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  • Getting Financially Ready for 2026

    Getting Financially Ready for 2026
    2025/12/13
    During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.
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  • Mitigating Risk for Your Retirement

    Mitigating Risk for Your Retirement
    2025/11/15
    Retirement success isn't just about accumulation—it's about effectively mitigating the diverse risks that threaten your long-term security. This episode breaks down the seven major threats to a successful retirement. We discuss the history of taxes and why it's important.
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  • What I Wish I Knew Before — and After — Loss

    What I Wish I Knew Before — and After — Loss
    2025/11/08
    This sensitive episode offers vital financial guidance for navigating the overwhelming period both before and after the loss of a loved one. We discuss the often-neglected practical steps, such as updating beneficiaries, securing crucial documents, and understanding probate to protect surviving family members. Tune in for advice on managing unexpected expenses, applying for benefits, and setting up a clear financial path forward during a time of grief.
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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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