Beware of the fairytale retirement
All too often, people fall for the “fairytale retirement” trick. However, without the proper planning, your dream retirement will be just as mythical as those fairytales. Join us as we
The Slice
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Maneuvering Medicare
Are you planning on retiring soon? Do you know what kind of Medicare coverage you are eligible for? This week’s guest Laura Schimberg is an Elder Benefit Specialist, and she’s
The art of communication
Whether you’ve been meeting with a financial professional for decades, or haven’t even gotten started, this week’s episode is for you! Tune in as Robin Edgar breaks down how to
Bounce back
A loving husband, a beautiful daughter, a growing and successful career. Jane Blaufus had the perfect life until, out of the blue, everything changed. Tune in to learn how, following
Flipping the retirement switch
Once you reach retirement, it can be difficult to flip the switch from saving mode to spending mode, but hopefully this week’s show with Author Gary Sirak will show you
Special planning for special needs
Even Stephanie Thompson, a Financial Professional, admitted that her initial focus was on her son’s comfort and well-being during his diagnosis rather than the family finances. Listen to hear how
The high price of money shame
If you ever feel shame around money, you’re not alone. In fact, many people feel a shame surrounding their finances, whether it’s the way they spend it, the way they
DreamCatchers: Making dreams come true
You’re probably familiar with the Make a Wish Foundation, but have you ever heard of DreamCatchers? This week’s powerful episode features the Founder of Dreamcatchers, Caitlin Crommett, who discusses how
The do’s and don’ts of long-term care
For the average Joe, the concept of long-term care can be a challenging one to grasp, especially in terms of planning for the possibility of long-term care. In this week’s
What will you leave behind?
Many people want to leave their money, house, car, or other assets to their children or family members after they pass, but if you fail to properly plan, those decisions