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                            | Episode | Date | 
|---|---|
| 
                                                     
                                                        The Truth About Long-Term Care Insurance (and When to Buy It)
                                                     
                                                    
                                                 | 
                                                Oct 30, 2025 | 
| 
                                                     
                                                        Long-Term Care: A 5-Step Process to Determine If You Can "Self-Fund"
                                                     
                                                    
                                                 | 
                                                Oct 23, 2025 | 
| 
                                                     
                                                        8 Red Flags You're About to Get Scammed
                                                     
                                                    
                                                 | 
                                                Oct 16, 2025 | 
| 
                                                     
                                                        6 Reasons Why Delaying Social Security Might Hurt Your Retirement
                                                     
                                                    
                                                 | 
                                                Oct 09, 2025 | 
| 
                                                     
                                                        7 Signs You're Closer to Retirement Than You Think
                                                     
                                                    
                                                 | 
                                                Sep 25, 2025 | 
| 
                                                     
                                                        Medicare's Future: Rising Costs, Fewer Perks, and Hidden Traps
                                                     
                                                    
                                                 | 
                                                Sep 18, 2025 | 
| 
                                                     
                                                        Life Insurance Simplified: Smart Strategies for Protecting Your Retirement
                                                     
                                                    
                                                 | 
                                                Sep 11, 2025 | 
| 
                                                     
                                                        How to Avoid Retirement's Biggest Blind Spots Before It's Too Late
                                                     
                                                    
                                                 | 
                                                Aug 28, 2025 | 
| 
                                                     
                                                        RMDs Unpacked: The Math Behind Your Required Distributions (and Tax Strategy)
                                                     
                                                    
                                                 | 
                                                Aug 21, 2025 | 
| 
                                                     
                                                        Why the New Target Retirement Age Is 58 (And How You Can Do It Too)
                                                     
                                                    
                                                 | 
                                                Aug 07, 2025 | 
| 
                                                     
                                                        Retirement's Big Shift: How the Rules Change After $1 Million
                                                     
                                                    
                                                 | 
                                                Jul 24, 2025 | 
| 
                                                     
                                                        3 Overlooked Threats to a Fulfilling Retirement
                                                     
                                                    
                                                 | 
                                                Jul 17, 2025 | 
| 
                                                     
                                                        5 Ways the 'One Big Beautiful Bill' Impacts Your Retirement
                                                     
                                                    
                                                 | 
                                                Jul 10, 2025 | 
| 
                                                     
                                                        How to Retire at 62 (Even If You Feel "Behind")
                                                     
                                                    
                                                 | 
                                                Jun 26, 2025 | 
| 
                                                     
                                                        Why 37% of Retirees Have Regrets (And How to Avoid Them)
                                                     
                                                    
                                                 | 
                                                Jun 13, 2025 | 
| 
                                                     
                                                        The Hidden Risk of "High-Yield" Cash in Retirement
                                                     
                                                    
                                                 | 
                                                Jun 05, 2025 | 
| 
                                                     
                                                        7 Pitfalls to Avoid If You Want to Stay Retired
                                                     
                                                    
                                                 | 
                                                May 15, 2025 | 
| 
                                                     
                                                        How to Spend More, Stress Less, and Retire Sooner
                                                     
                                                    
                                                 | 
                                                May 01, 2025 | 
| 
                                                     
                                                        How Tariffs Actually Work (And Why They're Shaking the Market)
                                                     
                                                    
                                                 | 
                                                Apr 10, 2025 | 
| 
                                                     
                                                        ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype
                                                     
                                                    
                                                 | 
                                                Mar 20, 2025 | 
| 
                                                     
                                                        3 Ways to Boost Retirement Income
                                                     
                                                    
                                                 | 
                                                Mar 06, 2025 | 
| 
                                                     
                                                        The Biggest Retirement Investment Risk: How to Protect Your Portfolio
                                                     
                                                    
                                                 | 
                                                Feb 13, 2025 | 
| 
                                                     
                                                        3 Ways to Reduce Medicare IRMAA (Now and in the Future!)
                                                     
                                                    
                                                 | 
                                                Jan 30, 2025 | 
| 
                                                     
                                                        2025 Market Outlook: Planning for Uncertainty
                                                     
                                                    
                                                 | 
                                                Jan 16, 2025 | 
| 
                                                     
                                                        How to Evaluate Financial Advisors: A Step-by-Step Guide
                                                     
                                                    
                                                 | 
                                                Jan 09, 2025 | 
| 
                                                     
                                                        12 Insightful (and Unbelievable!) Statistics About Markets & Investing
                                                     
                                                    
                                                 | 
                                                Dec 19, 2024 | 
| 
                                                     
                                                        Fixing the Housing Market, Trump's Tariffs, What's Next for Our Economy (and More!)
                                                     
                                                    
                                                 | 
                                                Dec 12, 2024 | 
| 
                                                     
                                                        5 Steps to Overcome Retirement Spending Challenges
                                                     
                                                    
                                                 | 
                                                Dec 05, 2024 | 
| 
                                                     
                                                        How to Invest In Emerging Markets
                                                     
                                                    
                                                 | 
                                                Nov 21, 2024 | 
| 
                                                     
                                                        Why You Are (Probably) Planning for the Wrong Things in Retirement
                                                     
                                                    
                                                 | 
                                                Nov 07, 2024 | 
| 
                                                     
                                                        4 Ways to (Tax-Efficiently) Diversify Concentrated Investments
                                                     
                                                    
                                                 | 
                                                Oct 24, 2024 | 
| 
                                                     
                                                        Small Cap Value (Part 3): How to Choose the Right Fund and Take Action
                                                     
                                                    
                                                 | 
                                                Oct 10, 2024 | 
| 
                                                     
                                                        Small Cap Value (Part 2): How to Reduce Risk + Improve Returns
                                                     
                                                    
                                                 | 
                                                Sep 26, 2024 | 
| 
                                                     
                                                        Small Cap Value (Part 1): Is This Popular Strategy Dead?
                                                     
                                                    
                                                 | 
                                                Sep 12, 2024 | 
| 
                                                     
                                                        Retirement, Taxes, and Investment Underperformance
                                                     
                                                    
                                                 | 
                                                Aug 29, 2024 | 
| 
                                                     
                                                        5 Surprising Investing Facts That You've (Probably) Never Heard
                                                     
                                                    
                                                 | 
                                                Aug 15, 2024 | 
| 
                                                     
                                                        Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)
                                                     
                                                    
                                                 | 
                                                Jul 31, 2024 | 
| 
                                                     
                                                        5 Strategies to Take Control of Your Required Minimum Distributions (RMDs)
                                                     
                                                    
                                                 | 
                                                Jul 18, 2024 | 
| 
                                                     
                                                        Dividend Investing (Part 4): Answering Top Listener Questions
                                                     
                                                    
                                                 | 
                                                Jun 27, 2024 | 
| 
                                                     
                                                        Dividend Investing (Part 3): A More "Flexible" Dividend Strategy
                                                     
                                                    
                                                 | 
                                                Jun 06, 2024 | 
| 
                                                     
                                                        Dividend Investing (Part 2): Three Reasons Why Dividend Strategies Underperform
                                                     
                                                    
                                                 | 
                                                May 22, 2024 | 
| 
                                                     
                                                        Dividend Investing (Part 1): Making Money While You Sleep
                                                     
                                                    
                                                 | 
                                                May 09, 2024 | 
| 
                                                     
                                                        How to Protect Yourself From Financial Scams (+ New Resources)
                                                     
                                                    
                                                 | 
                                                Apr 25, 2024 | 
| 
                                                     
                                                        The Best Retirement Account, Making Investment Changes, and More!
                                                     
                                                    
                                                 | 
                                                Apr 03, 2024 | 
| 
                                                     
                                                        Inflation: Why Does Everything (Still) Feel So Expensive?
                                                     
                                                    
                                                 | 
                                                Mar 21, 2024 | 
| 
                                                     
                                                        Roth Conversions and the 5-Year Rule (Explained!)
                                                     
                                                    
                                                 | 
                                                Mar 07, 2024 | 
| 
                                                     
                                                        4 (Little-Known) Retirement Planning Misconceptions
                                                     
                                                    
                                                 | 
                                                Feb 21, 2024 | 
| 
                                                     
                                                        How to Invest During an Election Year
                                                     
                                                    
                                                 | 
                                                Feb 08, 2024 | 
| 
                                                     
                                                        Why We Need to Stop Talking About "Paying Off the National Debt"
                                                     
                                                    
                                                 | 
                                                Jan 25, 2024 | 
| 
                                                     
                                                        How to Evaluate (and Choose) a Financial Advisor
                                                     
                                                    
                                                 | 
                                                Jan 11, 2024 | 
| 
                                                     
                                                        2024 Market Outlook: Why We Should Prepare for a Crash
                                                     
                                                    
                                                 | 
                                                Jan 04, 2024 | 
| 
                                                     
                                                        4 Retirement and Tax Planning Updates for 2024
                                                     
                                                    
                                                 | 
                                                Dec 21, 2023 | 
| 
                                                     
                                                        Is Tax-Loss Harvesting Worth It?
                                                     
                                                    
                                                 | 
                                                Dec 14, 2023 | 
| 
                                                     
                                                        3 Big Medicare Pitfalls to Avoid (In 2024)
                                                     
                                                    
                                                 | 
                                                Nov 30, 2023 | 
| 
                                                     
                                                        Part 2: What the %@#! Is Happening to Bonds
                                                     
                                                    
                                                 | 
                                                Nov 08, 2023 | 
| 
                                                     
                                                        Part 1: What the %@#! Is Happening to Bonds
                                                     
                                                    
                                                 | 
                                                Oct 26, 2023 | 
| 
                                                     
                                                        9 Fun (and Useful!) Facts About Investing & Retirement
                                                     
                                                    
                                                 | 
                                                Oct 19, 2023 | 
| 
                                                     
                                                        Credit Freeze: Top 5 (Listener!) Questions Answered
                                                     
                                                    
                                                 | 
                                                Oct 04, 2023 | 
| 
                                                     
                                                        What the Media Won't Tell You About Inflation
                                                     
                                                    
                                                 | 
                                                Sep 27, 2023 | 
| 
                                                     
                                                        The Behavior Gap: How Retirement Investors Can Avoid It
                                                     
                                                    
                                                 | 
                                                Sep 14, 2023 | 
| 
                                                     
                                                        3 Financial Scams to Watch Out For in 2023
                                                     
                                                    
                                                 | 
                                                Sep 06, 2023 | 
| 
                                                     
                                                        Listener Q&A: Early Retirement Pitfalls, Best Index Funds to Invest In, and More!
                                                     
                                                    
                                                 | 
                                                Aug 30, 2023 | 
| 
                                                     
                                                        Why You Shouldn't Care About Your Credit Score
                                                     
                                                    
                                                 | 
                                                Aug 23, 2023 | 
| 
                                                     
                                                        Backdoor Roth IRA: What It Is, Pros + Cons, and How to Execute
                                                     
                                                    
                                                 | 
                                                Aug 16, 2023 | 
| 
                                                     
                                                        How to Prepare Loved Ones for When You Die
                                                     
                                                    
                                                 | 
                                                Aug 09, 2023 | 
| 
                                                     
                                                        A New (and Simple!) Strategy to Boost Retirement Income
                                                     
                                                    
                                                 | 
                                                Aug 02, 2023 | 
| 
                                                     
                                                        The Best Investment
                                                     
                                                    
                                                 | 
                                                Jul 26, 2023 | 
| 
                                                     
                                                        3 (More) Reasons NOT to Do Roth Conversions
                                                     
                                                    
                                                 | 
                                                Jul 12, 2023 | 
| 
                                                     
                                                        Why Cash Is Not a Great Investment (Even With a 5% Yield!)
                                                     
                                                    
                                                 | 
                                                Jun 21, 2023 | 
| 
                                                     
                                                        International Stocks: 3 Reasons Why Retirement Investors Should Own Them
                                                     
                                                    
                                                 | 
                                                Jun 07, 2023 | 
| 
                                                     
                                                        Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio
                                                     
                                                    
                                                 | 
                                                May 03, 2023 | 
| 
                                                     
                                                        The Bond Market is Flashing a Recession Warning
                                                     
                                                    
                                                 | 
                                                Apr 26, 2023 | 
| 
                                                     
                                                        Why You Shouldn't Be Surprised By Your Investment Returns
                                                     
                                                    
                                                 | 
                                                Apr 05, 2023 | 
| 
                                                     
                                                        The Banking Crisis: 3 Things Retirement Investors Need to Know
                                                     
                                                    
                                                 | 
                                                Mar 29, 2023 | 
| 
                                                     
                                                        Two (Real Life) Retirement Planning Case Studies
                                                     
                                                    
                                                 | 
                                                Mar 22, 2023 | 
| 
                                                     
                                                        The Biggest Risk
                                                     
                                                    
                                                 | 
                                                Mar 15, 2023 | 
| 
                                                     
                                                        Alternative Investments: Should You Invest in Them?
                                                     
                                                    
                                                 | 
                                                Mar 01, 2023 | 
| 
                                                     
                                                        January Inflation: Why Prices Are Rising Again
                                                     
                                                    
                                                 | 
                                                Feb 15, 2023 | 
| 
                                                     
                                                        How to Invest for Retirement in an Uncertain Market
                                                     
                                                    
                                                 | 
                                                Feb 08, 2023 | 
| 
                                                     
                                                        Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions
                                                     
                                                    
                                                 | 
                                                Feb 02, 2023 | 
| 
                                                     
                                                        Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor
                                                     
                                                    
                                                 | 
                                                Jan 25, 2023 | 
| 
                                                     
                                                        Financial Advisors (Part 3): What Fees Do Financial Advisors Charge
                                                     
                                                    
                                                 | 
                                                Jan 18, 2023 | 
| 
                                                     
                                                        Financial Advisors (Part 2):  The 5 Different Types of Advisors
                                                     
                                                    
                                                 | 
                                                Dec 15, 2022 | 
| 
                                                     
                                                        Financial Advisors (Part 1): What Are They + What Do They Do
                                                     
                                                    
                                                 | 
                                                Dec 08, 2022 | 
| 
                                                     
                                                        Should Retirement Savers Own Bonds?
                                                     
                                                    
                                                 | 
                                                Nov 22, 2022 | 
| 
                                                     
                                                        3 Important Facts About State Taxes in Retirement
                                                     
                                                    
                                                 | 
                                                Nov 08, 2022 | 
| 
                                                     
                                                        3 Retirement and Tax Planning Updates for 2023
                                                     
                                                    
                                                 | 
                                                Oct 19, 2022 | 
| 
                                                     
                                                        How to Invest During a Lost Decade
                                                     
                                                    
                                                 | 
                                                Oct 11, 2022 | 
| 
                                                     
                                                        Why Are Markets Falling (and How Did We Get Here)
                                                     
                                                    
                                                 | 
                                                Oct 04, 2022 | 
| 
                                                     
                                                        What Does an Inverted Yield Curve Mean for Retirement Investors
                                                     
                                                    
                                                 | 
                                                Sep 20, 2022 | 
| 
                                                     
                                                        Tax-Loss Harvesting (Part 3): Answering Three Important Questions
                                                     
                                                    
                                                 | 
                                                Sep 13, 2022 | 
| 
                                                     
                                                        Tax-Loss Harvesting (Part 2):  Who Benefits the Most?
                                                     
                                                    
                                                 | 
                                                Aug 30, 2022 | 
| 
                                                     
                                                        Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know
                                                     
                                                    
                                                 | 
                                                Aug 24, 2022 | 
| 
                                                     
                                                        Zero Inflation, Buffer ETFs, and Social Security Increases
                                                     
                                                    
                                                 | 
                                                Aug 16, 2022 | 
| 
                                                     
                                                        The Risk of Deflation
                                                     
                                                    
                                                 | 
                                                Aug 09, 2022 | 
| 
                                                     
                                                        The Ultimate Investing Checklist: 7 (Simple) Steps to Measure Your Investment Strategy
                                                     
                                                    
                                                 | 
                                                Jul 26, 2022 | 
| 
                                                     
                                                        How to Invest for Kids (and Grandkids!)
                                                     
                                                    
                                                 | 
                                                Jul 19, 2022 | 
| 
                                                     
                                                        Series I Bonds: Should Retirement Savers Invest in Them for Inflation Protection?
                                                     
                                                    
                                                 | 
                                                Jul 12, 2022 | 
| 
                                                     
                                                        Huge Tax Bills at Vanguard: What Retirement Savers Need to Know
                                                     
                                                    
                                                 | 
                                                Jul 05, 2022 | 
| 
                                                     
                                                        10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL)
                                                     
                                                    
                                                 | 
                                                Jun 28, 2022 | 
| 
                                                     
                                                        How to Reduce Medicare IRMAA in 2022
                                                     
                                                    
                                                 | 
                                                Jun 23, 2022 | 
| 
                                                     
                                                        Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits
                                                     
                                                    
                                                 | 
                                                Jun 21, 2022 | 
| 
                                                     
                                                        3 Key Takeaways on Inflation from the May CPI Report
                                                     
                                                    
                                                 | 
                                                Jun 15, 2022 | 
| 
                                                     
                                                        Why Are TIPS (Inflation-Protected Bonds) Losing Money?
                                                     
                                                    
                                                 | 
                                                Jun 09, 2022 | 
| 
                                                     
                                                        3 Big Retirement Mistakes (and How to Sidestep Them)
                                                     
                                                    
                                                 | 
                                                Jun 07, 2022 | 
| 
                                                     
                                                        Bonds, Recessions, and Withdrawing Money in Retirement
                                                     
                                                    
                                                 | 
                                                May 25, 2022 | 
| 
                                                     
                                                        Financial Scam Alert + 3 Ways to Protect Yourself (and Your Loved Ones!) in Retirement
                                                     
                                                    
                                                 | 
                                                May 04, 2022 | 
| 
                                                     
                                                        Why You Shouldn't "Buy the Dip"
                                                     
                                                    
                                                 | 
                                                Apr 19, 2022 | 
| 
                                                     
                                                        Inflation Spiked: How Should Retirement Savers Respond
                                                     
                                                    
                                                 | 
                                                Apr 14, 2022 | 
| 
                                                     
                                                        Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You
                                                     
                                                    
                                                 | 
                                                Apr 05, 2022 | 
| 
                                                     
                                                        Roth Conversions Part 1: What, How, and Why
                                                     
                                                    
                                                 | 
                                                Mar 23, 2022 | 
| 
                                                     
                                                        Why I Was Wrong About Inflation + The Probability of a Recession
                                                     
                                                    
                                                 | 
                                                Mar 15, 2022 | 
| 
                                                     
                                                        5 Reasons NOT to Do a Roth Conversion in 2022
                                                     
                                                    
                                                 | 
                                                Mar 01, 2022 | 
| 
                                                     
                                                        Inflation Part 2: How Inflation Will Affect Your Tax Bill
                                                     
                                                    
                                                 | 
                                                Feb 22, 2022 | 
| 
                                                     
                                                        Inflation Part 1: Five Things Retirement Savers Need to Know
                                                     
                                                    
                                                 | 
                                                Feb 09, 2022 | 
| 
                                                     
                                                        Why the Stock Market Is Falling (And How to Respond!)
                                                     
                                                    
                                                 | 
                                                Feb 01, 2022 | 
| 
                                                     
                                                        Life Insurance Part 2: Academic Use Cases, Evaluating Old Policies, Helpful Resources, and More!
                                                     
                                                    
                                                 | 
                                                Jan 25, 2022 | 
| 
                                                     
                                                        Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks
                                                     
                                                    
                                                 | 
                                                Jan 18, 2022 | 
| 
                                                     
                                                        How to Prepare for Tech Bubble 2.0
                                                     
                                                    
                                                 | 
                                                Jan 11, 2022 | 
| 
                                                     
                                                        Why You Should Pay Attention to Stock Market Forecasts
                                                     
                                                    
                                                 | 
                                                Jan 05, 2022 | 
| 
                                                     
                                                        Stay Wealthy Giveaway + What You Need to Ask Your Insurance Company (ASAP!)
                                                     
                                                    
                                                 | 
                                                Dec 21, 2021 | 
| 
                                                     
                                                        Should You Include Social Security in Your Retirement Plan?
                                                     
                                                    
                                                 | 
                                                Dec 07, 2021 | 
| 
                                                     
                                                        Investing in Real Estate: Key Findings from a Comprehensive 22-Year Study
                                                     
                                                    
                                                 | 
                                                Nov 30, 2021 | 
| 
                                                     
                                                        11 Surprising Facts About Tax Planning, Investing, and Retirement
                                                     
                                                    
                                                 | 
                                                Nov 23, 2021 | 
| 
                                                     
                                                        I Made a Mistake + Equity Compensation Part 2
                                                     
                                                    
                                                 | 
                                                Nov 16, 2021 | 
| 
                                                     
                                                        Equity Compensation Part 1: RSU's, ESPP's, and Little-Known Risks
                                                     
                                                    
                                                 | 
                                                Nov 02, 2021 | 
| 
                                                     
                                                        Inflation: The SPOOKIEST Threat to Your Retirement...or is It?
                                                     
                                                    
                                                 | 
                                                Oct 26, 2021 | 
| 
                                                     
                                                        Preferred Stocks: Everything Retirement Savers Need to Know
                                                     
                                                    
                                                 | 
                                                Oct 19, 2021 | 
| 
                                                     
                                                        U.S. National Debt: How Will We Ever Pay Off $28 Trillion?
                                                     
                                                    
                                                 | 
                                                Oct 05, 2021 | 
| 
                                                     
                                                        The Top 3 Benefits of Market Cap Weighted Index Funds
                                                     
                                                    
                                                 | 
                                                Sep 28, 2021 | 
| 
                                                     
                                                        How to Earn a 7% Return in Today's Environment
                                                     
                                                    
                                                 | 
                                                Sep 21, 2021 | 
| 
                                                     
                                                        Why Investors Underperform by 2% Per Year + How to Improve Your Returns
                                                     
                                                    
                                                 | 
                                                Sep 14, 2021 | 
| 
                                                     
                                                        Can Required Minimum Distributions (RMDs) Cause You to Overwithdraw in Retirement?
                                                     
                                                    
                                                 | 
                                                Sep 07, 2021 | 
| 
                                                     
                                                        Retirement Income Part 4: Using Dynamic Withdrawal Strategies to Maximize Income
                                                     
                                                    
                                                 | 
                                                Aug 31, 2021 | 
| 
                                                     
                                                        Retirement Income Part 3: Immediate Annuities and Dividend Stocks + Their Pros & Cons
                                                     
                                                    
                                                 | 
                                                Aug 24, 2021 | 
| 
                                                     
                                                        Retirement Income Part 2: The 4% Rule + Why the Creator Doesn't Follow It
                                                     
                                                    
                                                 | 
                                                Aug 17, 2021 | 
| 
                                                     
                                                        Retirement Income Part 1: Why Most Retirees Will Never Draw Down Their Savings
                                                     
                                                    
                                                 | 
                                                Aug 10, 2021 | 
| 
                                                     
                                                        Buying vs Leasing: The True Cost of Owning a Car
                                                     
                                                    
                                                 | 
                                                Aug 03, 2021 | 
| 
                                                     
                                                        What Are I-Bonds + Are They a Good Investment
                                                     
                                                    
                                                 | 
                                                Jul 27, 2021 | 
| 
                                                     
                                                        Tax Planning, Legacy Planning, and Listener Q&A!
                                                     
                                                    
                                                 | 
                                                Jul 20, 2021 | 
| 
                                                     
                                                        LTC Part 2: Everything You Ought to Know About Maximizing Long Term Care Insurance Coverage
                                                     
                                                    
                                                 | 
                                                Jul 13, 2021 | 
| 
                                                     
                                                        LTC Part 1: A Step-by-Step Process to Determine if You Can Self-Fund for Long Term Care
                                                     
                                                    
                                                 | 
                                                Jul 06, 2021 | 
| 
                                                     
                                                        6 Ways to Access Retirement Funds Early
                                                     
                                                    
                                                 | 
                                                Jun 29, 2021 | 
| 
                                                     
                                                        Why I Don't Invest in Gold or Oil
                                                     
                                                    
                                                 | 
                                                Jun 22, 2021 | 
| 
                                                     
                                                        5 Reasons Index Funds May Be Bad for America
                                                     
                                                    
                                                 | 
                                                Jun 15, 2021 | 
| 
                                                     
                                                        How to Use the COVID Crash to Make Better Investing Decisions
                                                     
                                                    
                                                 | 
                                                Jun 08, 2021 | 
| 
                                                     
                                                        When Timing the Stock Market Can Actually Work
                                                     
                                                    
                                                 | 
                                                Jun 01, 2021 | 
| 
                                                     
                                                        Two Simple Tax Planning Tips + A Fun (Personal) Update
                                                     
                                                    
                                                 | 
                                                May 25, 2021 | 
| 
                                                     
                                                        The Right Way for Retirement Savers to Approach ESG Investing With Liz Simmie
                                                     
                                                    
                                                 | 
                                                May 18, 2021 | 
| 
                                                     
                                                        The Bitcoin Counterargument
                                                     
                                                    
                                                 | 
                                                May 11, 2021 | 
| 
                                                     
                                                        The Bullish Case for Bitcoin With Isaiah Douglass
                                                     
                                                    
                                                 | 
                                                May 04, 2021 | 
| 
                                                     
                                                        How I Invest My Money + The Importance of Human Capital With Lazetta Braxton
                                                     
                                                    
                                                 | 
                                                Apr 27, 2021 | 
| 
                                                     
                                                        Big Investing Mistakes, Financial Media, and More With Caleb Silver
                                                     
                                                    
                                                 | 
                                                Apr 20, 2021 | 
| 
                                                     
                                                        Robo-Advisors Part 2: Pros and Cons + Pitfalls to Watch Out For
                                                     
                                                    
                                                 | 
                                                Apr 13, 2021 | 
| 
                                                     
                                                        Should You Invest at Stock Market Highs?
                                                     
                                                    
                                                 | 
                                                Apr 06, 2021 | 
| 
                                                     
                                                        Robo-Advisors Part 1: What They Are + How to Determine if You Should Invest Your Money With One
                                                     
                                                    
                                                 | 
                                                Mar 30, 2021 | 
| 
                                                     
                                                        What Are NFTs and Should Retirement Savers Invest In Them
                                                     
                                                    
                                                 | 
                                                Mar 23, 2021 | 
| 
                                                     
                                                        Stock Market Update + 3 Portfolio Analysis Tech Tools
                                                     
                                                    
                                                 | 
                                                Mar 16, 2021 | 
| 
                                                     
                                                        ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals
                                                     
                                                    
                                                 | 
                                                Mar 09, 2021 | 
| 
                                                     
                                                        3 Favorite Tech Tools for Retirement Savers (That Have Nothing to do With Money!)
                                                     
                                                    
                                                 | 
                                                Mar 02, 2021 | 
| 
                                                     
                                                        Are We In a Stock Market Bubble?
                                                     
                                                    
                                                 | 
                                                Feb 23, 2021 | 
| 
                                                     
                                                        Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them
                                                     
                                                    
                                                 | 
                                                Feb 16, 2021 | 
| 
                                                     
                                                        Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors
                                                     
                                                    
                                                 | 
                                                Feb 09, 2021 | 
| 
                                                     
                                                        Gamestop & Reddit: Why Individual Investors Didn't Win
                                                     
                                                    
                                                 | 
                                                Feb 02, 2021 | 
| 
                                                     
                                                        How to Maximize Your Return on Cash w/ Gary Zimmerman
                                                     
                                                    
                                                 | 
                                                Jan 26, 2021 | 
| 
                                                     
                                                        Two Economic Stories You're Not Hearing About
                                                     
                                                    
                                                 | 
                                                Jan 19, 2021 | 
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                                                        Value Stocks, Bitcoin, and Investing at the Top of Market
                                                     
                                                    
                                                 | 
                                                Jan 12, 2021 | 
| 
                                                     
                                                        3 Simple Year-End Tax Planning Strategies
                                                     
                                                    
                                                 | 
                                                Dec 15, 2020 | 
| 
                                                     
                                                        Tax Gain Harvesting: What is It and When to Use It
                                                     
                                                    
                                                 | 
                                                Dec 01, 2020 | 
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                                                        How to Offset a Year-End Roth Conversion Tax Bill
                                                     
                                                    
                                                 | 
                                                Nov 17, 2020 | 
| 
                                                     
                                                        Investing in Bonds #4: How to Take Action and Implement
                                                     
                                                    
                                                 | 
                                                Oct 27, 2020 | 
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                                                        Investing in Bonds #3: Rollin' Down the...Yield Curve
                                                     
                                                    
                                                 | 
                                                Oct 20, 2020 | 
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                                                        Investing in Bonds #2: The 2 Primary Drivers of Bond Market Returns
                                                     
                                                    
                                                 | 
                                                Oct 13, 2020 | 
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                                                        Investing in Bonds #1: How to Invest in Bonds + Pros & Cons
                                                     
                                                    
                                                 | 
                                                Oct 06, 2020 | 
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                                                        Retirement Investing #4: Taking Action & Investing in Stocks
                                                     
                                                    
                                                 | 
                                                Sep 29, 2020 | 
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                                                        Retirement Investing #3: The 4 Primary Drivers of Stock Market Returns
                                                     
                                                    
                                                 | 
                                                Sep 22, 2020 | 
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                                                        Retirement Investing #2: How to Invest in Stocks + Pros and Cons
                                                     
                                                    
                                                 | 
                                                Sep 15, 2020 | 
| 
                                                     
                                                        Retirement Investing #1: The Psychology of Money with Morgan Housel
                                                     
                                                    
                                                 | 
                                                Sep 08, 2020 | 
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                                                        How Much Should You Allocate to Stocks As You Approach Retirement
                                                     
                                                    
                                                 | 
                                                Aug 18, 2020 | 
| 
                                                     
                                                        The Seven Deadly Sins of Investing
                                                     
                                                    
                                                 | 
                                                Aug 04, 2020 | 
| 
                                                     
                                                        The FI/RE Movement
                                                     
                                                    
                                                 | 
                                                Jul 28, 2020 | 
| 
                                                     
                                                        The Four Lies Told by Stock Charts
                                                     
                                                    
                                                 | 
                                                Jul 21, 2020 | 
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                                                        Why I Don't Buy Dividend Stocks
                                                     
                                                    
                                                 | 
                                                Jul 14, 2020 | 
| 
                                                     
                                                        The True Cost of a Car Payment
                                                     
                                                    
                                                 | 
                                                Jul 07, 2020 | 
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                                                        The Power of Proximity with Tyrone Ross
                                                     
                                                    
                                                 | 
                                                Jun 30, 2020 | 
| 
                                                     
                                                        Dr. Moira Somers: How to Have Productive Conversations About Money
                                                     
                                                    
                                                 | 
                                                Jun 16, 2020 | 
| 
                                                     
                                                        What You Need to Know About Medicare with Ashby Daniels
                                                     
                                                    
                                                 | 
                                                Jun 02, 2020 | 
| 
                                                     
                                                        Taylor Schulte: Why You Might DIY, Tax Planning, and More!
                                                     
                                                    
                                                 | 
                                                May 19, 2020 | 
| 
                                                     
                                                        Why Do We Invest in the Stock Market
                                                     
                                                    
                                                 | 
                                                May 05, 2020 | 
| 
                                                     
                                                        [BONUS] How Retirement Investors Can Manage Market Volatility
                                                     
                                                    
                                                 | 
                                                Apr 23, 2020 | 
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                                                        5 Things Retirement Savers Need to Know About the CARES Act
                                                     
                                                    
                                                 | 
                                                Apr 21, 2020 | 
| 
                                                     
                                                        Pragmatic Thinking on COVID-19 With Cullen Roche
                                                     
                                                    
                                                 | 
                                                Apr 07, 2020 | 
| 
                                                     
                                                        Navigating the Global Financial Markets With Jan van Eck
                                                     
                                                    
                                                 | 
                                                Apr 02, 2020 | 
| 
                                                     
                                                        How to Manage Stress & Anxiety During Volatile Markets With Dave Goetsch
                                                     
                                                    
                                                 | 
                                                Mar 31, 2020 | 
| 
                                                     
                                                        COVID-19 + What You Should Be Doing Right Now With Your Financial Plan
                                                     
                                                    
                                                 | 
                                                Mar 24, 2020 | 
| 
                                                     
                                                        10 Things You Should Do If You're 10 Years From Retirement with Peter Lazaroff
                                                     
                                                    
                                                 | 
                                                Mar 17, 2020 | 
| 
                                                     
                                                        Why Rent vs. Buy Is the Wrong Question with Jeremy Schneider
                                                     
                                                    
                                                 | 
                                                Mar 03, 2020 | 
| 
                                                     
                                                        What Every Retirement Saver Needs to Know About Variable Annuities
                                                     
                                                    
                                                 | 
                                                Feb 18, 2020 | 
| 
                                                     
                                                        The Correct Order for Saving & Investing Your Money
                                                     
                                                    
                                                 | 
                                                Feb 04, 2020 | 
| 
                                                     
                                                        Per Stirpes: How This Funny Word Can Save You From Sending Thousands (or Millions) of Retirement Dollars to the Wrong Beneficiary
                                                     
                                                    
                                                 | 
                                                Jan 21, 2020 | 
| 
                                                     
                                                        Financial Myth #4: A Traditional 401(k) is Better Than a Roth 401(k) When Saving for Retirement
                                                     
                                                    
                                                 | 
                                                Jan 07, 2020 | 
| 
                                                     
                                                        Financial Myth #3: Election Years Influence Stock Market Returns
                                                     
                                                    
                                                 | 
                                                Dec 10, 2019 | 
| 
                                                     
                                                        Financial Myth #2: It's Dangerous to Invest at Market Highs
                                                     
                                                    
                                                 | 
                                                Nov 26, 2019 | 
| 
                                                     
                                                        Financial Myth #1: If Interest Rates Rise, Bonds Will Lose Money
                                                     
                                                    
                                                 | 
                                                Nov 12, 2019 | 
| 
                                                     
                                                        How to Invest in Emerging Markets and Why Most Are Doing it Wrong with Perth Tolle
                                                     
                                                    
                                                 | 
                                                Oct 29, 2019 | 
| 
                                                     
                                                        These 3 Social Security Changes in 2020 Don't Just Affect Retirees
                                                     
                                                    
                                                 | 
                                                Oct 15, 2019 | 
| 
                                                     
                                                        ETFs Rule, Mutual Funds Drool with Ryan Kirlin
                                                     
                                                    
                                                 | 
                                                Oct 01, 2019 | 
| 
                                                     
                                                        What is a Target Date Fund and Should you Invest in One for Retirement?
                                                     
                                                    
                                                 | 
                                                Sep 17, 2019 | 
| 
                                                     
                                                        How George Kinder Revolutionized the Financial Advice Business
                                                     
                                                    
                                                 | 
                                                Sep 03, 2019 | 
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                                                        Yield Inversions, Recession Worries, RMD Timing, and More!
                                                     
                                                    
                                                 | 
                                                Aug 20, 2019 | 
| 
                                                     
                                                        Everything You Ought to Know About Donor-Advised Funds
                                                     
                                                    
                                                 | 
                                                Aug 06, 2019 | 
| 
                                                     
                                                        How to Declutter and Prepare to Downsize Your Home in Retirement with Jen Robin
                                                     
                                                    
                                                 | 
                                                Jul 23, 2019 | 
| 
                                                     
                                                        Five Wishes: America's Most Popular Living Will with Paul Malley
                                                     
                                                    
                                                 | 
                                                Jul 09, 2019 | 
| 
                                                     
                                                        How to Invest for a 30+ Year Retirement with Ashby Daniels, CFP®
                                                     
                                                    
                                                 | 
                                                Jun 25, 2019 | 
| 
                                                     
                                                        Home & Auto Insurance: How to Maximize Your Policies and Save Money
                                                     
                                                    
                                                 | 
                                                Jun 11, 2019 | 
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                                                        Should You Get in on the Next Big IPO?
                                                     
                                                    
                                                 | 
                                                May 28, 2019 | 
| 
                                                     
                                                        Why You May Need Disability Insurance — Even if You Are Approaching Retirement
                                                     
                                                    
                                                 | 
                                                May 14, 2019 | 
| 
                                                     
                                                        Want to Retire? Avoid These Three Tragic Investing Mistakes
                                                     
                                                    
                                                 | 
                                                Apr 30, 2019 | 
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                                                        Saving for a Home? Don't Make These Mistakes With Your Down Payment
                                                     
                                                    
                                                 | 
                                                Apr 16, 2019 | 
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                                                        When to Take Social Security + How to Fix a Common Mistake
                                                     
                                                    
                                                 | 
                                                Apr 02, 2019 | 
| 
                                                     
                                                        How to Protect Your Digital Assets with Jamie Hopkins
                                                     
                                                    
                                                 | 
                                                Mar 19, 2019 | 
| 
                                                     
                                                        How to Lower Taxes in Retirement
                                                     
                                                    
                                                 | 
                                                Mar 05, 2019 | 
| 
                                                     
                                                        10 Biggest Mistakes to Avoid When Hiring a Financial Advisor
                                                     
                                                    
                                                 | 
                                                Feb 19, 2019 | 
| 
                                                     
                                                        Avoid Massive Investment Mistakes by Using an Investment Policy Statement (IPS)
                                                     
                                                    
                                                 | 
                                                Feb 05, 2019 | 
| 
                                                     
                                                        3 Super-Easy (and Important!) Year-End Planning Tips
                                                     
                                                    
                                                 | 
                                                Dec 18, 2018 | 
| 
                                                     
                                                        Your Old 401(k): to Rollover, or Not to Rollover
                                                     
                                                    
                                                 | 
                                                Nov 20, 2018 | 
| 
                                                     
                                                        Do Not Invest Your Money Until You Listen to This Interview with Dr. Daniel Crosby
                                                     
                                                    
                                                 | 
                                                Nov 06, 2018 | 
| 
                                                     
                                                        529 Accounts: Three Things That Are More Important
                                                     
                                                    
                                                 | 
                                                Oct 23, 2018 | 
| 
                                                     
                                                        Cybersecurity: Everything You Need to Know to Stay Safe Online
                                                     
                                                    
                                                 | 
                                                Oct 09, 2018 | 
| 
                                                     
                                                        Stacking Benjamins Interview: Taylor's First Home Purchase Did Not Go As Planned [REPLAY]
                                                     
                                                    
                                                 | 
                                                Sep 25, 2018 | 
| 
                                                     
                                                        Top 3 Tax Saving Tips That Fly Under the Radar
                                                     
                                                    
                                                 | 
                                                Sep 11, 2018 | 
| 
                                                     
                                                        How to Buy Life Insurance the Smart Way
                                                     
                                                    
                                                 | 
                                                Aug 28, 2018 | 
| 
                                                     
                                                        International Stocks: Do I Really Need to Own Them?
                                                     
                                                    
                                                 | 
                                                Aug 14, 2018 | 
| 
                                                     
                                                        Your Questions Answered...Live!
                                                     
                                                    
                                                 | 
                                                Jul 17, 2018 | 
| 
                                                     
                                                        Dividend Stocks: 5 Reasons to Stay Away
                                                     
                                                    
                                                 | 
                                                Jul 03, 2018 | 
| 
                                                     
                                                        Traditional or Roth: Breaking Down Retirement Accounts
                                                     
                                                    
                                                 | 
                                                Jun 19, 2018 | 
| 
                                                     
                                                        Should You Sell Stocks Now?
                                                     
                                                    
                                                 | 
                                                Jun 05, 2018 | 
| 
                                                     
                                                        Millennial Money Podcast: Taylor Schulte on The Top Five Investing Taboos
                                                     
                                                    
                                                 | 
                                                Apr 17, 2018 | 
| 
                                                     
                                                        Retirement Starts Today Radio: Taylor Schulte on Navigating Turbulent Markets
                                                     
                                                    
                                                 | 
                                                Mar 06, 2018 | 
| 
                                                     
                                                        Stacking Benjamins: How Taylor Schulte Nearly Lost $90k Buying His First Home
                                                     
                                                    
                                                 | 
                                                Dec 26, 2017 |