64 episodes

Specializing in safe retirement strategies with a holistic approach to individual needs.

Sandman Financial Sandy Minardi

    • Business

Specializing in safe retirement strategies with a holistic approach to individual needs.

    Breaking Down the Proposed Biden Tax Plan

    Breaking Down the Proposed Biden Tax Plan

    We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.

    • 20 min
    Life Insurance - What Beneficiaries Should Know

    Life Insurance - What Beneficiaries Should Know

    During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss the pros and cons of both permanent and term life insurance.

    • 22 min
    In Demand Jobs for Older Workers

    In Demand Jobs for Older Workers

    In this episode, we discuss employment anxiety among older workers and look at some jobs that are in demand for them, especially those who are 62 and older.

    • 18 min
    All About Annuities

    All About Annuities

    Do you know there are many different types of annuities? Some have high fees, some have NO fees. Some have fixed rates of return and others invest in the stock market. Which one is right for you?

    • 19 min
    401K Mistakes & Questions

    401K Mistakes & Questions

    401(k) plans are one of the most common retirement products. But what are they really? What are some common mistakes to avoid? And what even is a 403(b) and how is it different?! This episode examines the ins and outs of 401(k)s.

    • 22 min
    Life Insurance Basics & Options

    Life Insurance Basics & Options

    What are some basics of life insurance? Is life insurance something that should be considered as a part of your financial or retirement strategy?

    • 19 min

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