Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
The right financial steps during your last season
During this episode, we’re going to get into the swing of the baseball season by highlighting some of the best final seasons in baseball history while also discussing steps people should take in their final year at work before retirement.
Questions to ask when choosing a financial services professional
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with.
What the American Rescue Plan means for you
During this episode, we’re going to do a comprehensive analysis of the recently passed American Rescue Plan and what it means for people of all ages as well as business owners.
Eye-popping financial stats
During this episode, we’re going to examine financial statistics that may surprise you, scare you, or inspire you to readjust your own financial strategy.
How to be happier at work
During this episode, we’re going to look at how you can make yourself happier at work.
Are you ready for tax season?
During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s and the self-employed.
I enjoyed the updates on the Secure Act! Thanks for the great information.