エピソード

  • When Not To Play It Safe

    When Not To Play It Safe
    2026/03/08
    During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.
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  • Tax Strategies to Save You Money

    Tax Strategies to Save You Money
    2026/03/01
    In this episode, we break down the most overlooked tax credits and deductions that could significantly lower your annual tax bill. We sit down with expert CPAs to discuss how shifting your income and timing your expenses can lead to immediate savings for both individuals and small business owners. Tune in to learn actionable strategies you can implement today to keep more of your hard-earned money out of the IRS's hands.
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  • Retirement: When Should You Wait?

    Retirement: When Should You Wait?
    2026/02/15
    In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.
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  • Five Pillars for Retirement

    Five Pillars for Retirement
    2026/02/08
    During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
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  • Retiring Early? Here’s What You Need To Know.

    Retiring Early? Here’s What You Need To Know.
    2026/02/01
    During this episode, we’ll examine some of the things you need to know about retiring early.
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  • Tax Strategies to Save You Money

    Tax Strategies to Save You Money
    2025/12/28
    This episode breaks down the massive financial shifts following the passage of the "One Big Beautiful Bill Act," detailing how permanent tax bracket updates and record-high standard deductions will affect your bottom line. Tune in for essential year-end strategies.
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  • Retirement Withdrawal Strategies to Help Make Your Money Last

    Retirement Withdrawal Strategies to Help Make Your Money Last
    2025/12/21
    Choosing the right withdrawal strategy is the most critical decision for making your retirement savings last a lifetime. We move beyond the rigid 4% Rule to explore dynamic, flexible methods that adjust your spending based on real-time market performance. Learn how to strategically draw down your portfolio across different accounts to minimize your lifetime tax bill and maximize your spending power. This episode provides the practical tactics you need to protect your nest egg from market volatility and avoid running out of money.
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  • Market Update with Senior Portfolio Manager Keith Gangl

    Market Update with Senior Portfolio Manager Keith Gangl
    2025/12/14
    This episode welcomes back Senior Portfolio Manager Keith Gangl for his highly anticipated market update, focusing on the critical economic factors impacting long-term wealth and retirement portfolios. Keith provides his expert analysis on inflation, interest rate movements, and sector performance, offering a clear picture of today's financial landscape. Tune in to hear his practical, data-driven strategies for navigating market volatility and positioning your retirement assets for sustained growth and income.
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