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Episode | Date |
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Ep.182 - How to Weather Economic Uncertainty in Retirement
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Sep 08, 2025 |
Ep.181 - Trio of Challenges for Womens Retirement Planning
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Sep 01, 2025 |
Ep.180 - Dodging the Top Retirement Mistakes
|
Aug 18, 2025 |
Ep.179 - Tariffs, Inflation, OBBB, and Your Retirement
|
Aug 11, 2025 |
Ep.178 - Potential Retirement Time Bomb & The Big Beautiful Bill
|
Aug 04, 2025 |
Ep.177 - Risk Perception Gap
|
Jul 21, 2025 |
Ep.176 - One Big Beautiful Bill and What It Means for Retirees
|
Jul 14, 2025 |
Ep.175 - Minds Over Markets
|
Jun 30, 2025 |
Ep.174 - Navigating Market Volatility in Retirement
|
Jun 16, 2025 |
Ep.173 - Will I Run Out of Money in Retirement
|
Jun 09, 2025 |
Ep.172 - Building a Partnership to Help Secure Your Financial Future
|
Jun 02, 2025 |
Ep.171 - Inflation Stagflation Tariffs and Retirement
|
May 12, 2025 |
Ep.170 - Retirement Income Blueprint
|
May 05, 2025 |
Ep.169 - Five Essential Pillars of Financial Confidence
|
Apr 28, 2025 |
Ep.168 - Common Investment Mistakes In Retirement
|
Apr 21, 2025 |
Ep.167 - Are You too Scared to Spend in Retirement
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Apr 14, 2025 |
Ep.166 - Avoiding the Pitfalls of Estate Planning
|
Apr 07, 2025 |
Ep.165 - Choosing a Financial Advisor
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Mar 31, 2025 |
Ep.164 - Market Volatility and Tariffs What Does It Mean For My Retirement
|
Mar 24, 2025 |
Ep.163 - Recessions and Tax Efficient Strategies in Retirement
|
Mar 17, 2025 |
Ep.162 - Five Ways to Make Your Retirement Income Last Longer
|
Mar 07, 2025 |
Ep.161 - Navigating Social Security Timing for more Income
|
Feb 28, 2025 |
Ep.160 - Avoiding Top Retirement Blunders
|
Feb 20, 2025 |
Ep.159 - Managing Inflation in Retirement
|
Feb 14, 2025 |
Ep.158 - New Tax Proposals and Inflation in Retirement
|
Feb 14, 2025 |
Ep.157 - How To Prepare For The Silver Tsunami Of Asset Transfer
|
Feb 03, 2025 |
Ep.156 - Looming National Debt
|
Jan 27, 2025 |
Ep. 155 - What Does The Election Mean For My Retirement
|
Jan 20, 2025 |
Ep.154 - Managing Risks In Retirement
|
Jan 13, 2025 |
Ep.153 - Choosing a Financial Advisor
|
Dec 30, 2024 |
Ep.152 - Unplanned Early Retirement
|
Dec 23, 2024 |
Ep.151 - Portfolio Stress Testing
|
Dec 09, 2024 |
Ep.150 - Importance Of Rebalancing In Retirement
|
Dec 02, 2024 |
Ep.149 - Holidays And Retirement
|
Nov 25, 2024 |
Ep.148 -Year End Retirement Checklist
|
Nov 18, 2024 |
Ep.147 - Election Results And Retirement
|
Nov 11, 2024 |
Ep.146 - Elections And Taxes
|
Nov 04, 2024 |
Ep.145 - Maximizing Social Security Benefits
|
Oct 28, 2024 |
Ep.144 - Retiring In A Falling Interest Rate Environment
|
Oct 21, 2024 |
Ep.143 - Do I Have Enough For Retirement
|
Oct 14, 2024 |
Ep.142 - Rate Cuts And Retirement
|
Oct 07, 2024 |
Ep.141 - Three Critical Retirement Questions
|
Sep 30, 2024 |
Ep.140 - Building Your Fiscal House
|
Sep 23, 2024 |
Ep.139 - Social Security Dilema
|
Sep 16, 2024 |
Ep.138 - Optimizing Your 401k
|
Sep 09, 2024 |
Ep.137 - Strategic Tools For A Solid Retirement Plan
|
Sep 06, 2024 |
Ep.136 - Common Retirement Mistakes
|
Aug 26, 2024 |
Ep.135 - Strategies For Preserving Wealth In Retirement
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Aug 19, 2024 |
Ep.134 - Preparing For A Record Number Of Retirements
|
Aug 12, 2024 |
Ep.133 - Maximizing Social Security
|
Aug 05, 2024 |
Ep.132 - Retirement Income Strategies
|
Jul 29, 2024 |
Ep.131 - Retiring Saving In A High Interest Rate Environment
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Jul 22, 2024 |
Ep.130 - Help Protect Your Retirement From Inflation
|
Jul 15, 2024 |
Ep.129 - Long Term Care Expenses In Retirement
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Jul 08, 2024 |
Ep.128 - Two Important Retirement Planning Questions
|
Jul 01, 2024 |
Ep.127 - Celebrate Your Financial Independence
|
Jun 24, 2024 |
Ep.126 - Unexpected Expenses In Retirement
|
Jun 17, 2024 |
Ep.125 - Taxes Might Become Your Greatest Retirement Risk
|
Jun 10, 2024 |
Ep.124 - Mid Year Financial Check Up
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Jun 05, 2024 |
Ep.123 - Reinventing Retirement With Modern 401k Plans
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May 27, 2024 |
Ep.122 - Clock Is Ticking On Current Tax Rates
|
May 20, 2024 |
Ep.121 - Retirement Savings Myth vs Reality
|
May 13, 2024 |
Ep.120 - Are We Headed For Another Recession
|
May 06, 2024 |
Ep.119 - Looming Debt Crisis
|
Apr 29, 2024 |
Ep.118 - Federal Debt Crisis
|
Apr 23, 2024 |
Ep.117 - Optimizing Your Retirement Savings
|
Apr 15, 2024 |
Ep.116 - Don't Derail Your Retirement
|
Apr 08, 2024 |
Ep.115 - Elections And The Future Of Taxes
|
Apr 01, 2024 |
Ep.114 - Ways To Make Income Last Longer In Retirement
|
Mar 25, 2024 |
Ep.113 - Spring Cleaning Your Finances
|
Mar 18, 2024 |
Ep.112 - Myths About Social Security
|
Mar 11, 2024 |
Ep.111 - Balancing Risk In Retirement
|
Mar 04, 2024 |
Ep. 110 - Top Retirement Concerns In 2024
|
Feb 26, 2024 |
Ep.109 - Legacy Planning Pitfalls And How To Avoid Them
|
Feb 19, 2024 |
Ep.108 - Do I Need A Financial Advisor?
|
Feb 12, 2024 |
Ep.107 - Inflation And Retirement
|
Feb 05, 2024 |
Ep.106 - Top Pitfalls To Avoid In Retirement
|
Jan 29, 2024 |
Ep.105 - Retirement Planning Amidst Political Change
|
Jan 22, 2024 |
Ep.104 - Retirement Spending For Every Phase
|
Jan 15, 2024 |
Ep.103 - Avoiding Retirement Blunders
|
Jan 08, 2024 |
Ep.102 - New Years Financial Changes
|
Jan 01, 2024 |
Ep.101- Mark Your Calendar 2024
|
Dec 25, 2023 |
Ep.100 - Financial New Years Resolutions
|
Dec 18, 2023 |
Ep.98 - Retirment Income Dilema
|
Dec 11, 2023 |
Ep.97 - Big Retirement Questions
|
Dec 04, 2023 |
Ep.96 - Tax Spectrum Of Retirement Sources
|
Nov 27, 2023 |
Ep.95 - Managing The Pressures Of Retirement
|
Nov 20, 2023 |
Ep.94 - Retirement Income Sources, Taxes & How To Pay Less
|
Nov 13, 2023 |
Ep.93 - Taxes In Retirment Surprises Pitfalls And Opportunities
|
Nov 06, 2023 |
Ep.92 - Social Security For 2024
|
Oct 30, 2023 |
Ep.91 - Year End Planning
|
Oct 23, 2023 |
Ep.90 - Legacy Planning Basics Ways To Help Avoid Commom Blunders
|
Oct 16, 2023 |
Ep.89 - Economic Concerns And Strategies
|
Oct 09, 2023 |
Ep.88 - Looming Tax Hikes
|
Oct 02, 2023 |
Ep.87 - Portfolio Stress Testing
|
Sep 25, 2023 |
Ep.86 - Retirement Planning Red Flags Continued
|
Sep 18, 2023 |
Ep.85 - Retirement Planning Red Flags
|
Sep 11, 2023 |
Ep.84 - Retiring In A Rising Tax Rate Environment
|
Sep 04, 2023 |
Ep.83 - The Retirement Income Dilema
|
Aug 28, 2023 |
Ep.82 - Real Retirement Tips
|
Aug 21, 2023 |
Ep.81 - Important Decisions That Can Shape Your Financial Future
|
Aug 14, 2023 |
Ep.80 - Top Three Retirement Money Mistakes
|
Aug 07, 2023 |
Ep.79 - Climbing Grand Teton
|
Jul 31, 2023 |
Ep.78 - End Of Life Issues
|
Jul 24, 2023 |
Ep.77 - Planning To Save Enough In Retirement
|
Jul 17, 2023 |
Ep.76 - Inflation In Retirement
|
Jul 10, 2023 |
Ep.75 - Debt Ceiling Crisis
|
Jul 03, 2023 |
Ep.74 - The Power Of Having A Plan
|
Jun 19, 2023 |
Ep.72 - The History Of The Countrys Debt
|
Jun 05, 2023 |
Ep.71 - Forward Looking Tax Planning
|
May 29, 2023 |
Ep.70 - Insights Into How To Navigate Uncertainty In Retirement
|
May 22, 2023 |
Ep.69 - Creating A Comprehensive Retirement Plan
|
May 15, 2023 |
Ep.68 - How The National Debt Can Affect Retirement
|
May 15, 2023 |
Ep.67 - Boosting Retirement Paychecks
|
May 01, 2023 |
Ep.66 - Strategies For Taxes In Retirement
|
Apr 24, 2023 |
Ep.65 - Income Tax In Retirement
|
Apr 17, 2023 |
Ep.64 - How To Deal With Potential Threats In Retirement
|
Apr 10, 2023 |
Ep.63 - Steps To Take During Financial Turbulence
|
Apr 03, 2023 |
Ep.62 - The Four D's Of Retirement
|
Mar 27, 2023 |
Ep.61 - Critical Things To Think About With Investments & Retirement Funds
|
Mar 20, 2023 |
Ep. 60 - The Debt And The Problems We Could Face
|
Mar 06, 2023 |
Ep. 59 -The Difference Between Tax Returns & Tax Planning Strategies
|
Feb 27, 2023 |
Ep. 58 - Planning For The Future In Retirement
|
Feb 14, 2023 |
Ep. 57 - The Nations Debt
|
Feb 07, 2023 |
Ep. 56 - How Emotions Can Tie Into Investing
|
Jan 30, 2023 |
Ep. 55 - Two Tax Planning Strategies For Retirement
|
Jan 23, 2023 |
Ep. 54 - Techniques That Could Reduce Or Possibly Elimante Taxes Paid On Benefits
|
Jan 17, 2023 |
Ep. 53 - The New Secure Act 2.0
|
Jan 11, 2023 |
Ep. 52 - Contribution Limits For The New Year
|
Jan 02, 2023 |
Ep. 51 - The Retirement Challenges Ahead In The Economy
|
Dec 26, 2022 |
Ep.50 - Social Security & Your Retirement Plan
|
Dec 19, 2022 |
EP.49 - The Challenges Of Inflations, Rising Taxess, And Market Volatility
|
Dec 12, 2022 |
Ep.48 - Interest Rates
|
Dec 05, 2022 |
Ep.47 - Things To Consider With Risk And Rebalancing
|
Nov 28, 2022 |
Ep.46 - How Much Will You Need For A Comfortable Retirement?
|
Nov 21, 2022 |
Ep.45 - Retirement Planning
|
Nov 14, 2022 |
Ep.44 - The International Monetary Fund
|
Nov 07, 2022 |
Ep.43 - Creating A Year End Check List
|
Oct 31, 2022 |
Ep. 42 - Health Care Coverage In Retirement
|
Oct 24, 2022 |
Ep. 41 - Health & Taking A Look At Your Medicare
|
Oct 17, 2022 |
Ep.40 - Tips On How To Ensure Your Retirement Will Be Safe
|
Oct 10, 2022 |
Ep.39 - How Do I Stay Retired
|
Oct 05, 2022 |
Ep.38 - How Taxes Might Empact Your Retire & How Might Be Able To Avoid Them
|
Sep 26, 2022 |
Ep. 37 - Ways To Get More Out Of Your Retirement Without Risking More
|
Sep 19, 2022 |
Ep. 36 - How To Minimize The Risk To Your Retirement Plan
|
Sep 05, 2022 |
Ep. 35 - Common Retirement Decisions And Simple Financial Strategies
|
Aug 29, 2022 |
Ep. 34 - The Idea Of Understanding Income In Retirement
|
Aug 22, 2022 |
Ep.33 - How To Avoid The Tax Trap In Retirement
|
Aug 15, 2022 |
Ep. 32 - Tatics For Minimizing Or Avoiding The Impact Of A Recession On Your Retirement
|
Aug 12, 2022 |
Ep.31 - 3 Important Retirement Questions
|
Aug 01, 2022 |
Ep. 30 - Knowing Right Income You Need In Retirement
|
Jul 25, 2022 |
Ep. 29 - Four Financial Objectives Important To Your Retirement Plan
|
Jul 18, 2022 |
Ep. 28 - Tactics That Could Help Retirement Dreams Come True
|
Jul 11, 2022 |
Ep. 27 - What Is Your Personality Type In Investing
|
Jul 04, 2022 |
Ep. 26 - Two Tax Strategies
|
Jun 27, 2022 |
Ep.25 - The Value Of Having A Cohesive Plan
|
Jun 20, 2022 |
Ep.24 -Three Important Retirement Questions
|
Jun 13, 2022 |
Ep. 23 - The Decline In Mental Compacity And The Importance Of Planning Retirement Early
|
Jun 06, 2022 |
Ep. 22 - Techniques For Balancing The Needs & Rewards Of Investing
|
May 31, 2022 |
Ep. 21 - Income Flaws in Retirement Plans and to Reduce them
|
May 23, 2022 |
Ep. 20 - Long Term Care And How To Pay For It
|
May 19, 2022 |
Ep.18 - Modern Day Plans (401k, IRA's, and Others)
|
May 02, 2022 |
Ep. 19 - Inflation
|
May 01, 2022 |
Ep.17 - Important Dates, Related Rules, Deadlines, and Strategies for Retirement
|
Apr 25, 2022 |
Ep.16 - Red Flags of a Broker or Financial Advisor
|
Apr 18, 2022 |
Ep.15 - Potential Recession & Two Principles of Sound Retirement Planning
|
Apr 12, 2022 |
Ep. 14 - The Difference Between Tax Preparation & Tax Planning
|
Apr 04, 2022 |
Ep. 13 - Tax Diversification
|
Mar 28, 2022 |
Ep. 12 - Defensive Side of a Retirement Game Plan
|
Mar 17, 2022 |
Ep. 11 - Risk Tolerance and Management
|
Mar 14, 2022 |
Ep. 10 - Social Security and Taxes
|
Mar 07, 2022 |
Ep. 9 - Taxes and Retirement
|
Feb 28, 2022 |
Ep. 8 - Bringing Confidence into Women's Retirement
|
Feb 17, 2022 |
Ep. 7 - Strategy to Navigate Inflation
|
Feb 14, 2022 |
Ep. 6 - Retirement Planning Lessons from Bankrupt Athletes
|
Feb 11, 2022 |
Ep. 5 - Managing the Risk of Healthcare Expenses in Retirement
|
Feb 11, 2022 |
Ep. 4 - Avoiding Bad Financial Decisions that Could Negatively Impact Retirement
|
Feb 01, 2022 |
Ep. 3 - How to Properly Manage Some Common Risks in Retirement
|
Jan 27, 2022 |
Ep. 2 - Taxes in Retirement
|
Jan 20, 2022 |
Retirement Income Plan: Your Best Defense Against Outliving Savings - Part 1
|
Jan 19, 2022 |
Ep. 1 - Future of Social Security & Medicare
|
Jan 19, 2022 |
Ep. 00 - Introduction
|
Jan 19, 2022 |
1 - 1 - 22 Retirement Ready
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Jan 11, 2022 |
12 - 18 - 21 Retirement Ready
|
Jan 11, 2022 |
12 - 11 - 21 Retirement Ready
|
Jan 11, 2022 |
1 - 08 - 22 Retirement Ready
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Jan 11, 2022 |
12 - 26 - 21 Retirement Ready
|
Dec 28, 2021 |
12 - 4 - 21 Retirement Ready
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Dec 06, 2021 |
11 - 27 - 21 Retirement Ready
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Dec 06, 2021 |
11 - 20 - 21 Retirement Ready
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Dec 06, 2021 |
11 - 13 - 21 Retirement Ready
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Dec 06, 2021 |
11 - 06 - 21 Retirement Ready
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Dec 06, 2021 |
10 - 30 - 21 Retirement Ready
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Dec 06, 2021 |
10 - 23 - 21 Retirement Ready- "Tax-Wise" About Your Retirement Income
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Oct 25, 2021 |
Retirement Ready- 3 Things for Every Retirement
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Sep 21, 2021 |
Retirement Ready - 6 Common Misconceptions About Retirement
|
Sep 07, 2021 |
Retirement Ready - Planning for Retirement BEFORE You Retire
|
Aug 30, 2021 |
Weekly Market Update: 8/30/2021
|
Aug 30, 2021 |
Weekly Market Update: 8/23/2021
|
Aug 23, 2021 |
Retirement Ready - Diversifying Your Income
|
Aug 23, 2021 |
Weekly Market Update: 8/16/2021
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Aug 16, 2021 |
Retirement Ready - Retirement Tools vs. Retirement Strategies
|
Aug 16, 2021 |
Weekly Market Update: 8/9/21
|
Aug 09, 2021 |
Retirement Ready - Creating Your Retirement Budget
|
Aug 09, 2021 |
Weekly Market Update: 8/2/21
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Aug 02, 2021 |
Retirement Ready - Secrets to Retirement Success
|
Aug 02, 2021 |
Weekly Market Update - 7/26/2021
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Jul 26, 2021 |
Retirement Ready - 5 Ways to Run out of Money in Retirement
|
Jul 26, 2021 |
Weekly Market Update: 07/17/21
|
Jul 19, 2021 |
Retirement Ready - Hidden Fees That Could Decrease Your Retirement Savings
|
Jul 19, 2021 |
Weekly Market Update: 7/12/21
|
Jul 12, 2021 |
Retirement Ready - Charting Your Retirement Map
|
Jul 12, 2021 |
Weekly Market Update: 7/6/21
|
Jul 06, 2021 |
Retirement Ready - What to know about Social Security
|
Jul 06, 2021 |
Weekly Market Update: 6/28/21
|
Jun 28, 2021 |
Retirement Ready - The Baby Boomer Retirement Dilemma
|
Jun 28, 2021 |
Weekly Market Update: 6/21/21
|
Jun 21, 2021 |
Retirement Ready - Building Your "Dream" Financial House
|
Jun 21, 2021 |
Weekly Market Update: 06/14/21
|
Jun 14, 2021 |
Retirement Ready - Preparing for a Stock Market Hurricane
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Jun 14, 2021 |