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.
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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
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During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.By Brock Alspaugh
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During this show, we’ll discuss some of the most frequently overlooked financial steps and why they’re important.By Brock Alspaugh
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During this episode, we’ll discuss five types of insurance that most people should include in their financial strategy.By Brock Alspaugh
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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
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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
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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
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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
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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
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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
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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
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During this show, we’re going to discuss essential steps that can provide rainy day financial protection.By Brock Alspaugh
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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
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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
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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
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During this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions.By Brock Alspaugh
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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
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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
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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
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On this episode, we’ll discuss some simple but powerful financial steps you can take at ages 50 and 65.By Brock Alspaugh
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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
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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
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During this episode, we’re going to discuss some of the economic factors and changes coming in 2024.By Brock Alspaugh
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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
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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
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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
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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
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During this episode, we’ll detail some common financial scams and how you can better protect yourself and your money.By Brock Alspaugh
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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
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During this episode, we discuss Medicare open enrollment and Estate Planning Awareness Week.By Brock Alspaugh
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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
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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
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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
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During this episode, we’re going to discuss some of the steps you can take to get out of debt.By Brock Alspaugh
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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
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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
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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
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During this episode, we’ll discuss some of the most common signs that you’re economically and strategically ready to retire.By Brock Alspaugh
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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
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In this episode we talk about how to avoid costly mistakes with your 401(k).By Brock Alspaugh
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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
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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
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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
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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
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This episode features an examination of the rising hospital at home movement as well as long-term care insurance.By Brock Alspaugh
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During this episode, we’re going to examine some of the key things you should know as you move closer to your retirement.By Brock Alspaugh
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In this episode we talk some more about critical things you need to know before filing for Social Security.By Brock Alspaugh
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During this show, we’ll look at recent news from the Social Security trustees’ report before shifting into a more general conversation about Social Security.By Brock Alspaugh
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During this episode, we’ll highlight some tips to help you enjoy summer while sticking to your budget and retirement strategy.By Brock Alspaugh
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In this show we look at financial steps for those who are in the last inning or two of their careers as well as for those who are still financial rookies.By Brock Alspaugh
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