In this episode we tackle the often complex role of an executor. We'll walk you through the essential steps of managing an estate efficiently, from gathering important documents to distributing assets to beneficiaries. Join us for expert advice to ensure a smooth and organized process during a difficult time.…

Worried about healthcare, housing, and travel costs in retirement? This episode unpacks how to plan for your biggest retirement expenses. We'll share essential tips to ensure your nest egg lasts and you can live the golden years you deserve. Tune in and gain the financial confidence to approach retirement with peace of mind.…

Worried you won't have enough saved for retirement? This episode looks at the retirement savings gap and equips you with actionable strategies to bridge it, helping you build a secure and comfortable financial future. Tune in and learn how to take control of your retirement savings today!By Cory Sickles

In this episode we explore the age-old question in investing: how much risk is too much? We'll unpack strategies for balancing risk and reward to create a successful investment plan tailored to your unique goals and risk tolerance.By Cory Sickles

In this episode, we'll guide you through the essential steps for a smooth transition into retirement. We'll cover everything from calculating your retirement needs to making the most of your social security benefits, helping you face your golden years with financial confidence. Don't miss out on these practical tips to ensure a secure and fulfillin…

In this episode we dive deep into strategies to boost your retirement savings. Learn how to take advantage of employer contributions, explore different retirement accounts, and discover how to invest wisely for a secure and comfortable future.By Cory Sickles

Dreaming of retirement? This episode is your wake-up call! We'll bust open the piggy bank and explore essential, often overlooked expenses you need to factor into your golden years' budget. From healthcare surprises to hidden housing costs, get ready to plan for a secure and happy retirement.By Cory Sickles

In this episode we dive into the top financial trends you need to know for 2024. We discuss strategies to combat inflation's impact on retirement savings, and unpack the merging worlds of wealth management and retirement planning.By Cory Sickles

In this episode we dive deep into the world of retirement planning. Join us as we explore the crucial factors that can make or break your financial security in your golden years, and learn how to craft a strategy that sets you up for a comfortable and fulfilling retirement.By Cory Sickles

Building a legacy is great, but leaving it to your kids can be tricky. This episode dives into smart strategies for wealth transfer, from trusts and tax planning to fostering financial responsibility in your children. Tune in and learn how to ensure your legacy strengthens, not burdens, the next generation.…

Wondering how life insurance can fit into your retirement plan? This episode dives into using life insurance strategically, exploring benefits like tax advantages, income supplements, and legacy building. We'll break down essential strategies to maximize your retirement security with clear explanations.…

Worried about building a nest egg or taxes in retirement? In this episode we dive deep into Roth IRAs. We'll explore strategies to boost your contributions and uncover the tax benefits that can help supercharge your retirement savings.By Cory Sickles

In this episode we talk about inflation and what it means to your retirement accounts and also talk about key tips to help achieve financial security.By Cory Sickles

In this episode we discuss estate planning essentials. This will help preserve family harmony and help provide you with a comprehensive guide to secure your legacy.By Cory Sickles

This episode dives deep into the world of annuities, exploring their potential to provide income in retirement. We'll weigh the benefits, like tax-deferred growth and customization, against possible drawbacks like liquidity. Tune in to learn if an annuity is right for you and unlock the key to a secure financial future.…

We talk about why a personalized roadmap is crucial, regardless of your age or income. Plus, expert tips on building your plan, navigating market volatility, and securing your financial future, even in uncertain times. Tune in and take control of your money!By Cory Sickles

Navigating tax and saving changes can be tricky. Tune in for a clear breakdown of key updates for 2024, impacting your IRA contributions, retirement income, and potential tax savings. Don't miss this essential episode to optimize your financial planning for the year ahead!By Cory Sickles

In this episode, we uncover the common blunders people make as they approach retirement, and show you how to navigate them like a seasoned pro. From underestimating expenses to mismanaging investments, we'll have you equipped to make informed decisions and secure a happy, fulfilling retirement.By Cory Sickles

Whether you're nearing retirement or already soaking up the sunshine, this episode unpacks smart withdrawal strategies for your golden years. Tune in for pre-retiree planning tips and savvy hacks for maximizing your nest egg as a retiree. Let's make sure your retirement income sings, not sputters!By Cory Sickles

Unravel the web of Social Security confusion! Ditch the myths, understand the math, and maximize your benefits on "Avoiding Social Security Mistakes.By Cory Sickles

In this episode we talk about how to properly allocate your assets and retirement savings for the year ahead.By Cory Sickles

Thinking about retirement? This episode unpacks the 4 distinct phases you'll face: pre-retirement, early retirement, middle retirement, and late retirement. ️ Tune in for insights and tips to navigate each one with grace and fulfillment!By Cory Sickles

There are a number of key financial milestones on the path to, and in, retirement. In this episode we go over each one and what you need to know to plan for a successful retirement.By Cory Sickles

We look at where we are at financially as we head into a new year, and we talk about what's changing in 2024 that might affect your retirement savings.By Cory Sickles

It's that time of year! The holidays are here and we've got some great financial tips for you.By Cory Sickles

When planning for retirement you need to be aware of the income gap that is left after social security. We talk about strategies you can use to help make sure you are able to fill that gap and make your money last throughout your retirement.By Cory Sickles

How to know where to pull money from in retirement, how much per month or year, and how to make it last are all things we talk about in this episode.By Cory Sickles

In this show we talk about the cost of living adjustment to Social Security, how to maximize Social Security, and what can lower you Social Security check as well.By Cory Sickles

We dive into what annuities are and how to know if they can work for your financial and retirement plans.By Cory Sickles

In this episode we discuss what you need to do before the end of the year to help save money and minimize your tax burden.By Cory Sickles

What is a "managed" portfolio and why is it important to you? In this episode we talk about the answers to those questions as well as helpful financial strategies.By Cory Sickles

In this episode we discuss what it means to have a financial plan and it's key elements.By Cory Sickles

Can inflation affect your Social Security benefits? What is the impact? We talk about these and other important questions regarding inflation and Social Security in this episode.By Cory Sickles

In this episode we go over what you need to know and do as you near retirement.By Cory Sickles

In this episode we talk about various ways to become a better investor and avoid costly mistakes.By Cory Sickles

The power of saving and compounding interest can make a huge difference in your life, especially in your retirement years. We talk about ways to save and why it's important.By Cory Sickles

FIRE is a movement to retire early. Some people are using it to retire very early. But does it work? On today's show we look at the pro's and cons and what you need to be aware of before deciding if it's for you.By Cory Sickles

In this episode we talk about the importance of estate and legacy planning and the costly mistakes to avoid.By Cory Sickles

When you put your finances on auto-pilot you could be making costly mistakes. In this episode we talk about the importance of regular financial reviews.By Cory Sickles

There are many filing strategies for Social Security and making the wrong decision for you personal situation can be costly. Make sure you have a strategy in place before you file, that best fits your needs. We talk about what you need to know during this episode.By Cory Sickles

With the increasing popularity and development of AI, many people are questioning using robo-advisors, AI, and computer algorithms to plan their finances. We talk about the problems with this and whether or not it may be right for you.By Cory Sickles

In this episode we look at what it means to have your investments professionally and actively managed.By Cory Sickles

Before you make or move investments there a number of critical questions you need to ask and answer. We talk about these and what you need to know to help avoid costly mistakes.By Cory Sickles

In this episode we talk about the key reasons and benefits of working with a financial advsior.By Cory Sickles

It's important to understand how to overcome financial challenges. Today we discuss tips and strategies to help you do that.By Cory Sickles

There are a lot of scams out there right now, trying to steal your money. In this episode we talk about the details and ways to avoid them.By Cory Sickles

In this episode we discuss the top retirement trends that you need to know about to help you have a better retirement.By Cory Sickles

During this episode, we’re going to discuss some of the steps you may be able to take if you’re 50 or slightly older and have determined that your retirement savings has fallen behind.By Cory Sickles

In this episode we go over what will cost you the most in retirement and how to plan and budget for it.By Cory Sickles

One the main things people want to do when they retire is travel. In this episode we talk about ways to make that happen and things you need to plan for.By Cory Sickles