Financially Speaking copertina

Financially Speaking

Financially Speaking

Di: Cole Bruner Kailey Berendsen Zachary Kyhos Ryan Connor Logan Woller and Ryan Pecha
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A proposito di questo titolo

 Navigating retirement can be complex—but you don’t have to do it alone. Join us each week on Financially Speaking, where we explore the critical issues that matter most in retirement. From planning strategies to managing evolving financial needs, our team offers valuable insights and practical guidance to help you make informed decisions with confidence. Whether you're approaching retirement or already there, Financially Speaking is your trusted companion on the journey to long-term financial security. Don’t face retirement planning on your own—tune in and take the next step with clarity and peace of mind. Economia
Episodi
  • Tax Now or Later? How Your 401(k), IRA, and Roth All Work Together

    Tax Now or Later? How Your 401(k), IRA, and Roth All Work Together
    Apr 19 2026
    Deciding between tax-deferred and tax-free growth can feel like a high-stakes guessing game, but the real magic happens when you use these accounts in tandem. This episode breaks down the fundamental differences between 401(k)s, Traditional IRAs, and Roth accounts to help you build a diversified "tax bucket" strategy. Learn how to optimize your current contributions and future withdrawals so you can keep more of your hard-earned money regardless of how tax laws change.
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    Meno di 1 minuto
  • Is Social Security Enough? Building Your Retirement Income Plan

    Is Social Security Enough? Building Your Retirement Income Plan
    Apr 12 2026
    Today we’re diving into an important topic for anyone planning for or already in retirement — understanding income risk and how to create complementary income streams alongside Social Security. For many retirees, Social Security serves as a foundation of their income plan. But the big question is — will it be enough? And just as importantly, how do you build additional income streams that are reliable, tax-efficient, and built to last?
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    Meno di 1 minuto
  • Why Now Might Be the Right Time for a Second Opinion on Your Financial Plan

    Why Now Might Be the Right Time for a Second Opinion on Your Financial Plan
    Apr 5 2026
    This episode explores the shifting economic landscape and why your current financial strategy may need a fresh perspective to remain effective. We break down the key indicators—from market volatility to evolving tax laws—that suggest your long-term goals could benefit from a professional stress test. Tune in to learn how a second opinion can provide the clarity and confidence necessary to ensure your retirement roadmap stays on track.
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    Meno di 1 minuto
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