Financial Focus

Financial Focus


Latest Episodes

Taxes and Your Retirement
July 20, 2024

During this episode, well consider different types of retirement income and what taxes they may be subject to.

Two Essential Retirement Phases
July 06, 2024

During this show, well discuss retirement steps to take when youre five years and one year from retirement.

What You Should Know Before You Retire
June 29, 2024

During this show, well discuss some of the things current retirees wish theyd known before they stopped working.

Get Ready For Rainy Days
June 22, 2024

During this show, were going to discuss essential steps that can provide rainy day financial protection.

Preparing for RMDs
June 01, 2024

On this episode, well break down some of the most important things about RMDs.

What the New Generation Retirement System Can Do For You
May 18, 2024

During this show, were going to break down the New Generation Retirement system and how it can provide value and guidance on the road to retirement.

What The 2024 Elections Means For Your Finances
May 11, 2024

During todays show, were going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.

A Guide To Roth IRAs and Roth IRA Conversions
May 04, 2024

During this episode, were going to get deep into the details about Roth IRAs and Roth IRA conversions and how they might benefit your retirement planning.

Retirement for a New Generation
April 27, 2024

During this show, were going to examine how much retirement has changed in a short amount of time and how you can thrive in a new generation of retirement.

Generational Vault And Enhanced Planning: A Powerful Combo
April 13, 2024

During this episode, well discuss enhanced planning and Generational Vault.