Do you think you could pass a basic quiz about planning for retirement?

You might be surprised to learn that in a recent study…

Only 31% of Americans … got a passing grade.

Put your knowledge to the test…

Air Date: 11/9/24

Think You're Ready to Retire?  The Ultimate Planning Quiz!

Aaron Spitzner and Mark Maynard of Senior Benefit Solutions discuss Medicare annual enrollment, answer common Medicare questions, and share insights regarding income planning for Medicare premiums.

The Retirement Clinic-10-26-24 – Medicare Annual Enrollment

Each week John Cross takes time to offer tips and suggestions on how to make wise spending decisions to get the most out of your financial resources.

Your Spending Swap With John Cross - Ep 47 - How to Retire Lessons PART 2

The Trump tax cuts are set to expire at the end of next year. And when they do expire, it means nearly everyone – including you – will be paying higher taxes. This could be especially bad news for the money you’ve saved in a tax-deferred IRA and 401K. Discover the steps you can take now… that could lock in today’s low tax rates and save a fortune.
Air Date: 11/16/24

Countdown to Tax Increases!

During his campaign, Donald Trump promised to end taxes on Social Security benefits. This would seem like a welcome relief those who have enough other income which would result in federal income tax on 85% of SS retirement benefits. But when you consider the impact on the Social Security trust fund, the proposal may not be so great.

aspire-planning.com

Eliminate Taxes on Social Security Benefits? Maybe Not Such a Good Idea in the Long-Term.

John White and guest Mike Smith of CPS Horizon highlight November as Long-term Care Awareness Month and why it is so important, examine costs of Long-term Care with and without coverage, share insights for determining the coverage you need, and touch on inherited IRAs.

The Retirement Clinic-11-9-24 – Long-term Care

You may know how much money you’ve saved for retirement.

But do you know how much you’ll owe in taxes when you retire?

Some sources of income could get taxed… more than others.

And if you’re not careful, you could unnecessarily pay hundreds of thousands of dollars in taxes. 

Discover how your savings is taxed in retirement…

Air Date: 11/23/24

How Your Income Is Taxed in Retirement

When is the Best Age to File for Social Security?

Are you recently retired or hoping to retire soon? What could you learn from the people who retired successfully before you? What were their best decisions? And what were their biggest mistakes? Don’t miss a special episode of Retirement Solutions Radio.

Air Date: 12/14/24

7 Invaluable Lessons From Today's Retirees

The guest host for today's 'Leslie Marshall Show' episode is Brad Bannon. Brad runs Bannon Communications Research, a polling, message development and media firm which helps labor unions, progressive issue groups and Democratic candidates win public affairs and political campaigns. His show, 'Deadline D.C. with Brad Bannon,' airs every Monday from 3-4pm ET.

Brad is joined by Rep. Ro Khanna, who represents California's 17th Congressional District, located in the heart of Silicon Valley, and is serving his fourth term.
As a leading progressive in the House, Rep, Khanna is working to restore American manufacturing and technology leadership, improve the lives of working people, and advance U.S. leadership on climate, human rights, and diplomacy around the world.

Brad and Rep. Khanna discuss his 'new economic deal,' and how Democrats need to talk about economic revitalization in de-industrialized towns, and how they're going to give Americans a raise.

Rep. Khanna highlights the sad irony that Republicans who were just elected to power, are not going to do anything to address the main economic issues that Americans are clamoring for help with.
Instead, they are talking about dismantling the social safety net, killing the CFPB, and cutting healthcare programs to fund tax cuts for the rich.

However, Rep. Khanna highlights how when Americans mobilized during the last Trump administration to prevent cuts to popular domestic programs, they were successful. He believes that there is a viable path to stop these cuts again, as long as Americans make their voices heard in massive numbers in opposing these cuts.

Rep. Khanna also argues that 'Medicare for all' needs to be the Democrats' North Star for healthcare, and that then the party can talk about the incremental measures that they can use to get there. A recent study by Yale epidemiologists found that Medicare for All would save around 68,000 lives a year while reducing U.S. health care spending by around 13%, or $450 billion a year.

Rep. Khanna also details a bill that he co-sponsored with Senator Bernie Sanders that would eliminate medical debt. He uses the staggering fact that 42% of Cancer patients go bankrupt within two years of being diagnosed to highlight why this is so necessary.

Lastly, Rep. Khanna discusses his brand new political reform and anti-corruption bill designed to clean up corruption in politics.
The plan calls for:

- 12-year term limits for Members of Congress; 
- A ban on Members of Congress from holding and trading individual stocks during the Member’s tenure; 
- A ban on Members of Congress and candidates for the House and Senate from accepting contributions from political action committees and lobbyists, and a lifetime ban on lobbying for Members of Congress;
- A binding code of ethics for Supreme Court Justices; and
18-year term limits and regular appointments for future Supreme Court Justices, requiring a new Justice to be added and another to rotate off every two years.

Rep. Khanna serves on the House Armed Services Committee as ranking member of the Subcommittee on Cyber, Innovative Technologies and Information Systems (CITI), as co-chair of the Congressional Caucus on India and Indian Americans, a member of the Select Committee on the Strategic Competition between the United States and the Chinese Communist Party, and on the Oversight and Accountability Committee, where he previously chaired the Environmental Subcommittee.
His website is www.Khanna.House.gov.

Brad writes a political column every Sunday for 'The Hill.' He's on the National Journal's panel of political insiders and is a national political analyst for WGN TV and Radio in Chicago and KNX Radio in Los Angeles. You can read Brad's columns at www.MuckRack.com/Brad-Bannon. His handle on X is @BradBannon.

Rep. Ro Khanna Pitches 'New Economic Deal,' Along with Healthcare & Political Reforms

Our financial planning practice was founded to help individuals and families achieve everything they aspire to. That means we go beyond a traditional financial advisor’s focus on investment management to emphasize comprehensive financial planning that organizes all the disparate parts of your wealth, including real estate, compensation plans, taxes, and retirement. Because your dreams will take time to realize, we are committed to working with you over the long term, giving you confidence that you will reach your destination.

The best progressive talk right here, on demand. Always Progressive, Always On!

WRFA is a listener-supported, low power community radio station in Jamestown, NY. We provide coverage of local arts and entertainment as well as local news. In addition to broadcasting at 107.9 FM in Jamestown, we also have a live stream at our website, www.wrfalp.com. WRFA is owned and operated by the Reg Lenna Center For The Arts.

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision.

You can listen to the Kowal Investment Group's "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

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