Feb 2, 2023
It’s time for another mailbag episode, and we have some great topics to discuss. This episode could really help if you’re looking to improve your financial situation and prepare for retirement.
On today’s show, we’ll share:
- What should I do with my annuity? (3:26)
- Should you get a life insurance policy on your...
Jan 26, 2023
The end of the year (or start of a new year) probably means you’re getting a lot of financial statements in your mailbox, or inbox if you’re paperless. Ever wonder what some of those terms mean as you look at your 401(k), IRA and other account balances?
Let’s spend a little time looking over a financial statement...
Jan 19, 2023
Even if she wasn’t directly talking about money, Grandma said a lot of smart things that we can apply to our financial planning. We might not have known it then, but looking back on wisdom that was imparted to us can teach us lessons years later.
In this episode, we’ll look at some of the sayings that we all heard...
Jan 12, 2023
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes.
In this episode, we’ll cover at least the top five mistakes people make in their 401(k)s so hopefully...
Jan 5, 2023
Market volatility became the norm in 2022. Are we in for more of the same in 2023? We’ll talk about the market outlook for the next 12 months, plus share tips on how you can best prepare for potential future volatility.
On today’s show, we’ll share:
- Mergers & Acquisitions says “signs point to more...