Shows
O.W.N. Your Retirement®Two Retirement Rules You Should Know AboutOn this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.
2025-05-1700 minO.W.N. Your Retirement®9 strategies if you’re laid off right before retirementDuring this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.
2025-05-1000 minO.W.N. Your Retirement®Are you ready for a recession?During this episode, we’re going to discuss tips for handling your finances and having a plan that will help you if the US goes into a recession.
2025-05-0300 minO.W.N. Your Retirement®Is 2025 still your year?During this episode, we’ll consider if those who wanted to retire in 2025 may need to reconsider, and we’ll also touch on how those running behind on retirement savings can still catch up.
2025-04-2600 minO.W.N. Your Retirement®Yes, retirees should keep investingDuring this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.
2025-04-1900 minO.W.N. Your Retirement®Financial News: Hot off the PressesDuring this episode we’re going to discuss the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).
2025-04-1200 minO.W.N. Your Retirement®Your Retirement TargetsDuring this show, we’ll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.
2025-04-0500 minO.W.N. Your Retirement®Don’t make these 401(k) mistakesDuring this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
2025-03-2900 minO.W.N. Your Retirement®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.
2025-03-2200 minO.W.N. Your Retirement®How much retirement income do you need?During this show, we’re going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.
2025-03-1500 minO.W.N. Your Retirement®Social Security Fairness Act 101During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.
2025-03-0800 minO.W.N. Your Retirement®Yes, you need an estate planDuring this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
2025-03-0100 minO.W.N. Your Retirement®Tariffs and the FutureIn this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.
2025-02-2200 minO.W.N. Your Retirement®Retirement is About the DetailsDuring this episode, we’ll highlight some of the most frequently overlooked financial steps.
2025-02-1500 minO.W.N. Your Retirement®8 Signs You’re Ready to RetireDuring this episode, we’ll discuss eight signs that could tell you that you’re ready to retire as well as traits that lead to more retirement savings.
2025-02-0100 minO.W.N. Your Retirement®Financial Resolutions for the New YearIn this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.
2025-01-1100 minO.W.N. Your Retirement®Social Security in 2025During this episode, we’ll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.
2024-12-2100 minO.W.N. Your Retirement®Reducing Taxes on Retirement WithdrawalsDuring this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.
2024-11-3000 minO.W.N. Your Retirement®What does the Fed’s rate cut mean for you?During this program, we’re going to discuss what the recent news of a Fed rate cut means for the average American.
2024-11-2300 minO.W.N. Your Retirement®What about Gen X?During this show, we’ll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.
2024-11-0200 minO.W.N. Your Retirement®What’s scarier, death or retirement?During this show, we’re going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.
2024-10-1900 minO.W.N. Your Retirement®Rollover or Stay Put?Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.
2024-09-1400 minO.W.N. Your Retirement®Preparing Your Finances for FallAs the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.
2024-09-0700 minO.W.N. Your Retirement®Don't End Up with These Retirement RegretsRetirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.
2024-08-2400 minO.W.N. Your Retirement®Moving Up Your Retirement DateDuring this show, we’ll look at steps you can take if you want to move your retirement date up. We’ll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.
2024-08-1700 minO.W.N. Your Retirement®Social Security Steps for CouplesDuring this show, we’re going to look at five possible Social Security steps for couples as well as basic Social Security elements that everyone should know.
2024-08-1000 minO.W.N. Your Retirement®Here’s How to Retire EarlyDuring this show, we’ll discuss the FIRE, or Financial Independence, Retire Early, technique.
2024-07-2000 minO.W.N. Your Retirement®Your Retirement ChecklistDuring this episode, we’re going to highlight the steps you should take each year as part of your 10-year retirement checklist.
2024-07-1300 minO.W.N. Your Retirement®Taxes may rise soon, here’s what to do…During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.
2024-07-0600 minO.W.N. Your Retirement®Balancing Finances and FulfillmentDuring this show, we’ll highlight creating a retirement plan that balances finances and fulfillment.
2024-06-2900 minO.W.N. Your Retirement®Building a Resilient 401(K) StrategyIn this episode, we’ll consider what you should do if your 401(k) match is cut. We’ll also examine 401(k) alternatives.
2024-06-2200 minO.W.N. Your Retirement®Social Security survivor benefits 101During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.
2024-06-1500 minO.W.N. Your Retirement®Don’t Miss These Financial Steps!During this show, we’ll discuss some of the most frequently overlooked financial steps and why they’re important.
2024-06-0800 minO.W.N. Your Retirement®Retirement Success On Every HorizonDuring this show, we’ll highlight short-term, medium-term, and long-term financial horizons and how to utilize each of them.
2024-05-2500 minO.W.N. Your Retirement®It’s Time To Get Out Of DebtDuring this episode, we’ll highlight some of the things you can do to get out of debt, especially when preparing for retirement.
2024-05-1800 minO.W.N. Your Retirement®Retirement Expenses Are Waiting. Are You Ready?During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.
2024-05-1100 minO.W.N. Your Retirement®The Silver TsunamiDuring this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.
2024-05-0400 minO.W.N. Your Retirement®What To Do If You’re Named An ExecutorDuring this episode, we’ll discuss some of the things you should do if you become the executor of an estate.
2024-04-2700 minO.W.N. Your Retirement®Saving for Retirement in Three Age BracketsIn this episode, we’ll consider tips for saving for retirement in three age brackets: ages 25–34, ages 35–44, and ages 45–54.
2024-04-2000 minO.W.N. Your Retirement®Taxes and Your RetirementIn this episode we uncover how your retirement income is taxed, explore strategies to minimize your tax burden, and ensure you keep more of your hard-earned money during your golden years.
2024-04-1300 minO.W.N. Your Retirement®Get Ready For Rainy DaysDuring this show, we’re going to discuss essential steps that can provide rainy day financial protection.
2024-04-0600 minO.W.N. Your Retirement®Preparing for RMDsOn this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.
2024-03-1600 minO.W.N. Your Retirement®Flexible Protection for a Healthy RetirementDuring today’s show, we’re going to address the concept of flexible protection for a healthy retirement which for some people may be a way to secure the money they need for long-term care services while also helping protect their assets.
2024-03-0900 minO.W.N. Your Retirement®What The 2024 Election Means for Your FinancesDuring today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.
2024-03-0200 minO.W.N. Your Retirement®A Guide To Roth IRAs and Roth IRA ConversionsDuring this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions.
2024-02-1700 minO.W.N. Your Retirement®Is It Time To Go Back To Work?In this episode, we’re discuss unretirement and whether it may be right for you. Do you want to work in retirement? Do you need to work in retirement? We offer ideas to help you answer these financial questions.
2024-02-0300 minO.W.N. Your Retirement®Sensible Strategies For Retirement Account WithdrawalsDuring this show, we’ll discuss how you may be able to save money when you begin making withdrawals from retirement accounts.
2024-01-2700 minO.W.N. Your Retirement®Your Four Retirement ChaptersOn today’s show, we’re going to discuss your four chapters of retirement as well as what you can do to re-enter the workforce on a part-time basis after you’ve left your previous career.
2024-01-1300 minO.W.N. Your Retirement®The 2024 Retirement PictureDuring this episode, we’re going to discuss some of the economic factors and changes coming in 2024.
2023-12-2300 minO.W.N. Your Retirement®Year End Financial Tune UpDuring this episode, we’re going to examine some potential end of year financial to do’s.
2023-12-0900 minO.W.N. Your Retirement®Social Security’s COLA is Rising AgainDuring this episode, we’re going to discuss the recent news about Social Security’s Cost of Living Adjustment increase as well as maximizing your Social Security payment.
2023-12-0200 minO.W.N. Your Retirement®Retirement Planning At Different AgesDuring this episode, we’re going to discuss younger worker’s retirement anxiety about finances, as well as retirement preparation at different ages.
2023-11-2500 minO.W.N. Your Retirement®Frightful Financial MistakesDuring this episode, we’ll have a little Halloween-themed fun while discussing common financial mistakes and how to avoid them.
2023-10-1400 minO.W.N. Your Retirement®How Much Do I Really Need To Retire?During this episode, we’re going to discuss how much you may need to have saved as you approach your planned retirement age.
2023-10-0700 minO.W.N. Your Retirement®Wiping Out Debt Before You RetireDuring this episode, we’re going to discuss some of the steps you can take to get out of debt.
2023-09-2300 minO.W.N. Your Retirement®Key Retirement Steps for WomenDuring this episode, we’re going to discuss key financial steps designed specifically for women.
2023-09-1600 minO.W.N. Your Retirement®The Truth About Your Retirement MoneyDuring this episode, we’re going to look at commonly held notions about money and which ones are true and false and we’ll also discuss 8 Obstacles to Retirement.
2023-09-0200 minO.W.N. Your Retirement®How To Know That It’s Time To RetireDuring this episode, we’ll discuss some of the most common signs that you’re economically and strategically ready to retire.
2023-08-0500 minO.W.N. Your Retirement®Annuities? Here’s what you should knowDuring this episode, we discuss what annuities are, their benefits, drawbacks, and whether they may be a good fit for your financial strategy.
2023-07-1500 minO.W.N. Your Retirement®A Retirement Reality CheckDuring this show, we’ll look at some of the common retirement expenses that many people fail to adequately prepare for before they retire. We’ll conclude the show by looking at wealth plans.
2023-07-0100 minO.W.N. Your Retirement®Saving After 50During this episode, we’re going to discuss some of the steps you may be able to take if you’re 50 or slightly older and have determined that your retirement savings has fallen behind.
2023-06-2400 minO.W.N. Your Retirement®Retirement Steps During Three Key PhasesDuring this show, we’re going to discuss retirement steps you may want to take when you’re at three unique moments: 10 years away from retirement, five years away from retirement, and one year away from retirement.
2023-06-1700 minO.W.N. Your Retirement®Retired and Considering Part-Time Work? You Call the ShotsDuring this episode, we’re going to look at some job ideas for retirees who are looking to work a day or two a week, whether to earn extra money or to just get out of the house and socialize.
2023-06-1000 minO.W.N. Your Retirement®Healthy body. Healthy mind. Healthy wallet.On this episode, we’ll discuss how maintaining your physical and mental health may help you increase the likeliness that you don’t outlive your assets.
2023-06-0300 minO.W.N. Your Retirement®Summer Travel Doesn’t Have to Blow Up Your BudgetOn today’s program, we’re going to look at some 2023 summer vacations that can be enjoyed without blowing up your budget or imperiling your financial strategy.
2023-05-2000 minO.W.N. Your Retirement®What to Know Before You RetireDuring this episode, we’re going to examine some of the key things you should know as you move closer to your retirement.
2023-05-1300 minO.W.N. Your Retirement®You Can Beat the Heat on a BudgetDuring this episode, we’ll highlight some tips to help you enjoy summer while sticking to your budget and retirement strategy.
2023-05-0600 minO.W.N. Your Retirement®Financial Steps for Every Part of the GameIn this show we look at financial steps for those who are in the last inning or two of their careers as well as for those who are still financial rookies.
2023-04-2200 minO.W.N. Your Retirement®Key steps at 50 and 65In this show, we highlight some of the financial resources available to people when they turn 50 and 65.
2023-04-0800 minO.W.N. Your Retirement®Looking to Retire Early?During this show, we’re going to highlight and discuss some of the lesser known elements of retiring early.
2023-04-0100 minO.W.N. Your Retirement®How to save on retirement withdrawalsDuring this show, we’ll look at various ways you may be able to save money when it comes time to take your retirement withdrawals.
2023-03-2500 minO.W.N. Your Retirement®Maintain Family Harmony with Enhanced PlanningDuring this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.
2023-03-1800 minO.W.N. Your Retirement®Tax Breaks for Those 50 and OlderDuring this show, we’re going to highlight some potential tax breaks for those older than 50 as well as ways older people may be able to reduce their taxes in retirement.
2023-03-1100 minO.W.N. Your Retirement®How to be content in retirementDuring this episode, we’ll discuss some of the steps you can take to build a content and fulfilling retirement.
2023-02-1800 minO.W.N. Your Retirement®What to know about the SECURE 2.0 ActDuring this episode, we’re going to breakdown the federal SECURE 2.0 Act, which may have major implications for millions of retirees.
2023-02-1100 minO.W.N. Your Retirement®Get Your Finances Ready for the FutureDuring this episode, we’re going to look into some of the things you can do to improve your finances and strategies for the coming months.
2023-01-2800 minO.W.N. Your Retirement®Should You Unretire?During this episode, we’re going to explore the concept of unretirement and what factors you can use to decide if it’s right for you.
2023-01-0700 minO.W.N. Your Retirement®End of Year and New Year GoalsThe end of one year and the beginning of the next is a time to look at your financial plan and set goals. We give some tips and goals for you to look at.
2022-12-2400 minO.W.N. Your Retirement®What you need to know about long-term careDuring this episode, we’re going to take a deep dive into long-term care insurance — what it is, how important it is, and what it may cost.
2022-12-1700 minO.W.N. Your Retirement®Build Wealth and Save MoneyWe examine some of the steps you can take to build wealth, save more money, and secure your ideal retirement.
2022-12-1000 minO.W.N. Your Retirement®Should you retire at home or abroad?During this episode, we’re going to discuss the pros and cons of retiring in the United States versus retiring abroad before highlighting some of the top retirement destinations globally and in the United States.
2022-12-0300 minO.W.N. Your Retirement®What to know about 2023 Medicare costsDuring this episode, we’re going to examine the cost changes coming to Medicare in 2023 as well as what people need to know about the open enrollment period.
2022-11-2600 minO.W.N. Your Retirement®Big jump for Social Security’s COLADuring this episode, we’re going to discuss the recent announcement that Social Security’s COLA will rise 8.7% in 2023 and then shift into discussing having enough money during retirement.
2022-11-1900 minO.W.N. Your Retirement®Understanding Social Security survivor benefitsDuring this episode, we’ll take a thorough look at Social Security survivor benefits and what your ideal filing age may be.
2022-11-1200 minO.W.N. Your Retirement®Year End To Do ListDuring this show, we’re going to discuss designing a financial to do list with the goal of crossing everything on that list off before the end of the year.
2022-11-0500 minO.W.N. Your Retirement®Do you need a 401(k) tune up?During this episode, we’re going to discuss two essential 401(k) issues: the importance of vesting and steps you can take to max your 401(k) out.
2022-10-2200 minO.W.N. Your Retirement®Don’t make these legacy plan mistakesDuring this episode, we’re going to examine and discuss some of the most common legacy planning mistakes and how they may be holding your own plan back.
2022-10-1500 minO.W.N. Your Retirement®These assets are key for a happy retirementDuring today’s episode, we’re going to take a closer look at some of the lesser discussed elements that are essential to a happy and fulfilling retirement.
2022-10-0800 minO.W.N. Your Retirement®What the Inflation Reduction Act means for youDuring this episode, we’ll take a high-level look at the recently signed into law Inflation Reduction Act and its potential impact on Medicare recipients and taxpayers.
2022-09-2400 minO.W.N. Your Retirement®These are the financial mistakes you should avoidIn this episode, we highlight some of the most prevalent financial mistakes you should work hard to avoid.
2022-09-1700 minO.W.N. Your Retirement®Don’t overlook these critical planning stepsDuring this episode, we’ll examine some of the most commonly overlooked financial strategy steps and what you can do to avoid them.
2022-09-0300 minO.W.N. Your Retirement®You can see the world during retirementDuring today’s show, we’re going to highlight some of the ways you may be able to see the world during retirement without blowing up your budget.
2022-08-2700 minO.W.N. Your Retirement®Five types of insurance you should considerDuring this show, we’ll examine the five types of insurance you’ll likely want to include in your financial strategy.
2022-08-2000 minO.W.N. Your Retirement®How to Plan Your Retirement CoursePlanning for retirement can be daunting, so in this episode we talk about some of the main things you need to take into consideration.
2022-07-3000 minO.W.N. Your Retirement®Don’t rush into early retirementDuring this episode, we’re going to provide some of the core reasons you should be cautious and thoughtful about jumping into an early retirement.
2022-07-2300 minO.W.N. Your Retirement®Are annuities right for youDuring this episode, we’ll look at what annuities are, there plusses and minuses, and whether they’re a good fit for your financial strategy.
2022-07-1600 minO.W.N. Your Retirement®Tips to not outlive your moneyDuring today’s show, we’re going to address the importance of not outliving your money during retirement.
2022-07-0900 minO.W.N. Your Retirement®What to include in your retirement budgetIt’s easy to get caught up in the excitement as you near retirement, but before that fateful day, it’s important to have a fully fleshed out retirement budget. That’s our topic on today’s show!
2022-06-2500 minO.W.N. Your Retirement®Recession-proof your retirementMany experienced financial professionals are predicting that we’ll soon be confronted with a recession. On today’s show, we’re going to offer up some tips that may help recession-proof your retirement.
2022-06-1800 minO.W.N. Your Retirement®How to Handle a Bear MarketThe possibility of a coming bear market has been in the news a lot lately, so during today’s episode we’re going to discuss what a bear market is and what you can do to help prepare yourself — and your assets — for one.
2022-06-1100 min