Wealth Made Simple

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.

Inflation and The Interest Rates - Where Are They Going?

Join us in this insightful episode as we explore the current economic landscape, dissect the factors driving inflation, and provide compelling predictions on the trajectory of interest rates. Tune in to gain valuable insights and make informed decisions about your financial future.

06-24
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Tax Me Never!

In this episode we talk about how to minimize your tax burden in retirement.

06-17
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Retirement Steps During Three Key Phases

During this show, we’re going to discuss retirement steps you may want to take when you’re at three unique moments: 10 years away from retirement, five years away from retirement, and one year away from retirement.

06-10
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How to Maximize Your Social Security

When should you file for Social Security? How do you get the most from your lifetime payments? In this episode we talk about what you need to know to maximize your Social Security.

06-03
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The Debt Ceiling Debate

In this episode we discuss the current debt ceiling issue. What it is and how it may affect you and our economy.

05-27
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What to Know Before You Retire

During this episode, we’re going to examine some of the key things you should know as you move closer to your retirement.

05-20
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The Changing Landscape of Healthcare

This episode features an examination of the rising hospital at home movement as well as long-term care insurance.

05-13
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An Adventurous and Affordable Retirement

During this episode we’ll highlight potential new locations for Americans looking for a retirement lifestyle that provides good weather, entertainment, and adventure — all at an affordable price.

05-06
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Social Security and the problems it's facing

Will Social Security be around when you retire? Will you get a reduced amount? When is the right time to file? Tune in to get the answers to these questions and more.

04-29
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Important Tax Planning Tips

It seems like it's always tax time! But the key is to plan ahead to minimize your future tax burden. We talk about tips and strategies to help you with this.

04-15
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Key steps at 50 and 65

In this show, we highlight some of the financial resources available to people when they turn 50 and 65.

04-08
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An Intro to Financial and Retirement Planning

In this inaugural episode we talk about the who, what and why of this show and the importance of financial and retirement planning.

04-01
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