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| Episode | Date |
|---|---|
|
Managing in the Middle - Portfolio into Paycheck (April 4, 2026)
|
Apr 04, 2026 |
|
The Bridge to Solving Your Long-Term Care Needs (March 28, 2026)
|
Mar 28, 2026 |
|
Swiss Army Knife - The Bridge (March 21, 2026)
|
Mar 21, 2026 |
|
The Bridge - Social Security: Bird in the Hand, Two in the Bush (March 14, 2026)
|
Mar 14, 2026 |
|
Social Security: Bird in the Hand, Two in the Bush - Long Term Care (March 7, 2026)
|
Mar 07, 2026 |
|
Long Term Care - Efficiency with Investing (February 28, 2026)
|
Feb 28, 2026 |
|
Protect Your Wealth, Protect Your Family (February 21, 2026)
|
Feb 21, 2026 |
|
Managing in the Middle - Life Insurance Update (February 14, 2026)
|
Feb 14, 2026 |
|
Efficiency with Investing - Crypto (February 7, 2026)
|
Feb 07, 2026 |
|
Crypto - Psychology of Retirement (January 31, 2026)
|
Jan 31, 2026 |
|
Psychology of Retirement - How Interest Rates Work (January 24, 2026)
|
Jan 24, 2026 |
|
How Interest Rates Work - Is Reallocation Right for You (January 17, 2026)
|
Jan 17, 2026 |
|
Is Reallocation Right for You - Portfolio into Paycheck (January 10, 2026)
|
Jan 10, 2026 |
|
Estate Planning 2.0 (January 3, 2026)
|
Jan 03, 2026 |
|
Portfolio into Paycheck - Life Insurance Upgrade (December 27, 2025)
|
Dec 27, 2025 |
|
Life Insurance Upgrade - 4% Cash Flow Rule (December 20, 2025)
|
Dec 20, 2025 |
|
4% Cash Flow Rule - Market Corrections (December 13, 2025)
|
Dec 13, 2025 |
|
Market Corrections - Annuities 101 (December 6, 2025)
|
Dec 06, 2025 |
|
End of Year Tax Savings Tips - Is There a Bubble Forming (November 29, 2025)
|
Nov 29, 2025 |
|
Swiss Army Knife - Simplicity on the Other Side of Complexity (November 22, 2025)
|
Nov 22, 2025 |
|
Is There a Bubble Forming - Managing in the Middle (November 15, 2025)
|
Nov 15, 2025 |
|
Managing in the Middle - Top 10 End of Year Tax Savings Tips (November 8, 2025)
|
Nov 08, 2025 |
|
Top 10 End of Year Tax Savings Tips - Estate Planning (November 1, 2025)
|
Nov 01, 2025 |
|
Tax Tips - Big Beautiful Bill (October 25, 2025)
|
Oct 25, 2025 |
|
Big Beautiful Bill - Long Term Care (October 18, 2025)
|
Oct 18, 2025 |
|
Long Term Care - Annuities 101 (October 11, 2025)
|
Oct 11, 2025 |
|
Annuities 101 - Avoiding Taxes in Retirement (October 4, 2025)
|
Oct 04, 2025 |
|
Avoiding Taxes in Retirement - RMD (September 27, 2025)
|
Sep 27, 2025 |
|
RMD - Annuity Check (September 20, 2025)
|
Sep 20, 2025 |
|
Annuity Check - Making Money Last (September 13, 2025)
|
Sep 13, 2025 |
|
Making Money Last - Bonds Vs. Bond Funds (September 6, 2025)
|
Sep 06, 2025 |
|
Bonds vs. Bond Funds - Three Blind Mice (August 30, 2025)
|
Aug 30, 2025 |
|
Three Blind Mice - The Big Beautiful Bill (August 23, 2025)
|
Aug 23, 2025 |
|
The Big Beautiful Bill - Managing in the Middle (August 16, 2025)
|
Aug 16, 2025 |
|
Managing in the Middle - Life Cycle of Money (August 9, 2025)
|
Aug 09, 2025 |
|
Big Beautiful Bill (August 2, 2025)
|
Aug 02, 2025 |
|
Life Cycle of Money - Jeremy Green (July 26, 2025)
|
Jul 26, 2025 |
|
Jeremy Green - Framing the Threat of Long-Term Care (July 19, 2025)
|
Jul 19, 2025 |
|
Framing the Threat of Long-Term Care - Swiss Army Knife (July 12, 2025)
|
Jul 12, 2025 |
|
Annuity Check - RMD (July 5, 2025)
|
Jul 05, 2025 |
|
RMD - Tax Tips (June 28, 2025)
|
Jun 28, 2025 |
|
Tax Tips - Life Cycle of Money (June 21, 2025)
|
Jun 21, 2025 |
|
Estate Planning 2.0 (June 14, 2025)
|
Jun 14, 2025 |
|
Life Cycle of Money - It's All About the Income (June 6, 2025)
|
Jun 06, 2025 |
|
It's All About the Income - Estate Planning 101 (May 31, 2025)
|
May 31, 2025 |
|
Estate Planning 101 - Simplicity on the Other Side of Complexity (May 24, 2025)
|
May 24, 2025 |
|
Simplicity on the Other Side of Complexity - Managing in the Middle (May 17, 2025)
|
May 17, 2025 |
|
10 Retirement Blind Spots - Swiss Army Knife (May 10, 2025)
|
May 10, 2025 |
|
Swiss Army Knife - TR=I+G (May 3, 2025)
|
May 03, 2025 |
|
TR=I+G - Trump Tariffs Sequel (April 26,2025)
|
Apr 26, 2025 |
|
Trump Tariffs Sequel - Trump Tax Tariffs (April 19, 2025)
|
Apr 19, 2025 |
|
Trump Tax Tariffs - Tax Tips (April 12,2025)
|
Apr 12, 2025 |
|
Tax Tips - How to Avoid a Tax Time Bomb (April 5, 2025)
|
Apr 04, 2025 |
|
Simplicity on the Other Side of Complexity - Managing in the Middle (March 29, 2025)
|
Mar 29, 2025 |
|
Portfolio into Paycheck - Simplicity on the Other Side of Complexity (March 22, 2025)
|
Mar 22, 2025 |
|
Simplicity On the Other Side of Complexity - Income the Right Way (March 15, 2025)
|
Mar 15, 2025 |
|
Income the Right Way - Annuities: The Good, the Bad, & the Ugly (March 8, 2025)
|
Mar 08, 2025 |
|
Annuities: The Good, the Bad, & the Ugly - RMD (March 1, 2025)
|
Mar 01, 2025 |
|
RMD - Life Insurance Upgrade (February 22, 2025)
|
Feb 22, 2025 |
|
Life Insurance Upgrade - Power of Balance (February 15, 2025)
|
Feb 15, 2025 |
|
Power of Balance - No Compromise Retirement
|
Feb 08, 2025 |
|
No Compromise Retirement - Estate Planning 101
|
Feb 01, 2025 |
|
Estate Planning 101 - 5 Ways
|
Jan 25, 2025 |
|
5 Ways - Tax Free Exchanges: More than One Way to Skin a Cat
|
Jan 18, 2025 |
|
Tax Free Exchanges: More Than One Way to Skin a Cat - 4 Main Things to Consider
|
Jan 11, 2025 |
|
4 Main Things to Consider - 9 Tips for Creating a Smart Retirement
|
Jan 04, 2025 |
|
9 Tips for Creating a Smart Retirement - Upgrades 2.0
|
Dec 28, 2024 |
|
Upgrades 2.0 - Annuity Upgrade
|
Dec 21, 2024 |
|
Annuity Upgrade- Drue Tranquill
|
Dec 14, 2024 |
|
Drue Tranquill-Estate Planning 101
|
Dec 07, 2024 |
|
Estate Planning 101-Higgins Outdoors
|
Nov 30, 2024 |
|
Higgins Outdoors- Presidential Election and How it Affects your Retirement
|
Nov 23, 2024 |
|
Presidential Election and How it Affects your Retirement-Beyond the Brackets
|
Nov 16, 2024 |
|
Beyond the Brackets-Structured Notes
|
Nov 09, 2024 |
|
Structured Notes-Buttered Sausage
|
Nov 02, 2024 |
|
Buttered Sausage-Simplicity On The Other Side Of Complexity
|
Oct 26, 2024 |
|
Simplicity On The Other Side Of Complexity-Estate Planning 101
|
Oct 19, 2024 |
|
How To Avoid A Tax Time Bomb-Managing In the Middle
|
Oct 12, 2024 |
|
Estate Planning 101- Big V
|
Oct 05, 2024 |
|
Big V-Creating Your Retirement Recipe
|
Sep 28, 2024 |
|
Creating Your Retirement Recipe- How To Find a Financial Advisor
|
Sep 21, 2024 |
|
How To Find A Financial Advisor- Tax Man
|
Sep 14, 2024 |
|
The Tax Man-City Union Mission
|
Sep 07, 2024 |
|
City Union Mission-Understand Risk In Retirement
|
Aug 31, 2024 |
|
Understanding Risk In Retirement-The High Cost Of Aging and How to Prepare
|
Aug 24, 2024 |
|
The High Cost Of Aging And How To Prepare & Managing For Safety And Income
|
Aug 17, 2024 |
|
Managing Safety And Income- How To Retire And Not Be On A Budget
|
Aug 10, 2024 |
|
Estate Planning
|
Aug 03, 2024 |
|
Presidential Election Upgrade-How Much Money Do You Need To Retire
|
Jul 27, 2024 |
|
The Value of a Second Opinion
|
Jul 20, 2024 |
|
How Much Do you Need to Retire-Taxes In Retirement
|
Jul 13, 2024 |
|
How to avoid a tax time bomb- Managing in the Middle
|
Jul 06, 2024 |
|
Structured Notes-RDCA
|
Jun 29, 2024 |
|
Taxes in Retirement-The Golden Rule
|
Jun 22, 2024 |
|
Who Not Do
|
Jun 15, 2024 |
|
The Golden Rule-Us Against The World
|
Jun 08, 2024 |
|
Estate Planning
|
Jun 01, 2024 |
|
Us Against The World-The One Thing
|
May 25, 2024 |
|
The One Thing-Evolution of Financial Services
|
May 18, 2024 |
|
Evolution Of Financial Services-How To Retire And Not Be On A Budget
|
May 11, 2024 |
|
How To Retire And Not Be On A Budget- State of the Market
|
May 04, 2024 |
|
Marty Ruby and Tax Efficient Retirement Strategies
|
Apr 27, 2024 |
|
State of the Market-How To Avoid A Tax Time Bomb
|
Apr 20, 2024 |
|
How to avoid a tax time bomb- Managing in the Middle
|
Apr 13, 2024 |
|
Tax Saving Tips-Tax Strategies
|
Apr 06, 2024 |
|
Managing in the middle-Do you need a financial advisor
|
Mar 30, 2024 |
|
Do You Need A Financial Advisor-Banks...Don't Get Ripped Off
|
Mar 23, 2024 |
|
Estate Planning Featuring Phil Anderson
|
Mar 16, 2024 |
|
Banks...Don't Get Ripped Off-Don't Be A Gambler
|
Mar 09, 2024 |
|
Don't Be A Gambler-Upgrade
|
Mar 02, 2024 |
|
Upgrade-RDCA
|
Feb 24, 2024 |
|
Reverse Dollar Cost Averaging-Structured Notes
|
Feb 17, 2024 |
|
Marty Ruby and Tax Efficient Retirement Strategies
|
Feb 10, 2024 |
|
Structured Notes-Estate Planning
|
Feb 03, 2024 |
|
Estate Planning-Tax Saving Tips
|
Jan 27, 2024 |
|
Tax Tips-Tax Strategies
|
Jan 20, 2024 |
|
Tax Strategies-Social Security
|
Jan 13, 2024 |
|
Social Security Part 2-Social Security Risks
|
Dec 30, 2023 |
|
Marty Ruby and Tax Efficient Retirement Strategies
|
Dec 23, 2023 |
|
Charitable Remainder Trusts-City Union Mission
|
Dec 16, 2023 |
|
Social Security Risks-Unique Abilities
|
Dec 09, 2023 |
|
Unique Abilities-Tax Risks
|
Dec 02, 2023 |
|
Income 101
|
Nov 25, 2023 |
|
Tax Risks-Charitable Giving Scams
|
Nov 18, 2023 |
|
Charitable Giving Scams Featuring City Union Mission
|
Nov 11, 2023 |
|
Estate Planning Featuring Phil Anderson
|
Nov 04, 2023 |
|
Evolution of Financial Services-The Big V
|
Oct 28, 2023 |
|
The Big V-It's All About The Income
|
Oct 21, 2023 |
|
It's All About The Income-Banks Don't Get Ripped Off
|
Oct 14, 2023 |
|
Tax Efficient Retirement Strategies with Marty Ruby
|
Oct 07, 2023 |
|
Banks Don't Get Ripped Off-Tax Tips
|
Sep 30, 2023 |
|
Chasing Giants with Don Higgins
|
Sep 23, 2023 |
|
Taxes
|
Sep 16, 2023 |
|
Estate Planning 101
|
Sep 09, 2023 |
|
Tax Saving Tips-Move 401K To IRA
|
Sep 02, 2023 |
|
Move 401K to IRA-Bank Failures
|
Aug 26, 2023 |
|
Bank Failures-10 Questions
|
Aug 19, 2023 |
|
10 Questions-Risks
|
Aug 12, 2023 |
|
Risks-Time for an Upgrade
|
Aug 05, 2023 |
|
Time for an Upgrade-Tax Risks
|
Jul 29, 2023 |
|
Income 101
|
Jul 22, 2023 |
|
Taxes
|
Jul 15, 2023 |
|
Marty Ruby and Tax Efficient Retirement Strategies
|
Jul 08, 2023 |
|
Tax Risks- Charitable Trusts
|
Jul 01, 2023 |
|
Charitable Trusts-City Union Mission
|
Jun 24, 2023 |
|
Investing Long Term When You're Not Long Term- Move 401K to IRA
|
Jun 17, 2023 |
|
Investing in Tulmultous Times-How to Invest in a Recession
|
Jun 10, 2023 |
|
Feds Inflating Their Way Out of Debt
|
Jun 03, 2023 |
|
Connecting the Dots
|
May 25, 2023 |
|
Move 401K to IRA-Principal vs Dividends/Interest
|
May 17, 2023 |
|
Upgrade-Long Term Investing When You're Not Long Term
|
May 03, 2023 |
|
Investing Long Term When You're Not Long Term- Crossworlds
|
Apr 27, 2023 |
|
Feds Inflating their way out of debt
|
Apr 19, 2023 |
|
Connecting the Dots
|
Apr 12, 2023 |
|
Marty Ruby Radio
|
Apr 05, 2023 |
|
Crossworld-Move 401k to IRA
|
Mar 30, 2023 |
|
Move 401k to IRA-Banks, Bonds and Insurance Cos
|
Mar 22, 2023 |
|
Banks, Bonds and Insurance Cos-A New Era
|
Mar 15, 2023 |
|
A New Era-Evolution of Financial Services
|
Mar 08, 2023 |
|
Evolution of Financial Services-Investing Long Term When You're Not Long Term
|
Mar 01, 2023 |
|
Investing Long Term When You're Not Long Term-All About Income
|
Feb 22, 2023 |
|
Social Security-Stress Free Retirement
|
Feb 15, 2023 |
|
Questions from the Audience
|
Feb 08, 2023 |
|
7 Risks of the Market in 2023
|
Feb 01, 2023 |
|
Investing in Tulmultous Times-How to Invest in a Recession
|
Jan 25, 2023 |
|
How to Invest in a Recession-What to Expect in 2023
|
Jan 17, 2023 |
|
What to Expect in 2023-All About Income
|
Jan 12, 2023 |
|
Mark Comfort- Risk
|
Jan 05, 2023 |
|
City Union Mission- Risk
|
Dec 28, 2022 |
|
Social Security- Required Minimum Distributions
|
Dec 21, 2022 |
|
Estate Planning
|
Dec 14, 2022 |
|
Parkville Women's Clinic-7 Year End Tax Tips
|
Dec 08, 2022 |
|
7 End of Year Tax Tips-Social Security
|
Dec 01, 2022 |
|
Stress Free Retirement-Purpose vs Performance
|
Nov 22, 2022 |
|
Social Security- Required Minimum Distributions
|
Nov 17, 2022 |
|
Estate Planning
|
Nov 09, 2022 |
|
Required Minimum Distributions-Fixed Income
|
Nov 03, 2022 |
|
Fixed Income-Top 10 Tax Tips
|
Oct 25, 2022 |
|
Inflation
|
Oct 19, 2022 |
|
Top 10 Tax Tips-Annuities
|
Oct 13, 2022 |
|
Annuities-Eggs & Chickens
|
Oct 05, 2022 |
|
Eggs & Chickens- Importance of a Fixed Income
|
Sep 29, 2022 |
|
Importance of a Fixed Income-Stress Free Retirement
|
Sep 20, 2022 |
|
Stress Free Retirement-Purpose vs Performance
|
Sep 15, 2022 |
|
End of Life
|
Sep 07, 2022 |
|
Purpose vs Performance- What to do with cash
|
Aug 31, 2022 |
|
What to Do with Cash-Light at the End of the Tunnel
|
Aug 25, 2022 |
|
Light at the End of the Tunnel- Estate Planning
|
Aug 18, 2022 |
|
Estate Planning- Inverted Yield Curve
|
Aug 11, 2022 |
|
Inverted Yield Curve- The Value of a Second Opinion
|
Aug 03, 2022 |
|
The Value of a Second Opinion-10 Tax Saving Tips
|
Jul 26, 2022 |
|
RIH 7 - 23 - 22 Audacy
|
Jul 21, 2022 |
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RIH 7 - 16 - 22 Audacy
|
Jul 13, 2022 |
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RIH 7 - 9-22 Audacy
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Jul 05, 2022 |
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RIH 7 - 2-22 Audacy
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Jun 29, 2022 |
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RIH 6 - 25 Audacy
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Jun 23, 2022 |
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RIH 6 - 18 - 22 54 50
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Jun 16, 2022 |
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RIH 6 - 11 - 22
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Jun 07, 2022 |
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RIH 6 - 4-22
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Jun 02, 2022 |
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RIH 5 - 28 - 22 54 50
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May 24, 2022 |
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RIH - 5 - 21 - 22
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May 18, 2022 |
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RIH 5 - 14 - 22 54 50
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May 12, 2022 |
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RIH 5 - 7-22 54 50
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May 05, 2022 |
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RIH Falter 4 - 30 - 22 54 30
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Apr 27, 2022 |
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RIH 4 - 23 - 22 54 50
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Apr 20, 2022 |
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RIH 4 - 16 - 22 RIH
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Apr 14, 2022 |
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RIH 4 - 9-22 54 50
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Apr 07, 2022 |
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RIH 4 - 2-22 54 50
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Mar 30, 2022 |
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RIH 3 - 26 - 22 Time Mp3
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Mar 24, 2022 |
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RIH 3 - 19 - 22
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Mar 17, 2022 |
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RIH - 3-12 - 22
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Mar 09, 2022 |
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RIH - 3 - 5-22
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Mar 03, 2022 |
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RIH 2 - 26 - 22 54 50
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Feb 24, 2022 |
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RIH 2 - 19 - 22 54 50 Rev
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Feb 17, 2022 |
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RIH 2 - 12 - 22 54 50
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Feb 09, 2022 |
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RIH 2 - 5-22 54 50
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Feb 02, 2022 |
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RIH 1 - 29 - 22 54 50
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Jan 27, 2022 |
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RIH 1 - 22 - 22 54 50
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Jan 19, 2022 |
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RIH 1 - 15 - 22 54 50
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Jan 12, 2022 |
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RIH - 1 - 8-22 54 50 Final
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Jan 05, 2022 |
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RIH 1 - 1-22
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Dec 29, 2021 |
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RIH 12 - 25 - 21
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Dec 21, 2021 |
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RIH Dec 18 2021 54 50
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Dec 16, 2021 |
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RIH 12 - 11 - 21 54 50
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Dec 09, 2021 |
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RIH - Dec 4 2021 54 50
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Dec 02, 2021 |
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RIH 11 - 27 - 21 54 50
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Nov 23, 2021 |
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RIH 11 - 20 - 21 54 50
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Nov 18, 2021 |
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RIH 11-13-21 54_50
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Nov 10, 2021 |
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11-6-21 RIH 54_50 2
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Nov 04, 2021 |
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RIH 10-30-21 54_50
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Oct 30, 2021 |
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RIH 10 - 23 - 21 54 50
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Oct 21, 2021 |
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RIH 10 - 16 - 21 54 50
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Oct 14, 2021 |
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RIH 10 - 9-21 54 50 (1)
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Oct 07, 2021 |
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RIH 10 - 2-21 54 50
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Sep 29, 2021 |
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RIH Sept 25 2021 54 50
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Sep 23, 2021 |
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RIH Sept 18 2021 54 50
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Sep 15, 2021 |
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RIH - 9 - 11 - 21 Time
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Sep 08, 2021 |
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RIH 9-4-21 54_50 2
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Sep 02, 2021 |
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RIH 8 - 28 - 21 54 50
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Aug 26, 2021 |
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RIH 8 - 21 - 21 54 50
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Aug 18, 2021 |
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RIH Aug 14 2021 54 - 50
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Aug 11, 2021 |
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RIH 8 - 7-21 54 50 (1)
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Aug 04, 2021 |
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RIH REVISED 7 - 31 - 21 54 50
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Jul 28, 2021 |
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RIH 7 - 24 - 21
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Jul 22, 2021 |
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RIH 7 - 17 - 21 54 50 Revised
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Jul 15, 2021 |
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RIH July 10 2021 54 50
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Jul 08, 2021 |
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RIH July 3 2021
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Jun 30, 2021 |
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RIH - June 26 2021 54 - 50
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Jun 24, 2021 |
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RIH June 19 2021 54 50
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Jun 17, 2021 |
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RIH - June 12 2021 54 50
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Jun 09, 2021 |
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RIH - June 5 2021 54 50
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Jun 02, 2021 |
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RIH May 29 2021 54 50
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May 25, 2021 |
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RIH - May 22 2021 54 50
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May 20, 2021 |
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RIH - May 15 2021 54 50
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May 13, 2021 |
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RIH - May 8 54 50
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May 05, 2021 |
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RIH - May 1 2021 54 50
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Apr 28, 2021 |
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RIH - 4 - 24 - 21 54 55
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Apr 21, 2021 |
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RIH 4 - 17 - 21 54 50
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Apr 14, 2021 |
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RIH April 10 2021 54 50
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Apr 06, 2021 |
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RIH - 4 - 3-21 54 50
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Mar 31, 2021 |