We’re tackling your biggest money questions! 💰 From everyday spending to long-term retirement planning, we’ll break down what you need to know to stay on track this year.
🔹 Spending & Goals – Are rising costs affecting your budget? Are you funding bucket list items or adjusting goals due to health or lifestyle changes?🔹 Taxes – Roth conversions, IRMAA impacts, and strategies to simplify your tax situation.🔹 Investing & Retirement – Is your income plan solid? Do you need to rebalance investments or review Medicare coverage?🔹 Real-Life Scenarios – We answer three real-world financial dilemmas with actionable advice.
Tune in for practical insights to make smarter money moves!

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