"Money Matters"

Losing a spouse is one of life’s most difficult transitions — emotionally and financially. This week, we’re discussing the key financial steps to take after the loss of a partner, from handling Social Security benefits to updating accounts and planning for the future.

One of the biggest questions in retirement is: Will my money last? In this episode, we talk about how to build a reliable income stream that supports your lifestyle throughout retirement.

Thinking about how to pay for college? Whether you’re saving for your kids or grandkids, we’ll walk you through smart strategies like 529 plans, how to start early, and how to make your money work harder for future education expenses.

Divorce can take a toll on your finances, but recovery is possible. In this segment, we’ll discuss steps to rebuild—like budgeting, updating financial plans, and protecting your future—to help you regain stability and confidence moving forward.

Social Security is a key part of retirement income. In this segment, we’ll cover how it works, when to claim, and ways to maximize your benefits for a more secure financial future.

Roth conversions can be a smart tax strategy for retirement. In this segment, we’ll explain how they work, when they make sense, and how to use them to create more tax-free income in the future.

Required Minimum Distributions, or RMDs, are a key part of retirement planning. In this segment, we’ll explain what they are, when you need to take them, and how to manage them strategically to minimize taxes and keep your plan on track.

The first quarter of 2025 brought important shifts in the markets. In this segment, we’ll break down key trends, what they mean for investors, and how to stay focused on long-term goals despite short-term headlines.

Good financial habits create a strong foundation for your future. In this segment, we’ll share smart tips for saving, investing, and managing money wisely—small changes you can make today that lead to big results over time.

Divorce can bring major financial changes, from splitting assets to adjusting long-term plans. In this segment, we’ll discuss key steps to protect your financial future, common pitfalls to avoid, and how to move forward with clarity and confidence.