Épisodes

  • What Could Tax Rates Do?

    What Could Tax Rates Do?
    Feb 13 2025
    Republicans are trying to get new Cabinet officer appointments through the Senate, but what does this mean as far as taxes are concerned? Pat and Jesse take a look at what could happen if tax rates are allowed to go back to pre-2017 levels, which is what will happen if Congress doesn't act this year. They also look at the possibility of falling interest rates affecting various retirement instruments.
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    28 min
  • The New Administration

    The New Administration
    Jan 23 2025
    What could happen with the presidency and both houses of Congress controlled by the Republicans? Pat and Jesse dive into this question as the policy ideas of the new administration are greatly different from those of the outgoing adminstration. They also tackle listener questions from the mailbag.
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    28 min
  • 2025 Master Calendar

    2025 Master Calendar
    Jan 16 2025
    Pat and Jesse discuss important dates throughout the new year to be aware of for various financial necessities such as filing taxes, Medicare enrollment periods and more. They also take a look at resolutions you can make to help your finances throughout 2025.
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    28 min
  • Four Retirement Unknowns

    Four Retirement Unknowns
    Jan 9 2025
    There are four areas of retirement planning where situations aren't exactly known because they need to take potential future situations into account. These include health care, longevity and taxes. Pat and Jesse take a look at each of these areas and discuss how planning can help provide money for the scenarios that may pop up as retirement goes along.
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    28 min
  • Be Prepared for Market Volatility

    Be Prepared for Market Volatility
    Dec 26 2024
    Pat and Jesse discuss the importance of having a plan in place as it relates to potential volatility in the stock market. They also answer listener questions from the mailbag.
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    27 min
  • Year End Planning and Answering Questions

    Year End Planning and Answering Questions
    Dec 19 2024
    Pat and Jesse review things you need to do at the end of the year financially to be ready for 2025, and they also answer listener questions from the mailbag.
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    28 min
  • Retirement Planning Checklist

    Retirement Planning Checklist
    Dec 12 2024
    Pat and Jesse revisit Social Security in the first portion of this show, then they go over a list of items that need to be addressed in putting a retirement plan together.
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    28 min
  • End of Year Checklist

    End of Year Checklist
    Dec 5 2024
    Pat and Jesse take a look at what to do financially before 2024 ends, then Melody joins Jesse to take a final look at Medicare before the open enrollment period ends December 7th.
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    29 min