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| Episode | Date |
|---|---|
|
Wealth Lessons from Dolly Parton
|
Sep 19, 2026 |
|
Retirement Income: What are your options?
|
Sep 05, 2026 |
|
The 40-Year Retirement Rule
|
Aug 29, 2026 |
|
How to Leverage Fixed-Indexed Annuities to Grow Your Portfolio More Efficiently
|
Aug 22, 2026 |
|
Important Moves to Make Before You Retire
|
Aug 15, 2026 |
|
How to Manage a Windfall
|
Aug 08, 2026 |
|
Top 7 Financial Worries for Retirees and How to Overcome Them for a Peaceful Retirement
|
Aug 01, 2026 |
|
Guilt-Free Spending in Retirement
|
Jul 25, 2026 |
|
What People Don't Tell You About Losing a Loved One
|
Jul 11, 2026 |
|
How Much Should You Keep in an Emergency Fund?
|
Jul 04, 2026 |
|
10 Key Retirement Ages
|
Jun 27, 2026 |
|
HSA Basics and Tax Implications
|
Jun 13, 2026 |
|
Navigating a Late Career Layoff
|
Jun 06, 2026 |
|
What You Should Know About IRA Withdrawals
|
May 23, 2026 |
|
Investing for Education
|
May 09, 2026 |
|
Long-Term Care Myths and Facts
|
May 02, 2026 |
|
Cooper New Insights from the Portfolio Managers with Tyler Ellegard
|
Apr 25, 2026 |
|
Meet Tyler Cote
|
Apr 18, 2026 |
|
7 of the Most Common (and Costly) Estate Planning Mistakes
|
Apr 11, 2026 |
|
Market Update with Lisa Schreiber
|
Apr 04, 2026 |
|
Helping Women Prepare for Major Life Transitions - Guest Terri Werner
|
Mar 28, 2026 |
|
Before the Storm: Empowering Women to Protect Their Wealth & Wellness – Guest Kaitlyn Wyngaard
|
Mar 21, 2026 |
|
Headlines Vs. Your Financial Plan
|
Mar 07, 2026 |
|
All Financial Advice is NOT Created Equally
|
Feb 28, 2026 |
|
13 Habits for a Successful Retirement
|
Feb 14, 2026 |
|
What 2026 Could Mean for Retirees
|
Feb 07, 2026 |
|
Top Mistakes Retirees Make in Retirement
|
Jan 31, 2026 |
|
Five Pillars for Retirement
|
Jan 17, 2026 |
|
Retiring Early? Here’s What You Need To Know.
|
Jan 10, 2026 |
|
Getting Financially Ready for 2026
|
Dec 13, 2025 |
|
Mitigating Risk for Your Retirement
|
Nov 15, 2025 |
|
What I Wish I Knew Before — and After — Loss
|
Nov 08, 2025 |
|
So, You’re a Decade From Retirement
|
Nov 01, 2025 |
|
Avoid These Spooky Retirement Mistakes
|
Oct 25, 2025 |
|
Top Financial Concerns Facing Today’s Retirees & Near-Retirees
|
Oct 18, 2025 |
|
The Great Wealth Transfer and You
|
Oct 11, 2025 |
|
What the Fed’s Rate Cut Means For You
|
Oct 04, 2025 |
|
Beneficiary 101
|
Sep 13, 2025 |
|
The Tax Implications of the OBBBA with Ed Slott
|
Aug 23, 2025 |
|
The Future of AI and Crypto
|
Aug 16, 2025 |
|
Legislative Risk in Retirement with Becky Swansburg
|
Aug 09, 2025 |
|
Breaking Down the Big Beautiful Bill with Prof. Alex Hill
|
Jul 19, 2025 |
|
What You Need to Know About IRMAA
|
Jul 05, 2025 |
|
How To Avoid Running Out of Money in Retirement
|
Jun 21, 2025 |
|
Mitigating Longevity Risk
|
Jun 14, 2025 |
|
Budget Bill Math with Dr. Hill
|
Jun 07, 2025 |
|
Want an extra $50,000 for Retirement?
|
May 24, 2025 |
|
Inflation, Rates, and More with Dr. Tang
|
May 17, 2025 |
|
Volatility and Your Portfolio with Keith Gangl
|
May 03, 2025 |
|
Don’t make these 401(k) mistakes
|
Apr 26, 2025 |
|
Yes, retirees should keep investing
|
Apr 19, 2025 |
|
Special Report Tariffs and Volatility
|
Apr 12, 2025 |
|
Precision Medicine with Special Guest Dr. Eugene Muro
|
Apr 05, 2025 |
|
Be Proactive with Your Estate Planning with CJ Eagar
|
Mar 29, 2025 |
|
Retirement: How do you know if you’re ready?
|
Mar 22, 2025 |
|
Markets, Tariffs, and Your Finances
|
Mar 15, 2025 |
|
Social Security Fairness Act 101
|
Mar 08, 2025 |
|
Tariffs and the Future
|
Feb 22, 2025 |
|
Retirement is About the Details
|
Feb 15, 2025 |
|
Tax Planning for 2025 with Rick Black
|
Feb 08, 2025 |
|
Estate Planning 2025, What You Need Need Know
|
Feb 01, 2025 |
|
What You Need to Know about Taxes and Retirement Before the Inauguration
|
Dec 21, 2024 |
|
Add These to Your Anti-Bucket List
|
Dec 14, 2024 |
|
Rollover or Stay Put?
|
Dec 07, 2024 |
|
Markets and Finances with Keith Gangl
|
Nov 30, 2024 |
|
Interview with Ed Slott - Taxes and Retirement Accounts
|
Nov 16, 2024 |
|
What does the Fed’s rate cut mean for you?
|
Nov 09, 2024 |
|
Social Security will see modest COLA rise in 2025
|
Nov 02, 2024 |
|
Preserve Your Retirement Savings
|
Oct 26, 2024 |
|
Overcoming Financial Fears for Retirement
|
Oct 19, 2024 |
|
Should I go back to work?
|
Oct 12, 2024 |
|
What’s scarier, death or retirement?
|
Oct 05, 2024 |
|
Markets and the Economy with Jeremy Bryan
|
Sep 28, 2024 |
|
Your Year-End Financial To-Do List
|
Sep 21, 2024 |
|
Avoiding Retirement Regrets
|
Sep 14, 2024 |
|
Preparing Your Finances for Fall
|
Aug 31, 2024 |
|
Don't End Up with These Retirement Regrets
|
Aug 24, 2024 |
|
Targeting Age 95
|
Aug 17, 2024 |
|
Your Retirement Checklist
|
Aug 10, 2024 |
|
Your Retirement Magic Number
|
Jul 27, 2024 |
|
How Much Do I Really Need To Retire?
|
Jul 13, 2024 |
|
Taxes may rise soon, here’s what to do…
|
Jul 06, 2024 |
|
Balancing Finances and Fulfillment
|
Jun 29, 2024 |
|
Don’t Miss These Financial Steps!
|
Jun 22, 2024 |
|
Core Select Market Update with Keith Gangl
|
Jun 15, 2024 |
|
It’s Time To Get Out Of Debt
|
May 25, 2024 |
|
Retirement Expenses Are Waiting. Are You Ready?
|
May 18, 2024 |
|
The Digital Discovery Portfolio
|
May 12, 2024 |
|
The Silver Tsunami
|
May 05, 2024 |
|
What To Do If You’re Named An Executor
|
Apr 28, 2024 |
|
Saving for Retirement in Three Age Brackets
|
Apr 21, 2024 |
|
Frequently Asked Questions about Medicare with Leah Kari
|
Apr 14, 2024 |
|
Taxes and Your Retirement
|
Apr 07, 2024 |
|
The 3 Essential Phases of Retirement Planning
|
Mar 31, 2024 |
|
Get Ready For Rainy Days
|
Mar 24, 2024 |
|
What the New Generation Retirement System Can Do For You
|
Mar 17, 2024 |
|
Preparing for RMDs
|
Mar 10, 2024 |
|
Your Four Retirement Chapters
|
Mar 03, 2024 |
|
Flexible Protection for a Healthy Retirement
|
Feb 25, 2024 |
|
What The 2024 Election Means for Your Finances
|
Feb 18, 2024 |
|
Estate Planning with CJ Eagar from Copper Canyon Law
|
Feb 04, 2024 |
|
Harnessing The Power Of Social Security
|
Jan 28, 2024 |
|
Simple But Powerful Financial Steps
|
Jan 21, 2024 |
|
Sensible Strategies For Retirement Account Withdrawals
|
Jan 14, 2024 |
|
Women’s Retirement Planning Needs
|
Dec 24, 2023 |
|
The 2024 Retirement Picture
|
Dec 10, 2023 |
|
Year End Financial Tune Up
|
Dec 03, 2023 |
|
Retirement Planning At Different Ages
|
Nov 26, 2023 |
|
RMD's and Tax Free Options
|
Nov 19, 2023 |
|
Market Update with special Guest Mike Binger
|
Nov 12, 2023 |
|
Year-End Tax and Strategy Steps
|
Nov 05, 2023 |
|
Financial Strategy Steps for Fall
|
Oct 29, 2023 |
|
The Ten Biggest Expenses in Retirement
|
Jan 22, 2023 |
|
Tax Planning for Future Savings
|
Jan 15, 2023 |
|
Holistic Financial Planning
|
Jan 08, 2023 |