Invest Savvy: Advice You Need to Know

We're back with another episode of Invest Savvy!  We're presented with opportunities throughout the year to give to charity, but how do we make it a part of our routine?  How do we maximize our donat…

The news is filled with Fed meetings, inflation, and changes to the interest rate policy. For insights on these topics and more, our host Krystian talks with our partner Lawrence Gillum of LPL Financ…

The year's end brings deadlines and choices to be made for a fresh new year. Take a few minutes in your busy holidays to listen to our next episode, and get your financial plan straight for 2024. 

Th…

Are you ready for Medicare's Open Enrollment? Financial Consultants Jim Benages and Brandon Wann join Krystian to answer your questions about Original Medicare, the Medicare Advantage Plan, drug cove…

You COULD put your money in your mattress, but here in our 20th episode, Krystian discusses tools like asset allocation and diversification that could help balance out your investment risk.  

Thanks …

Krystian breaks down the basics of life insurance, and how it can help with the unexpected in your family's financial security. 

Thanks for listening! You can follow us on Facebook, LinkedIn and You …

Tom and Krystian join forces to discuss the asset allocation approach known as the 60/40 portfolio. In the wake of a rocky 2022, is this still a viable investment strategy? 

Thanks for listening! You…

Krystian discusses income and dividend strategies with guest speaker Kevin Simpson of Capital Wealth Planning. A frequent contributor to CNBC, Yahoo Finance and Fox Business, Kevin is the Founder and…

Does your plan for healthcare in retirement involve crossed fingers and a lot of hope?  That's most people's default plan: I hope we won't get sick, and if we do, that we'll have the money to pay for…

Krystian chats with Rob Kuharic of Russell Investments, discussing the ways you can manage your investments, grow your assets without triggering a large tax bill, and keep more money in your pocket. 

Guest speaker Karen Hoffman of Prudential Financial joins Tom this month! Together they'll attempt to simplify and break down the legislation known as the Secure Act 2.0, passed at the tail end of 20…

Good? Bad? Or just Misunderstood? The Invest Savvy team dives into the tricky topic of annuities. 

Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and edu…

Will Social Security be there when I retire? Is there a magic age to start benefits?  And…can it make me a millionaire?  We discuss all these common questions, and more, on our next episode. 

Thanks …

It’s time to create your Personal Year End List: what happened this year to you and your family? Were there births, deaths, retirements, milestone birthdays, or health changes? Krystian and Tom take …

December 31st is coming soon!  Now's a good time to reflect on the past year, while looking forward to 2023. Let’s take a look at deadlines for taxes, retirement or insurance plan adjustments, and in…

This month Tom talks to "Medicare Nerd", Joanne Giardini-Russell, who talks clients through the Medicare process, helping them enroll in an insurance plan they will actually understand. Join us as sh…

In our continued look at estate planning, we’ll discuss how taxes can affect your plan, tell some horror stories and pitfalls, and see if it makes sense to do all this planning on your own v. working…

Creating an estate plan is a key component of every financial plan, no matter your tax bracket. Our next episode goes into wills, trusts, and probate, with the occasional detour into the novels of Ch…

Women have unique challenges to consider when planning for retirement.  Join Krystian and special guest, Financial Consultant Kim Kennedy, as they discuss their roles in helping women investors find …

Taxes are inevitable, so let’s talk about the retirement strategy known as the Roth IRA Conversion. We’ll break down the basic rules and strategies to get the most out of your retirement savings.  

Th…