PODCAST

Financial Home Stretch

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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Social Security Fairness Act 101

Financial Home Stretch ·

2025/03/08

During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.

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The Longevity Gap: Preparing Women for a Secure...

Financial Home Stretch ·

2025/03/01

Women tend to outlive men, yet financial planning often falls on their spouses—leaving many unprepared when it matters most. In this episode, we discuss the unique challenges women face in retirement, from managing finances solo to ensuring long-term financial security.We’ll explore key strategies for empowering female clients, including financial education, estate planning, and creating sustainable income streams. Whether you're advising couples or single retirees, this conversation will help

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The Longevity Gap: Preparing Women for a Secure...

Financial Home Stretch ·

2025/03/01

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Avoiding 401(k) and IRA Mistakes

Financial Home Stretch ·

2025/02/22

Are you making costly errors with your retirement savings? This week, we break down the most common 401(k) and IRA mistakes, from asset allocation blunders to withdrawal penalties. Learn how to optimize your retirement plan and secure your financial future on this episode of Avoiding 401(k) and IRA Mistakes.

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Avoiding 401(k) and IRA Mistakes

Financial Home Stretch ·

2025/02/22

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Annuity Reality

Financial Home Stretch ·

2025/02/01

Annuities: Are they a retirement game-changer or a financial pitfall? This week we break down the complex world of annuities, separating fact from fiction and exploring the pros and cons you need to know. Join us as we demystify the fine print and help you decide if an annuity is the right choice for your financial future.

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Annuity Reality

Financial Home Stretch ·

2025/02/01

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Enhanced Planning, Documents and Gifts

Financial Home Stretch ·

2025/01/25

In this episode we discuss the importance of leaving a legacy for your loved ones, from estate planning to beneficiary designations.

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Enhanced Planning, Documents and Gifts

Financial Home Stretch ·

2025/01/25

In this episode we discuss the importance of leaving a legacy for your loved ones, from estate planning to beneficiary designations.

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Resolutions for the New Year

Financial Home Stretch ·

2024/12/21

The new year is a fresh start, and this episode of the podcast dives deep into actionable financial resolutions. We'll explore strategies for budgeting, saving, investing, and reducing debt, providing listeners with the tools and motivation to achieve their financial goals in 2024. Whether you're looking to build an emergency fund, pay off student loans, or plan for retirement, this episode offers valuable insights and practical advice to help you make this year your most financially successful

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Resolutions for the New Year

Financial Home Stretch ·

2024/12/21

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The Real Gift is You and Your Time

Financial Home Stretch ·

2024/12/14

The best way to help yourself is to help others and be there for them. We talk about this as well as other tips for a better holiday season and new year.

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The Real Gift is You and Your Time

Financial Home Stretch ·

2024/12/14

The best way to help yourself is to help others and be there for them. We talk about this as well as other tips for a better holiday season and new year.

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Year-End Financial Tune-Up

Financial Home Stretch ·

2024/12/07

As the year draws to a close, it's the perfect time to take stock of your financial health. In this episode, we'll discuss essential year-end financial tasks, including tax planning strategies, investment portfolio reviews, and retirement account contributions. We'll also provide tips on how to set yourself up for financial success in the coming year.

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Year-End Financial Tune-Up

Financial Home Stretch ·

2024/12/07

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Trump, The Markets and More

Financial Home Stretch ·

2024/11/09

In this episode we talk about the Trump win, the markets and what it might mean for taxes and the financial future.

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Trump, The Markets and More

Financial Home Stretch ·

2024/11/09

In this episode we talk about the Trump win, the markets and what it might mean for taxes and the financial future.

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Year-End Financial Check List

Financial Home Stretch ·

2024/10/05

Year-End Financial Check List is a must-listen episode for anyone looking to optimize their finances. In this episode, we'll guide you through a step-by-step checklist to ensure you've taken advantage of all the tax-saving opportunities and financial strategies available before the year ends.

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Year-End Financial Check List

Financial Home Stretch ·

2024/10/05

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Understanding and Avoiding Scams

Financial Home Stretch ·

2024/09/28

In this episode, we dive deep into the world of financial scams. Learn about common scams like phishing, via phone, email and text. Discover how to protect yourself from these scams and take steps to safeguard your hard-earned money.

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Financial Home Stretch

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