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Financially Speaking

Financially Speaking

By: Cole Bruner Kailey Berendsen Zachary Kyhos Ryan Connor Logan Woller and Ryan Pecha
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Navigating retirement can be complex—but you don’t have to do it alone. Join us each week on Financially Speaking, where we explore the critical issues that matter most in retirement. From planning strategies to managing evolving financial needs, our team offers valuable insights and practical guidance to help you make informed decisions with confidence. Whether you're approaching retirement or already there, Financially Speaking is your trusted companion on the journey to long-term financial security. Don’t face retirement planning on your own—tune in and take the next step with clarity and peace of mind. Economics
Episodes
  • Is Social Security Enough? Building Your Retirement Income Plan
    Apr 12 2026
    Today we’re diving into an important topic for anyone planning for or already in retirement — understanding income risk and how to create complementary income streams alongside Social Security. For many retirees, Social Security serves as a foundation of their income plan. But the big question is — will it be enough? And just as importantly, how do you build additional income streams that are reliable, tax-efficient, and built to last?
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    Less than 1 minute
  • Why Now Might Be the Right Time for a Second Opinion on Your Financial Plan
    Apr 5 2026
    This episode explores the shifting economic landscape and why your current financial strategy may need a fresh perspective to remain effective. We break down the key indicators—from market volatility to evolving tax laws—that suggest your long-term goals could benefit from a professional stress test. Tune in to learn how a second opinion can provide the clarity and confidence necessary to ensure your retirement roadmap stays on track.
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    Less than 1 minute
  • Smart Money Moves in 2026: Where to Put Your Money Right Now
    Mar 29 2026
    As we navigate the unique economic landscape of 2026, this episode breaks down the most resilient asset classes for long-term growth and immediate stability. We dive into the shifting role of automated investment platforms and how to strategically rebalance your portfolio against current inflation trends. Whether you are looking to hedge with commodities or explore emerging tech sectors, we provide the actionable roadmap you need to make your money work harder today.
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    Less than 1 minute
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