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  • Year-End Financial Planning and Changes for 2026

    Year-End Financial Planning and Changes for 2026
    2025/12/13
    This essential year-end episode focuses on critical financial planning moves you must make before December 31st, while preparing you for upcoming changes in the new year. We break down the key adjustments to contribution limits, tax brackets, and other regulatory updates that will directly impact your wallet starting in 2026. Tune in to ensure you maximize current deductions, optimize your portfolio, and strategically position your finances for the evolving rules of the coming year.
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  • Get Ready for Big Changes

    Get Ready for Big Changes
    2025/11/15
    Get ready for a seismic shift! This episode analyzes the most significant economic and legislative changes set to impact your finances in the coming months. We break down the tax, retirement, and market movements that are poised to disrupt your current financial plan, making some strategies obsolete and others urgently necessary. Tune in to understand these "big changes" and get the critical, actionable advice you need to proactively adjust your portfolio and budget to thrive in the new environment.
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  • End of Year Planning, Interest Rates, and the Shut Down

    End of Year Planning, Interest Rates, and the Shut Down
    2025/10/11
    It’s the final quarter of the year, and with a looming government shutdown and persistent high interest rates, we’re laying out your essential financial action plan. This episode details critical year-end tax strategies like Roth conversions and tax-loss harvesting, plus a checklist for maximizing your retirement and health savings accounts before the ball drops. We also analyze how the political climate and the Federal Reserve's stance on rates should influence your decisions right now, ensuring you finish the year strong and start the next with maximum financial efficiency.
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  • Mitigating Longevity Risk

    Mitigating Longevity Risk
    2025/06/14
    During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.
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  • Want an extra $50,000 for Retirement?

    Want an extra $50,000 for Retirement?
    2025/05/31
    On this episode, we’ll discuss how you may be able to secure an extra $50,000 for retirement and how to protect your savings from a recession.
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  • Recession Fears are Easing

    Recession Fears are Easing
    2025/05/24
    On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finances.
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  • Is 2025 still your year?

    Is 2025 still your year?
    2025/05/03
    During this episode, we’ll consider if those who wanted to retire in 2025 may need to reconsider, and we’ll also touch on how those running behind on retirement savings can still catch up.
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  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    2025/03/29
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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