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Episode | Date |
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What Retirement Means… and Why It’s Different for Everyone
|
Jun 12, 2025 |
Type A Investors: Why Doing Less Might Be Your Best Move
|
May 15, 2025 |
Why The Psychology of Money Says Your Emotions Matter More Than Math
|
May 08, 2025 |
Talking To Your Spouse About Market Crash Fears
|
Apr 24, 2025 |
What Should You Actually Do When the Market Drops?
|
Apr 10, 2025 |
April Fool’s: Beliefs That Fool Retirement Savers The Most
|
Mar 27, 2025 |
Inside the Advisor’s Office: What People Are Actually Concerned About
|
Mar 13, 2025 |
The Money Questions Every Couple Needs To Discuss This Valentine’s Season
|
Feb 20, 2025 |
What Do Proposed Tariffs Mean For Your Portfolio?
|
Feb 06, 2025 |
Inflation-Proof Your Retirement In 2025
|
Jan 23, 2025 |
The Snowbird Retirement: Is a Seasonal Move Right for You?
|
Jan 09, 2025 |
The Art of Rebalancing: WHEN to Adjust Your Portfolio and WHY
|
Dec 26, 2024 |
Most Americans Are Forced to Retire Early- Are You Ready?
|
Dec 12, 2024 |
Financial Forecasting: A Post-Election Conversation
|
Nov 21, 2024 |
Don’t Blow Your Bonus! Smart Ways to Use a Lump Sum Payout
|
Nov 07, 2024 |
Is Dividend Investing Dead?
|
Oct 24, 2024 |
How Current Economic Shifts Could Affect Your Retirement
|
Oct 10, 2024 |
For Couples, Retirement Planning Is A Team Sport
|
Sep 26, 2024 |
Unlock Your Potential During National Financial Planning Month
|
Sep 12, 2024 |
IRS Rules for RMDs
|
Aug 22, 2024 |
August 2024 Market Update
|
Aug 08, 2024 |
What is Blackrock's 100% Stock ETF Hedge?
|
Jul 18, 2024 |
3 Things to Consider if there’s a “Recession” in 2024
|
Jul 03, 2024 |
Cryptocurrency and Your Financial Plan
|
Jun 27, 2024 |
Financial Lessons from Dad
|
Jun 13, 2024 |
All In One Basket: Financial Diversification
|
May 23, 2024 |
Explaining Penalty Relief for Inherited Withdrawals
|
May 09, 2024 |
Retirement Expectations vs. Reality
|
Apr 25, 2024 |
Winning the Financial Triple Crown: Strategies from the Kentucky Derby
|
Apr 11, 2024 |
Retirement Questions That Every Generation Is Asking, Part 1
|
Mar 28, 2024 |
How Is Technology Redefining Retirement Planning?
|
Mar 14, 2024 |
Is Retirement Planning Harder Than It Used to Be? Part 2
|
Feb 29, 2024 |
Is Retirement Planning Harder Than It Used to Be? Part 1
|
Feb 15, 2024 |
The Power of Delayed Gratification
|
Jan 18, 2024 |
Inheritance FAQ
|
Jan 04, 2024 |
Financial Stocking Stuffers
|
Dec 21, 2023 |
Financial Planning with Classic Christmas Songs
|
Dec 07, 2023 |
How To Successfully Climb The Retirement Mountain
|
Nov 21, 2023 |
The Financial Cereal Bowl
|
Nov 09, 2023 |
How to Avoid Money Mistakes You’ll Regret
|
Oct 19, 2023 |
Retirement Planning’s “Hidden” Questions
|
Oct 05, 2023 |
Discussing Dave Ramsey’s Advice
|
Sep 21, 2023 |
The Future of Retirement in America
|
Sep 07, 2023 |
Bashing the Roth?
|
Aug 24, 2023 |
Financial Lessons From Ron Swanson
|
Aug 10, 2023 |
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
|
Jul 27, 2023 |
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
|
Jul 13, 2023 |
Reasons Why You Shouldn’t Invest in a 401(k)
|
Jun 22, 2023 |
Bad Money Habits That Can Spoil The Retirement Party
|
Jun 08, 2023 |
What Weddings and Retirement Planning Have in Common
|
May 18, 2023 |
Breaking Down The Commentary After Recent Bank Collapses
|
May 04, 2023 |
How Age and Wisdom Impact Your Financial Planning
|
Apr 20, 2023 |
The Psychology of Investing In The Wake Of Historic Market Crashes
|
Apr 06, 2023 |
Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)
|
Mar 23, 2023 |
Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)
|
Mar 09, 2023 |
What’s Your Biggest Financial Fear?
|
Feb 16, 2023 |
Four Ways The SECURE Act 2.0 Might Impact You
|
Feb 02, 2023 |
Helpful Financial Checklist For 2023
|
Jan 19, 2023 |
2022 in Review
|
Jan 05, 2023 |
Naughty or Nice: Financial Advisors
|
Dec 15, 2022 |
Examining Your Own Investor Bias
|
Dec 01, 2022 |
Financial Things That Are Underrated
|
Nov 22, 2022 |
Financial Things That Are Overrated
|
Nov 10, 2022 |
Your Biggest Financial Assets
|
Oct 20, 2022 |
What We Can Learn from Seinfeld
|
Oct 06, 2022 |
Can’t Get No Satisfaction... Or Can You?
|
Sep 15, 2022 |
How Money Ads Catch Your Attention
|
Sep 01, 2022 |
Financial Diseases That Plague Retirees
|
Aug 18, 2022 |
Clearing Up Financial Myths
|
Aug 04, 2022 |
Financial Jeopardy
|
Jul 28, 2022 |
Financial Fortune Cookie Wisdom
|
Jul 14, 2022 |
Sensational Financial Headlines
|
Jun 23, 2022 |
Is Conventional Wisdom Always Best?
|
Jun 10, 2022 |
Things We Don’t Consider in Retirement Planning
|
May 19, 2022 |
Sorting Through the Financial Junk Drawer
|
May 05, 2022 |
Playing the Financial Game Show
|
Apr 21, 2022 |
I Didn’t Know You Did That
|
Apr 07, 2022 |
Financial Hot Topics
|
Mar 24, 2022 |
Financial Wisdom with Albert Einstein
|
Mar 11, 2022 |
Retirement Planning with Shaq
|
Feb 17, 2022 |
What To Do During Market Volatility
|
Feb 03, 2022 |
How Do You Say It?
|
Jan 20, 2022 |
A Financial Checklist for the New Year
|
Jan 06, 2022 |
Retirement Planning First Steps
|
Dec 16, 2021 |
Financial Wisdom from Walt Disney
|
Dec 02, 2021 |
Dealing with Stress in Retirement
|
Nov 18, 2021 |
Financial Truths and Lies
|
Nov 04, 2021 |
Retirement Income Planning Essentials
|
Oct 21, 2021 |
Avoiding Financial Temptations
|
Oct 07, 2021 |
Investing Like a Genius
|
Sep 02, 2021 |
5 Questions You Didn’t Know To Ask
|
Aug 26, 2021 |
What Kind of Retirement Are You Living For?
|
Aug 05, 2021 |
5 Things You Must Know About Decumulation To Retire Successfully
|
Jul 29, 2021 |
Retirement Blind Spots
|
Jul 08, 2021 |
SECURE Act 2.0
|
Jun 24, 2021 |
Are You Avoiding These 401K Mistakes?
|
Jun 10, 2021 |
Understanding Your Financial Statements
|
May 27, 2021 |
Reading the Financial Fine Print
|
May 06, 2021 |
Baseball and Retirement Planning
|
Apr 22, 2021 |
Avoiding Financial Mistakes During A Divorce
|
Apr 08, 2021 |
Unhealthy Foods and Financial Health
|
Mar 25, 2021 |
Financial Lessons Learned from Calvin and Hobbes
|
Mar 11, 2021 |
Last Ten Working Years Before Retirement
|
Feb 25, 2021 |
What You Should Know About Biden’s Executive Orders
|
Feb 04, 2021 |
Understanding Values-Based Planning
|
Jan 21, 2021 |
2021: This Is The Year (No Matter What)
|
Jan 07, 2021 |
Christmas Songs and Financial Planning
|
Dec 17, 2020 |
End of Year Financial Planning
|
Dec 03, 2020 |
Unreasonable Requests to Financial Advisors
|
Nov 19, 2020 |
An Election Conversation
|
Nov 05, 2020 |
Statistics on Saving and Investing
|
Oct 15, 2020 |
Mom’s Favorite Phrases And Financial Planning
|
Oct 01, 2020 |
Financial Planning By Profession
|
Sep 17, 2020 |
Don’t Assume When It Comes to Retirement
|
Sep 03, 2020 |
Dirty Little Secrets in the Financial World
|
Aug 20, 2020 |
Top 5 Types of Financial Risk
|
Aug 06, 2020 |
Industry Insights Amidst Coronavirus
|
Jul 16, 2020 |
Finding the Right Financial Advisor
|
Jul 02, 2020 |
Answering the Most Common IRA Questions
|
Jun 18, 2020 |
Are You Following Outdated Financial Rules?
|
Jun 04, 2020 |
Is the Customer Always Right?
|
May 21, 2020 |
How To Set Financial and Retirement Goals
|
May 07, 2020 |
Ben Franklin and Partial Freedom from COVID-19
|
Apr 30, 2020 |
Cleaning Your Financial Closet – Lockdown Edition
|
Apr 16, 2020 |
Coronavirus Aid - What You Need to Know About the CARES Act
|
Apr 03, 2020 |
Coronavirus Market Update + What’s Next
|
Mar 20, 2020 |
Coronavirus: What Pandemics Often Do To The Market
|
Mar 05, 2020 |
Inheritance 101: Everything You Need to Know
|
Feb 20, 2020 |
How Often Does a Financial Advisor Answer These Questions?
|
Feb 06, 2020 |
Understanding The SECURE Act
|
Jan 23, 2020 |
5 Biggest Storylines of 2020: Will They Matter Financially?
|
Jan 16, 2020 |
New Year Financial Checklist for 2020
|
Jan 09, 2020 |
Are You Sabotaging Your Own Retirement With These Mistakes?
|
Dec 19, 2019 |
Catching Up As A Late Bloomer In Retirement
|
Dec 12, 2019 |
Critical Estate Planning Mistakes You Need to Avoid
|
Dec 05, 2019 |
Turkey Day Special with Listener Questions
|
Nov 26, 2019 |
What Mistakes Do Bad Investors Make?
|
Nov 21, 2019 |
Welcome to Retirement, Now Don’t Screw It Up
|
Nov 14, 2019 |
The Final Decade Before Retirement
|
Nov 07, 2019 |
Trying To Find The Exception To The Rule When Investing
|
Oct 31, 2019 |
Retirement Planning and Halloween
|
Oct 25, 2019 |
Scary Facts About Retirement
|
Oct 17, 2019 |
Halloween Spending and Retirement
|
Oct 10, 2019 |
4 Types of Spenders
|
Oct 03, 2019 |
Planning The Ultimate Road Trip: Your Retirement
|
Sep 26, 2019 |
Reading Between the Lines Of Financial Fake News
|
Sep 19, 2019 |
Decision-Making Roadblocks in Financial Planning
|
Sep 12, 2019 |
Discussing the Laws of Investing, Part 3
|
Sep 05, 2019 |
Discussing the Laws Of Investing, Part 2
|
Aug 29, 2019 |
Discussing the Laws Of Investing, Part 1
|
Aug 22, 2019 |
Understanding The SECURE Act, Part 3
|
Aug 15, 2019 |
How to Handle Stock Market Declines
|
Aug 08, 2019 |
Will Your Beneficiaries Be Able To Access Your Accounts After You Die?
|
Aug 01, 2019 |
What Does Financial Security Look Like For You?
|
Jul 25, 2019 |
Crazy Financial Facts From The Past And What They Mean Today
|
Jul 18, 2019 |
Does it Benefit You to Have Multiple Financial Advisors
|
Jul 11, 2019 |
Understanding The SECURE Act, Part 2
|
Jul 03, 2019 |
Understanding The SECURE Act, Part 1
|
Jun 27, 2019 |
Presidential Financial Planning
|
Jun 20, 2019 |
Stuff That Doesn’t Work
|
Jun 13, 2019 |
Never Assume In Retirement Planning
|
Jun 06, 2019 |
Traveling Through the Retirement Airport
|
May 30, 2019 |
Different Ways You Might Respond To A Down Market
|
May 23, 2019 |
Understanding The 4 Percent Rule
|
May 16, 2019 |
Vacation Planning And Retirement
|
May 09, 2019 |
Lessons From Fly Fishing
|
May 02, 2019 |
Financial Planning and Future Generations
|
Apr 25, 2019 |
A Curious Email Teaches Us About Dividend-Paying Stocks
|
Apr 18, 2019 |
Unlikely Wisdom When It Comes to Your Finances
|
Apr 11, 2019 |
How to Manage the Stress of Retirement
|
Apr 04, 2019 |
Five Things That Could Ruin Your Retirement Savings
|
Mar 28, 2019 |
Lazy Money
|
Mar 21, 2019 |
Questions You Should Be Asking Part 02
|
Mar 14, 2019 |
Questions You Should Be Asking Part 01
|
Mar 07, 2019 |
Financial Therapy
|
Feb 14, 2019 |
Retirement: It Ain't What It Used To Be
|
Feb 07, 2019 |
Common Complaints About Finances
|
Jan 31, 2019 |
Bouncing Back
|
Jan 24, 2019 |
New Year's Resolutions
|
Jan 10, 2019 |
Stock Market Update: Holiday Hijinx
|
Jan 03, 2019 |
Common Money Mistakes
|
Dec 20, 2018 |
Financial Stocking Stuffers
|
Dec 13, 2018 |
Client Personalities
|
Dec 06, 2018 |
Moving The Goalposts
|
Nov 29, 2018 |
Retirement: It Ain't What It Used To Be
|
Nov 22, 2018 |
End Of Year To-Do List
|
Nov 15, 2018 |
The Retirement Checklist
|
Nov 08, 2018 |
Stock Market Update: October Slump
|
Nov 01, 2018 |
Financial Therapy
|
Oct 25, 2018 |
Robo-Advisors
|
Oct 18, 2018 |
Score A Touchdown In Retirement
|
Oct 11, 2018 |
Unhealthy Financial Foods
|
Oct 04, 2018 |
Irreversible Decisions
|
Sep 27, 2018 |
The Financial Hurricane
|
Sep 20, 2018 |
Between Jobs
|
Sep 13, 2018 |
Retirement Planning: It Ain't What It Used To Be
|
Sep 06, 2018 |
Agree Or Disagree?
|
Aug 30, 2018 |
Don't Get In Your Own Way
|
Aug 23, 2018 |
Unhealthy Financial Foods
|
Aug 16, 2018 |
It's Anyone's Guess
|
Aug 09, 2018 |
Unanswerable Questions
|
Aug 02, 2018 |
Fill In The Blanks
|
Jul 26, 2018 |
What Is A Fiduciary?
|
Jul 19, 2018 |
Better Late Than Never
|
Jul 12, 2018 |
Unreasonable Requests
|
Jul 05, 2018 |
The Retirement Pyramid
|
Jun 28, 2018 |
Unique Challenges In Retirement
|
Jun 21, 2018 |
Mind The Gap
|
Jun 14, 2018 |
Just What The Doctor Ordered
|
Jun 07, 2018 |
The Right Fit For You
|
May 31, 2018 |
Music Lessons
|
May 24, 2018 |
Not Your Parents' Retirement
|
May 17, 2018 |
Mother Knows Best
|
May 10, 2018 |
Financial Codebreaking
|
May 03, 2018 |
The Market Crash Hall Of Fame
|
Apr 26, 2018 |
Flirting With Disaster
|
Apr 19, 2018 |
Nathan's Take On Taxes
|
Apr 12, 2018 |
Music Lessons
|
Apr 05, 2018 |
Your Financial Philosophy
|
Mar 29, 2018 |
Risks And Statistics
|
Mar 22, 2018 |
The Market Crash Hall Of Fame
|
Mar 15, 2018 |
Invest Like A Genius
|
Mar 08, 2018 |
401(k) FAQs
|
Mar 01, 2018 |
Financial Commandments
|
Feb 22, 2018 |
Hindsight Is 20/20
|
Feb 15, 2018 |
Stock Market Update: Pullbacks, Obsolete Strategies, and The Olympics
|
Feb 08, 2018 |
Don't Ruin Your Retirement
|
Feb 01, 2018 |
The Market Crash Survival Guide
|
Jan 25, 2018 |
Silver Linings
|
Jan 18, 2018 |
Actions Speak Louder Than Words
|
Jan 11, 2018 |
Common Portfolio Mistakes
|
Jan 04, 2018 |
Defense Mechanisms
|
Dec 28, 2017 |
Awkward Conversations
|
Dec 21, 2017 |
The Financial Puzzle
|
Dec 14, 2017 |
Staying On Course
|
Dec 07, 2017 |
The Desire To Retire
|
Nov 30, 2017 |
Retirement Variables And Constants
|
Nov 21, 2017 |
The Retirement Farm
|
Nov 16, 2017 |
All About The Benjamins
|
Nov 09, 2017 |
Defense Mechanisms
|
Nov 02, 2017 |
Silver Linings
|
Oct 26, 2017 |
Awkward Conversations
|
Oct 19, 2017 |
Retirement Variables And Constants
|
Oct 12, 2017 |
Flying Through Retirement
|
Oct 05, 2017 |
Financial Mythbusters
|
Sep 28, 2017 |
Planning For The Fourth Quarter
|
Sep 21, 2017 |
Financial Security
|
Sep 14, 2017 |
Unique Financial Challenges
|
Sep 07, 2017 |
Retirement: It's Harder Than It Looks
|
Aug 31, 2017 |
Conventional Wisdom And Your Portfolio
|
Aug 24, 2017 |
Facing Financial Reality
|
Aug 18, 2017 |
Organizing Your Financial Junk Drawer
|
Aug 10, 2017 |
Dangerous Mindsets
|
Aug 03, 2017 |
50 Shades Of Gray Area
|
Jul 28, 2017 |
The Big Distractions
|
Jul 20, 2017 |
A Client's Life For Me
|
Jul 13, 2017 |
Financial Debates
|
Jul 06, 2017 |
Hidden Costs of Retirement Planning
|
Jun 29, 2017 |
Myths Versus Truths
|
Jun 22, 2017 |
Fuzzy Math 101
|
Jun 15, 2017 |
Unique Challenges You'll Face In Retirement
|
Jun 08, 2017 |
First Steps
|
Jun 01, 2017 |
Retirement Planning Myths
|
May 25, 2017 |
What We Wish You Knew
|
May 18, 2017 |
It's Just Not That Complicated
|
May 11, 2017 |
Little White Lies
|
May 04, 2017 |
No Excuses!
|
Apr 27, 2017 |
Are You An Optimist Or A Pessimist?
|
Apr 20, 2017 |
Reality Check
|
Apr 13, 2017 |
Retirement Ready
|
Apr 06, 2017 |
Improve Your Approach To Retirement
|
Mar 30, 2017 |
What Questions Should You Be Asking?
|
Mar 23, 2017 |
Being Ready To Retire
|
Mar 16, 2017 |
Common Complaints
|
Mar 09, 2017 |
Bouncing Back From Financial Mistakes
|
Mar 02, 2017 |
Financial Chores
|
Feb 23, 2017 |
Why Your Retirement Is Not A Game Show
|
Feb 16, 2017 |
Decluttering Your Finances
|
Feb 02, 2017 |
The "Greatest Generation"
|
Jan 26, 2017 |