Sep 20, 2023
In this episode, we delve into the world of finance, discussing common financial mistakes and even some unconventional ways to deal with weeds in your garden. We start by examining the financial blunders one expert confessed to, including not setting up a Roth IRA, neglecting long-term care insurance, and paying...
Sep 14, 2023
Have you heard that 60 is the new 40? While that may hold true for many aspects of life, in the world of retirement planning, the age 59 and a half takes the spotlight. Join Steve as he delves into the significance of this age when it comes to your 401(k) and shares real-life examples that dispel common...
Sep 5, 2023
In this episode, Steve discusses the recent market volatility and whether or not investors should be worried about a correction. He shares his insights on how to protect your retirement savings and how to stay focused on your long-term financial goals.
If you're concerned about the stock market and your retirement...
Aug 29, 2023
In today's episode, hear Steve discuss the importance of setting realistic financial goals. He talks about how to temper expectations in a volatile market and how to create a plan that can withstand the ups and downs of the economy.
Steve also discusses the concept of sequence of returns, and how it can impact your...
Aug 22, 2023
In this episode, Steve delves into the complexities of Social Security benefits and the impact of potential changes in the near future. With rumors of Social Security benefit cuts and adjustments, the host takes a closer look at how these changes could affect retirees.
Steve addresses the option of moving the full...