Episodes

Five Important Things to Own for a Successful Retirement

Five Important Things to Own for a Successful Retirement

Ed reacts to the latest interest rate hike by the Federal Reserve and lists five important things to own during retirement, including your schedule! In our Cost Cutter segment, Ed offers some guidance on replacing the bonds in your portfolio with fixed indexed...

How to Make Sure You’re Ready for Retirement

How to Make Sure You’re Ready for Retirement

This week, Ed discusses some of the major misconceptions pre-retirees and retirees have about their retirement years. He also runs down a list of risks you should consider when planning for retirement. Is your money safe and protected from loss? Are fees dragging down...

The Smart Retirement Plan: Smart Review and Smart Income Strategies

The Smart Retirement Plan: Smart Review and Smart Income Strategies

This week, we continue our series on the Smart Retirement Plan. Ed discusses the importance of having your finances reviewed on a regular basis. He also talks about the latest inflation news and provides some tips to handle rising costs with his Cost Cutter of the...

The Smart Retirement Plan: Smart Review and Smart Income Strategies

The Smart Retirement Plan: Smart Review and Smart Income Strategies

This week, we continue our series on the Smart Retirement Plan. Ed discusses the importance of having your finances reviewed on a regular basis. He also talks about the latest inflation news and provides some tips to handle rising costs with his Cost Cutter of the...

The Smart Retirement Plan: Rules to Follow and Smart Tax Strategies

The Smart Retirement Plan: Rules to Follow and Smart Tax Strategies

We continue the Smart Retirement Plan Series by discussing the importance of tax planning. Ed explains some important rules to keep in mind when planning for retirement and shares news updates about inflation in America today. Is your money safe and protected from...

 The Smart Retirement Plan

 The Smart Retirement Plan

Ed and Matt explain what compound interest is, and how it can work for you or against you. They also discuss the importance of a financial education, and why you should have your personal finances reviewed annually to ensure you are on the right path. Call Ed Cruz...

A Financial Check-Up For A Healthier Retirement

A Financial Check-Up For A Healthier Retirement

Ed and Matt explain what compound interest is, and how it can work for you or against you. They also discuss the importance of a financial education, and why you should have your personal finances reviewed annually to ensure you are on the right path. Call Ed Cruz...