Blogs
Explore Insights and Strategies for Financial Success
At 55, Is It Too Late for a Roth 401(k)?
One of the most important retirement decisions doesn’t show up on your paycheck; it shows up in how your contributions are taxed. That’s what prompted a recent listener question about whether 401(k) contributions should be Roth or traditional, and whether age changes the answer. The truth is, the right choice [...]
10 Retirement Myths Too Many People Still Believe
There’s no shortage of financial advice out there, and unfortunately, not all of it is good. Some of the most damaging retirement mistakes don’t come from reckless behavior, but from ideas that sound reasonable and get repeated often enough to feel true. Today, Steve busts some of the most common [...]
Is The Economy Set Up For A Better 2026?
After a year filled with volatility and economic curveballs, it’s understandable why optimism about the economy may not come naturally for many people. Steve shares why one economist believes 2026 could be stronger than expected and offers his own perspective on whether that optimism is justified. A brighter outlook is [...]
Financial Lessons from a Snow Day
There’s something unforgettable about a snow day- unexpected, disruptive, and strangely freeing. In this episode, Steve borrows classic snow-day moments and turns them into practical lessons for building a stronger financial life. From preparation to patience, these metaphors reveal what really matters when conditions change. Because the best plans aren’t [...]
What’s Changing in 2026 (And Why It Matters to Your Money)
A new year brings new rules, and some of the changes in 2026 could quietly impact your cash flow, taxes, and retirement strategy. In this episode, Steve walks through the most important updates affecting retirees and pre-retirees. While each change may seem small on its own, together they can meaningfully [...]
Your Year-End Retirement Planning Questions Answered
As we close out 2025 and look ahead to the new year, we’re answering listener questions in this special mailbag episode. From spending more in retirement to finding the right kind of financial guidance, this episode focuses on making confident, well-planned decisions. Steve explains why needing more income in retirement [...]
