Catherine Collinson

Al and Catherine discuss five strategies for helping the many people who are caregivers for family and loved ones manage their responsibilities and reduce stress.

Al Waller and Catherine Collinson explain the basics of Medicare – what it is, why it’s important, how to enroll, and where to turn to if you have any questions.

Fall marks the open enrollment period for many employer-sponsored health insurance plans as well as the Affordable Care Act Health Insurance Marketplace, which is especially critical for Americans who don't have access to health insurance.

On this episode, Al Waller and Catherine Collinson explore the main takeaways from Transamerica Center for Retirement Studies’ new eye-opening report on the middle class.

Just about everyone is familiar with the old adage, “Your health is your wealth.” Many quotes, proverbs, meditations, cautionary tales, and even songs have contemplated this theme. On this episode, Al Waller and Catherine Collinson explore the intersections of health and financial well-being by offering explanations, sharing examples, and inviting listeners to adopt a new mindset in their daily decision-making that could enhance their lives.

Al and Catherine discuss The SECURE 2.0 Act of 2022 and provisions including the Saver’s Match, employer matching contributions for student loan repayments, catch-up contributions, emergency savings, and more. SECURE 2.0 is packed with dozens of provisions to address many of the most pressing issues and opportunities within our current retirement system, ranging from expanding access to workplace retirement plans to increasing ways people can grow and protect their savings. Some of the new law’s provisions have already rolled out while other provisions are slated to roll out next year and in the coming years.

One of the fundamental principles of saving and investing for retirement is to start saving at a young age. But we’ve been receiving inquiries from our listeners, what if you’re in your fifties or sixties and haven’t saved enough?

Today’s workplace is transforming rapidly in the post-pandemic environment and with the proliferation of robotics and artificial intelligence. Many people are left wondering, What comes next?

Women: Are you ready to take greater control of your financial future? Or just looking for tips to strengthen your situation? If so, you’ve come to the right podcast.

The U.S. population is growing older and the number of retirees is increasing. Since 2011, on average, 10,000 Baby Boomers have been turning age 65 every day and they will continue to do so through 2029. In its most recent survey of those ages 18 and older, nonprofit Transamerica Institute found that almost one in four individuals are now fully retired.