エピソード

  • How Is My Financial Plan Doing?

    How Is My Financial Plan Doing?
    2026/07/25
    Evaluating your financial plan goes far beyond tracking daily stock market swings—it’s about knowing whether your money is actually on track to support your real-life goals. This episode breaks down the key metrics you should measure during a financial checkup, from progress toward retirement to risk exposure and tax efficiency. Tune in to learn how to run a complete diagnostic on your portfolio so you can make smart adjustments before small detours become costly setbacks.
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  • Probate, Trusts & Protecting Your Legacy

    Probate, Trusts & Protecting Your Legacy
    2026/07/18
    This week, we talk to an attorney and explain the probate process, how trusts work, and the steps families can take to avoid unnecessary legal complications after a loved one passes away. They discuss wills, beneficiary designations, trustees, funding a trust, and common mistakes that can lead to family disputes or costly probate proceedings. Whether you're creating an estate plan for the first time or reviewing existing documents, this episode offers practical guidance to help protect your assets and make things easier for your loved ones.
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  • Estate Planning Essentials: Protecting Your Wishes Before It's Too Late

    Estate Planning Essentials: Protecting Your Wishes Before It's Too Late
    2026/07/11
    This episode explores the essential legal documents every adult should have, including powers of attorney, healthcare directives, and wills, and explains how each one protects you and your loved ones. An experienced estate planning attorney shares practical guidance on avoiding common mistakes, minimizing legal complications, and making important decisions before a crisis occurs. You'll also learn why regularly reviewing your estate plan is just as important as creating one in the first place.
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  • Retirement Questions Everyone’s Googling

    Retirement Questions Everyone’s Googling
    2026/06/27
    With inflation, Social Security changes, and rising healthcare costs on retirees’ minds, this episode tackles the most common retirement questions people are searching online right now. Todd breaks down strategies for managing retirement withdrawals, understanding Social Security and Medicare updates, finding flexible post-retirement work, and protecting financial accounts from scams and hackers. Learn practical steps you can take today to strengthen your retirement plan, safeguard your savings, and gain greater confidence in an uncertain economy.
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  • More Ways to Have a Happy Retirement!

    More Ways to Have a Happy Retirement!
    2026/06/13
    A truly fulfilling retirement requires a lot more than just a healthy bank account—it takes a deliberate mix of financial security and purposeful lifestyle design. This episode dives into actionable strategies to boost your post-career happiness, from creating reliable income streams to discovering your next passion. Tune in to learn how to align your wealth with your personal goals so your golden years are genuinely rewarding.
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  • Habits for a Happy Retirement

    Habits for a Happy Retirement
    2026/06/06
    During this episode, we’ll explore what research consistently shows makes retirement genuinely fulfilling.
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  • To Keep or To Toss

    To Keep or To Toss
    2026/05/30
    Deciding which financial documents to shred and which to save can feel like a guessing game. This episode breaks down exactly how long you need to hang onto tax returns, bank statements, and receipts before they can safely hit the recycle bin. Tune in to declutter your filing cabinet with total confidence and zero legal stress.
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  • Financial Mistakes that will make your kids hate you

    Financial Mistakes that will make your kids hate you
    2026/05/23
    Leaving your children a financial mess is one of the fastest ways to strain your legacy and their future. This episode breaks down the critical estate, tax, and communication blunders parents make that inadvertently leave behind a mountain of paperwork, hidden debt, and family conflict. Tune in to learn how to protect your assets—and your relationships—with proactive, transparent planning.
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