Pension planning is an important part of an overall financial plan. It's important to take a "big picture" view of your retirement plan before making any decisions.

The Importance of Homeowners & Auto Insurance in a Retirement Plan

Feb 12th, 2014 15m 42s

If your financial advisor doesn't discuss your liability and property insurance with you, they are potentially overlooking a serious exposure in your retirement planning.

Why Homeowners & Auto Insurance Rates Increase

Feb 12th, 2014 19m 43s

Understanding why insurance premiums increase can help you when searching for a better company or price.

How To Save On Homeowners & Auto Insurance Premiums

Feb 12th, 2014 9m 21s

Saving money on homeowners and auto insurance premiums doesn't have to be difficult. With the help of an independent agent, rates can be compared quickly and easily.

Mistakes With 401k

Feb 7th, 2014 10m 38s

401k planning and management doesn't have to be confusing. In this segment we discuss some of the mistakes to steer clear of with your 401k.

Investment Truths & Myths

Feb 7th, 2014 16m 48s

In this segment, we're discussing some of the common investment myths

Pros & Cons Of Index Annuities

Feb 7th, 2014 17m 39s

Are you confused about how index annuities really work? Tune in to this segment as we are discussing the pros & cons of Index Annuities

Accumulation vs. Distribution Part 2

Jan 31st, 2014 21m 50s

Part 2 of our Income Accumulation vs. Distribution segment

Accumulation Vs Distribution Part 1

Jan 31st, 2014 22m 10s

Income Accumulation and Distribution in retirement is an important topic. Learn more in today's segment

Introduction To Medicare

Jan 30th, 2014 14m 57s

Medicare can be overwhelming to new enrollees. Here we shed some light on how it works.

Introduction To Long Term Care Insurance for Retirees

Jan 30th, 2014 16m 22s

Long term care insurance comes in two flavors and here we discuss which one might make sense if you have a need for it.

Discussing Healthcare Pre-65 Healthcare Options

Jan 30th, 2014 12m 30s

If you are not yet 65, and in need of healthcare advice, this segment is for you.

Retirement Investing For Growth

Jan 30th, 2014 7m 20s

Discussing different strategies for investing for growth while in retirement

Choosing Social Security Income for Retirees

Jan 30th, 2014 12m 37s

There are 81 different scenarios in which someone could elect their Social Security benefits. Choosing the right one is extremely important.

Challenges Retirees Face Today

Jan 30th, 2014 10m 37s

Here we examine some of the different challenges that today's retirees face, and how to get through them.

Minimizing Taxes on IRA

Jan 30th, 2014 12m 49s

In this short clip we discuss how to potentially minimize the tax on your IRA(s)

Maximizing Social Security Income

Oct 23rd, 2013 48m 39s

In this week's episode we discuss some hidden strategies that could potentially increase your social security income.

Maximizing Retirement Income & Common Investing Mistakes Retirees Make

Oct 17th, 2013 49m 22s

In this weeks show we're discussing how to efficiently maximize your retirement income and some of the common mistakes people make in retirement investing.

Financial Risks Facing Single, Divorced, or Widowed Woman

Oct 8th, 2013 51m 41s

Financial Risks Facing Single, Divorced, or Widowed Woman by Retirement Matters Show

Economic Indicators and Weathering The Next Financial Storm

Sep 28th, 2013 51m 11s

Economic Indicators and Weathering The Next Financial Storm by Retirement Matters Show

Medicare 101: Medigap, Medicare Advantage, and the Donut Hole

Sep 21st, 2013 47m 35s

We're discussing the differences between Original Medicare and Medicare Advantage, as well as explaining what the Part D Prescription Drug Donut Hole is and how it works. Also we touch on the impact of Obamacare on Medicare

Growth Portfolios and How Formulaic Investing Manages Your Assets in a Economic Downturn

Sep 5th, 2013 55m 2s

In this weeks show we're talking about growth portfolio allocation strategies as well as formulaic investing with Recession and Market Allocation Management (R.A.M) and how it can potentially protect your assets from downturns in the market.