Finance with Frank

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.

Protect Your Finances from Recessions

When the economy is in flux, you may be able to reduce your stress and increase your peace of mind by following steps that may position you to better protect your finances so you can weather the conditions.

05-31
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Is it time to break up with your bank?

When it comes to determining whether or not you should switch banks, there are six key elements you should consider. We discuss all six in this episode.

05-17
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Avoid Common Retirement Strategy Mistakes

In times of economic uncertainty, there can be tremendous value in examining your retirement income strategy to make sure you aren’t falling victim to one or more of the common retirement strategy mistakes that can upend your hopes and goals for retirement.

05-10
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A Guide to Roth IRAs

Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.

05-03
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Eight Obstacles to Retirement

The retirement you’ve been dreaming about is possible, if you’re prepared. This episode of Financially Tuned concisely addresses the Eight Obstacles of Retirement: income, life expectancy, taxes, market downturns, rising inflation, Medicare, long-term care and losing your spouse.

04-26
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Your Guide to the CARES Act

The federal government’s Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in March of 2020. It comes with several loans and grants as well as new and adapted rules and regulations. Find out what it might mean for you.

04-19
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Take the Time to Get Your Finances in Order

With millions of Americans currently working from home as the world deals with the coronavirus pandemic, it’s a good time to take control of our finances to better prepare for a strong financial future.

04-12
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What to Do Instead of Worrying about COVID-19

The coronavirus disease has dominated the news cycle for the past few weeks and it’s not going away. Instead of letting that get you down, here are some things you can do to respond and prepare your retirement strategy.

04-05
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Feelings and Finances

This episode examines the connection between your emotions and your financial life. Looking at tips and options to keep your finances safe from your emotional rollercoaster.

03-29
27:00

Weathering Income Peaks and Valleys

Not everyone has a steady income that stays the same month after month. Small business owners, salespeople, freelancers and others may see significant fluctuations. Here are some ideas on how you can weather them.

03-22
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Is Your Retirement Prepared for a Bear Market

Defining what a Bear Market is and addressing the stages and causes. Also, strategies designed to help keep your retirement safe from a bear market.

03-15
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Measuring Your Reaction to Market Volatility

Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?

03-08
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Qualified vs. Non-Qualified Money

In this episode we’re going to dive into the topic of qualified money versus non-qualified money and the possible tax treatment on both types of accounts.

03-01
26:57

Retirement Expenses to Consider

There are many expenses in retirement. Will they be what you expect? Are you ready to deal with healthcare costs? Do you really know the fees your retirement account has? How will your family and children impact your retirement expenses? This segment looks at potential answers to all of these questions and more.

02-23
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Smishing and Wishing

Smishing is a new challenge and attack on your financial information. Wishing without action can be a challenge and detriment to your financial future. This episode looks at each of these and provides some potential actions you may take to keep your financial future secure.

02-16
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What an IRA Can Do for Your Retirement

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

02-09
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The SECURE Act: Changes to IRAs

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

02-01
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Preparing your Retirement Garden

Getting your finances in order and coming up with a plan for retirement can be a lot like gardening. Find out how in this episode!

01-25
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Working With an Advisor, What to Expect

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

01-11
26:57

Retirement Rumors to Ignore

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

12-15
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