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  • So, You’re a Decade From Retirement

    So, You’re a Decade From Retirement
    2025/11/01
    During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.
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  • Avoid These Spooky Retirement Mistakes

    Avoid These Spooky Retirement Mistakes
    2025/10/25
    During this show, we’re going to walk through some of the most frightful retirement mistakes and how you can avoid them.
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  • Top Financial Concerns Facing Today’s Retirees & Near-Retirees

    Top Financial Concerns Facing Today’s Retirees & Near-Retirees
    2025/10/18
    From rising healthcare costs to persistent inflation and the uncertainty surrounding Social Security, today's retirees and near-retirees face a complex financial landscape. This episode breaks down the three biggest threats to retirement security and the critical planning mistakes people are making right now. Learn proactive strategies, including tax-efficient withdrawal methods and effective inflation hedges, to help ensure your nest egg lasts as long as you do.
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  • The Great Wealth Transfer and You

    The Great Wealth Transfer and You
    2025/10/11
    During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.
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  • What the Fed’s Rate Cut Means For You

    What the Fed’s Rate Cut Means For You
    2025/10/04
    During this show, we’re going to discuss the Fed’s recent rate cut and what it might mean for your financial strategy.
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  • Beneficiary 101

    Beneficiary 101
    2025/09/13
    During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.
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  • The Tax Implications of the OBBBA with Ed Slott

    The Tax Implications of the OBBBA with Ed Slott
    2025/08/23
    Joining a tax guru like Ed Slott, this episode is a must-listen for anyone navigating the new financial landscape. We'll explore the specific tax implications of the "One Big Beautiful Bill Act" (OBBBA) and uncover the strategies you need to minimize your tax burden. From retirement accounts to investment opportunities, Ed Slott provides his signature, easy-to-understand advice on how the new legislation will impact your financial future.
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  • The Future of AI and Crypto

    The Future of AI and Crypto
    2025/08/16
    We are joined by Tyler Ellegard, Portfolio Manager at Gradient Financial Group. This episode explores the powerful and rapidly evolving intersection of artificial intelligence and cryptocurrency. We'll examine how AI is being used to enhance everything from trading strategies and market analysis to security protocols and smart contract functionality. Join us as we look at the future of this synergy and discuss how investors can prepare for a world where AI and crypto are inextricably linked.
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