Providing Expert Insight
On Various Financial Topics
“Ask the Expert” | The Local Morning Show
Access educational thoughts from Connie Guelich about diverse aspects of the financial industry and personal finances. This is part of the “Ask the Expert” segment of WFIR radio.
Listen to Past Episodes
Common Mistakes in estate planning
April 16, 2024
First Steps in Estate Planning
April 2, 2024
Challenges Women Face in Retirement Planning
March 19, 2024
Convert Excess 529 Plan Funds to a Roth IRA
March 5, 2024
How to make your IRA last a lifetime
February 20, 2024
The Path to Financial Independence
January 23, 2024
Inflation Expands Tax Brackets
January 9, 2024
How to Set Achievable Financial Goals
December 26, 2023
What is Smishing
November 28, 2023
Buy Now Pay Later
November 14, 2023
Concentrated Stock Portfolio
October 31, 2023
Qualified Charitable Distributions
October 17, 2023
Medicare Open Enrollment
October 3, 2023
What to Keep and What to Shred
September 5, 2023
Mistakes in Retirement
July 25, 2023
What is an I Bond
May 30, 2023
What is a T-Bill
May 16, 2023
Why Name a Beneficiary on a 401k Plan
May 2, 2023
Women's Biggest Retirement Challenge
April 18, 2023
Safety at Our Banks
March 21, 2023
SECURE Act 2.0 and RMDs
February 7, 2023
How to Stay Safe in Cyber Space
January 24, 2023
New Year's Resolution
January 10, 2023
Women and the Longevity Challenge
December 27, 2022
Retirement Plan Changes in 2023
December 13, 2022
Retirees and the Stock Market
November 29, 2022
Insurance to Protect your Assets
November 15, 2022
What is a Fiduciary
November 1, 2022
How to Make Retirement Secure
October 18, 2022
Importance of a Credit Freeze
September 20, 2022
Medicare Eligibility at 65
August 23, 2022
Downshifting in Retirement
August 9, 2022
Why Create a My Social Security Account
June 28, 2022
Insurance to Manage Risk
June 14, 2022
I-bonds
May 31, 2022
Traditional or Roth 401k Contributions
May 17, 2022
How to Generate Retirement Income
May 3, 2022
Be Proactive with Income Taxes in 2022
April 19, 2022
When to Start Social Security Benefits
April 5, 2022
Name a Beneficiary on your 401k
March 22, 2022
Cyber Security
March 8, 2022
Will or Trust
February 22, 2022
Do I Need Stocks in Retirement
February 8, 2022
Improve your Financial Position in 2022
January 25, 2022
Creating an investment Plan
January 11, 2022
2021 HSA
November 30, 2021
Changes in 2022
November 16, 2021
Market Update
November 2, 2021
RMD is back
October 19, 2021
Should I purchase LTC Insurance
September 7, 2021
Concentrated Stock
August 24, 2021
Wills and Trusts
July 13, 2021
Building an Investment Plan
June 29, 2021
Inflation
June 15, 2021
When to do Retirement Planning
May 4, 2021
Mistakes in Retirement Income Planning
April 20, 2021
Inflation
April 6, 2021
Bubble
March 23, 2021
Growth vs Value
March 9, 2021
Staying Safe Online
February 23, 2021
Cyber Security
February 9, 2021
Charitable Giving in 2021
January 26, 2021
RMD is back
January 12, 2021
Charitable Giving Strategies
December 29, 2020
401k & HSA Contributions
December 15, 2020
Roth Conversion for 2020
December 1, 2020
2020 Investment
November 17, 2020
The Market and the Election
November 2, 2020
Charitable Deduction 2020
October 20, 2020
401k Rollovers
October 6, 2020
Changes to the Dow Jones
September 22, 2020
Legacy Planning
August 25, 2020
Payroll Tax Deferral
August 11, 2020
Social Security
July 28, 2020
Tax Deadline
July 14, 2020
RMD Waived
June 30, 2020
401k Loans
June 16, 2020
Market Optimism
June 2, 2020
Diversify in Volatile Times
May 5, 2020
State of the Market
April 21, 2020
CARES ACT
April 7, 2020
Stock Market Decline
March 24, 2020
Roth 401k
March 10, 2020
Health Savings Accounts
February 25, 2020
Social Security Scams
February 11, 2020
Spouse Beneficiary of IRA
January 28, 2020
Secure Act
January 14, 2020
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