The Great Wealth Transfer: Why Women Hold the Keys to Retirement

Trillions are changing hands in the greatest wealth transfer of our time, and women are set to inherit nearly 70% of it. But with new opportunities come unique challenges—especially for those suddenly thrust into financial decision-making. In this episode, financial planner Neil Henry explores how …

Spaving: The Hidden Trap Sabotaging Your Retirement

Ever tried to save money, only to spend more than you planned? Discover the sneaky world of “spaving”—and how these habits could quietly sabotage your retirement. Host and financial planner Neil Henry unpacks hidden fees, budgeting myths, and why relying on Uncle Ed’s advice might leave you short. …

Planning for 100: The Heart Behind Henry & Associates

What drives a financial planner to help others live to 100? In this episode, Neil Henry shares the story behind Henry & Associates, his passion for serving Charleston’s retirees, and the wisdom gained from decades of guiding clients through life’s biggest transitions. Discover how Neil’s personal j…

Medicare Maze: Navigating Open Enrollment with Confidence

Are you ready to make the most of Medicare Open Enrollment? In this episode, Neil Henry shares decades of experience guiding retirees through the maze of Medicare choices, from Parts A, B, and D to Medigap and Advantage plans. Discover the most important decisions for newcomers, common mistakes to …

Why everyone should account for the costs of long-term care

Neil Henry talks about long-term care and how people often underestimate its cost. He shares stats of how many people need LTC (and how this is sometimes temporary) and what the different types are. Neil also compares the rough costs of the different phases of that care and shares a story about how…

The ins and outs of Medicare, including certain costs people need to consider

Neil Henry discusses Medicare and explains the age that most people are eligible for it and how long before then that they should apply for the coverage. He also shares what Plan A & B plans are, what Medicare Advantage is, and what other costs people need to plan for. Neil also discusses what he s…

Battling inflation during retirement takes a plan

Neil Henry discusses how inflation can wreck retirement income, if people are not careful. He emphasizes the importance of making a plan and how he factors in certain increases over time, so people can have a plan for money to outlive them. Neil also talks about using annuities and other tools to d…

How the right kind of annuity can be key to retirement income planning

Neil Henry returns to talk about something that has become a bigger staple in retirement portfolios: annuities. Neil explains the different kind of annuities and how certain kinds have given all of them bad names. Neil describes how to build a retirement income plan and why annuities have gotten mo…

The ins and outs of Medicare

Neil Henry breaks down Medicare for listeners and talks about plans A, B, C, and D and what  Medigap and Medicare Supplement Insurance are. Neil also gives the pros and cons of the Medicare Advantage Plan and some examples of how that can work against a person's best interests. He talks about his h…

The election results: taxes and jobs

Neil Henry discusses the results of the presidential election and how Trump's victory will affect any current or future tax cuts. Neil also talks about wonky job numbers, future government job cuts, and how all of that can affect the economy. Ready to connect with Neil? Visit his website today!