Episode 652: Social Security faces real financial pressure, but that doesn’t mean benefits are disappearing. Learn what the latest projections actually mean, and why retirees shouldn’t make decisions based on scary headlines. Then, discover where your forgotten 401(k) money may be hiding, how to track it down, and what to do once you find it.

Episode 651: AI is everywhere, but the real question for investors is simple: can it help companies make more money? Then, John and Steve explain why buying a house in retirement comes with a different set of decisions, and what to consider before making the move.

Episode 650: A confident answer isn't always the right one. Discover why AI can overlook the details that matter most when making important financial decisions. Next, learn how your first job's benefits and employer perks, along with smart money habits, can set you up for long-term financial success.

Episode 649: Many budgets fail because they're too complicated. Explore a straightforward strategy that can help you manage your money and stay on track. Then, discover practical steps that can help you provide financial support to family while protecting both your finances and your relationships.

Episode 648: From brokerage accounts to 529 plans, learn how to prioritize your savings options and build a stronger financial foundation for your child. Then, discover practical steps and little-known tools that can help protect your wishes and ease the burden on your family if the unexpected occurs.

Episode 647: A few overlooked estate planning decisions can spark years of family conflict. Learn the key mistakes blended families should avoid and the strategies that can protect everyone involved. Next, explore the health insurance options that can bridge the gap to Medicare and the enrollment rules that can help you avoid costly surprises later.

Episode 646: Whether you itemize or take the standard deduction, new charitable giving rules could affect your tax bill. Learn what’s changing in 2026. Then, discover why having a pension changes retirement planning, but doesn’t eliminate it, and explore strategies that can help military and public-sector retirees make the most of the benefits they’ve earned.

Episode 645: Bad news dominates the headlines, yet markets often remain surprisingly resilient. Learn what investors may be missing about how markets really work. Then, Ryan and Zach explore why many Americans feel financially uneasy despite record household wealth and low unemployment.