Shows
Retirement KeysMore Important Questions To Answer Before You RetireIn this episode we talk about questions you need to ask and answer before you retire involving your investments, taxes and more.2023-08-0600 minRetirement KeysQuestions to Ask about Retirement Income & Social SecurityWe continue our 20 Questions series with a discussion on what you need to know about retirement income and Social Security.2023-07-2300 minRetirement KeysEstate Planning, Wills & Trusts with Blake GuidryWe welcome special guest attorney Blake Guidry to talk about wills, trusts and estate planning.2023-07-1500 minRetirement KeysThe Alternative Board for Small BusinessesWe welcome special guests David Purvis and Ernst den Hartigh of The Alternative Board to talk about small businesses and help for business owners.2023-06-1800 minRetirement KeysQuestions to Ask Before You Retire Pt 3We continue our series on the 20 questions you need to ask and have answered before you retire. We look at how to figure out what your net income needs to be in retirement as well as Social Security maximization.2023-06-1100 minRetirement KeysQuestions to Ask Before You Retire Part 2We continue our series on the 20 questions you need to ask and have answered before you retire. We look at planning for healthcare and long-term care costs.2023-05-2100 minRetirement Keys20 Questions to Ask Before You RetireIn this episode we start a new series on the 20 questions you need to ask and have answered before you retire.2023-05-1400 minRetirement Keys20 Questions for a Successful RetirementWe talk about 20 questions that you need to have answered before you retire.2023-04-2300 minRetirement KeysComponents of a Solid Retirement PlanIn this episode we will tell you how you can have a solid retirement plan that you don't have to worry about.2023-04-1600 minRetirement KeysFinancial Outlook: Don't Panic, Get a Plan.In this episode we look at the current financial landscape and talk about the dangers of making emotional decisions.2023-03-2600 minRetirement KeysEstate Planning with Chip LoCocoIn this show Anthony brings in special guest Chip LoCoco to talk about wills, trusts and estate planning. Vincent “Chip” LoCoco is an estate planning attorney in New Orleans. He is a partner in the law firm of Many & LoCoco. He has been practicing in this area for close to 30 years now2023-03-1200 minRetirement KeysEnhanced Retirement PlanningIn this episode we are going to talk about enhanced planning. This is the planning you do beyond wealth management. Some of you may refer to it as estate planning or advanced planning. In my firm, we call it enhanced planning. We talk about how to protect your legacy and preserve family harmony.2023-03-0500 minRetirement KeysIntentional Living in RetirementIn this show we discuss "intentional living" and how to have a successful retirement.2023-02-1200 minRetirement KeysThe Importance of Financial PlanningNot having a financial and retirement plan can be very costly. In this episode we talk about what you need to know about various aspects of planning.2022-11-1300 minRetirement KeysHappiness in Retirement with Kenlie FiteToday we talk about achieving happiness in retirement. Anthony welcomes special guest Kenlie Fite a Success Coach with herrefuge.com2022-10-1600 minRetirement KeysHolistic Retirement PlanningWhen planning your retirement you need to look at the big picture, now and in the future. In this episode we talk about the most important parts of retirement planning.2022-08-2100 minRetirement KeysLong-Term CareIn this episode Anthony welcomes special guest Craig Condon to talk about healthcare and long-term care planning.2022-08-1400 minRetirement KeysFinancial Keys to Deal with a Market DownturnDuring this episode, we’re going to discuss the current bout of market volatility and how you can cut out emotions and stick to your financial strategy.2022-07-1700 minRetirement KeysState of the Financial UnionThe financial world and the economy have both been extremely volatile. In this episode we discuss what's going on and possible strategies and solutions.2022-05-2900 minRetirement KeysDealing with Market VolatilityThe markets are extremely volatile and in this episode we talk about ways to help deal with that.2022-05-1500 minRetirement KeysDealing with Market Volatility and Inflation at the Same TimeIn this episode we discuss the current bout of inflation and market volatility as well as tips and strategies to deal with each.2022-05-0100 minRetirement KeysMedicare and Healthcare PlanningIn this episode we discuss some importing tips and strategies to deal with Medicare and Healthcare costs in retirement.2022-04-0300 minRetirement KeysFinancial Second OpinionIn this episode Anthony talks about the importance of getting a second opinion and how it can help you.2022-03-2700 minRetirement KeysInflation and Financial Planning TipsIn this episode we discuss ways to deal with inflation and market volatility.2022-03-1300 minRetirement KeysSocial Security MythsDuring this episode, we’re going to first address some of the most common myths about Social Security before pivoting to a discussion about some of the lesser known services that Social Security provides.2022-02-2000 minRetirement KeysInvestment Strategies and Legacy PlanningIn this episode we talk about strategies to help you deal with market volatility and the importance of legacy planning.2022-02-0600 minRetirement KeysThe Business Climate & Commercial Lending with guest Danny FisterAnthony welcomes special guest Danny Fister of Sunset Commercial Lending to talk about the current business climate and commercial lending.2022-01-3000 minRetirement KeysYear-end and New Years Planning TipsIn this episode we discuss helpful tips to make sure you're financially prepared for the new year!2021-12-2600 minRetirement KeysFinancial Planning ChecklistIn this episode Anthony goes over what you need on your financial planning checklist and why it's so important.2021-12-0500 minRetirement KeysThe Real Estate Market - Where it's at and where it's goingIn this episode Anthony welcomes special guest, Realtor Lisa Hall to the show to talk about the real estate market...where it's at, investing and downsizing.2021-11-2800 minRetirement KeysRetirement Income and The Cost of LivingIn this episode Anthony discusses the cost of living, Social Security's adjustment and what it means to your retirement income.2021-11-2100 minRetirement KeysTaxes and InflationIn this episode we discuss where taxes and inflation are headed and how to help minimize their impact on your retirement plans.2021-10-3100 minRetirement KeysMedicare and Healthcare in RetirementIn this episode we talk about how to get the most out of Medicare and your healthcare coverage in retirement.2021-10-2400 minRetirement KeysDebunking Retirement MythsDuring this episode, we’re going to examine some of the common myths about retirement and Social Security and why knowing the difference between myth and reality is important for your financial strategy. To add a little fun, we’ll also share some of our favorite historical myths.2021-10-1000 minRetirement KeysFinding Money in RetirementDuring this show, we’ll examine some ways you may be able to find extra cash after you’ve retired, in a variety of options.2021-09-1900 minRetirement KeysRetirement Changes — Past, Present, and FutureDuring this show, we’re going to discuss some of they key ways that retirement has changed during the last 25 years. In the final segment, we’ll also consider how retirement may change in the next 10 years.2021-08-1500 minRetirement KeysRetirement and Financial Steps at Important AgesDuring this show, we’ll examine some of the financial resources and possibilities that are available to you at the very important ages of 50 and 65.2021-08-0800 minRetirement KeysSo, You Want to Retire EarlyOn this episode, we examine the 10 potentially critical things you need to know if you’re considering early retirement.2021-07-1800 minRetirement KeysA Declaration of (Financial) IndependenceDuring today’s episode, we’re going to examine some of the things you can do right now to potentially get yourself closer to true and lasting financial independence.2021-07-0400 minRetirement KeysAre You Ready for Inflation?Inflation is a concern for some people in retirement. Let’s discuss the current inflation news and then examine ways you can build a budget and a retirement strategy that may offer some degree of protection against inflation.2021-06-1300 minRetirement KeysQuestions to Ask When Choosing a Financial Services ProfessionalDuring this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.2021-04-0400 minRetirement KeysWhat the American Rescue Plan Means for YouDuring this episode, we’re going to do a deep analysis of the recently passed American Rescue Plan. In our final segment, we’ll address some good post-pandemic budgeting options.2021-03-2800 minRetirement KeysAre You Ready for Tax Season?During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.2021-03-0700 minRetirement KeysCritical Social Security RulesFor many people, Social Security is the key element of their financial retirement strategy, so it’s critical to understand Social Security’s many rules, regulations and quirks. Additionally, in most cases, Social Security should be only one component of a robust strategy.2021-02-1400 minRetirement KeysMistakes and Questions401(k) plans are one of the most common retirement products. But what are they really? What are some common mistakes to avoid? And what even is a 403(b) and how is it different?! This episode examines the ins and outs of 401(k)s.2021-01-1000 minRetirement KeysWhat to Do if You Want to Retire Right NowDuring this episode, we’ll look at the steps people who are very close to retirement may want to take to ensure their financial strategies are as solid as possible so they leap into retirement with optimism and confidence.2020-12-2000 minRetirement KeysSenior LivingIn this episode Anthony welcomes special guest Mike Schonberg, president of Schonberg Care. A big part of retirement is where you can live comfortably and get the care you need. Mike and Anthony talk about what you need to know about Senior living and care. Please visit www.schonbergcare.com for more information!2020-11-2200 minRetirement KeysLegacy Planning During the PandemicDuring this episode, we’ll be discussing how you can build an legacy plan or adjust your current plan to better reflect your needs during the coronavirus pandemic. We’ll also look at some more general financial decisions that may make sense during the pandemic.2020-11-1500 minRetirement KeysDon’t Fall for Financial MythsMany people have come across financial myths, whether they’re about a current financial situation or something more general like Social Security, Medicare, or retirement. This episode will help listeners cut through the noise and separate myth from reality.2020-10-0400 minRetirement KeysCritical Social Security RulesFor many people, Social Security is the key element of their financial retirement strategy, so it’s critical to understand Social Security’s many rules, regulations and quirks. Additionally, in most cases, Social Security should be only one component of a robust strategy.2020-09-0600 minRetirement KeysCOVID-19 financial strategiesWhile dealing with the COVID-19 economy, you may be able to stabilize your finances by setting clear financial goals, setting priorities and more.2020-08-3000 minRetirement KeysProtect Your Retirement in the COVID-19 EconomyIn times of tremendous economic upheaval, you can take steps to tighten your budget and reduce your monthly bills. At the same time, there are also measures you can take right now to better protect your retirement.2020-08-0900 minRetirement KeysProtect Your Finances from RecessionsWhen the economy is in flux, you may be able to reduce your stress and increase your peace of mind by following steps that may position you to better protect your finances so you can weather the conditions.2020-08-0200 minRetirement KeysAvoid Common Retirement Strategy MistakesIn times of economic uncertainty, there can be tremendous value in examining your retirement income strategy to make sure you aren’t falling victim to one or more of the common retirement strategy mistakes that can upend your hopes and goals for retirement.2020-07-2600 minRetirement KeysA Guide to Roth IRAsRoth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.2020-06-1400 minRetirement KeysMedicaid and Medicare - Things to KnowIn this episode we talk about the differences between Medicare and Medicaid and talk about what is covered by Medicaid and what you need to know to help plan your healthcare costs in retirement.2020-05-2400 minRetirement KeysMedicare – A Beginner’s GuideMedicare can be a confusing subject. There are so many parts, rules and regulations. Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare.2020-05-1700 minRetirement Keys8 Must-Know Social Security RulesDo you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2020-05-1000 minRetirement KeysYour Guide to the CARES ActThe federal government’s Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in March of 2020. It comes with several loans and grants as well as new and adapted rules and regulations. Find out what it might mean for you.2020-05-0300 minRetirement KeysAll About 401(k) RolloversWhat happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).2020-04-0500 minRetirement KeysWeathering Income Peaks and ValleysNot everyone has a steady income that stays the same month after month. Small business owners, salespeople, freelancers and others may see significant fluctuations. Here are some ideas on how you can weather them.2020-03-2900 minRetirement KeysThe Benefits of Life InsuranceDo you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2020-03-2200 minRetirement KeysTax Time Is Here AgainTax season is a time of year when everyone is thinking about their finances. You can use it to help you make better decisions, not just this year but into the future.2020-03-0800 minRetirement KeysBreak Your Bad Financial HabitsWith just a few changes you can turn your bad financial habits into good habits that leave you planning for the future with confidence and excitement.2020-02-1600 minRetirement KeysThe SECURE Act: Changes to IRAsCongress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.2020-02-0200 minRetirement KeysHow Do You Feel About Your Finances?Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2019-12-1500 minRetirement KeysSchedule Your Retirement Check-UpDo you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2019-12-0800 minRetirement KeysIs Your Retirement Prepared for a Bear Market?Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2019-10-2700 minRetirement KeysTips to Help Create Your Retirement StrategyDo you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2019-10-1300 minRetirement KeysThe Costs of Financial ProcrastinationDo you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2019-08-2400 minRetirement KeysWhat an IRA Can Do for Your RetirementDo you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2019-08-1100 minRetirement KeysBreaking Free from Retirement StressDo you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2019-07-2800 minRetirement KeysRetirement Rumors to IgnoreDo you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2019-07-2100 minRetirement KeysRetirement Planning for CouplesDo you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2019-06-0900 minRetirement KeysThe Single's Key to RetirementDo you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2019-05-1900 minRetirement KeysHousing For Your RetirementDo you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2019-04-0700 minRetirement KeysRetire With PurposeDo you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.2019-03-1700 min