Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
Andy Keeler
36 episodes
1 week ago
What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...
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What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...
The $16,000 Medicare Mistake You Can't Afford to Make
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
27 minutes
1 month ago
The $16,000 Medicare Mistake You Can't Afford to Make
Medicare remains a frustrating enigma for millions of Americans despite being in existence for over 60 years. Even highly educated professionals find themselves bewildered when approaching their Medicare enrollment, often making costly mistakes that compound over time. But what if understanding Medicare could become a financial opportunity rather than a bureaucratic headache? In this illuminating episode, we dive deep into the Medicare maze with expert guidance from Kerry Quick of Seniority ...
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...