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Ep 5: Understanding Financial Proverbs

Ep 5: Understanding Financial Proverbs

There are a lot of financial sayings out there, things that you’ve probably heard your whole life, what does a financial advisor make of these proverbs and are there any lessons to learn from them?

Ep 4: Financial Pain Points in Retirement

Ep 4: Financial Pain Points in Retirement

Retirement planning is as much about addressing an individual’s concerns and needs as it is about accumulating a bunch of assets. On this episode, we’re going to identify the most common pain points we see in retirement and tell you how to address them.

Busting the Biggest Social Security Myths

Busting the Biggest Social Security Myths

You shouldn’t buy into everything you hear when it comes to Social Security. Believe it or not, there’s quite a bit of misinformation floating around about the future of the program and what you need to know when claiming the benefit. Our job is to help put you in the strongest position possible for retirement and a big piece of that is getting Social Security right.

Ep 3: Busting Financial Myths

Ep 3: Busting Financial Myths

When it comes to retirement planning there are a lot of myths out there. On today’s episode, we are going to break down some common financial myths and what you should be focusing on instead when saving for the future.

Ep 2: Ways to Improve Your Tax Position

Ep 2: Ways to Improve Your Tax Position

The best way to get the most out of the money you’ve earned is to make sure you aren’t giving any of it away. By utilizing smart and careful tax planning strategies, you can set yourself up for a better financial future. Today we’ll address some of the common tax questions we hear and talk about a few of those strategies to help you protect the money you’ve earned.

Ep 1: Getting to Know Your Host, Josh Greenberg

Ep 1: Getting to Know Your Host, Josh Greenberg

We are excited to introduce the first episode of My Sweet Retirement! On this podcast, your host Josh Greenberg will be discussing the important financial topics you need to know to have a bright financial future. Join us today as we get to know Josh and his financial philosophy a little better

How Inflation Impacts Retirement Planning

How Inflation Impacts Retirement Planning

Inflation has long been known as the silent killer for financial planning because the small increases in prices each year weren’t noticeable day-to-day. Over time, however, those increments add up and eventually become magnified over the years.

Why Should I Get an Annuity?

Why Should I Get an Annuity?

Different ways can help your retirement savings to grow. At times, you might decide to invest in the stock market. But due to the market surges and dips, you might end up losing a significant portion of the investment. If you are looking for safe and long-term investment growth, getting an annuity can be a […]

New Alzheimer’s Treatment

New Alzheimer’s Treatment

FDA Annouced that there is a new drug to treat Alzheimer’s that is potentially groundbreaking. Read more about it here: https://www.fda.gov/news-events/press-announcements/fda-grants-accelerated-approval-alzheimers-drug

What is the distinction between a fixed annuity and a variable annuity

What is the distinction between a fixed annuity and a variable annuity

Outliving one’s money is a significant issue for most individuals when it comes to retirement. Well, with an annuity, you don’t have to worry about all of your money problems because it could alleviate them. An annuity is a contract you enter into with a financial services business in exchange for one or more payments […]

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