Om denne podcast
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
Episoder
De nyeste 20 af 60 episoder
- Wealth Lessons from Dolly PartonDuring this episode, we'll explore what Dolly Parton's life and words could teach us about building both financial wealth and “wisdom wealth.”
- Harvest Time for Your Retirement SavingsDuring this harvest-season episode, we'll look at how confident Americans feel about retirement, how much retirees may withdraw from their savings each year and the rules and…
- The Changing Colors of Medicare Open EnrollmentDuring this fall episode, we'll look at what's changing for Medicare Advantage and Part D prescription drug plans in 2027, why the averages don't always tell the whole story and…
- 11 Costly Medicare Mistakes to AvoidDuring this episode, we'll cover common Medicare mistakes people could make around enrollment, plan selection and premiums.
- Memories, Traditions and Legacy - What's Really ImportantIn this episode Dave talks about what's really important in life, and how to make sure you don't miss out.
- Building Wealth During RetirementToday we’ll discuss strategies for continuing to grow wealth during retirement.
- How to Manage a WindfallDuring this episode, we'll cover nine ways to thoughtfully handle a sudden windfall.
- Mid-Year Update and 250 Years of the USAAs the nation celebrates its landmark 250th anniversary, it is the perfect time to look back at America's rich history while also taking a hard look forward at your own financial…
- Navigating a Late Career LayoffDuring this episode, we'll walk through nine practical steps for workers who find themselves laid off close to retirement.
- The Great Wealth Transfer and YouDuring this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.
- Is a Roth Conversion Right for You?During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a…
- Financial Wellness Survey for Gen XIn this episode David talks about Gen X getting closer to retirement and what they need to know to be ready for retirement. From tax planning to a social security strategy, how…
- Is Social Security Enough? Building Your Retirement Income PlanWhile Social Security provides a foundational safety net, relying on it as a sole income source often leaves a significant gap in a modern retirement budget. This episode…
- Prepare Today for Tomorrow’s Healthcare CostsDuring this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.
- What You Need to Know About IRMAADuring this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.
- Managing Financial Risk During a Market DownturnDuring this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.
- An Even Bigger ElephantIn this concluding installment, we pick up right where we left off to dissect the massive, unavoidable market forces we started uncovering last week. We push past the initial…
- Your Checklist for Addressing the Elephant in the RoomIn this episode, we tackle the awkward but essential conversations around family inheritance and estate planning before it’s too late. We break down a step-by-step framework to…
- The Cost of Being a GrandparentDuring today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking…
- Medicare Part B Will Be Pricier in 2026During this episode, we’ll be discussing the rise in Medicare Part B costs as well as other Medicare changes coming in 2026.
