Don't let a possible recession ruin your retirement!

Are you worried about a recession or excited about a bull market? On this episode  Steve cuts through the noise and discusses navigating the current market, Social Security optimization, and the key questions to ask when choosing a financial advisor. You'll also learn ways to help avoid costly mist…

Maximizing Social Security Benefits & The Dos and Don'ts of Financial Social Media

Learn why delaying Social Security could lead to significant increases in your benefits and discover strategies to help make the most out of your retirement planning. Steve provides valuable advice on spousal benefits and explains ways to navigate the complexities of Social Security optimization. …

Unlocking Social Security & Airline Etiquette: What You Need to Know

In this episode, we delve into two critical topics: Social Security and airline passenger rules. Did you know that a recent poll revealed shocking statistics about Social Security knowledge among near retirees? With 41% failing a basic Social Security quiz, it's evident that understanding this cru…

Planning for Long-Term Care Costs & Safeguarding Investments

In this episode, Steve explores the critical topics of long-term care expenses and protecting investments amidst market volatility. Discover the staggering variations in long-term care costs across different states and gain insights into why planning for this inevitable expense is vital. Steve shar…

Maximizing Tax Efficiency in Retirement

Today's big question revolves around the essential document many overlook come April 15th. In a comical yet cautionary tale, we explore the consequences of neglecting tax returns, as hilariously illustrated by a segment from Judge Judy. But beyond the annual chore of filing taxes lies a deeper con…

Navigating the Silver Tsunami: Retirement Strategies & Portfolio Rebalancing

With over 12,000 individuals reaching the age of 65 daily, the landscape of retirement is rapidly evolving. In this episode, Steve sheds light on the nuances of Medicare enrollment, offering invaluable insights into navigating the complexities of healthcare coverage during retirement. Steve's expe…

Estate Planning Essentials: Why Conversations Matter!

Drawing from a powerful anecdote and insights from financial services, Steve emphasizes the necessity of legal documents like wills, trusts, and powers of attorney to ensure your wishes are honored and your loved ones are spared from potential legal turmoil. Additionally, the episode explores Kevi…

Gray Divorce & Retirement Planning: Navigating Financial Transitions

Steve delves into the startling statistics revealing the impact of divorce on wealth and standard of living, particularly in what experts term "Gray divorce." Through real-life scenarios like Sally's unexpected divorce, Steve highlights the emotional turmoil and financial complexities that accompan…

Long-Term Care Planning and Retirement Security: Insights for Caregivers

Join Steve as he navigates the complexities of long-term care planning, drawing from personal experiences and industry experience to offer actionable insights and potential solutions. From the sobering reality of out-of-pocket caregiving costs to the importance of comprehensive planning, Steve addr…

Unlocking Financial Freedom: Harnessing Multiple Income Streams & Preparing for Market Volatility

Join Steve as he discusses the remarkable story of Magic Johnson, whose diverse investments catapulted his wealth far beyond his earnings from basketball. Discover practical strategies for replacing your paycheck in retirement, even if you don't have Magic Johnson's financial resources. Steve share…