Retirement Revealed

Retirement Revealed


Latest Episodes

May – October 2022 I Bond Rate is 9.62%!
May 03, 2022

When you buy a US Series I Savings Bond (I Bond) during May through October 2022 your initial 6-month rate will be 9.62%

6 Effective Ways To Cope With Widowhood with Paula Harris
April 27, 2022

Widowhood is a challenging time, full of grief and sorrow. If you are entering retirement as a couple, it is likely that one of you will face widowhood in the future. You might also have friends or family members going through it. Tune in to learn how you

The New Map of Life: 5 Things You Should Do Differently
April 20, 2022

The average life expectancy is 30 years longer than it was a century ago. As a result, retirees now have more years to plan for. After all, an extra 30 years likely means that the end of your retirement will be a lot later than it used to be! Tune in to l

4 Signs You Need a Daily Money Manager with Catherine A. Schramka Heidemann
April 13, 2022

Sometimes, you reach a point in life when you can no longer oversee your personal finances. Regular bill payments, updating check books, monitoring different accounts, or looking out for fraudulent activities — it can be a little too much to handle on you

3 Reasons to Have a Withdrawal Plan in Retirement with Chris Lanfranca
April 06, 2022

Your withdrawal plan can have a huge impact on your lifetime taxes potentially even hundreds of thousands of dollars! Tune in to learn about tax-efficient withdrawal strategies to generate retirement income, and gain insights into advanced softwares for

5 Things to Know Before Filing Your 2021 Taxes
March 30, 2022

The deadline for filing your 2021 taxes is approaching. Do you have your taxes figured out? When we say having your taxes figured out, we dont mean just for the past year. If you want to optimize your overall tax picture, you need to look at your total

The Biggest Retirement Costs, Shocks, and Risks
March 23, 2022

Retirement today is very different from what the previous generations experienced. Lower interest rates, fewer employer pensions, new financial products… a lot of variables have changed over the years. Tune in now to discover the biggest retirement costs,

Personal Finance in a Public World with Bob DePasquale
March 16, 2022

Have you ever been tempted to buy something online that you didnt really need, just because of an ad? A few impulse purchases is all it takes to put a dent in your budget! Tune in now to learn how you can keep your personal finances on track in a world w

Medicare Advantage or Medigap? Here Are 6 Tips To Help You Decide with Tom Qualley
March 09, 2022

Its important to choose your Medicare plan wisely, as it can affect your healthcare costs for the rest of your life! Tune in to discover the pros and cons of different Medicare plans, along with 6 tips to help you choose between Medicare Advantage and Me

5 Lessons From a New Medicare Enrollee with Nancy Towle
March 02, 2022

As you celebrate the start of Medicare at 65, there are some key insurance-related decisions youll need to make. One mistake, and you might end up paying hundreds of dollars extra per month! Learn 5 Medicare lessons from a new Medicare enrollee, Nancy To