As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.By Brock Alspaugh

Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the en…

During this show, we’ll look at steps you can take if you want to move your retirement date up. We’ll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.By Brock Alspaugh

During this show, we’ll discuss the FIRE, or Financial Independence, Retire Early, technique.By Brock Alspaugh

Inflation squeezing your wallet? This episode dives into financial strategies to combat rising prices. We'll explore how to manage your budget, make your savings work harder, and identify areas to cut back without sacrificing your quality of life. Tune in and learn how to weather the inflationary storm!…

Buckle up for a mid-year market review! We'll dissect the highs and lows of 2024 so far, then unpack the tax implications you need to consider when making withdrawals from your investments. Don't miss this episode to make informed financial decisions for the rest of the year.By Brock Alspaugh

During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.By Brock Alspaugh

During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.By Brock Alspaugh

During this show, we’ll discuss some of the most frequently overlooked financial steps and why they’re important.By Brock Alspaugh

During this episode, we’ll discuss five types of insurance that most people should include in their financial strategy.By Brock Alspaugh

During this episode, we’ll highlight some of the things you can do to get out of debt, especially when preparing for retirement.By Brock Alspaugh

During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.By Brock Alspaugh

During this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.By Brock Alspaugh

In this episode Brock shares the 5 most important questions to ask before you retire and how to get the answers you need.By Brock Alspaugh

In this episode we uncover how your retirement income is taxed, explore strategies to minimize your tax burden, and ensure you keep more of your hard-earned money during your golden years.By Brock Alspaugh

During this show, we’ll discuss retirement steps to take when you’re 10 years, five years, and one year from retirement.By Brock Alspaugh

During this show, we’ll discuss some of the things current retirees wish they’d known before they stopped working as well as what should be included in a retirement budget.By Brock Alspaugh

During this show, we’re going to discuss essential steps that can provide rainy day financial protection.By Brock Alspaugh

On this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.By Brock Alspaugh

During today’s show, we’re going to address the concept of flexible protection for a healthy retirement which for some people may be a way to secure the money they need for long-term care services while also helping protect their assets.By Brock Alspaugh

During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.By Brock Alspaugh

During this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions.By Brock Alspaugh

Unlock the secrets of your Social Security: "Harnessing The Power Of Social Security" dives deep into America's retirement safety net, revealing strategies to maximize your benefits, navigate claiming options, and secure your golden years.By Brock Alspaugh

Rollover right, and retire with confidence! This podcast cuts through the confusion, exposing common traps like early withdrawal penalties and tax surprises. Discover pro tips for seamless transfers and maximizing your nest egg.By Brock Alspaugh

Feeling lost in the financial maze? Ditch the stress and unlock your wealth potential. This podcast explores how a financial advisor can be your secret weapon in reaching your financial dreams.By Brock Alspaugh

On this episode, we’ll discuss some simple but powerful financial steps you can take at ages 50 and 65.By Brock Alspaugh

Is it time to go back to work in retirement? This is a question many people have. In this episode we look at the pros and cons of working in retirement and some strategies to consider.By Brock Alspaugh

In this show we talk about the positive rise in the stock market, the effect of interest rates. We also look back at 2023 and what it might mean for finances in the new year.By Brock Alspaugh

During this episode, we’re going to discuss some of the economic factors and changes coming in 2024.By Brock Alspaugh

What is wealth management and how can it help you? We talk about that and how changes are important, as Brock unveils his new company logo and the vision behind it.By Brock Alspaugh

During this show, we’re going to examine clear steps people can take to avoid letting their dream retirement stories turn into retirement horror stories.By Brock Alspaugh

The rules on how your money is taxed are always changing. Especially when it comes to investments and retirement accounts. In this episode we talk about what you need to know as well as offer up some helpful strategies.By Brock Alspaugh

During this episode, we’re going to discuss the recent news about Social Security’s Cost of Living Adjustment increase as well as maximizing your Social Security payment.By Brock Alspaugh

During this episode, we’ll detail some common financial scams and how you can better protect yourself and your money.By Brock Alspaugh

During this episode, we’ll do a deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.By Brock Alspaugh

During this episode, we discuss Medicare open enrollment and Estate Planning Awareness Week.By Brock Alspaugh

Medicare open enrollment (which is also known as the annual election period) is upon us. In this episode we review what changes can be made, and why it's so important to review your Medicare.By Brock Alspaugh

In this episode we talk about the importance of financial and retirement planning and why you need to work with a financial services professional.By Brock Alspaugh

You future is important, but the future of your loved ones is even more important. We talk about what you need to know about estate and enhanced planning.By Brock Alspaugh

During this episode, we’re going to discuss some of the steps you can take to get out of debt.By Brock Alspaugh

In this show Brock talks about what you need to know about estate and enhanced planning and why it's important for everyone.By Brock Alspaugh

During this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.By Brock Alspaugh

During this episode, we’re going to look at commonly held notions about money and which ones are true and false and we’ll also discuss 8 Obstacles to Retirement.By Brock Alspaugh

During this episode, we’ll discuss some of the most common signs that you’re economically and strategically ready to retire.By Brock Alspaugh

During this episode, we’ll discuss harnessing the power of Social Security, which, among other things, means understanding the full retirement age, how when you file can affect your benefit payment, and how Social Security is only a piece of a broad financial strategy.By Brock Alspaugh

In this episode we talk about how to avoid costly mistakes with your 401(k).By Brock Alspaugh

During this episode, we discuss what annuities are, their benefits, drawbacks, and whether they may be a good fit for your financial strategy.By Brock Alspaugh

During this show, we’ll look at some of the common retirement expenses that many people fail to adequately prepare for before they retire. We’ll conclude the show by looking at wealth plans.By Brock Alspaugh

On this show, we’re going to look at the future of retirement, both in terms of how it may look a handful of years from now and how it may look several decades in the future.By Brock Alspaugh

Everyone wants a happy and comfortable retirement. In this episode we go over 20 tips that may help you achieve a successful retirement.By Brock Alspaugh