https://www.stabilitypartners.com https://financially-tuned.s3.us-east-2.amazonaws.com/public/Final_StabilityPodcastLogo-01.jpg https://www.stabilitypartners.com en-us Wed, 28 May 2025 19:30:18 +0000 Jean Casagrande and Bryan Powell no Stability Partners, LLCsocial,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,servicesSmall changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. When a part of your financial strategy is out of place, your long-term goals, your retirement savings, your legacy all suffer.radio@gradientps.comJean Casagrande and Bryan Powell Sat, 20 Mar 2021 00:00:00 +0000 episode-3271 no Jean Marie Casagrande Bryan R. Powell full Sat, 20 Mar 2021 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 13 Mar 2021 00:00:00 +0000 episode-3241 no Jean Marie Casagrande Bryan R. Powell full Sat, 13 Mar 2021 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We’ll also discuss way to maximize your 401(k).social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 16 Jan 2021 00:00:00 +0000 episode-3027 no Jean Marie Casagrande Bryan R. Powell full Sat, 16 Jan 2021 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)During this episode, we’ll present financial advice for young workers. The tips in this episode may help steer workers who are still in their 20s toward a more secure and confident financial future and retirement.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 05 Dec 2020 00:00:00 +0000 episode-2901 no Jean Marie Casagrande Bryan R. Powell full Sat, 05 Dec 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)During this episode, we’ll examine eight scenarios when temporarily pausing saving for retirement may make broader financial sense.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 31 Oct 2020 00:00:00 +0000 episode-2800 no Jean Marie Casagrande Bryan R. Powell full Sat, 31 Oct 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss some of the pros and cons of both permanent and term life insurance.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 24 Oct 2020 00:00:00 +0000 episode-2773 no Jean Marie Casagrande Bryan R. Powell full Sat, 24 Oct 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)Now is the time to get a plan in place for your health insurance. It's open enrollment and in this episode we discuss tips and strategies to help make sure all of your healthcare needs are being met and you are able to save as much money as possible.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 17 Oct 2020 00:00:00 +0000 episode-2751 no Jean Marie Casagrande Bryan R. Powell full Sat, 17 Oct 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)For many people, Social Security is the key element of their financial retirement strategy, so it’s critical to understand Social Security’s many rules, regulations and quirks. Additionally, in most cases, Social Security should be only one component of a robust strategy.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 10 Oct 2020 00:00:00 +0000 episode-2729 no Jean Marie Casagrande Bryan R. Powell full Sat, 10 Oct 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)During this episode, we’ll discuss how fall is the perfect time to assess your current finances to determine if your current budget is meeting your needs. We’ll also look at ways you may be able to save a few bucks on your holiday shopping.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 03 Oct 2020 00:00:00 +0000 episode-2700 no Jean Marie Casagrande Bryan R. Powell full Sat, 03 Oct 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)For lots of people, their retirement plan includes plenty of travel, both here at home and across the world. But what if your retirement vision is built around the idea of permanently packing your bags and calling a new country home? Before you make such a move, you have to find the right location and then research what your financial and healthcare needs will be after you’ve re-located.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 26 Sep 2020 00:00:00 +0000 episode-2671 no Jean Marie Casagrande Bryan R. Powell full Sat, 26 Sep 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)During this episode, we discuss the various pros and cons of living full-time in an RV after you retire. For many people, life in an RV can be a grand adventure but there are potentially significant drawbacks.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 19 Sep 2020 00:00:00 +0000 episode-2649 no Jean Marie Casagrande Bryan R. Powell full Sat, 19 Sep 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall financial strategy, whether you work for someone else, own a small business, or are otherwise self-employed.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 12 Sep 2020 00:00:00 +0000 episode-2628 no Jean Marie Casagrande Bryan R. Powell full Sat, 12 Sep 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)During this show, we’ll be discussing developing a strategy for retirement after a divorce. Divorce is a reality for millions of Americans, and there are steps you can take that could make a big difference when it comes to your financial well-being.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 05 Sep 2020 00:00:00 +0000 episode-2605 no Jean Marie Casagrande Bryan R. Powell full Sat, 05 Sep 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to better position yourself to enjoy the rewarding retirement you’ve worked so hard towards.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 29 Aug 2020 00:00:00 +0000 episode-2585 no Jean Marie Casagrande Bryan R. Powell full Sat, 29 Aug 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 22 Aug 2020 00:00:00 +0000 episode-2563 no Jean Marie Casagrande Bryan R. Powell full Sat, 22 Aug 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)During this episode, we’ll be taking a close look at annuities to define exactly what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 15 Aug 2020 00:00:00 +0000 episode-2541 no Jean Marie Casagrande Bryan R. Powell full Sat, 15 Aug 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)With millions of Americans currently working from home as the world deals with the coronavirus pandemic, it’s a good time to take control of our finances to better prepare for a strong financial future.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 08 Aug 2020 00:00:00 +0000 episode-2515 no Jean Marie Casagrande Bryan R. Powell full Sat, 08 Aug 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)Many people have come across financial myths, whether they’re about a current financial situation or something more general like Social Security, Medicare, or retirement. This episode will help listeners cut through the noise and separate myth from reality.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 01 Aug 2020 00:00:00 +0000 episode-2495 no Jean Marie Casagrande Bryan R. Powell full Sat, 01 Aug 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services Sat, 25 Jul 2020 00:00:00 +0000 episode-2475 no Jean Marie Casagrande Bryan R. Powell full Sat, 25 Jul 2020 00:00:00 +0000 radio@gradientps.com (Jean Casagrande and Bryan Powell)While dealing with the COVID-19 economy, you may be able to stabilize your finances by setting clear financial goals, setting priorities and more.social,security,roth,ira,401k,medicare,medicaid,long,term,care,annuity,insurance,securities,investing,advisory,services