Oct 28, 2019
There’s a new kind of scam that’s making the rounds, so George uses this episode to offers actionable tips to help protect your financial life. Plus, your 401(k) balance probably increased during the bull market run, but maybe not as much as it should have… because of high fees. George explains how to empower...
Oct 21, 2019
General Electric recently announced they’re freezing pensions for some and offering buyouts to many former employees. That’s unfortunately a scary reality check for anyone who’s counting on a pension for their retirement. If you or a loved one have a pension, this episode is for you. George weighs the pros and...
Oct 14, 2019
Some of George’s clients recently celebrated 30 years of marriage! Their celebration and story serve as a wonderful reminder of why George takes such pride in helping people navigate to and through retirement. Whether you’re single or married, this episode reminds us all why planning for the “what if” matters.
Oct 7, 2019
Another year is flying by, and it’s time to get ready for Medicare open enrollment! For those on Medicare, starting October 15th you have 54 days to assess your current coverage, health care needs, and make any changes that will better benefit you in 2020. On this episode George is joined by friend and colleague Dow...