Episodes

  • Retirement Rules Are Changing: What You Need to Know

    Retirement Rules Are Changing: What You Need to Know
    Feb 22 2026
    As the 2026 financial landscape shifts, this episode breaks down the critical updates from the SECURE Act 2.0, including the new mandatory Roth catch-up contributions for high earners and the "super catch-up" limits for those aged 60 to 63. We explore how the latest IRS contribution increases—raising the 401(k) limit to $24,500 and the IRA limit to $7,500—impact your long-term savings strategy. Join us to learn how to navigate these regulatory "plot twists" and adjust your tax planning to ensure your retirement roadmap stays on track.
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    Less than 1 minute
  • 2026 & Retirement: What's Ahead for Retirees

    2026 & Retirement: What's Ahead for Retirees
    Feb 15 2026
    In this episode, we break down the critical 2.8% Social Security COLA increase and how it stacks up against a projected 10% surge in Medicare Part B premiums. We explore the "sequence of return" risks facing new retirees in today's high-valuation market and why many are shifting from aggressive growth to guaranteed income solutions like annuities. Join us as we provide actionable strategies to navigate 2026’s unique economic landscape, from managing healthcare inflation to optimizing your 401(k) withdrawals for long-term stability.
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    Less than 1 minute
  • Taxes & Tax Season

    Taxes & Tax Season
    Feb 8 2026
    In this episode, we pull back the curtain on the most common filing mistakes that could be costing you thousands in missed deductions. Our experts simplify the latest IRS updates and provide a step-by-step guide to navigating your returns with total confidence. Whether you’re a seasoned investor or a first-time filer, tune in to learn how to turn tax season into a strategic win for your bank account.
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    Less than 1 minute
  • Staying Active in Retirement with Continuing Education with Special Guest

    Staying Active in Retirement with Continuing Education with Special Guest
    Feb 1 2026
    Staying Active in Retirement with Continuing Education with Special Guest Anne Rogalski from the University of Wisconsin–Stevens Point to talk about their Continuing Education and Outreach program. Phone: 715-346-3838 Email: uwspce@uwsp.edu Web: www.uwsp.edu/conted
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    Less than 1 minute
  • Financial Wellness

    Financial Wellness
    Jan 25 2026
    This episode explores the essential link between your bank account and your mental peace, offering a holistic approach to managing your money. We dive into practical strategies for balancing immediate needs like debt repayment with long-term goals, all while addressing the emotional triggers that often lead to financial stress. Tune in to learn how to align your spending with your personal values and take the first step toward a more confident, sustainable financial future.
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    Less than 1 minute
  • 2026 May Boost Your Retirement Income

    2026 May Boost Your Retirement Income
    Jan 4 2026
    During this episode, we’re going to consider changes that are coming to IRAs, 401(k)s, and HSAs in 2026 that may keep more money in your pocket.
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    Less than 1 minute
  • Retiring Early? Here’s What You Need To Know.

    Retiring Early? Here’s What You Need To Know.
    Dec 28 2025
    During this episode, we’ll examine some of the things you need to know about retiring early.
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    Less than 1 minute
  • Medicare Part B Will Be Pricier in 2026

    Medicare Part B Will Be Pricier in 2026
    Dec 21 2025
    During this episode, we’ll be discussing the rise in Medicare Part B costs as well as other Medicare changes coming in 2026.
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    Less than 1 minute