EPISODES
Watch all installments of “The All Things Financial Show” by clicking on an episode below. Start with a topic you’d like to learn more about, and let us know what subjects you’d like to see covered next!
Schedule Your Retirement Check-Up: Making Up Lost Time
On this episode of All Things Financial, Yelisey and Trey want to stress the importance of making up for lost time in planning for retirement, and why scheduling a check-up for your portfolio is the smartest and safest way to go when planning for your future. Learn...
Building a Stable Foundation for Retirement with Pension-like Income
Trey and Yelisey want to help you build a stable foundation for retirement. The guys discuss pensions, why you should get an X-Ray on your retirement plan, and break down the 10 little-known facts about retirement in America today. Learn More at ATFpodcast.com Contact...
Updated Online Budgeting Trends – Interview with Robin Growley
In this bonus interview from Retirement.Radio's Matt McClure, we talk with Robin Growley - Head of Consumer Deposits at Bank of America. The two discuss some new online budgeting trends Robin has been tracking and offer advice on how listeners can navigate them. Learn...
The Ultimate Tax Guide for Pre-Retirees & Seniors
On this episode of All Things Financial, Yelisey is joined by Retirement Planning Specialist Ryan Moffitt to discuss how they can help pre-retirees as they approach their golden years. They also dive deep into the intricacies of tax planning, specifically for...
Spring Cleaning for Your Finances: Seven Tips to Declutter Your Future
On this installment of All Things Financial, Trey and Yelisey discuss the seven money moves to make right now to help you feel better about your financial future. Plus, the guys break down the pros and the cons of keeping your money in different financial...
Retire Smarter by Avoiding These Critical Mistakes
On this episode of the All Things Financial podcast, Trey and Yelisey share 10 important steps you should follow as you prepare for a successful retirement. Have a questions about planning for the future? Give us a call at (612) 286-0580
Follow These 10 Steps to Make Sure You Are Retirement Ready
On this episode of the All Things Financial podcast, Trey and Yelisey share 10 important steps you should follow as you prepare for a successful retirement. Got questions about planning for the future? Subscribe to our YouTube Channel
The Financial Headwinds for American Retirees
On this episode of All Things Financial, Trey and Yelisey break down seven financial headwinds that retirees should be aware of as they navigate through the rest of 2024. Plus, we break down a few red flags that may indicate your retirement course has gone off track. ...
Four Simple Tips to Boost Your Savings for Retirement
On this episode of All Things Financial, Trey and Yelisey share four tips to boost their retirement savings. Plus, the guys share some sound suggestions about when you must take pensions. Subscribe to our YouTube Channel
How to Maximize Your Finances When Your CD Matures
On this episode of All Things Financial, Trey and Yelisey discuss what happens when your CD matures. Plus, the guys break down three election-year myths ahead of the 2024 election season. Subscribe to our YouTube Channel