Season 2
Episodes
Beyond the 401(k): Crafting a Retirement Strategy That Works for You
Navigating the realm of retirement savings can often feel like a daunting journey, along with complex decisions and obscure jargon. Yet, amidst the labyrinth of financial advice, one beacon of wisdom shines a light on...
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The CD Conundrum: Making Wise Moves as Interest Rates Fall
Today, we're unraveling the complex world of interest rates and their potential impact on your investment strategy. With the Fed's movements under a microscope, investors are on the edge of their seats, wondering how...
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Beat the Tax Clock: Last-Minute Moves to Lower Your Bill
Ah, the great tax scramble of 2023! You might think the clock's run out on trimming that tax bill, but guess what? There's still time for a financial Hail Mary, thanks to some clever moves and, of course, the wisdom...
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Navigating the Sunset of the Tax Cut and Jobs Act: Strategies for Your Finances
As we peer into the financial horizon, the looming sunset of the Tax Cut and Jobs Act (TCJA) in 2026 presents a pivotal moment for taxpayers across the United States. This legislation, a hallmark of tax reform, has...
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Predictions for 2024
Navigating Market Volatility in an Election Year
As the election looms on the horizon and market volatility hits unprecedented levels, many of us standing at the cusp of retirement or already embracing it are left...
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Navigating the World of High-Yield Bank CDs: A 10% Opportunity?
Have you heard about these bank CDs offering a whopping 10% return? Sounds like a financial unicorn, right? Well, grab a seat, and let's chat about this.
Today, we're diving into the world of banking and investments,...
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Why The Fed is Worried About The Middle East...And So Should You!
The Ripple Effects of War on Your Wallet
War, as distant as it may seem, has a way of sneaking into our everyday lives, especially when it comes to financial security. We all cherish that comforting routine: wake up,...
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Navigating Social Security: When to Claim for an Optimal Retirement
The Crucial Question: Early or Delayed Social Security Filing?
Hey there! Today, let's unravel another critical puzzle about Social Security. Should you file early or delay your benefits? It's a decision that weighs...
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Is 2024 the time to ditch the 60/40 Portfolio? Blackrock is doing it...should you?
A Time-Tested Strategy with a Twist
Hey there, friends! Today, let's chat about something that's been a bit of a Holy Grail in retirement investing – the famous 60/40 portfolio. Now, this isn't your grandma's knitting...
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Unraveling the Mystery of Roth Conversions: A Down-to-Earth Guide
Welcome to another dive into the complex world of retirement planning! Today, we're unraveling the "killer" Roth conversion strategy and its interplay with Required Minimum Distributions (RMDs). Strap in for a journey...
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IRMAA and Roth Conversions - What You Need to Know
Hey there, folks! Today, we're diving into one of those fun government acronyms – IRMAA. No, it's not a new character in a sitcom, but something from the Social Security Administration related to Medicare. IRMAA...
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Roth Conversions - How Much To Convert This Holiday Season
Welcome back to our journey through the intricate world of Roth conversions. Last week, we unpacked the basics – figuring out if a Roth conversion makes sense for you. Today, we're rolling up our sleeves to tackle a...
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