Episodes

Tuesday May 02, 2023

Monday Apr 17, 2023
Monday Apr 17, 2023
Social Security and Medicare are important programs providing income and health coverage during retirement. Yes the programs will be around when you retire, but benefits may be reduced. Here is a financial overview of these programs in a Q&A format.
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Wednesday Apr 05, 2023

Tuesday Mar 21, 2023
Tuesday Mar 21, 2023
Banks are in the news. Here is a summary of the recent events and why this differs from 2008.

Wednesday Mar 01, 2023

Monday Feb 20, 2023
Monday Feb 20, 2023
Last month I summarized 25 key provisions for both individuals and businesses. This time I dig a little deeper on five provisions that apply to – or piqued the interest of - many individuals and are worth repeating.

Friday Feb 03, 2023

Friday Jan 20, 2023
Friday Jan 20, 2023
This episode highlights key provisions of SECURE Act 2.0 impacting retirement plans

Thursday Jan 05, 2023
Thursday Jan 05, 2023
This episode provides a market update through Dec 31 2022 – Happy New Year!

Friday Dec 16, 2022
Friday Dec 16, 2022
Here is my traditional Holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in – but also remember to recognize and encourage this energy year-round… but without “measuring you by the yardstick of my own years.”
Happy Holidays!



