エピソード

  • Common 401(k) Mistakes to Avoid

    Common 401(k) Mistakes to Avoid
    2026/08/08
    In this episode of The Retirement Playbook, we discuss strategic options for managing old or legacy 401(k) accounts. We break down the pros and cons of leaving funds in a former employer's plan, cashing out, or initiating a direct rollover into a personalized IRA. Listeners are guided on how to make informed decisions to optimize their retirement savings while avoiding costly tax penalties and fees.
    続きを読む 一部表示
    1分未満
  • Mid-Year Update

    Mid-Year Update
    2026/07/04
    We are officially halfway through the year, making it the absolute perfect time to pause and grade your financial progress. This episode walks you through a vital mid-year checklist to help you adjust your tax strategies, rebalance your portfolio, and track your retirement goals. Tune in to ensure your money is still working as hard as you are for the rest of the year.
    続きを読む 一部表示
    1分未満
  • Habits for a Happy Retirement

    Habits for a Happy Retirement
    2026/05/16
    During this episode, we’ll explore what research consistently shows makes retirement genuinely fulfilling.
    続きを読む 一部表示
    1分未満
  • How Much Monthly Retirement Income is Enough?

    How Much Monthly Retirement Income is Enough?
    2026/04/11
    During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.
    続きを読む 一部表示
    1分未満
  • Retirement Taxes and Money Moves

    Retirement Taxes and Money Moves
    2026/02/21
    During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.
    続きを読む 一部表示
    1分未満
  • The Challenges of Running a Business

    The Challenges of Running a Business
    2026/02/07
    This week on Business Owner Playbook, we’re stripping away the "hustle culture" veneer to tackle a silent killer of promising startups: the cash flow crunch. We explore why a high-revenue year can still leave you broke if your timing is off and how to bridge the gap between a sent invoice and a cleared check. Join us for a candid look at the financial tightrope walk every entrepreneur eventually has to master.
    続きを読む 一部表示
    1分未満
  • Five Pillars for Retirement

    Five Pillars for Retirement
    2026/01/17
    During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
    続きを読む 一部表示
    1分未満
  • Introduction to Business Owner Planning

    Introduction to Business Owner Planning
    2025/12/20
    In this episode Brock speaks directly to business owners, about succession planning, financial planning and more. He introduces his new series and business planning model.
    続きを読む 一部表示
    1分未満