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  • Unlocking Financial Peace Beyond the Numbers

    Unlocking Financial Peace Beyond the Numbers
    2026/09/19
    We explore how your financial decisions are deeply connected to fear, values, and personal priorities rather than just spreadsheets and figures. Special guest and industry educator Renee Bryan shares her raw personal journey, revealing how financial upheaval helped her reshape her definition of true success. We break down her practical, step-by-step framework to help you navigate life's unexpected challenges with resilience and make intentional, fear-free money decisions.
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  • The New Face of Deception

    The New Face of Deception
    2026/09/12
    In this episode, we pull back the curtain on AI-assisted fraud to break down the psychological tactics behind deepfakes, voice cloning, and sophisticated email phishing. We share personal experiences and real-world examples, from emergency family impersonation calls to multi-million-dollar corporate deepfake scams, to expose how convincing these modern schemes have become. Finally, we provide actionable defensive strategies—such as establishing family passwords and using out-of-band verification—so you can protect your hard-earned money and keep your loved ones safe.
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  • Guilt-Free Spending in Retirement

    Guilt-Free Spending in Retirement
    2026/09/05
    During this episode, we'll cover eight ways retirees may be able to spend their savings with more confidence and less guilt.
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  • So, You’re a Decade From Retirement

    So, You’re a Decade From Retirement
    2026/08/29
    During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.
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  • Retirement Gender Gap

    Retirement Gender Gap
    2026/08/08
    In this episode of Your Safe Money Show, host Todd Sjoberg discusses the "invisible retirement gender gap" and why women face unique financial challenges in retirement due to lower lifetime earnings, career breaks for caregiving, and longer life expectancies. He breaks down key strategies to bridge this gap, such as leveraging spousal IRAs, making catch-up contributions, delaying Social Security, and shifting toward growth-oriented investments. Finally, the episode highlights practical tools—including annuities for guaranteed lifetime income and tax deferral—to help women achieve long-term financial independence and peace of mind.
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  • Managing Personal Finances in Retirement

    Managing Personal Finances in Retirement
    2026/08/01
    Navigating retirement finances requires a new set of rules, and this episode breaks down the critical shifts you need to make. We'll cover everything from managing your cash flow and optimizing withdrawals to understanding the tax implications of your nest egg. Discover how to create a sustainable financial plan that provides security and peace of mind for your golden years.
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  • 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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