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  • Your Legacy Isn’t Just What is Left Over

    Your Legacy Isn’t Just What is Left Over
    2025/12/13
    Most people discover too late that the government has its own plan for their retirement savings. And their kids pay the price. In this episode we discuss how to turn tax surprises into tax smart strategy so you keep control of what you earned and preserve the impact you want to make. Tune in and learn how to protect your family from costly mistakes.
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  • The 2026 Retirement Rule Changes

    The 2026 Retirement Rule Changes
    2025/11/29
    Big changes are coming for IRAs, 401k plans, HSAs and Social Security in 2026. In this episode, we talk through what is changing, who will be affected and how to prepare so your retirement stays on track. We help break it all down with practical questions and real life examples. A timely and actionable episode for anyone who wants to stay ahead of the curve.
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  • Cockroaches and Credit Concerns

    Cockroaches and Credit Concerns
    2025/11/15
    Headlines about fraud and bankruptcies among sub prime lenders have stirred flashbacks to the 2008 housing crisis, but are we really in a similar situation? In this episode, we discuss why a quote about cockroaches has stirred headlines and is causing concerns for everyday investors.
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  • What Wealthy People Do Differently with Money

    What Wealthy People Do Differently with Money
    2025/11/08
    In this episode, we discuss the real-life habits, mindsets, and strategies the wealthy use to build and protect their fortunes , and how you can apply them to your own financial life. From how they think about debt and risk to the way they invest, save, and plan for the future, these are the lessons that separate those who simply earn money from those who build lasting wealth. Whether you’re just getting started or refining your financial plan, this episode will help you borrow the best ideas from those that have already built wealth.
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  • Why Everyone’s Talking About Gold and What it Means For Your Retirement

    Why Everyone’s Talking About Gold and What it Means For Your Retirement
    2025/11/01
    Gold prices have soared over 60% this year, sparking talk of “dollar debasement” and fears of a weakening economy. But what does that really mean for everyday investors and retirees? We break down the buzz around gold, explain why people rush to it when the dollar dips, and share how long-term investors can protect purchasing power without chasing headlines.
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  • Five Years Before and Five Years After: The Decade that Defines Your Retirement

    Five Years Before and Five Years After: The Decade that Defines Your Retirement
    2025/10/18
    The five years before and after retirement are the most critical for protecting your wealth. In this episode, we break down why this 10-year window can make or break your financial future , plus the key strategies to preserve your nest egg, avoid costly mistakes, and create reliable income that lasts a lifetime.
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  • Shutdowns, Rate Cuts and Your Money: What you Need to Know

    Shutdowns, Rate Cuts and Your Money: What you Need to Know
    2025/10/11
    Government shutdowns, rate cuts, and nonstop headlines…what does it all mean for your money? In this episode, Jaime explains why markets often take Washington drama in stride and what adjustments you may or may not need to make in your portfolio.
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  • Financial Planning Meets Accounting

    Financial Planning Meets Accounting
    2025/09/27
    In this episode, we dive into the powerful results that happen when a financial advisory firm and an accounting firm join forces. We introduce our strategic partner, Simmons and Simmons and discuss the most overlooked tax deductions, proactive tax planning and real examples of how to avoid costly mistakes and make smarter financial decisions.
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