Episode 627: John and Ryan explain practical ways to use IRA beneficiary planning to support charities while reducing unnecessary taxes. Then, learn practical steps families can take to help aging loved ones avoid costly financial mistakes, scams, and exploitation before serious damage is done.

Episode 626: Steve and Matthew explore how the next phase of the AI revolution could shift market leadership and why diversification may matter more than ever. They also explain why equity compensation deserves thoughtful planning and how managing company stock wisely can support your bigger financial goals.

Episode 625: Learn why 2025 reminded investors that markets rarely behave as expected, as Matthew and Abbie explore seven lessons for long-term investors. They also examine why even highly capable people struggle financially when short-term feelings derail long-term intentions and turn good plans into costly detours.

Episode 624: Required Minimum Distributions aren’t just about meeting deadlines. Ryan and Zach explain how RMDs fit into a smarter, coordinated retirement income strategy. Then, they walk through a practical financial to-do list of smart money moves designed to help you build momentum and move forward in 2026.

Episode 623: While Wall Street is optimistic about 2026, John and Matthew explain why industry forecasts are better gauges of sentiment than predictors of markets. You’ll also learn three core wealth management principles that bring focus and intention to how you build, manage, and use your wealth.

Episode 622: If you think you already know how to manage subscriptions, think again – today’s models create new challenges that require a different approach. Then, Steve and Abbie reflect on their clients’ biggest wins in 2025, revealing how disciplined planning created opportunity during volatility and set the stage for 2026.

Episode 621: When interest rates fall, the effects aren’t always immediate. Learn what rate cuts really mean and how to factor them into long-term planning decisions. Then, Justin and Ryan explore why retirement readiness goes beyond money, sharing practical and personal indicators that help clarify when you’re truly ready.

Episode 620: Discover why investor behavior matters more than market swings as John and Zach share simple rules to strengthen long-term returns. Then explore how interest rates shape everything from your mortgage to your savings and learn what to watch for next!