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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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
  • Your September Financial Checkup: 6 Things to Review Before Year-End

    Your September Financial Checkup: 6 Things to Review Before Year-End
    Aug 23 2026
    In this episode, we highlight why September is the ideal time to conduct a comprehensive checkup on your finances. We walk through six key areas to re-evaluate before year-end, including tax withholdings, tax-loss harvesting, and employer benefit selections like HSAs and FSAs. Our discussion offers practical strategies to help listeners avoid unexpected financial surprises and optimize their position heading into the new year.
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    Meno di 1 minuto
  • The Hidden Costs of RMDs: WhatEvery Retiree Needs to Know

    The Hidden Costs of RMDs: WhatEvery Retiree Needs to Know
    Aug 16 2026
    In this episode, we break down the critical rules and tax implications surrounding Required Minimum Distributions (RMDs) that every retiree needs to understand as they reach age 73. We explore how mandatory withdrawals can unexpectedly raise your income tax bracket, increase Medicare premiums, and affect the taxation of your Social Security benefits. Finally, we share practical strategies to make RMDs work to your advantage, including reinvesting options and tax-saving Qualified Charitable Distributions.
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  • Retirement Planning Myths That Could Cost You

    Retirement Planning Myths That Could Cost You
    Aug 9 2026
    In this episode, we debunk some of the most common retirement planning myths that could silently jeopardize your financial future. From miscalculating healthcare costs to relying too heavily on traditional rules of thumb, we break down what you actually need to know to build a resilient nest egg. Tune in to learn actionable strategies that will help protect your hard-earned savings and ensure a confident, comfortable retirement.
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    Meno di 1 minuto
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