Nov 20, 2018

Welcome to our Q & A show where the next 4 episodes we are going to dive into some common questions we receive from listeners.  As you can imagine, we receive all sorts of questions on a variety of topics; relating to both retirement and non-retirement topics.

So today, along with my co-host Joani Gursky, we are going...

Oct 24, 2018

Episode 7: Developing Your Investment Philosophy

Last week we discussed the 4 parts of the investors mind:

• Cognitive: What we know – facts, statistics, data.
• Perception: How we see things. Your way of understanding or interpreting information.
• Instincts: How we behave. How you are programmed as a human being to...

Aug 29, 2018

So the first 3 episodes on SS all lead us to this episode, number 4!

All the information about filing ages, primary insurance amounts (PIA), earning restrictions, taxes on social security…..........all of that information has to lead to some decision down the road, right?

This episode is really one big practical...

Aug 21, 2018

In our 3rd episode on discussing social security we are going to get into some numbers!

Important filing ages: Birth Year. Go to Link

Survivor Benefits

Most of us...

Aug 14, 2018

Really! How healthy is our social security system? 

So we are continuing our month long series on SS this week . This is our 2nd episode so if you missed number one go back and listen to it right now! 

Today, we are going to talk about the health of SS and also tackle some of the rumors that are floating...