022
Saturday Jul 16, 2022
Many middle-aged Americans are bringing up children while caring for aging parents. All the while, they're placing their own retirement needs on the backburner. If this is you, we're here to help with some ways to take care of the older and younger generations while keeping you on track for retirement!Originally aired 7/12/2022

Saturday Jul 09, 2022
Saturday Jul 09, 2022
Financial freedom starts with you and it begins with a solid foundation of education! Independence isn't easy - it takes strategy, determination, and often someone to work toward it with you. And with us today to keep you informed with what's going on in the markets is LPL's Chief Economist Jeffrey Roach!Originally aired 7/6/2022