Your Money Your Retirement

If you’re planning for retirement, or already there, you may be asking yourself: will my money last as long as I do? Will I be able to travel, relax, and do the things I've been planning for so long? Will I be able to pay for healthcare? What impact will taxes have on my retirement accounts? And then there's the market: how do I begin to decide where or how to invest? Tune in every weekend for help answering these questions and many more!

Estate Planning for Non-parents 07/02/2025

Tax Savvy Strategies 06/23/2025

The Three Pillars 06/23/2025

Active vs. Passive Investing 06/23/2025

Income Blueprint 06/04/2025

Income Blueprint 06/04/2025

Strategies Maximize Your Retirement Income 05/29/2025

Retirement Puzzle Cube 05/29/2025

Four Questions About Retirement 05/13/2025

Effective Estate Planning 05/13/2025

Build Your Financial House 05/13/2025

Build Your Financial House 05/13/2025

2-22-25 Twin Threats 02/27/2025

2-15-25 Interview with Becky Swansburg 02/27/2025

2-8-25 Estate & Legacy Planning 02/27/2025

1-18-25 Average 401(k) Balance, Things to Consider Before You Retire 01/21/2025

1-11-25 Timeline of Federal Debt, Optimizing Social Security 01/21/2025

1-4-25 Special Guest David Walker 01/21/2025

12/14/24 Rebalance Your Retirement Portfolio 12/16/2024

12/7/24 Preserving and Optimizing Your 401k 12/16/2024

11/30/24 Special Guest David Walker 12/16/2024

11/23/24 Estate & Legacy Planning, IRMAA Adjustments, Government Debt & My Retirement, Retire With Confidence, Consolidating Accounts 11/22/2024

11/16/24 Ed Slott, Inheritance Probate, Get A Second Opinion, Will Social Security Run Out, Taxes In Retirement 11/22/2024

11/9/24 Election Reaction, Long Term Care, What Age Should You Take Social Security, Charitable Contributions 11/11/2024

11/2/24 Financial Confidence, Medicare Maze, Can't Downsize, Managing Assets 11/01/2024

10/26/24 Becky Swansburg, Health Care Costs, 401k Rules, Required Minimum Distributions, Social Security Tax 10/25/2024

10/19/24 Taking Control of Retirement, The Fear of The Unknown, Required Minimum Distributions, Life Expectancy 10/17/2024

10/12/24 Becky Swansburg, Leaving Tax Free Money for Your Family, Have a Plan, Building An Emergency Fund 10/11/2024

10/5/24 Taxes In Retirement, When One Spouse Retires First, Can I Still be Charitable in Retirement, Is Social Security Income Taxed, Special Needs Trust 10/04/2024

9/28/24 The Five Financial Stages of Life, Living a Just In Case Retirement, Maximizing Social Security and Optimizing Your Benefits, What Should I Do in Retirement 09/27/2024