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 Benefits and Drawbacks of Annuities
Annuities can provide a steady stream of retirement income if utilized properly. Find out about different types of annuities, how they work and how/when they may be part of a financial strategy.
Are You Ready for Inflation?
Inflation is a concern for some people in retirement. Let’s discuss the current inflation news and then examine ways you can build a budget and a retirement strategy that may offer some degree of protection against inflation.
Find YOUR Retirement Lifestyle
During today’s episode, we’re going to discuss some of the common preferred retirement lifestyles and what you can do to make one of them a reality for you.
Breaking down the 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.
Financial Steps for Veterans and Rookies
It’s spring and among the many things that brings is the return of baseball. To get in the spirit, we take a look at what steps “veterans,” or people in the last year of their career, may want to take before retirement. Then we highlight steps “rookies,” or people in the first year of their career, may benefit from taking.
Avoiding Social Security Scams
Every once in a while, we hear about a new Social Security scam that targets retirees and pre-retirees. The latest version is another reason to be cautious about who you talk to and what you say.
Clear and concise!
I really benefited from the way Peter explained and broke down the CARES act. He did so in a way that was very easy to understand and he made it clear what benefits applied to me, to my family and to small businesses. Thank you! I look forward to hearing more from this podcast!