Oct 26, 2022
There’s a new cost of living adjustment for both Social Security benefits and Medicare! But what does it mean? And how will these changes impact your retirement? On this week's episode, I'm going to address the recent announcement from Social Security regarding the 2023 cost of living adjustment and answer a...
Oct 19, 2022
Have you ever gotten a suspicious text or email that felt real and didn’t know what to do? When was the last time you changed your online bank account password? In honor of Cybersecurity Awareness Month, I thought it would be the perfect time to talk about the seven steps you can take to protect yourself from becoming...
Oct 12, 2022
Despite our industry's best efforts to protect investors from scams and bad recommendations, good people are being taken advantage of every day by shady financial advisors. On this episode, I’m going to address the 10 questions you need to ask any financial advisor you want to hire or are currently working with and...
Oct 5, 2022
Wouldn’t it be nice if every investment was a winner? While not every investment will make you money, there are strategies to help you make the most of a loss. On this episode, I’m going to show you the dos and don’ts of tax-loss harvesting so you can lower your income taxes and soften potential losses in the...