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.
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    33 mins
  • Toast to Retirement Podcast: Episode #4 - Social Security

    Toast to Retirement Podcast: Episode #4 - Social Security
    Apr 30 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.

    Get a list of the Eight Things You Should Know About Social Security here: https://tinyurl.com/2zpac874
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    28 mins
  • Toast to Retirement Podcast: Episode #1A - Charity

    Toast to Retirement Podcast: Episode #1A - Charity
    Feb 4 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.

    Learn more about how we give back through various community efforts.
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    18 mins
  • Toast to Retirement Podcast: Episode #1 - Who We Are

    Toast to Retirement Podcast: Episode #1 - Who We Are
    Dec 3 2024

    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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    29 mins