Latest Episodes
September 18, 2024
Medicare Prescription Drug Cap 2025 | Interview with Leigh Purvis
Bonus episode! Guest: Leigh Purvis, Prescription Drug Policy Principal, AARP Public Policy. A provision in the 2022 Inflation Reduction Act will cap annual out-of-pocket...
00:04:50
Episode 26
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September 06, 2024
The State of Retirement in the Year 2024
In episode 26 of All Things Financial, Yelisey and Trey break down the importance of understanding the “retirement red-zone” and go through the 401k...
00:37:27
Episode 25
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August 30, 2024
Avoid Top Fears of Retirees – Make Sure Your Money Lasts
As you near your retirement, proper planning is essential to ensure financial stability in retirement. In episode 25 of All Things Financial, Yelisey and...
00:40:39
Episode 24
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August 27, 2024
Catching Up: How to Make Up for Lost Time in Retirement Planning
On episode 24 of All Things Financial, Yelisey and Trey want to stress the importance of making up for lost time in planning for...
00:48:32
Episode 23
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August 23, 2024
Preparing for Retirement in Very Uncertain Times
Have you heard from your advisor lately? In episode 23 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Ryan Moffitt discuss why...
00:47:12
Episode 22
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August 16, 2024
Five New Steps to Recession-Proof Your Finances – Avoid Investing with Emotion
Market volatility combined with an upcoming Presidential Election have made for some interesting predictions regarding the future of the US Economy. In episode 22...
00:44:02