On this episode we discuss what everyone should know about medicare and common mistakes which can cost hundreds of dollars and leave you exposed without the right care.

How a Certified Financial Planner Can Help with Your Retirement

May 17th, 2018 44m 8s

I know, we seem to talk a lot about it but the truth is that when it comes to money there is one single question we hear over and over again. Do I have enough to retire? Of for someone younger, will I have enough to retire? What if I don’t have

How to Maximize your Social Security Benefits

Apr 17th, 2018 39m 2s

With more and more people reaching retirement age, making decisions on where to get an income stream becomes very important. Years ago many people retired with pensions where their employers determined how much income they would receive. The em

The Risks of Failing to Plan for Long-Term Care Costs - Ep.10

May 29th, 2017 47m 54s

Many of you have planned for a comfortable retirement: where you want to live, how much you want to travel, how you would like to spend your days – and how you’re going to pay for it all. One thing that could derail this plan financially is yo

The Psychology of Money and its Effect on Individuals, Couples and Families - Ep.9

Apr 3rd, 2017 47m 36s

We all have a relationship with money, some healthy and some not so healthy. According to Brad Klontz a well-known financial psychologist, “Financial health is having a conscious and purposeful relationship with money that is satisfying and is

‘Tis the Season for Taxes? - Ep.8

Dec 20th, 2016 45m 45s

GUEST: Melissa Register, senior wealth planner, Fifth Third Private Bank As 2016 draws to a close and we look towards 2017 many of us take time to reflect on our lives to determine what is working and what do we want to change. Many of us set

Widows and Their Financial Issues - Ep.7

Oct 3rd, 2016 50m 44s

Laura talks to Dr. Kathleen Rehl, a leading authority on widows and their financial issues. Since many women tend to marry older men and women have a longer life expectancy (about five years longer) than men there is a high probability that mo

Retirement Myths Busted - Ep.6

Jul 6th, 2016 51m 50s

Tools and Resources you can use to help yourself successfully make the non-financial transition to retirement. We know that women live longer than men yet studies show they have less retirement savings and are less prepared for retirement. But

Understand Medicare: Don't Make a Mistake That Could Cost You the Rest of Your Life - Ep.5

May 17th, 2016 54m 10s

As a comprehensive financial advisor, I advise people on Medicare issues however I (as many of the planners out there) have not been officially trained in this area – we need to seek information and we have just as much trouble as the public i

Divorce Negotiations Should Focus on the Long-Run - Ep.4

Apr 19th, 2016 50m 5s

Divorce can be devastating, both emotionally and financially. Even in the best of circumstances where both parties are in full agreement and both want the divorce, the pressure is on since the same combined income that was used while they were

The Money Queen - Ep.3

Apr 5th, 2016 53m 16s

Cary Carbonaro shares her personal life challenges. An MBA, CFP® NYC street smart woman forced to fight for her financial empowerment. Cary admits “it is pretty darn easy to be rich today and poor tomorrow”. Her story is honest and raw. It i

Windowpanes to the Money Soul - Ep.2

Feb 20th, 2016 38m 35s

Holly Thomas, CFP ® studies the effect of emotion on individual money decisions and shows us how emotions can negatively impact the financial planning process. She explains the six motivations that money fulfills; security, spontaneity, goals,

Workplace Benefits at Universities and Financial Planning for GenX & GENY - Ep.1

Jan 27th, 2016 36m 54s

Dr. Inga Chira Ph.D., CFP® offers advice to people who are “just like her”. On this show we discuss the difficulties in selecting critical workplace benefits in academic employment and what individuals should consider. Inga also discusses fi