エピソード

  • The Difference Between Risk and Fear: Part 1

    The Difference Between Risk and Fear: Part 1
    2025/11/01
    In the first part of this crucial series, we separate genuine investment risk from emotional financial fear, which often sabotages long-term portfolio growth. We analyze the common psychological traps that lead to poor decisions, like selling low during market corrections or chasing speculative assets. Learn how to identify true quantifiable risks in your portfolio and build the emotional discipline necessary to stay the course toward your financial goals.
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  • What I Tell My 30-Year-Old Self About Money

    What I Tell My 30-Year-Old Self About Money
    2025/10/25
    Ever wish you could give yourself a financial playbook as you started your career? We dive into that exact conversation, with our host sharing the most critical money lessons and strategies they wish they'd known at age 30. This episode focuses on the power of maxing out your 401(k) match, the crucial difference between good and bad debt, and how to start investing with a long-term perspective to build true generational wealth.
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  • Talking Life and Long-Term Care Before It's Too Late

    Talking Life and Long-Term Care Before It's Too Late
    2025/10/18
    Long-Term Care is the single biggest financial risk to most retirement plans, yet many families avoid this difficult conversation until it's a crisis. We break down the real costs of care—from in-home help to assisted living—and explain why waiting to plan can destroy your savings and force your loved ones into a caregiving burden. Learn the exact steps you need to take now, including a script to start the crucial conversation with your spouse or children, to protect your financial legacy and ensure your future dignity.
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  • RMD Rules Made Simple

    RMD Rules Made Simple
    2025/10/11
    Confused about your retirement withdrawals? This episode clearly breaks down all the recent changes to Required Minimum Distribution (RMD) rules, including the new starting age of 73. Learn the simple formula to calculate your RMD and discover smart strategies like Roth conversions and Qualified Charitable Distributions (QCDs) to lower your tax bill. Tune in to ensure you meet the deadlines and avoid the costly 25% IRS penalty on missed distributions.
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  • Your Legacy Blueprint

    Your Legacy Blueprint
    2025/10/04
    This episode focuses on creating your comprehensive "Legacy Blueprint," a detailed plan for passing on more than just wealth. We'll guide you through the essentials of estate planning, including wills, trusts, and strategies for minimizing estate taxes and probate complications. Tune in to learn how to clearly define your financial wishes and ensure your legacy provides peace of mind for future generations.
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  • Ways My Money Can Last as Long as I Do

    Ways My Money Can Last as Long as I Do
    2025/09/27
    This episode provides essential strategies for creating a retirement plan that ensures your money outlives you. We'll explore various income streams and investment tactics designed to sustain your lifestyle well into your golden years. Learn how to calculate your true retirement needs and build a resilient portfolio that can withstand market fluctuations and unexpected expenses.
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  • The Retirement Planning Process

    The Retirement Planning Process
    2025/09/20
    Ready to start your journey toward a secure future? This episode outlines the essential steps of the retirement planning process, from setting realistic financial goals to understanding the different types of retirement accounts. We'll provide a clear, actionable roadmap to help you build a solid foundation for your golden years, no matter where you are in life.
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  • From Transactional to Trust: The Relationship Test

    From Transactional to Trust: The Relationship Test
    2025/09/13
    This episode explores the crucial shift from a purely transactional relationship with a financial advisor to one built on mutual trust. We'll provide a clear guide on what questions to ask and red flags to look for when selecting an advisor, emphasizing the importance of finding a true fiduciary. Tune in to learn how to identify a partner who prioritizes your financial well-being and helps you build a lasting, trustworthy relationship.
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