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Dec 28, 2023

In this episode, the Friends Talk Money team discusses how you can help set up your grandchildren for financial success beyond the traditional 529 college saving plans. Tune in as Pam, Richard and Terry share helpful tips and savvy money strategies that they’ve learned from their own personal experiences.

Dec 7, 2023

The rules for RMDs have changed and you will want to know how much you must take out of your retirement plans and when. We explain it all on this episode of Friends Talk Money, including year-end advice. 

Nov 28, 2023

The Friends Talk Money podcasts talk about why many of us aren't bestowing inheritances to heirs the right way and not helping our parents make inheritances properly. We also talk about how financial advisers could be more helpful to families so they handle inheritances wisely.

Nov 8, 2023

Social Security is clawing back $21 billion in mistaken overpayments — impacting retirees and the disabled. Terry Savage and Larry Kotlikoff have written a new book —Social Security Horror Stories— revealing the shocking abuse. Last weekend they were featured on CBS - Sixty Minutes speaking with Anderson Cooper...

Oct 20, 2023

What to know about Medicare Open Enrollment for 2024. What’s new and how to shop wisely for coverage.