Today's Focus: It’s impossible to ignore the rising costs in everyday expenses right now and it’s clear that inflation will need to be incorporated into planning moving forward. Today we’ll explore the impact inflation is having on retirees and pre-retirees and discuss the things you should be considering with your financial [...]
Today's Puzzle: The SECURE Act, when rolled out in 2020, was some of the most significant retirement legislation in years, but the government is already discussing further changes. Let’s run through the list of proposals and find out how they might impact planning in the future. [spp-player url=https://mcdn.podbean.com/mf/web/zaxybe/166_-_NIKKI_EARLEY_-_SECURE_ACT_2073h05.mp3] (Click the featured [...]
Today's Puzzle: The statements we’ll run though on the show today are basic common sense that nearly everyone would agree with, but our behave often doesn’t line up. Today look at these straight-forward approaches and explain what keeps us from following them. [spp-player url=https://mcdn.podbean.com/mf/web/5pzakn/165_-_NIKKI_EARLEY_-_UNCOMMON_SENSEbg2kk.mp3] (Click the featured times below to jump [...]
Today's Puzzle: On today’s show, we’re going to be talking about financial planning in President Biden’s America. We’re past his 100th day in office, so let’s take a look at the impacts in financial planning and the markets. [spp-player url=https://mcdn.podbean.com/mf/web/6zhsn6/164_-_NIKKI_EARLEY_-_BIDEN_FINANCESa3lts.mp3] (Click the featured times below to jump forward in the episode) [...]
Today's Puzzle: Comprehensive planning takes care of every aspect of retirement, but without it there are areas that could quickly become a calamity. Today we’ll identify five key areas where people don’t pay enough attention and end up flirting with disaster. [spp-player url=https://mcdn.podbean.com/mf/web/ns7qys/163_-_NIKKI_EARLEY_-_FLIRTIN_WITH_DISASTER978y5.mp3] (Click the featured times below to jump forward [...]
Today's Puzzle: If you’re getting prepared to file your 2020 taxes and looking ahead to the changes that might be coming this year and beyond, we’ll run through some of the key items from a very unique and challenging last 12 months. [spp-player url=https://mcdn.podbean.com/mf/web/nbrvyi/162_-_NIKKI_EARLEY_-_TAX_TIPS7ynwo.mp3] (Click the featured times below to jump [...]
Today's Puzzle: As we kick of the new year, let’s talk about what statistics tell us about retirement. We found five specific stats that will surprise you and make you realize that financial planning needs to be a priority in 2021. [spp-player url=https://mcdn.podbean.com/mf/web/nkuvpa/161_-_NIKKI_EARLEY_-_STATISTICS6knjq.mp3] (Click the featured times below to jump forward [...]
Today's Puzzle: Dan Cuprill is back on the show today to help us sort out the economic impact the election will have as we move into a new year. With talk of the Green New Deal, student debt forgiveness, and tax changes, we’ve gotten a lot of questions about what’s next [...]
Today's Puzzle: Much like technology becomes outdated each year, retirement planning strategies begin to lose their effectiveness over time. Today we’ll look at five different planning ideas that have been used quite a bit before but might not have the same impact in today’s economy and market conditions. [spp-player url=https://mcdn.podbean.com/mf/web/v5sish/159_-_NIKKI_EARLEY_-_OBSOLETE_RETIREMENT_PLANNING_IDEAS6a9d8.mp3] (Click [...]
Today's Puzzle: Like it or not, there are certain financial challenges that women are more prone to face. Why is that? What can you do about it? [spp-player url=https://mcdn.podbean.com/mf/web/t869v8/158_-_NIKKI_EARLEY_-_FINANCIAL_CHALLENGES_FOR_WOMEN83sjp.mp3] (Click the featured times below to jump forward in the episode) The Solution: What financial challenges are most prevalent among women? We [...]
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