Sjoberg & Holmstrom, LLC

320-679-5183 or 855-22MONEY

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    • Home
    • Safe Money Strategies
    • Health Insurance
    • Medicare 101
    • Your Safe Money Show
    • Financial Materials
    • Videos & FAQ
    • Links
    • Our Team
    • Contact

320-679-5183 or 855-22MONEY

Sjoberg & Holmstrom, LLC
  • Home
  • Safe Money Strategies
  • Health Insurance
  • Medicare 101
  • Your Safe Money Show
  • Financial Materials
  • Videos & FAQ
  • Links
  • Our Team
  • Contact

Understanding Medicare

 This show will premier on Sunday, October 5.

This episode demystifies the complexities of Medicare, providing a clear and comprehensive guide to its various parts and options. We break down the differences between Part A, B, C, and D, and explain key enrollment periods that determine your coverage. Tune in to learn how to make informed decisions about your healthcare coverage in retirement and avoid costly penalties. 

Managing Personal Finances in Retirement

Navigating retirement finances requires a new set of rules, and this episode breaks down the critical shifts you need to make. We'll cover everything from managing your cash flow and optimizing withdrawals to understanding the tax implications of your nest egg. Discover how to create a sustainable financial plan that provides security and peace of mind for your golden years. 

Joys and Challenges of Retirement

 On this episode of Your Safe Money Show, Robin is back for a week and we find out how retirement is going for her. We will talk about something many of us dream about - the golden years of retirement. What are the joys, challenges, and surprises of life after decades of hard work? During this show we're going to examine some mid-year 2025 financial steps that could brighten your 2026. 

Call my office at 855-22MONEY, 855-226-6639 if you would like more information or have questions. 

How to Protect your 401K

During this show, we'll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.  


KBEK

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