Episodes

How to Maximize Your Social Security Benefits

On this week’s episode, Bob explains how to navigate the most important decision you’ll make in retirement – when to take Social Security. Plus, Bob gives updates on prices and interest rates for the early portion of 2023. Is Your hard-earned money safe and protected?...

How to Create a Healthcare Plan for Your Retirement

Bob continues the Smart Retirement Plan series with a discussion about healthcare and how to plan for costly medical expenses. Then, the guys share ways to look after your health throughout retirement. Plus, Bob explains Secure Act 2.0 and some important changes that...

The Secret to a Smart Retirement Plan

    In this week’s episode of Financial Freedom, Bob and Jim go over the secrets to a smart retirement plan – smart risk, smart safe, and smart tax. Is Your hard-earned money safe and protected? Are fees eating away at your savings? Book a Complimentary...

How to Optimize Your Retirement with a Smart Plan

    In this episode of Financial Freedom, Bob explains the importance of having a vision and proper planning when it comes to building your retirement. Plus, Bob unveils his POWER TIP of the week! hard-earned money safe and protected? Are fees eating away at...

How to Start 2023 on the Right Foot

Bob discusses the most important financial change to make in 2023. Plus, he shares a detailed list of his biggest financial takeaways from 2022 that includes all the good and bad points from the last twelve months. Is your hard-earned money safe and protected? Are...

Financial Tips for the Holiday Season with Santa Bob

In this episode, Bob goes over Required Minimum Distributions and how to keep the IRS out of your retirement plans. Then, Bob and Jim discuss how Christmas trees have been affected by inflation, and share important info about how to rebalance your portfolio for 2023....

Bob’s Money Guide for 2023

Bob shares some important financial reminders for 2023, including the updated tax brackets. Then, we have a special Christmas edition of Inflation Demonstration, and our financial checklist to make 2023 your best year yet. Is your hard-earned money safe and protected?...

How to Take Control of Your Retirement Savings

In this episode of Financial Freedom, Bob lists seven questions he can help you answer when you meet with him for your retirement consultation. Plus, another cost cutter with ways to save time and money this holiday season. Is your hard-earned money safe and...