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Back-to-school season can put added pressure on the family budget—but a little planning can help keep those costs under control. Retirement.Radio’s Matt McClure talks with Lora Monfared, Consumer Credit Card Executive at Bank of America, about practical ways parents and grandparents can save on sch…
Fixed indexed annuities are probably one of the most misunderstood retirement tools out there. Some people absolutely love them, while others tell you to avoid them at all costs. The truth, as is often the case, falls somewhere in the middle. In this episode, Josh and I break down what a fixed ind…
Caregiving rarely begins with a financial planning meeting. More often, it begins with a fall, a diagnosis, a hospital discharge, or a phone call saying someone you love can no longer manage alone. Josh and I have both experienced caregiving within our own families, so we understand how quickly th…
The fall season is upon us, and among the normal fall cleanup of a financial portfolio is an equally important but often overlooked part of retirement planning: building and maintaining an emergency fund in retirement. This month's vignette discusses how an emergency fund can help cover unexpected…
Paunawa: Ang podcast at artwork na naka-embed sa page na ito ay mula sa Matt McClure, na pag-aari ng may-ari nito at hindi kaakibat o ineendorso ng Listen Notes, Inc.