Northern Alliance Financial - Financial Safari

Northern Alliance Financial - Financial Safari

We are a team of Financial and Insurance Professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.

Episodes

March 27, 2025 55 mins

Okay, so, here's the thing: as you get older, life's gonna toss you some curveballs, right? That's just how it goes. But, if you're smart and make a retirement plan that can bend a little, and you keep an eye on it, you'll be way better equipped to handle whatever comes your way. Basically, don't just set it and forget it!

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"Retirement... it's the reward we dream of after all those years of hard work, right? No more morning alarms, no more office politics, and definitely no more exhausting commutes. But here's the thing: while you definitely gain a lot of freedom, you also lose more than you might realize. Details just ahead

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There’s been lots of chatter about tariffs lately, and it's causing a lot of confusion and worry. Today, we cut through the noise and give you the real scoop on what you need to know.

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Today we're tackling a question that's probably crossed all of our minds at some point: Can you really retire in 3 years or less? I know, it sounds crazy, but for some folks, it's totally doable. We're gonna break down the key things you need to consider if early retirement is your goal.


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On today’s show, a new study shows that rich people are much better at planning their finances. We’ll explore what they are doing and offer tips to help you mirror some of those strategies.

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November 26, 2024 55 mins

Coming up…everyone on the show is going TRICK-OR-TREATING! We’re going house-tohouse for the HALLOWEEN SWEETS that symbolize the RICHEST RETIREMENT PLANNING STRATEGIES. Don’t miss this CANDY CRAVING CELEBRATION that can GET YOUR CASH UP!


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You know, we're often told that retirement is this magical time where all our worries fade away. But the reality is, for many boomers, retirement comes with its own set of concerns. Coming up, two things to do and two things not to do to help you get to retirement.


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Coming up…we’re gonna write you a PRESCRIPTION FOR FINANCIAL HEALTH and talk about SEVEN FINANCIAL DISEASES that RETIREES SHOULD AVOID. Stay with us if you wanna stay HEALTHY, WEALTHY, and HAPPY.


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Coming up…we’re gonna celebrate the CHANGING OF THE SEASONS…and make sure you don’t get LEFT OUT IN THE COLD. Don’t miss our SPECIAL SEASONAL TIPS that you need to know for MAXIMUM FINANCIAL SUCCESS…from the SUNNY START of SPRING…to the FREEZING CHILL of WINTER!


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November 12, 2024 53 mins

Coming up…everyone on the show is going TRICK-OR-TREATING! We’re going house-to house for the HALLOWEEN SWEETS that symbolize the RICHEST RETIREMENT PLANNING STRATEGIES. Don’t miss this CANDY CRAVING CELEBRATION that can GET YOUR CASH UP!


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Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but it generally isn’t enough to retire successfully. Retirement has lots of moving parts, we break it all down on today’s show.


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Coming up…we’re gonna write you a PRESCRIPTION FOR FINANCIAL HEALTH and talk about SEVEN FINANCIAL DISEASES that RETIREES SHOULD AVOID. Stay with us if you wanna stay HEALTHY, WEALTHY, and HAPPY.


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Coming up…do you want to RETIRE LIKE ROYALTY? We got FOUR HARD LESSONS learned by MONARCHS about MONEY, and we’re gonna give them to YOU so you can KEEP YOUR FORTUNES safe in your own castle.


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November 12, 2024 59 mins

A question we often hear is should I do a Roth conversion? As you might expect the answer depends on the circumstances. We’ll highlight some reasons when it might make sense and when it might not.


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A hot and perhaps divisive topic—one that’s been on everyone’s mind as we approach the 2024 election—the intersection of presidential races and economic policies and how they could affect your financial future, especially if you’re nearing or enjoying retirement.


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Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. From delaying your planning to underestimating your future costs, these missteps can significantly impact your retirement. We’ll show you some proactive strategies to sidestep these common errors and secure a comfortable and stress-free retirement.


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November 12, 2024 53 mins

You’re five years away from retirement. Are you prepared both financially and emotionally for the transition? We’ll make sure you have your bases covered and give you a few important actions to take to help make sure you are ahead of the game. All that, after this.

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November 12, 2024 53 mins

Coming up today we’ll highlight some of the top retirement-related news stories this week, including some retirement regrets and offer you some tools to help you ease into retirement.


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November 12, 2024 59 mins

A question we often hear is should I do a Roth conversion? As you might expect the answer depends on the circumstances. We’ll highlight some reasons when it might make sense and when it might not

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What are the challenges facing Generation X in saving for retirement and why are Gen Xers being compared to Jan along the way? We cover that and more coming up on today’s show..


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