Jun 9, 2023
Tim discusses some of the top financial news from late May.
May 19, 2023
Prices are going to be up for nearly everything involving vacation planning for this summer - hotels, airfare, meals, etc. But taking that summer trip should still be on your agenda. Tim and Jeff discuss why this is important.
May 11, 2023
The so-called Baby Boomer generation has been retiring for a number of years, but the next group, referred to as Gen X, is on the cusp of their retirement years. This podcast focuses on the latter group and the preparations they need to make in planning for life after working.
Mar 20, 2023
Remember that 80's phenomenon the Rubik's Cube, the six sided puzzle where you need to make every side the same color. There are a lot of parts to get right, and retirement planning can be the same way. Tim and Jeff discuss how this analogy fits and how the pieces can be arranged so that your retirement plan - i.e....
Feb 3, 2023
Retirement comes with a lot of potential risks, but two stand out – longevity and health care – because they are big unknowns. Jeff Gove addresses these as well as more known factors such as taxes and being prepared.