Sep 27, 2023
Not everyone looks at their personal financial future through rose colored glasses. In fact a recent Gallup poll shows Americans not yet retired are more worried than anytime in the past ten years. Discouraged savers who see the glass-half-empty may actually need different financial strategies just based on their...
Aug 7, 2023
Roger AKA, "The Retirement Answer Man” and author of “Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future,". Roger has been a CERTIFIED FINANCIAL PLANNER™ professional for more than 25 years. He’s sharing how he’s now helping people live well today in...
Jun 27, 2023
In this Friends Talk Money episode, college financing expert Mark Kantrowitz talks with our hosts Terry Savage, Pam Krueger and Richard Eisenberg on how grandparents can use 529 plans to save for their grandchildren’s’ college tuition bills.
Jun 9, 2023
A guide to who should consider buying a long-term care insurance policy, what these policies do and don't cover, what age to consider buying it and the newer versions known as hybrid policies and 10-Pay policies. Our guest: Brian Gordon, a long-term care insurance policy expert with Gordon Associates in Bannockburn, Ill.
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.