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Ready to make 2025 your best financial year yet? The Friends Talk Money team is here to help! Join Terry, Rich, and Pam as they break down 9 essential tips to set yourself up for financial success i…

Ready to make 2025 y…

Ready to make 2025 your best financial year yet? The Friends Talk Money team is here to help! Join Terry, Rich, and Pam as they break down 9 essential tips to set yourself up for financial success in the new year. Unlock Your Financial Future - Begin by consolidating all your year-end IRA statements and harness the power of an online RMD calculator to determine your 2025 minimum distributions. This crucial step ensures you’re setting aside the right amount for a secure future. Refresh Your Records - Keep your IRA beneficiaries up-to-date to safeguard your Legacy. Optimize Your Portfo…

It’s that time of year again! The Friends Talk Money team dives into charitable giving. There are many benefits to contributing to your favorite charity. The conversation is about the tax and person…

It’s that time of …

It’s that time of year again! The Friends Talk Money team dives into charitable giving. There are many benefits to contributing to your favorite charity. The conversation is about the tax and personal benefits of giving. But  how do you choose the right charities, align donations with your values, and maximize tax savings? Terry, Rich, and Pam share tips on vetting charities and questions to ask your financial advisor. Tune in and join the conversation!

Ready to unlock the secrets to a fulfilling Retirement? It’s the most talked-about retirement book in decades! Join the Friends Talk Money team as they chat with retirement expert and best-selling a…

Ready to unlock the …

Ready to unlock the secrets to a fulfilling retirement? It’s the most talked-about retirement book in decades! Join the Friends Talk Money team as they chat with retirement expert and best-selling author, Christine Benz! Christine shares some insights on what truly makes retirees happy, how to navigate healthcare choices and the impact of Social Security on your budget. Plus, you’ll hear what Christine says about getting a second pair of eyes from a qualified financial advisor can provide you peace of mind throughout your retirement. Learn more in this week’s episode and be sure to check…

Medicare open enrollment is here, and this year things could get a little tricky! The Friends Talk Money team is joined by Medicare expert Philip Moeller who breaks down everything you need to know a…

Medicare open enroll…

Medicare open enrollment is here, and this year things could get a little tricky! The Friends Talk Money team is joined by Medicare expert Philip Moeller who breaks down everything you need to know about this year’s medicare open enrollment season and offers some helpful tips to avoid costly mistakes. Have you reviewed your plan options yet?

A growing number of people 55+ are searching for a deeper meaning and purpose in your life, and heading back to college to find it. And many prestigious colleges and universities are offering speciali…

A growing number of …

A growing number of people 55+ are searching for a deeper meaning and purpose in your life, and heading back to college to find it. And many prestigious colleges and universities are offering specialized programs designed just for those new ‘senior students’. These midlife and later-life reinvention courses are flourishing nationwide, with exciting new opportunities launching soon at Yale, the University of Southern California, and Boston College. Tune in to this week’s episode as the Friends Talk Money team delves into this transformative journey, exploring what’s included, all costs…

Your home is more than just a roof over your head; it’s a treasure trove of memories and emotions. As you consider your Estate planning, it’s essential to think about how to pass this cherished as…

Your home is more th…

Your home is more than just a roof over your head; it’s a treasure trove of memories and emotions. As you consider your estate planning, it’s essential to think about how to pass this cherished asset on to your heirs. The Friends Talk Money team dives into the heart of estate planning and explores all your options for your most emotional asset—your home. Whether you want to keep it in the family, sell it, or create a trust, we’re here to guide you through those tough decisions.

As more retirees seek to reenter the workforce, it is crucial to know how to position yourself for success in today's competitive job market. In this episode, the Friends Talk Money team shares valua…

As more retirees see…

As more retirees seek to reenter the workforce, it is crucial to know how to position yourself for success in today's competitive job market. In this episode, the Friends Talk Money team shares valuable insights on updating your resume effectively. With years of experience in your industry, focus on maintaining a concise and impactful resume. Highlight your achievements with quantifiable metrics and incorporate relevant keywords to make your resume stand out to potential employers. Listen to learn more!

On the latest episode of Friends Talk Money, the crew sits down with IRA and Tax Guru Ed Slott to dive deep into all things retirement savings.

On the latest episod…

On the latest episode of Friends Talk Money, the crew sits down with IRA and Tax Guru Ed Slott to dive deep into all things retirement savings.

Expert Brian Gordon explains how a recent law created a clever new way to pay for premiums in case you ever need long-term care.

Expert Brian Gordon …

Expert Brian Gordon explains how a recent law created a clever new way to pay for premiums in case you ever need long-term care.

Taking care of loved one’s with special needs can be incredibly overwhelming, especially if you’re going at it alone. That’s why it’s so important to know where to turn for help. Mary Anne Ehl…

Taking care of loved…

Taking care of loved one’s with special needs can be incredibly overwhelming, especially if you’re going at it alone. That’s why it’s so important to know where to turn for help. Mary Anne Ehlert, founder of Protected Tomorrows, recently joined the Friends Talk Money team to share her personal experience as a caregiver to her own sister with special needs. Mary Anne shed light on the complexities and amount of work required to financially care for someone who cannot earn an income of their own.  She also described what motivated her to start Protected Tomorrows and help families to …

The Friends Talk Money team is joined by Alexandra Armstrong, CFP®, CRPC® who is the chairman and founder of Armstrong, Fleming & Moore, Inc. Alex has worked in the investment field for more tha…

The Friends Talk Mon…

The Friends Talk Money team is joined by Alexandra Armstrong, CFP®, CRPC® who is the chairman and founder of Armstrong, Fleming & Moore, Inc. Alex has worked in the investment field for more than 40 years and back in 1977, was the first person to earn the Certified Financial Planner™ certification in Washington, DC. On this episode, Alex discusses her book On Your Own, a widows guide to emotional and financial well-being and offers useful advice to those who are struggling with becoming a widow.

Our next special guest has undeniably made the most significant impact on your retirement savings strategy. In this episode, the Friends Talk Money team sits down with Ted Benna, the father of the 401…

Our next special gue…

Our next special guest has undeniably made the most significant impact on your retirement savings strategy. In this episode, the Friends Talk Money team sits down with Ted Benna, the father of the 401(k) plan. Ted shares the fascinating story of how he conceived this groundbreaking idea, navigated the IRS approval process, and gives us a glimpse into his current projects.

New Social Security Commissioner Cuts Clawbacks!

New Social Security …

New Social Security Commissioner Cuts Clawbacks!

There's nothing more painful than losing your job when you're older and not being able to get a new one. Research says there's a stigma about "older unemployment" - especially when it drags on for mor…

There's nothing more…

There's nothing more painful than losing your job when you're older and not being able to get a new one. Research says there's a stigma about "older unemployment" - especially when it drags on for more than a year! Meet Ben who is going through that right now. He remains optimistic, but details the hazards -- even for those in Technology -- when a job disappears. Some helpful perspective for you - or someone you might know and love.

The price of prescription drugs can be enormous when you're on Medicare, so in this Friends Talk Money episode, we offer advice on how to pay the least for your medications. With help from expert Dian…

The price of prescri…

The price of prescription drugs can be enormous when you're on Medicare, so in this Friends Talk Money episode, we offer advice on how to pay the least for your medications. With help from expert Diane Archer of JustCareUsa, we discuss when to use your Medicare Part D plan, what to know about prescription discount cards and programs from drug companies and states that can lower your prescription costs.

You're probably familiar with financial literacy, which entails having the skills, knowledge and behaviors to make decisions about money. But how's your longevity literacy? Not sure what we're talking…

You're probably fami…

You're probably familiar with financial literacy, which entails having the skills, knowledge and behaviors to make decisions about money. But how's your longevity literacy? Not sure what we're talking about? In this episode Pam, Terry and Richard break down longevity literacy, and explain the impact, especially when it comes to your retirement readiness. Guest expert, Surya Kolluri, who is the head of the TIAA Institute joins the Friends Talk Money crew to uncover the importance behind longevity literacy and why he believes more Americans should focus on improving theirs.

In this episode Pam, Terry and Richard talk about what’s like to be the most important financial decision you’ll ever make… what to do with your 401k money when you’re ready to retire? The Dep…

In this episode Pam,…

In this episode Pam, Terry and Richard talk about what’s like to be the most important financial decision you’ll ever make… what to do with your 401k money when you’re ready to retire? The Department of Labor says any retirement advice you get a work should always be in your best interest. The question is… is it? Pam leads the discussion about the DOL’s new proposed Fiduciary Rule and includes special guest Kevin Walsh of Groom Law Group and break down why the DOL’s so worried.

Advice on lowering your debt load and credit card rates, plus pros and cons of filing bankruptcy. With Bruce McClary, Senior Vice President of Media Relations & Membership at the National Foundati…

Advice on lowering y…

Advice on lowering your debt load and credit card rates, plus pros and cons of filing bankruptcy. With Bruce McClary, Senior Vice President of Media Relations & Membership at the National Foundation for Credit Counseling.