Are you entering retirement’s third quarter without a clear game plan? In this episode, Brandon Bowen discusses why midyear can be an important time to review retirement savings, evaluate spending habits, reduce debt, and put idle cash to work. He explains how small adjustments today may affect your retirement readiness and shares a real-world example of building toward a long-term retirement goal through consistent planning and disciplined saving. Learn what questions to ask as retirement approaches and why regular plan reviews can help keep your strategy aligned with your objectives
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Could Your IRA Be Setting Up a Future Tax Surprise?
10:52

Are Your Retirement Savings Setting You Up for a Tax Surprise?
09:25

What Should You Do With an Unexpected Inheritance?
10:55