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Jan 26, 2023

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed.

On this episode of My Smart Retirement, Nancy Fleming breaks down at least...

Jan 19, 2023

Another year is upon us and it’s a great time to assess how ready you are for retirement to kick off 2023.

If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical...

Jan 12, 2023

Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this could open up.

With a significant...

Jan 5, 2023

Many of us like to set New Year's Resolutions. Today we will be discussing goals, but not resolutions in particular.

We want to help lay the foundation for goal setting so you will be able to achieve them whether they are financial or personal.

For this episode, you’ll want to take a moment to write out your goals and...