#53 - IRMAA

#57 - Switch to CDs

What if your income needs are covered by social security and pensions? The stock market is down and losing money isn't fun. Should you sell out of your equity and switch to CDs? Join Kaki as she offers guidance to Linda on this question.

#56 - The 5 Whys

Its ok to feel nervous. Join Kaki as she gives an example of using the 5 Why technique to help a client get to actionable steps.

#55 Nervous to Invest

Is the state of the economy making you nervous and preventing you from investing? Join Kaki as she answers a question from Jessica. Jessica wants to open a Roth IRA but she is nervous about the economy. The following article was mentioned in this podcast. The S&P 500 Just Hit Correction Territory. History Says the Stock Market Will Do This Next (Hint: It May Surprise You) | The Motley Fool [https://www.fool.com/investing/2025/03/14/sp-500-correction-stock-market-will-do-this-next/?msockid=154cd35d16ea608823c7c6e51764611f]

#54 - 2nd Opinion

Charles has been approached by an advisor to implement an options trading strategy within his investment portfolio. Join Kaki as she provides a second opinion to Charles on his question.

#53 - IRMAA

Will an inheritance cause me to pay extra Medicare premiums? Join Kaki as she answers a question from Travis related to IRMAA, income related monthly adjustment amount. Mentioned on this podcast episode: www.cms.gov