Episodes

Friday Oct 14, 2022
Friday Oct 14, 2022
My topic today covers the 2023 SS inflation adjustment – a silver lining in this cloudy inflationary environment.

Sunday Oct 09, 2022
Sunday Oct 09, 2022
My topic today is an overview of the markets through 9/30/2022. Also check out the graphs on my blog.

Friday Sep 23, 2022
Friday Sep 23, 2022
My topic today covers annual benefits enrollment. Don’t just default to last year’s choices.

Wednesday Sep 07, 2022
Wednesday Sep 07, 2022
My topic today is an overview of the markets through 8/31/2022. Also check out the graphs on my blog.

Thursday Aug 18, 2022
Thursday Aug 18, 2022
My topic today is providing tips on withdrawing 529 funds for college bills and a heads-up to the end of student loan moratorium on 9/1/22.

Monday Aug 08, 2022
Monday Aug 08, 2022
My topic today is an overview of the markets through 7/31/2022. Also check out the graphs on my blog.

Tuesday Jul 19, 2022
Tuesday Jul 19, 2022
Investment considerations for someone with first earnings, summer job, etc.

Friday Jun 24, 2022
Friday Jun 24, 2022
My topic today is SS and Medicare funding status. Will they be around for you? Follow along in easy Q & A format.

Thursday Jun 09, 2022
Thursday Jun 09, 2022
My topic today is an overview of the markets through 5/31/2022. Also check out the graphs on my blog post.

Tuesday May 31, 2022
Tuesday May 31, 2022
My topic today is 529 Plans. Know the two main types. Follow along in easy Q & A format.