



America 250 and Your Retirement
Happy Birthday America! Our nation's 250th birthday inspires Celine and her daughter Nicole, to discuss financial freedom and independence. And the way to live your best life in retirement.

The Trump Accounts
How much do you know about the Trump Accounts? Well Celine and her daughter, Nicole, have learned a lot about these tax-advantaged investment accounts for children born between 2025 and 2028 which start out with a "seed contribution" of a thousand dollars from the US Government. Listen and learn a…

Your Home: Asset or Liability?
This week Celine and Nicole visit the housing market. For most of us our house is our biggest asset. But should we hang on to it when we retire?

The Sandwich Generation
This week Celine and her daughter Nicole tackle the difficult subject of "The Sandwich Generation." When you're taking care of your parents and either your children or grandchildren. The resources only stretch are far as they can when you're trying to help both sides.

Celebrating Mothers
Celine and her daughter Nicole (both are mothers) share their thoughts on how they celebrate Mother's Day. And discuss the unique challenges that mothers take on over the years.

Spring Cleaning your Retirement Plan
This week, Celine and her daughter, Nicole, explore 5 steps of "Spring Cleaning" your IRA and retirement plan. It's a great time to review what you've put into place. What needs adjusting and what to leave alone?

Tax Time - Avoiding Mistakes
With the Tax Filing Deadline just days away, Celine and her daughter Nicole focus on Tax Planning and Estate and Legacy Planning. Strategies and Common Mistakes.

St. Patrick's Show - Is It Luck or Strategy?
We all hope for good luck in our retirement, be it the luck of the Irish or something else. In today's St. Patrick's Show, Celine and her daughter Nicole talk about Tax Savings, and how to keep as much of your hard earned savings as possible. Not so much luck as it is planning properly.

Your Simple Retirement Plan Part 2
This week, Celine continues with the S-I-M-P-L-E Acronym she started talking about last week. Retirement isn't really a simple thing, and that's why you need someone to simplify it all for you.

Your Simple Retirement Plan Part 1
In today's show, Celine and her daughter, Nicole help us get focused on the things we can control as we retire. Is retirement really Simple? No, but you CAN find an advisor to help simplify it for you. This is Part 1 of a two-part series on simplifying retirement.