Episodes
As the responsibilities to prepare for retirement continue to increase, so do our worries about how to manage them. Cindy talks about 3 major concerns many of us have and offers some potential solutions to help in the planning process.
Published 07/01/20
DIY investors may be missing out because of how fast laws change. Cindy talks about the recent changes around retirement accounts that could allow you to further diversify your investments, as well as potential tax-free loan opportunities from your retirement account because of the new CARES act.
Published 06/24/20
If you’re close to retirement, how much of your nest egg should you risk in the stock market? Plus, a researcher is warning teachers of what he calls a “ticking time bomb” that’s built into teacher pensions but may affect other pension programs as well. Cindy offers insight and ideas on what you can to better protect yourself financially.
Published 06/11/20
Cindy talks about the risks Americans face in retirement planning and highlights 4 areas that she believes are the biggest risks, while offering ideas on potential solutions and steps you can take to better protect yourself.
Published 06/04/20
Cindy talks about what economists are saying on whether or not we’re in a recession, options that you have to create income streams whether or not we are, and how the additional stimulus spending that Washington is debating could bring on “monumental” tax increases and what you can do to better protect yourself from against those hikes, now.  
Published 05/28/20
With all the recent upheaval, investors are searching for new opportunities... one poll shows many Americans say it's real estate! Cindy talks about some different, potential real estate investment options and also heeds warning on the recent rise in day trading.
Published 05/20/20
With over $3 trillion in loans and asset purchases, Cindy explains how the largest stimulus package in U.S. history will likely affect your future taxes. Plus, events in our economy’s history that have brought us to this point, how hidden economic forces are affecting your money, and action steps you can take to begin preparing for these future financial changes.
Published 05/14/20