Are you rolling over your 401(k) into an IRA? Don't make this common mistake! The Wall Street Journal wsj.com/personal-finan…

Are you considering rolling over your 401(k) into an IRA? There are some things you should know before you do. Tune into this week's episode featuring IRA and Tax expert, Ed Slott and Company. friendstalkmoney.org/podcast/iras-t…

Are you feeling overwhelmed about your retirement savings? Don't worry, you're not alone! On the Money Talks News podcast, we highlight what steps you can take to ensure you're on the right track for a secure retirement. Tune in! moneytalksnews.com/critical-retir…

Good news is… if you’re 50, or even 60 and playing catch-up, there are still ways you can make a difference. AARP aarp.org/benefits-disco…

Even if AI can predict stock prices and create an advantage over everyone else, that “edge” would become immediately obsolete. The Wall Street Journal wsj.com/tech/ai/ai-fin…

I recently sat down with Michael Sakraida on The Money, Balance, Joy podcast to share my insights on working with advisors and how you can use Wealthramp to find the perfect financial advisor for your unique needs and priorities. open.spotify.com/episode/0wvpy8…

Advisors are now providing a wider range of fee options, although AUM continues to be the top choice. Ultimately, clients' desire for flexibility will drive the adoption of personalized fee structures tailored to their specific needs. Barron's barrons.com/advisor/articl…

As more retirees take the plunge back into the job market, it's essential to stand out in this competitive landscape. On this episode of Friends Talk Money, we dive deep into the art of updating your resume to position yourself for success. Listen now! friendstalkmoney.org/podcast/resume…

You’re leaving your company. This is one of the biggest retirement decisions you’ll ever make. Kiplinger kiplinger.com/retirement/how…

friendstalkmoney.org/podcast/estate… As you embark on the journey of estate planning, it's crucial to consider how to pass this cherished asset to your loved ones. Join us as we delve into the heart of estate planning, exploring all the options for your most emotional asset—your home.

Considering buying a second home? Be sure to consider these 10 essential tips before investing! Kiplinger kiplinger.com/real-estate/th…

With or without a Fiduciary Rule, it’s clear that plan sponsors have to be both proactive and play defense at the same time to comply. Coverager® 🐿️ coverager.com/what-carriers-…

With the Federal Reserve expected to cut rates later this month, here are a few helpful things to consider to keep yourself on track for retirement Business Insider businessinsider.com/fed-rate-cut-i…

Discover essential tips for a happy retirement in this quick, insightful read. Kiplinger kiplinger.com/retirement/wha…

What’s your RMD strategy? A fee-only expert can help. Kiplinger kiplinger.com/retirement/rat…

Are you 55+ and seeking a new purpose? Many are heading back to college to find deeper meaning! Tune in to this week's Friends Talk Money episode to explore these transformative courses, costs, and how they can enrich your retirement. friendstalkmoney.org/podcast/back-t…

Ever heard of a Backdoor Roth IRA? It's a savvy way for high-income earners to enjoy tax-free growth on their retirement savings. But is it right for you?wealthramp.com/backdoor-roth-…

For older adults, credit scores play a vital role in securing loan approvals, favorable interest rates, and even housing opportunities. Maintaining a good score can lead to significant savings and greater financial freedom. Here are 5 helpful tips! AARP aarp.org/money/budgetin…

Ready to retire? Remember, the financial advice you need now is not the same as during your career! It's crucial to choose a trustworthy advisor and aim higher than just 'okay.' MarketWatch marketwatch.com/story/retirees…

A lot of employees are being pitched annuities at work via their retirement plans. Annuities are complicated! Would it not be better to offer an unbiased financial advice resource in the workplace? Stan The Annuity Man stantheannuityman.com/learn/pam-krue…