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Episode | Date |
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Great Side Gig Ideas for Retirees
|
Mar 06, 2025 |
The Five Love Languages of Financial Planning
|
Feb 27, 2025 |
Do Smart Investors Really Need a Financial Advisor?
|
Feb 20, 2025 |
Social Security Claiming Tips for Unique Situations
|
Feb 13, 2025 |
The Snowbird Retirement: Is a Seasonal Move Right for You?
|
Feb 06, 2025 |
Inflation-Proof Your Retirement in 2025
|
Jan 30, 2025 |
How To Change Your Money Attitude In 2025
|
Jan 23, 2025 |
How Should You Invest Money That You’ll Need To Use In Three Years?
|
Jan 09, 2025 |
Retirement Spending Strategies That Will Help You Spend With Confidence
|
Jan 02, 2025 |
Are Future Retirement Worries Harming Your Mental Health TODAY?
|
Dec 26, 2024 |
2024's Best Stocking Stuffers for Financial Freedom
|
Dec 19, 2024 |
Most Americans Are Forced to Retire Early - Are You Ready?
|
Dec 12, 2024 |
Retirees Have a Serious Temptation Problem
|
Dec 12, 2024 |
What Financial Advisors Wish Every Investor Knew (Part 2)
|
Dec 05, 2024 |
What Financial Advisors Wish Every Investor Knew (Part 1)
|
Nov 26, 2024 |
Pension & Retirement Plan Contribution Adjustments for 2025
|
Nov 21, 2024 |
Social Security Shake-Up: How Raising the Retirement Age Could Impact You
|
Oct 31, 2024 |
What Makes Our Financial Planning Approach Unique?
|
Oct 17, 2024 |
Retirees In Their 70s Regret These 5 Things
|
Oct 03, 2024 |
Unusual Fears & Financial Planning: Lessons from the Strangest Phobias
|
Sep 26, 2024 |
Financial Mailbag: Retirement Savings, Life Insurance Claim, Finding an Advisor & More
|
Aug 22, 2024 |
How Kids & Grandkids Influence YOUR Retirement Planning
|
Aug 08, 2024 |
The Top 401(k) FAQs in 2024
|
Jul 25, 2024 |
Can You Retire on $42/Month?
|
Jul 11, 2024 |
Clearing Up Some Common Financial Half-Truths
|
Jun 27, 2024 |
Take the Fork: Yogi Berra's Wisdom on Making Financial Choices
|
Jun 13, 2024 |
Retiree Insurance: The Basics You Must Know
|
May 30, 2024 |
Mistakes When Choosing A Financial Advisor
|
May 16, 2024 |
Expectation vs. Reality: The Truth About Retirement Planning
|
Apr 25, 2024 |
Retirement Questions That Younger Generations are Asking
|
Apr 11, 2024 |
Retirement Questions Every Generation Is Asking (Baby Boomers)
|
Mar 28, 2024 |
How Is Technology Redefining Retirement Planning?
|
Mar 14, 2024 |
How One Overlooked Issue Can Sink Your Retirement
|
Feb 22, 2024 |
Retirement Planning Is Different For Women: Here’s Why
|
Feb 08, 2024 |
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
|
Jan 25, 2024 |
Will The Economy Boom Or Bust In 2024?
|
Jan 11, 2024 |
Patience Pays: The Power of Delayed Gratification (Part 2)
|
Dec 28, 2023 |
Patience Pays: The Power of Delayed Gratification (Part 1)
|
Dec 14, 2023 |
Financial Tweaks That Matter: Small Steps, Big Impact
|
Nov 30, 2023 |
End of Year Financial Planning For 2023
|
Nov 16, 2023 |
Money Mistakes You’ll Regret and How to Avoid Them
|
Oct 26, 2023 |
Retirement Planning for High-Net-Worth Individuals
|
Oct 12, 2023 |
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
|
Sep 28, 2023 |
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
|
Sep 14, 2023 |
Navigating the Transition to a New Financial Advisor
|
Aug 24, 2023 |
Common Retirement Complaints
|
Aug 10, 2023 |
Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples (Part 1)
|
Jul 27, 2023 |
Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 2)
|
Jul 13, 2023 |
Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 1)
|
Jun 22, 2023 |
How to Clean Up Your Portfolio
|
Jun 08, 2023 |
Ep 118: The 12 Biggest Money Mistakes In Retirement Planning (Part 2)
|
May 25, 2023 |
Ep 117: The 12 Biggest Money Mistakes In Retirement Planning (Part 1)
|
May 11, 2023 |
Ep 116: Mailbag: Credit Card Debt, Savings Value & More
|
Apr 27, 2023 |
Ep 115: A Comprehensive Dismantling Of 2023’s Top Social Security Myths
|
Apr 13, 2023 |
Ep 114: Fore Your Retirement - What Golf Teaches Us About Financial Planning
|
Mar 30, 2023 |
Ep 113: Retirement Expenses For Which You Forgot To Plan
|
Mar 16, 2023 |
Ep 112: Top 10 Tax Questions For Retirees In 2023
|
Feb 23, 2023 |
Ep 111: Four Ways The SECURE Act 2.0 Might Impact You
|
Feb 16, 2023 |
Ep 110: 5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?
|
Jan 26, 2023 |
Ep 109: 10 Point Checklist For Retirement Preparedness
|
Jan 12, 2023 |
Ep 108: Listen To This If You Need Help Understanding Your Financial Statements
|
Dec 21, 2022 |
Ep 107: The Financial Therapist - When It’s OK If A Visit To Your Advisor Feels Like Counseling
|
Dec 08, 2022 |
Ep 106: Is There Greener Grass On The Other Side?
|
Nov 22, 2022 |
Ep 105: The Retirement Marathon - Finishing The Race
|
Nov 10, 2022 |
Ep 104: 5 Common Questions People Ask When Forced Into Retirement
|
Oct 27, 2022 |
Ep 103: Warning Signs - How To Spot Problems In Your Financial Life
|
Oct 13, 2022 |
Ep 102: How Money Ads Catch Your Attention
|
Sep 22, 2022 |
Ep 101: Retirement Planning From A Psychologist’s Point Of View
|
Sep 08, 2022 |
Ep 100: How Procrastination Dooms Your Financial Future
|
Aug 25, 2022 |
Ep 99: Should You Follow These Popular Retirement Rules of Thumb?
|
Aug 11, 2022 |
Ep 98: Tough Topic – Retirement and Divorce
|
Jul 28, 2022 |
Ep 97: What Grade Can You Get on This Retirement Planning Quiz?
|
Jul 14, 2022 |
Ep 96: Picking Sides In Important Financial Debates
|
Jun 23, 2022 |
Ep 95: Investor Beware: Spotting Red Flags When Picking An Advisor
|
Jun 09, 2022 |
Ep 94: Counting Down the Days Until Retirement
|
May 26, 2022 |
Ep 93: Can you Retire at 55?
|
May 12, 2022 |
Ep 92: Common Housing Questions from Retirees
|
Apr 28, 2022 |
Ep 91: Important Retirement Birthdays
|
Apr 14, 2022 |
Ep 90: When Guessing in Retirement Planning Goes Wrong
|
Mar 24, 2022 |
Ep 89: Murky Issues That Make Retirement Planning Harder
|
Mar 10, 2022 |
Ep 88: Who Even Needs an Advisor?
|
Feb 17, 2022 |
Ep 87: Planning for Things We Can’t Predict
|
Feb 10, 2022 |
Ep 86: Don’t Fumble in the Retirement Red Zone
|
Jan 27, 2022 |
Ep 85: How the “Great Resignation” Could Impact Your Retirement
|
Jan 13, 2022 |
Ep 84: 5 Signs You Are in Good Financial Health
|
Dec 21, 2021 |
Ep 83: 22 Money Resolutions for 2022
|
Dec 09, 2021 |
Ep 82: Opportunities for Retirement’s Late Bloomers
|
Nov 23, 2021 |
Ep 81: 4 Unreasonable Requests for Your Advisor
|
Nov 11, 2021 |
Ep 80: Tax Consequences on Retirement Accounts
|
Oct 28, 2021 |
Ep 79: Overconfidence in Retirement Planning
|
Oct 14, 2021 |
Ep 78: Retirement Decisions to Make as a Couple
|
Sep 30, 2021 |
Ep 77: Can You Wait on These Financial Decisions?
|
Sep 16, 2021 |
Ep 76: What the Financial Doctor Ordered
|
Aug 26, 2021 |
Ep 75: How Age & Wisdom Play Into Financial Planning
|
Aug 12, 2021 |
Ep 74: What Retirement Are You Living For?
|
Jul 22, 2021 |
Ep 73: 5 Things You Must Know About Decumulation to Retire Successfully
|
Jul 08, 2021 |
Ep 72: The Three Worlds of Money
|
Jun 24, 2021 |
Ep 71: Learning Through Uncommon Sense
|
Jun 10, 2021 |
Ep 70: Estate Planning for Life After Death with Patrick Boley (Part 2)
|
May 20, 2021 |
Ep 69: The Living Side of Estate Planning with Patrick Boley (Part 1)
|
May 13, 2021 |
Ep 68: Understanding the Different Risk Types
|
Jan 28, 2021 |
Ep 67: Things That Drive Your Financial Advisor Crazy
|
Jan 21, 2021 |
Ep 66: Things Nobody Says in the Financial Planning World
|
Jan 14, 2021 |
Ep 65: Lessons Learned From Biggest Market Crashes of All-Time
|
Jan 07, 2021 |
Ep 64: Are You Prepared for Retirement? Take This Quiz
|
Dec 23, 2020 |
Ep 63: Why Variable Annuities Are the Liver & Onions of the Financial World
|
Dec 17, 2020 |
Ep 62: In Financial Planning, the Customer Isn’t Always Right
|
Dec 10, 2020 |
Ep 61: Is Diversification for Suckers?
|
Dec 03, 2020 |
Ep 60: Frequently Asked Questions About 401Ks
|
Nov 24, 2020 |
Ep 59: Common Retirement Mistakes and Concerns of Baby Boomers
|
Nov 19, 2020 |
Ep 58: Five Financial Commandments to Follow
|
Nov 12, 2020 |
Ep 57: What You Should Know About Wills and Trusts
|
Nov 05, 2020 |
Ep 56: Five Common Financial Mistakes in Hindsight
|
Oct 22, 2020 |
Ep 55: How Does Your Retirement Savings Compare to Average American?
|
Oct 15, 2020 |
Ep 54: Five Outdated Financial Strategies
|
Oct 08, 2020 |
Ep 53: Answers to Common Housing and Retirement Questions
|
Oct 01, 2020 |
Ep 52: Can You Afford to Live a Long Life?
|
Sep 24, 2020 |
Ep 51: 5 Ways to Ruin Retirement
|
Sep 17, 2020 |
Ep 50: Financial Issues and Advice for Women
|
Sep 10, 2020 |
Ep 49: How to Build a Strong Financial House
|
Sep 03, 2020 |
Ep 48: Market Crash Survival Guide
|
Aug 27, 2020 |
Ep 47: Are You Really Ready for Retirement?
|
Aug 20, 2020 |
Ep 46: Figuring Out Finances After the Death of a Spouse
|
Aug 13, 2020 |
Ep 45: Avoid These Classic Pre-Retiree Mistakes
|
Aug 06, 2020 |
Ep 44: Applying Mark Twain Quotes to Finance
|
Jul 23, 2020 |
Ep 43: Saying One Thing But Doing Another
|
Jul 16, 2020 |
Ep 42: Traditional or Roth IRA?
|
Jul 09, 2020 |
Ep 41: Lessons From Keyboard Warriors
|
Jul 02, 2020 |
Ep 40: Are You Giving Your Biggest Assets Enough Attention?
|
Jun 25, 2020 |
Ep 39: Hidden Gems in Your Financial Portfolio
|
Jun 18, 2020 |
Ep 38: Should You Follow Dave Ramsey’s Financial Advice?
|
Jun 11, 2020 |
Ep 37: Financial Terms You Should Know During the Pandemic
|
Jun 04, 2020 |
Ep 36: 5 Life Events That Spark Major Financial Changes
|
May 28, 2020 |
Ep 35: Best Intentions Sometimes End in Bad Advice
|
May 21, 2020 |
Ep 34: Retirement Account Changes for 2020
|
May 14, 2020 |
Ep 33: Are You in a Bad Investment?
|
May 07, 2020 |
Ep 32: Coronavirus Market Update & Where to Go From Here
|
Apr 23, 2020 |
Ep 31: Where You Should Focus During Each Stage of Retirement
|
Apr 16, 2020 |
Ep 30: 5 Financial Truths You Can Rely On
|
Apr 09, 2020 |
Ep 29: Setting Financial & Retirement Goals
|
Apr 02, 2020 |
Ep 28: Understanding Roth Conversions as a Planning Strategy
|
Mar 26, 2020 |
Ep 27: Coronavirus Update + Getting Lost in Retirement
|
Mar 19, 2020 |
Ep 26: What’s Your Level of Desire to Retire?
|
Mar 12, 2020 |
Ep 25: What Does the SECURE Act Mean For Your Retirement?
|
Mar 05, 2020 |
Ep 24: Retirement Planning and Farming
|
Feb 27, 2020 |
Ep 23: Lies Learned in Broker School
|
Feb 20, 2020 |
Ep 22: Is Having ‘Cash’ Good or Bad
|
Feb 13, 2020 |
Ep 21: Be Aware of Bias in Financial Media
|
Feb 06, 2020 |
Ep 20: Do You Need to Be Debt Free to Retire?
|
Jan 23, 2020 |
Ep 19: The Ins and Outs of Mutual Funds
|
Jan 16, 2020 |
Ep 18: Are You Making These Excuses to Avoid Retiring?
|
Jan 09, 2020 |
Ep 17: 5 Traits Your Financial Advisor Should Have
|
Jan 02, 2020 |
Ep 16: Top 5 Biggest Social Security Misunderstandings
|
Dec 26, 2019 |
Ep 15: Finding the Silver Lining in 4 Challenging Financial Situations
|
Dec 19, 2019 |
Ep 14: 5 Critical Estate Planning Mistakes to Avoid
|
Dec 12, 2019 |
Ep 13: These Mistakes Could Sabotage Your Retirement
|
Dec 05, 2019 |
Ep 12: Are You Having These Tough Financial Conversations
|
Nov 26, 2019 |
Ep 11: 4 Tips to Help You Retire Without Regret
|
Nov 21, 2019 |
Ep 10: Retirement Constants That Affect Everyone
|
Nov 14, 2019 |
Ep 9: Retirement Variables That Need to Factor Into Your Plan
|
Nov 07, 2019 |
Ep 8: Why the Final Decade of Work is So Important for Retirement
|
Oct 24, 2019 |
Ep #7: What Will the Next Market Crash Look Like?
|
Oct 17, 2019 |
Ep #6: What Flying Can Teach Us About Retirement Planning
|
Oct 10, 2019 |
Ep #5: Even Responsible Savers Make These Mistakes
|
Oct 03, 2019 |
Ep #4: Is Playing the Blame Game Holding You Back Financially?
|
Sep 26, 2019 |
Ep #3: 3rd & 4th Quarter Financial Planning Checklist
|
Sep 19, 2019 |
Ep #2: 5 Financial Myths That Need to Be Busted
|
Sep 12, 2019 |
Ep #1: Signs Your Financial Advisor Isn’t Right for You
|
Aug 30, 2019 |
Ep #0: Getting to Know Mike Kojonen & the New Podcast
|
Aug 26, 2019 |