Ready for a deep-dive into the complex world of social security benefits and retirement planning? Brace yourselves as Brendan and Casey unravel the nuances of social security, Medicare and more.We'll be discussing the cost of living adjustment (COLA

Should you claim Social Security early to maximize the amount of time you receive benefits? Or should you delay taking it for as long as possible to maximize the amount of money you receive each month?Join us, as Tom, Tim and Casey dissect the critical

Deciding between a lump sum or monthly check can be a daunting task. Wondering how you should go about it? You're not alone; this episode dives into the heart of that problem. We tackle fascinating topics such as the ongoing trend of private sector e

Ever thought about how a surprise withdrawal from your investment account could wreak havoc on your financial plan? We've got insights from a recent MarketWatch article by Brendan Mullooly that will change the way you approach such decisions. We disc

Have you ever noticed how the S&P 500 tends to hit its lowest point before the economy does? This fascinating phenomenon, as researched and written by Michael Cembelast from JP Morgan, is one of our focal points today. We'll dive into several pas

Are you ready to get under the hood of the financial world? In this illuminating episode, we pull back the curtain on the current financial atmosphere, dissecting the recent CPI report and the pessimistic outlook for the stock market. We touch base on the

Ready to demystify Roth conversions? Join us as we untangle the intricate webs of Roth and traditional IRAs, their tax implications, and the key reasons behind the strategic switch. We promise to offer you a clear understanding of the potential benefits a

Does the thought of switching from being a diligent saver to a spender during retirement unsettle you? We understand this and are here to help you navigate this shift with ease and confidence. In our engaging conversation with Tom, we delve into the psych

Have you ever felt overwhelmed by the world of investments, specifically annuities? You're about to witness a clear, concise breakdown of the complex web of annuities and gain an understanding that could be transformative for your financial future. T

The first thing that's often declared when a merger occurs is "Nothing will change!" In our experience, nearly everything will (eventually) change!Ever wonder how big mergers in the financial world can affect you? Buckle up, because we&a