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Toast to Retirement

Toast to Retirement

Written by: McCarthy and Cox Retirement
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About this listen

 Your host is Certified Financial Planner Jim Cox of McCarthy and Cox Retirement & Estate Specialists. McCarthy & Cox embodies small town midwestern values and is dedicated to building better tomorrows.Copyright 2026 Toast to Retirement Careers Economics Personal Finance Personal Success
Episodes
  • Toast to Retirement Podcast: Episode #7 - Roth Conversions

    Toast to Retirement Podcast: Episode #7 - Roth Conversions
    Oct 21 2025

    Welcome to the Toast to Retirement podcast where we share real life stories and strategies that we've used to help hundreds of families retire with confidence. Your host is Certified Financial Planner Jim Cox of McCarthy and Cox Retirement & Estate Specialists. McCarthy & Cox embodies small town midwestern values and is dedicated to building better tomorrows.
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    45 mins
  • Toast to Retirement Podcast: Episode #6 - 'Big Beautiful Bill'

    Toast to Retirement Podcast: Episode #6 - 'Big Beautiful Bill'
    Jul 16 2025

    Welcome to the Toast to Retirement podcast where we share real life stories and strategies that we've used to help hundreds of families retire with confidence. Your host is Certified Financial Planner Jim Cox of McCarthy and Cox Retirement & Estate Specialists. McCarthy & Cox embodies small town midwestern values and is dedicated to building better tomorrows.

    Full text of the bill can be viewed here: https://www.congress.gov/bill/119th-congress/house-bill/1
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    27 mins
  • Toast to Retirement Podcast: Episode #5 - OPERS & STRS

    Toast to Retirement Podcast: Episode #5 - OPERS & STRS
    Jun 9 2025

    Welcome to the Toast to Retirement podcast where we share real life stories and strategies that we've used to help hundreds of families retire with confidence. Your host is Certified Financial Planner Jim Cox of McCarthy and Cox Retirement & Estate Specialists. McCarthy & Cox embodies small town midwestern values and is dedicated to building better tomorrows.
    Show More Show Less
    33 mins
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