Ranked #1

6. Do you need $1 Million to Retire?
6. Do you need $1 Million to Retire?
According to TD Ameritrade's 2019 Retirement Pulse Survey, six in ten Americans think that $1 million will be enough for... Read more
15 Nov 2019
•
35mins
Ranked #2

4. A Recession Resistant Retirement
4. A Recession Resistant Retirement
With slow global growth, trade wars, and inverted yield curves, it seems everyone is talking about a possible recession.... Read more
1 Nov 2019
•
35mins
Similar Podcasts
Ranked #3

7. The In's & Out's of a Health Savings Account
7. The In's & Out's of a Health Savings Account
Do you have a high-deductible health plan? If the answer is yes, you might be eligible for a Health Savings Account. But... Read more
22 Nov 2019
•
36mins
Ranked #4

9. The Importance of a Financial Designation
9. The Importance of a Financial Designation
Bernie Madoff. Dean Mustaphalli. Elizabeth Holmes. There are plenty of reasons to distrust people these days. As with mo... Read more
6 Dec 2019
•
31mins
Ranked #5

10. Medicare Changes in 2020
10. Medicare Changes in 2020
There's one thing you can count on when you're dealing with Medicare - by the time you figure out the system, it will ch... Read more
13 Dec 2019
•
28mins
Ranked #6

8. What really is Cryptocurrency?
8. What really is Cryptocurrency?
Bitcoin, Blockchain, Cryptocurrency. These are all buzz words we have heard from friends and in the news but what really... Read more
29 Nov 2019
•
25mins
Ranked #7

3. Fighting Scammers with Julie Wagner
3. Fighting Scammers with Julie Wagner
It’s a story that happens all too often. A number you don’t know pops up on your phone. An email lands in your inbox tha... Read more
25 Oct 2019
•
40mins
Ranked #8

5. Year-End Tax Planning Strategies
5. Year-End Tax Planning Strategies
Taxes can be complicated and stressful. In your working years, often the only major tax strategy to consider is maximizi... Read more
8 Nov 2019
•
33mins
Ranked #9

25. Superhero Series: The Power of the Roth
25. Superhero Series: The Power of the Roth
Introducing our Superhero Series! First superhero we are going to cover is the POWER of the Roth. Roth IRAs provide more... Read more
15 May 2020
•
29mins
Ranked #10

24. The Continuous Anxiety of the Market
24. The Continuous Anxiety of the Market
In the last three months of 2020, we have seen some of the most volatile market days insect 1929. Monday, March 9th and ... Read more
1 May 2020
•
25mins
Ranked #11

23. Risks in Retirement
23. Risks in Retirement
2020 has proved to be a game changer. Plans are not going the way many people had hoped or ever predicted. In this episo... Read more
24 Apr 2020
•
32mins
Ranked #12

22. Coronavirus Stimulus Relief Bill: A Scammers Paradise
22. Coronavirus Stimulus Relief Bill: A Scammers Paradise
As millions of Americans wait on their stimulus payments, scammers are looking to take advantage. In this episode of Ret... Read more
3 Apr 2020
•
22mins
Ranked #13

21. The Stock Market Meltdown of 2020
21. The Stock Market Meltdown of 2020
Last Monday, stocks fell sharply with the Dow suffering its worst day since the "Black Monday" market crash in 1987 and ... Read more
27 Mar 2020
•
34mins
Ranked #14

20. Welcome to the Bear Market
20. Welcome to the Bear Market
What a week it has been for market volatility. Just Monday, the S&P 500 plummeted 7% at the open, tripping circuit b... Read more
13 Mar 2020
•
30mins
Ranked #15

19. Coronavirus & Your 401(k)
19. Coronavirus & Your 401(k)
The coronavirus is now rattling our global markets. The Dow John Industrial Average plummeted over 1000 points or more t... Read more
28 Feb 2020
•
30mins
Ranked #16

18. Accumulation Investing vs. Retirement Investing
18. Accumulation Investing vs. Retirement Investing
When planning for retirement, there's definitely a specific type of financial planning that needs to be done. When it co... Read more
21 Feb 2020
•
27mins
Ranked #17

17. The Basics of Social Security
17. The Basics of Social Security
Social Security is an important source of income for retirees in America. Nonetheless, the process of applying for and c... Read more
14 Feb 2020
•
35mins
Ranked #18

16. Pre-Retirees Most Asked Questions
16. Pre-Retirees Most Asked Questions
Pre-retirees often come to us with the same questions "What do I need to know before retirement?" or "What should I be d... Read more
31 Jan 2020
•
32mins
Ranked #19

15. The Retirement Timeline
15. The Retirement Timeline
In a perfect world, retirement is easy. You make your plan, you give your two weeks notice, you celebrate your last day ... Read more
24 Jan 2020
•
35mins
Ranked #20

14. Women in Retirement
14. Women in Retirement
With a longer lifespan and often less time building a nest egg, the stakes for women are higher in retirement, but these... Read more
10 Jan 2020
•
33mins