Money In Motion – 2023 Podcasts

• December 28, 2023 - Do I Need a Financial Adviser for my situation?
• December 21, 2023 - Avoiding mistakes in Your Retirement Planning
• December 14, 2023 - Best Planning Practices for 2024!
• December 7, 2023 - One more look at RMDs for 2023
• November 30, 2023 - Gifting practices in 2023
• November 16, 2023 - Looking at the Cost of LTC Care and the Impact on Retirement
• November 9, 2023 - Planning for future college expenses?
• November 2, 2023 - Hitting a Bullseye for Retirement
• October 26, 2023 - Planning and Caring for Aging Parents
• October 19, 2023 - Taking your Social Security early vs. Full Retirement Age
• October 12, 2023 - Turning 55? Choices to know about!
• October 5, 2023 - Taking Estate Planning Seriously
• September 28, 2023 - Should annuities be part of my retirement portfolio?
• September 21, 2023 - Planning Retirement Income for Small Business Owners
• September 14, 2023 - Spousal Benefits surrounding Social Security
• September 7, 2023 - Downsizing or moving to a more interesting place in retirement?
• August 31, 2023 - Eliminating Debt as we approach retirement
• August 24, 2023 - Understanding associated fees in Retirement Planning
• August 17, 2023 - Retirement Readiness…..are you good to go?
• August 10, 2023 - Timing your Social Security Benefits
• August 3, 2023 - Understanding Risk Tolerance and Bias
• July 27, 2023 - Insurance Planning as we head toward retirement
• July 20, 2023 - Mid-year TAX Planning for Best Results
• July 17, 2023 - 9 Mistakes to Avoid in Retirement Planning
• June 29, 2023 - Basics to Providing Employer Savings Plans
• June 22, 2023 - Finding YOUR income in Retirement
• June 8, 2023 - RMD’s and Charitable Choices
• June 1, 2023 - Understanding Medicare and Supplements
• May 25, 2023 - Understanding Roth Retirement Plans and Roth Conversions
• May 18, 2023 - Coordinating Estate Planning with Retirement Planning
• May 11, 2023 - Social Security Benefits and working?
• May 4, 2023 - Inheriting Assets and next steps
• April 27, 2023 - Safe Withdrawal Rates for Lifetime of Income
• April 20, 2023 - Careful Planning with Pension Choices
• April 13, 2023 - Turning “50” and Needing a Roadmap?
• April 6, 2023 - Understanding your way around RMDs and choices
• March 30, 2023 - Socially Responsible Investing
• March 23, 2023 - Understanding the truth behind guarantees
• March 16, 2023 - Rolling over your retirement account
• March 9, 2023 - Waiting on taking Social Security till 70
• March 2, 2023 - Contributing to your Employer Retirement Plan
• February 23, 2023 - Understanding Gifting in Your Estate Planning
• February 16, 2023 - Rising Interest Rates and Debt Levels
• February 9, 2023 - Allocation Strategies as Retirement is in Focus
• February 2, 2023 - Your Final Chapter- Funeral Planning Decisions
• January 26, 2023 - Organizing Tax Preparation
• January 19, 2023 - Planning for Retirement Income with Social Security
• January 12, 2023 - Should I fund a Traditional or Roth IRA this year?
• January 6, 2023 - Secure Act 2.0- What to know!