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Podcasts

Podcast Episode 402: How Often Should You Meet with Your Financial Advisor?

A good relationship between a client and their financial advisor relies on clear communication and regular check-ins to ensure everything is on tr…

Podcast Episode 401: Understanding Long-Term Care Insurance Options

Long-term care planning is a significant concern for individuals approaching retirement because it’s an expense most people aren’t prepared fo…

Podcast Episode 400: Ways to Lower the Taxes on Your RMDs

Preparing for required minimum distributions (RMDs) can be quite unsettling when you know withdrawals are coming and the IRS will be waiting. …

Podcast Episode 399: The Importance of Financial Communication in Marriage

Financial planning is an essential aspect of life, but every family handles their money a little differently. The Money Wisdom podcast tackled…

Podcast Episode 398: Should You Switch to a Healthcare Plan with an HSA?

A health savings account can be an incredibly powerful tool for tax-advantaged savings but not every health plan includes that option. Is it worth…

Podcast Episode 397: What’s the Average Age People Retire?

Most people want to know how they stack up to other people as they approach retirement, which is why people often ask about the average age most p…

Podcast Episode 396: Does Paying Off Your Debt Kill Your Credit Score?

One of the primary concerns for individuals nearing retirement is the desire to be debt-free. While this is a noble goal, it raises several questi…

Podcast Episode 395: Preparing for the Possibility of a Layoff in Your 50s

In today’s fast-paced world, job security can often feel like a fragile concept, especially for those in their 50s. In this episode of the Money W…

Podcast Episode 394: Do You Need to Update Beneficiaries After Getting Remarried?

With more people getting divorced later in life, blended families are common, and it leads to additional conversations involving planning. One of …

Podcast Episode 393: When Should You Use Donor-Advised Funds?

A key aspect of planning is finding ways to be as efficient as possible with your money and one great example of that is charitable giving. It’s s…

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