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  • Think You're Behind on Retirement Savings? Here's what to do!

    Think You're Behind on Retirement Savings? Here's what to do!
    2026/09/06
    Feeling behind on retirement savings does not mean we are out of options or need to panic over standard benchmark numbers. In this episode, we walk through practical strategies to help make up ground, including assessing our actual financial standing and maximizing employer-sponsored retirement plans. We also discuss how minor changes to our savings rates, catch-up contributions, and adjusting our timeline can significantly strengthen our retirement outlook.
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  • Should You Pay Off Your Mortgage Before Retirement?

    Should You Pay Off Your Mortgage Before Retirement?
    2026/08/30
    Eliminating your mortgage before retirement offers undeniable peace of mind, but is paying off your home early always the smartest financial move? In this episode, we unpack how current interest rates, remaining loan balances, and lost investment potential impact your overall strategy. Plus, we highlight the severe tax pitfalls of pulling funds from retirement accounts to clear debt so you can choose the best path forward.
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  • Your September Financial Checkup: 6 Things to Review Before Year-End

    Your September Financial Checkup: 6 Things to Review Before Year-End
    2026/08/23
    In this episode, we highlight why September is the ideal time to conduct a comprehensive checkup on your finances. We walk through six key areas to re-evaluate before year-end, including tax withholdings, tax-loss harvesting, and employer benefit selections like HSAs and FSAs. Our discussion offers practical strategies to help listeners avoid unexpected financial surprises and optimize their position heading into the new year.
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  • The Hidden Costs of RMDs: WhatEvery Retiree Needs to Know

    The Hidden Costs of RMDs: WhatEvery Retiree Needs to Know
    2026/08/16
    In this episode, we break down the critical rules and tax implications surrounding Required Minimum Distributions (RMDs) that every retiree needs to understand as they reach age 73. We explore how mandatory withdrawals can unexpectedly raise your income tax bracket, increase Medicare premiums, and affect the taxation of your Social Security benefits. Finally, we share practical strategies to make RMDs work to your advantage, including reinvesting options and tax-saving Qualified Charitable Distributions.
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  • Retirement Planning Myths That Could Cost You

    Retirement Planning Myths That Could Cost You
    2026/08/09
    In this episode, we debunk some of the most common retirement planning myths that could silently jeopardize your financial future. From miscalculating healthcare costs to relying too heavily on traditional rules of thumb, we break down what you actually need to know to build a resilient nest egg. Tune in to learn actionable strategies that will help protect your hard-earned savings and ensure a confident, comfortable retirement.
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  • What Makes a Happy Retirement? (It’s Not Just Money)

    What Makes a Happy Retirement? (It’s Not Just Money)
    2026/08/02
    Retirement is about far more than building a nest egg, It’s about creating a fulfilling life after your career ends. In this episode, the discussion explores five essential ingredients for a happy retirement, including maintaining your health, finding purpose, staying socially connected, achieving financial confidence, and continuing to learn and grow. Discover practical insights on how thoughtful planning can help you enjoy retirement with greater confidence, fulfillment, and peace of mind.
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  • Mid-Year Financial Check-In: Is YourRetirement Plan Still on Track?

    Mid-Year Financial Check-In: Is YourRetirement Plan Still on Track?
    2026/07/26
    In this episode we look at the financial year so far and financial steps you need to be taking now. Don't wait until it's too late. How to avoid costly mistakes.
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  • Christmas in July – Giving Back: The Financial & Personal Benefits of Charitable Giving

    Christmas in July – Giving Back: The Financial & Personal Benefits of Charitable Giving
    2026/07/19
    Today we welcome back our very special guest, Santa Greg! We'll be talking about why charitable giving is an important part of many people's financial lives, especially during retirement, We'll also share details about how you can participate in our Christmas in July Toy Drive,
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