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Summa Employees Forced to Make Important Financial & Tax Decisions Now
Investment Portfolio, Not Positions
Rethinking Retiree Healthcare Expense Planning
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The Big Beautiful Bill Act Could Change Your Retirement Plan — Here’s How
Over 800 Pages of Taxes: Don’t Worry, We Read It So You Don’t Have To
Cybersecurity and Your Retirement: Protecting What You’ve Built
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Archives: Podcasts
Ep 92: Rules Gone Awry – The 80% Spending Rule
March 10, 2022
Ep 91: What Retirees Want in a Home
February 24, 2022
Ep 90: What Retirees Want in Time, Health & Relationships
February 10, 2022
Ep 89: What Retirees Want: Work In Retirement?
January 27, 2022
Ep 88: What Retirees Want: An Overview
January 14, 2022
Ep 87: How Pre-65 Retirees Can Get a Huge Healthcare Tax Credit
December 16, 2021
Ep 86: Cash Flow – Measuring & Monitoring the Heartbeat of Your Financial Planning
December 2, 2021
Ep 85: What’s a “Conservative” Investor To Do These Days?
November 18, 2021
Ep 84: Investment Allocation Update – Thinking About Your Investment Recipe
November 4, 2021
Ep 83: Biden’s “American Families” Tax Plan
October 21, 2021
Ep 82: Social Security Update – Solvency, COLA, & Planning Strategies
October 7, 2021
Ep 81: Math Mistakes in the Media, Investing, and in Understanding Vaccines
September 23, 2021
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