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| Episode | Date |
|---|---|
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Episode 200 - Stock Market Outlook for 2026: Optimism, AI, and the Risks Investors Can't Ignore
|
Feb 09, 2026 |
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Episode 198 - Money, Mission Trips, and Mistletoe
|
Dec 22, 2025 |
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Episode 199 - Money, Mission Trips, and Mistletoe
|
Dec 17, 2025 |
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Episode 198 - Retirement Success Lessons from an NBA Player Mindset
|
Oct 20, 2025 |
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Episode 197 - How Advisors Add Value. It's Probably Different than what You Think!
|
Aug 18, 2025 |
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Episode 196 - The American Blue-Collar Boom
|
Aug 11, 2025 |
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Episode 195 - The Big Beautiful Bill has Passed!
|
Aug 04, 2025 |
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Episode 194 - Beyond Work Retirement Plans: Exploring Investment Account Options
|
Jun 23, 2025 |
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Episode 193: Tesla Will Help Me Donate to Charity For Free!
|
Apr 14, 2025 |
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Episode 192: Retirement Doomsday? I Don't Think So, Bob
|
Feb 03, 2025 |
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Episode 191: The New Social Security Fairness Act
|
Jan 20, 2025 |
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Episode 190: Tariffs, Taxes and Trade – Oh My!
|
Dec 23, 2024 |
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Episode 189: Project 2025: Cuts or No Cuts to Social Security?
|
Nov 11, 2024 |
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Episode 188: Social Security COLA 2025 with a Little Politics
|
Oct 28, 2024 |
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Episode 187: Underspending in Retirement? Why Retirees May Be Hesitant to Spend What They've Saved.
|
Oct 07, 2024 |
|
Episode 186: Harris's 25% Unrealized Capital Gains Tax
|
Sep 16, 2024 |
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Episode 185: Debunking Biden's State of the Union Tax Speech
|
Mar 25, 2024 |
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Episode 184: Will Social Security Go Bankrupt?
|
Mar 04, 2024 |
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Episode 183: Social Security 101 - 1001 Interview with Josh Miller
|
Feb 26, 2024 |
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Episode 182: Financial Myth Busting with Matt Black
|
Jan 15, 2024 |
|
Episode 181: Game the ACA and Retire Early
|
Dec 04, 2023 |
|
Episode 180: Spousal Social Security Doesn't Work Like You Think Anymore
|
Aug 28, 2023 |
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Episode 179: I have KPERS 1. I am 55 years old. Can I retire if I don't have $1 million saved?
|
Aug 14, 2023 |
|
Episode 178: Debt Ceiling Interest Rates and Old Nates
|
May 29, 2023 |
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Episode 177: Debt Ceiling Nonsense
|
Feb 20, 2023 |
|
Episode 176: 2023 New Year Goals and Market Outlook
|
Jan 23, 2023 |
|
Episode 175: Dissecting the Secure Act 2.0
|
Jan 09, 2023 |
|
Episode 174: End of Year Potpourri
|
Dec 19, 2022 |
|
Episode 173: Setting the Annuity Record Straight
|
Nov 21, 2022 |
|
Episode 172: Retiring Early or Working in Retirement
|
Oct 24, 2022 |
|
Episode 171: Student Loan Forgiveness
|
Oct 10, 2022 |
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Episode 170: 5 Tax Strategies Every Retiree Should Be Using
|
Sep 05, 2022 |
|
Episode 169: Savings Survey and Refinancing
|
Aug 22, 2022 |
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Episode 168: Mailbag Questions - 529 Plans, Younger Spouse and Mom's House
|
Aug 08, 2022 |
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Episode 167: 10 Things You Should Know About Bear Markets
|
Jul 25, 2022 |
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Episode 166: Unretirement with Richard Eisenberg
|
Jul 11, 2022 |
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Episode 165: Your Identity is Not Defined by What You Get Paid to Do! – Interview with Don Ezra
|
Jun 27, 2022 |
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Episode 158: Will I Pay Tax on my Roth IRA due to the 5 Year Rule?
|
Apr 11, 2022 |
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Episode 156: RMD Distribution Nightmare
|
Mar 28, 2022 |
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Episode 155: Mailbag Questions – Advisor vs. Salesman
|
Mar 14, 2022 |
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Episode 154: Should I Convert to a Roth IRA – Present Value of Money Argument is a Myth – Busted
|
Mar 07, 2022 |
|
Episode 148: Mailbag Questions – I have a Pension, Do I Still Need to Save?
|
Jan 24, 2022 |
|
Episode 147: Best of RRR - The 401k Scam
|
Jan 17, 2022 |
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Episode 146: Best Of RRR - Intermittent Fasting & Preventing Muscle Loss as We Age
|
Jan 10, 2022 |
|
Episode 145: New Year, New You
|
Jan 03, 2022 |
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Episode 144: Who Said It Best?
|
Dec 27, 2021 |
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Episode 143: The Bonus Years with Dorian Mintzer
|
Dec 20, 2021 |
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Episode 142: Is Enough Too Much?
|
Dec 13, 2021 |
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Episode 141: Marathons & Money
|
Dec 06, 2021 |
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Episode 140: Mailbag - Moms House, Rental Property, Farm Sale, Dream Home
|
Nov 29, 2021 |
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Episode 139: No One is Crazy - Psychology of Money 2
|
Nov 22, 2021 |
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Episode 138: From Janitor to Millionaire Philanthropist-The Psychology of Money
|
Nov 15, 2021 |
|
Episode 137: Filial Law: You May Be Responsible for your Parents Medical Bills
|
Nov 08, 2021 |
|
Episode 136: Stupid Stuff Financial Advisors Say
|
Nov 01, 2021 |
|
Episode 135: Medicare Interview with Jasmine Anderson
|
Oct 25, 2021 |
|
Episode 134: Retirement Product Innovations
|
Oct 18, 2021 |
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Episode 133: The Government's War on Retirement Plans
|
Oct 11, 2021 |
|
Episode 132: Podcast Potpourri – Evergrande, Housing, and the 1%
|
Oct 04, 2021 |
|
Episode 131: Changes to Biden's Tax Proposals
|
Sep 27, 2021 |
|
Episode 130: "How Do I Get There from Here?" Planning for Retirement when the Old Rules No Longer Apply
|
Sep 20, 2021 |
|
Episode 129: Social Security Insolvency Pushed Up a Year Sooner Thanks to COVID.
|
Sep 13, 2021 |
|
Episode 128: How to Create a High Impact Retirement with Allan Milham
|
Sep 06, 2021 |
|
Episode 127: Second Act Careers: 50+ Ways to Profit from Your Passions During Semi-Retirement
|
Aug 30, 2021 |
|
Episode 126: Mailbag Questions - Debt, Sick Leave, and Company Matching
|
Aug 23, 2021 |
|
Episode 125: Estate Planning with Chris Green
|
Aug 16, 2021 |
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Episode 124: Annuity Crediting Strategies
|
Aug 09, 2021 |
|
Episode 123: Border Wars – Setting Financial Boundaries with Yourself and Your Loved Ones.
|
Aug 02, 2021 |
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Episode 122: Interview with Myranda Zarlengo
|
Jul 28, 2021 |
|
Episode 121: Annuities as an Asset Class
|
Jul 26, 2021 |
|
Episode 120: Riding Market Highs
|
Jul 19, 2021 |
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Episode 119: Biden's Proposed Tax Changes
|
Jul 12, 2021 |
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Episode 118: Donor Advised Funds
|
Jul 05, 2021 |
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Episode 117: Too Much Tax!
|
Jun 28, 2021 |
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Episode 116: Mailbag Questions 3: Refinancing, Flipping Houses, Variable Annuities, and More
|
Jun 21, 2021 |
|
Episode 115: Is One Million Dollars Enough To Retire?
|
Jun 14, 2021 |
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Episode 114: Will a Biden Presidency Affect My Retirement
|
Jun 07, 2021 |