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.
Latest episodes
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So, You’re a Decade From Retirement
During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.
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Retirement: When Should You Wait?
In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.
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What Social Security’s 2026 COLA Means for You
In this episode, we’re going to discuss Social Security recently announced 2026 Cost of Living Adjustment (COLA).
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Medicare Open Season is Now
The clock is ticking on Medicare Open Season, making this the critical moment to review and potentially change your health and prescription drug coverage for the coming year. We br…
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Emergency Fund 101
During this episode, we’re going to discuss the importance of an emergency fund and how you can build one of your own.
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Avoid These Spooky Retirement Mistakes
During this show, we’re going to walk through some of the most frightful retirement mistakes and how you can avoid them.
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The Great Wealth Transfer and You
During 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.
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Managing Financial Risk During a Market Downturn
During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.
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These Habits Aren’t Just for the Wealthy
On this show, we’ll discuss 13 traits common among wealthy people, that anyone can utilize in their own financial strategy.
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What You Need to Know
During this show we’re going to take a close look at annuities, particularly their pros and cons.
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Beneficiary 101
During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.
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The Cost of Being a Grandparent
During 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 ca…
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The New Budget Bill and You
During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.
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Mitigating Longevity Risk
During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.
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Retirement: How do you know if you’re ready?
During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.
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Finish 2025 Strongly
During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.
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Don’t make these 401(k) mistakes
During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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Two Retirement Rules You Should Know About
On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.
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Recession Fears are Easing
On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finan…
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Yes, retirees should keep investing
During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.