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May 17, 2023

The Age Wave research and consulting firm and the Edward Jones financial services firm just published a survey of Americans’ views and actions regarding cannonballs and curveballs in retirement. In today’s episode we talk with Lena Haas of Edward Jones about the findings.

Apr 25, 2023

Some retirees run into trouble receiving their promised pensions. Others aren't sure if they're eligible to receive pensions. Here's where to go to get help to ensure you get any pension you're due and to see whether there may bea pension waiting for you.

Apr 20, 2023

Netflix released a new docuseries that reveals how Madoff got away with stealing $36 Billion from wealthy investors and charities.

It’s been 15 years since the biggest criminal on Wall Street, Bernie Madoff pulled off the largest Ponzi scheme in history. Bernie Madoff may be dead, but there are still plenty of...

Mar 20, 2023

The clock is ticking towards Tax Day, April 18. Here are some timely tips for tax form procrastinators.

Feb 24, 2023

Mention the word “annuity” and most investors recoil. There seem to be so many hidden secrets and costs.  And high pressure sales tactics along with "free dinners."

In today’s podcast we unravel those mysteries – with the one man who has consistently worked to educate the public to the ins and outs of annuities...