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| Episode | Date |
|---|---|
|
What Is A Backdoor Roth IRA?
|
Apr 02, 2026 |
|
2026 Money Updates You Can’t Ignore
|
Feb 26, 2026 |
|
Common Retirement Myths And Why They’re Dangerous
|
Feb 19, 2026 |
|
What Is Net Unrealized Appreciation (NUA)?
|
Feb 04, 2026 |
|
2025 Year In Review: What Actually Mattered for Your Money
|
Dec 30, 2025 |
|
Big Beautiful Bill Myths Debunked
|
Dec 18, 2025 |
|
What The “Big Beautiful Bill” Means For Your Retirement Plan
|
Dec 04, 2025 |
|
The 5 Must-Do’s In Year One of Retirement
|
Oct 09, 2025 |
|
IRMAA: The Hidden Medicare Penalty You Might Be Paying
|
Oct 02, 2025 |
|
Understanding Estate Planning: Trust Mistakes And Issues (Part 4)
|
Aug 27, 2025 |
|
Understanding Estate Planning: Trust Types with Bill McQueen (Part 3)
|
Aug 20, 2025 |
|
Understanding Estate Planning: Wills and Probate with Nicole Cleland (Part 2)
|
Aug 13, 2025 |
|
Understanding Estate Planning: The Fundamentals with Nicole Cleland (Part 1)
|
Aug 06, 2025 |
|
The 4 Things You Can Control in Retirement
|
Jul 03, 2025 |
|
Should You Gift Money While You’re Alive or Leave A Legacy?
|
Jun 26, 2025 |
|
Talking To Your Spouse About Market Crash Fears
|
Apr 24, 2025 |
|
What Should You Actually Do When the Market Drops?
|
Apr 16, 2025 |
|
Inside the Advisor’s Office: What People Are Actually Concerned About
|
Mar 27, 2025 |
|
April Fool’s: Beliefs That Fool Retirement Savers The Most
|
Mar 13, 2025 |
|
Social Security Claiming Tips for Diverse Family Situations
|
Feb 13, 2025 |
|
New Year, New Me: How To Change Your Money Attitude In 2025
|
Jan 23, 2025 |
|
For Couples, Retirement Planning Is A Team Sport
|
Oct 03, 2024 |
|
The Magic 8 Ball’s Guide to Retirement Planning
|
Sep 30, 2024 |
|
Combatting Popular Excuses For Poor Financial Decision-Making
|
Jul 18, 2024 |
|
Take the Fork: Yogi’s Wisdom on Making Financial Choices
|
Jul 11, 2024 |
|
Retirement Questions The Baby Boomer Generation Is Asking
|
Apr 11, 2024 |
|
Don't Make These Income Planning Mistakes
|
Apr 04, 2024 |
|
Money Mistakes You'll Regret and How to Avoid Them
|
Jan 25, 2024 |
|
Retirement Planning’s “Hidden” Questions
|
Jan 18, 2024 |
|
Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples
|
Oct 19, 2023 |
|
Mastering Retirement Cash Flow: Understanding Income
|
Oct 12, 2023 |
|
Mastering Retirement Cash Flow (Part 2): Understanding Changing Expenses
|
Aug 02, 2023 |
|
Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses
|
Aug 02, 2023 |
|
Ep 60: Top Social Security Myths, Part 2
|
Apr 24, 2023 |
|
Ep 59: Top Social Security Myths, Part 1
|
Apr 18, 2023 |
|
Ep 58: Fore Your Retirement: What Golf Teaches Us About Financial Planning
|
Mar 06, 2023 |
|
Ep 57: Retirement Expenses For Which You Forgot To Plan
|
Mar 06, 2023 |
|
Ep 56: Four Ways The SECURE Act 2.0 Might Impact You
|
Feb 02, 2023 |
|
Ep 55: How Bonds Work: What Retirees Need To Know
|
Jan 27, 2023 |
|
Ep 54: Warning Signs: How To Spot Problems In Your Financial Life
|
Jan 27, 2023 |
|
Ep 53: Getting It Right: Irreversible Financial Decisions
|
Sep 20, 2022 |
|
Ep 52: Retirement Planning From A Psychologist’s Point Of View
|
Sep 06, 2022 |
|
Ep 51: Financial Planning Considerations When You’re In Between Jobs
|
Aug 11, 2022 |
|
Ep 50: Can You Get An A+ On Our Retirement Planning Quiz?
|
Aug 02, 2022 |
|
Ep 49: What To Do As You Count Down The Days To Retirement
|
Jun 14, 2022 |
|
Ep 48: Secret To Retirement Success: Get Out Of Your Own Way
|
Jun 01, 2022 |
|
Ep 47: Understanding Financial Jargon: Investment Terms You Should Know
|
May 10, 2022 |
|
Ep 46: The Most Important Birthdays In Retirement Planning
|
Apr 26, 2022 |
|
Ep 45: Planning For Things We Can’t Predict
|
Mar 21, 2022 |
|
Ep 44: Do You Have A Money Bias? And How Much Is It Costing You?
|
Mar 15, 2022 |
|
Ep 43 : Don’t Fumble Your Retirement In The Financial Red Zone
|
Feb 14, 2022 |
|
Ep 42: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement
|
Feb 14, 2022 |
|
Ep 41: Opportunities For Retirement’s Late Bloomers
|
Dec 29, 2021 |
|
Ep 40: Quit Cutting Corners In Your Financial Plan
|
Dec 29, 2021 |
|
Ep 39: Is Your Retirement Plan Out Of Tune?
|
Nov 11, 2021 |
|
Ep 38: Financial Mistakes Couples Make
|
Nov 02, 2021 |
|
Ep 37: Things That Don‘t Matter Till They Do
|
Sep 09, 2021 |
|
Ep 36: 5 Things About Decumulation
|
Sep 02, 2021 |
|
Ep 35: Not Your Father’s Retirement
|
Jun 24, 2021 |
|
Ep 34: Learning Through Uncommon Sense
|
Jun 17, 2021 |
|
Ep 33: Fact Or Fiction
|
Apr 22, 2021 |
|
Ep 32: Are You Flirtin' With Financial Disaster?
|
Apr 15, 2021 |
|
Ep 31: Where Crisis & Opportunity Meet
|
Mar 18, 2021 |
|
Ep 30: This Is Why You Never Assume
|
Mar 10, 2021 |
|
Ep 29: Understanding Annuities - Fixed Index
|
Feb 16, 2021 |
|
Ep 28: Understanding Annuities - Variable and Fixed
|
Feb 04, 2021 |
|
Ep 27: Understanding Annuities - The Basics
|
Oct 29, 2020 |
|
Ep 26: How To Process A Rollover
|
Sep 16, 2020 |
|
Ep 25: Is A Rollover Right For You?
|
Aug 21, 2020 |
|
Ep 24: Importance Of Risk Management & Asset Protection
|
Jul 09, 2020 |
|
Ep 23 : Should You Be Thinking About Refinancing?
|
Jul 07, 2020 |
|
Ep 22: Case Study- Implementing Roth Conversions
|
Jun 04, 2020 |
|
Ep 21 : Roth Conversions
|
Jun 01, 2020 |
|
Ep 20: Peeling Back The Curtain
|
May 07, 2020 |
|
Ep 19: Market Downturns And Recoveries
|
Apr 23, 2020 |
|
Ep 18: Investing In Down Markets
|
Apr 16, 2020 |
|
Ep 17: Planning Through Volatile Markets
|
Apr 09, 2020 |
|
Ep 16: CARES Act
|
Apr 02, 2020 |
|
Ep 15: Roth IRA 101
|
Mar 19, 2020 |
|
Ep 14: Traditional IRA 101
|
Mar 05, 2020 |
|
Ep 13: Secure Act Changes - Stretch IRA
|
Feb 06, 2020 |
|
Ep 12: Secure Act Changes - RMD
|
Jan 16, 2020 |
|
Ep 11: Social Security, Part 5
|
Dec 19, 2019 |
|
Ep 10: Social Security, Part 4
|
Dec 05, 2019 |
|
Ep 9: Social Security, Part 3
|
Nov 21, 2019 |
|
Ep 8: Social Security, Part 2
|
Oct 17, 2019 |
|
Ep 7: Social Security, Part 1
|
Oct 03, 2019 |
|
Ep 6: The Challenges Of No More Paychecks, Part 3
|
Sep 05, 2019 |
|
Ep 5: The Challenges Of No More Paychecks, Part 2
|
Aug 22, 2019 |
|
Ep 4: The Challenges Of No More Paychecks, Part 1
|
Aug 08, 2019 |
|
Ep 3: Why The Role Of Your Financial Advisor Isn't What It Used To Be
|
Jul 03, 2019 |
|
Ep 2: How The Financial Industry Has Changed In The Last Decade
|
Jun 20, 2019 |
|
Ep 1: Getting To Know Your Hosts: John Teixeira and Nick McDevitt
|
Jun 06, 2019 |
|
Welcome To Retirement Planning Redefined
|
May 28, 2019 |