Voya

,

#246 The Holiday Shopping Show

,
JSminibrand1.png

Ladies and Gentlemen, start your engines...holiday shopping season begins RIGHT NOW. I provide some tips as to when to score the best deals and give you permission to take a break from football and family to shop from the privacy of your own home on Thanksgiving Day -- especially to snag that average discount of 27 percent!

  • Download the podcast on iTunes
  • Download the podcast on feedburner
  • Download this week's show (MP3)

Out guest James Nichols is the head of Retirement Income and Advice Strategy for Retirement for Voya Financial, but we prefer the title, "Retirement Yoda". James talked about the Voya Born to Save program, where any child born on October 19th 2015 can receive $500 from Voya! James also discussed great ways to break down financial goals by key life stages and milestones.

Thanks to everyone who participated this week, especially Mark, the Best Producer in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
,

#214 Are You Retirement Ready?

,
JSminibrand1.png

As we head into National Retirement Planning Week, guest James Nichols joins us to reveal the results of the Voya Financial "Retire Ready Index". The results emphasize that retirement savers need combine knowledge, planning and action to help reach their goals.

  • Download the podcast on iTunes
  • Download the podcast on feedburner
  • Download this week's show (MP3)

Here are some of the online tools that James mentioned:

And check out this segment from CBS This Morning, where I discussed retirement planning.

Before James joined us, we fielded a retirement question from John (should he convert his 401 (k) into a Roth?); a beneficiary retirement query from Mike and Gary asked about REITs.

If you are toiling away at your taxes this weekend, here are some Last Minute Tax Filing Resources.

Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE