Are you wondering when to take Social Security and how to maximize your benefits? In this episode, I talk with retirement planner, Greg Kurinec, CFP®, MRFC® about strategies to get the most from your Social Security benefits.

We often think of turning off working and turning on the fun when we think of retiring. Jeff Kikel, of Freedom Day Planning, wants us to think of it differently.

In this episode, we talk about re-thinking retirement from taking 4% of your portfolio to creating streams of income to support your lifestyle. 

Jeff shares the exact steps he follows to get there and some ideas he and his clients have employed.

Are you confused by the different messages you receive about life insurance? Learn how life insurance can fit into your financial plan, whether it's a smart investment or something you should bypass.

As people age, financial goals change. People often wonder how they can get the money out of their house, or, how to have as low of a monthly payment as possible.

Michelle Moses is joined by Jud Holmes, mortgage broker, to discuss mortgage options tailored specifically for seniors (62+). They discuss everything from reverse mortgages, paying off your house, to the benefits of family opportunity mortgages.

Have you wondered if your estate planning documents are enough? Or, what kind of documents might be best for your situation?

Grant McKeehan Trust & Estate Attorney, joins us to share his experience and expertise about wills, trusts and how to pass your wealth on to your heirs in the most efficient way possible.

Michelle explains the method behind her "Buckets" approach to spending money in retirement so you can be stress free! She shares actionable steps on how to position yourself to easily transition to retirement and ease your worry while you're there.