Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
| Episode | Date |
|---|---|
|
Ep. 73: Behind on Retirement Savings? Here's How to Catch Up
|
Sep 17, 2026 |
|
Ep. 72: The Boomerang Kids Are Back: How to Move Home Without Derailing Your Future
|
Sep 03, 2026 |
|
Ep. 71: AI-powered financial scams: What you should know
|
Aug 20, 2026 |
|
Ep. 70: Should Your Adult Child Move Back Home? The Financial Reality
|
Aug 06, 2026 |
|
Ep. 69: Who Inherits Your Retirement Account? What You Need to Know Now
|
Jul 23, 2026 |
|
Ep. 68: From Knowing to Doing: Make Financial Knowledge Work
|
Jul 09, 2026 |
|
FAN FAVORITE: Top 10 overlooked expenses in retirement
|
Jun 25, 2026 |
|
Ep. 67: Retirement FAQs: Your Questions Answered
|
Jun 11, 2026 |
|
Ep. 66: Balancing Emotions: How feelings shape financial decisions
|
May 28, 2026 |
|
Ep. 65: 8 Retirement Trends in 2026—and What They Mean for You
|
May 14, 2026 |
|
Ep. 64: Self-Employed Retirement Planning: What You Need to Know
|
Apr 30, 2026 |
|
Ep. 63: Stop guessing, start planning: Take control of your retirement
|
Apr 16, 2026 |
|
Ep. 62: Caregiving, Stress, and the Struggle to Save for Retirement
|
Apr 02, 2026 |
|
Ep. 61: Rebalancing, regulation & the rise of AI: What you should know
|
Mar 19, 2026 |
|
Ep. 60: Facing divorce finances? An attorney’s perspective for what helps
|
Mar 05, 2026 |
|
Ep. 59: Untying the Knot: Staying Financially Strong Through Divorce
|
Feb 20, 2026 |
|
Ep. 58: Second Acts: Returning to Work After Retirement
|
Feb 05, 2026 |
|
Ep 57: New Year, New Goals: Fine-Tuning Your Retirement Account
|
Jan 22, 2026 |
|
Ep. 56: Cybersecurity resolutions you'll actually keep (unlike the gym)
|
Jan 08, 2026 |
|
Special Episode: Guests for the holidays you don’t want to kick out
|
Dec 24, 2025 |
|
Ep. 54: Year-end retirement checklist
|
Dec 11, 2025 |
|
Ep. 53: Counting coins, not calories this Thanksgiving
|
Nov 26, 2025 |
|
Ep. 52: Financial Roadmaps: What does it take to be financially free?
|
Nov 13, 2025 |
|
Ep. 51: The Path to Financial Well-being: Part 1
|
Oct 30, 2025 |
|
Ep. 50: Milestone Moments - Special Q&A
|
Oct 16, 2025 |
|
Special Episode: Our best discussions on Taxes
|
Oct 02, 2025 |
|
Ep 49: Decoding Medicare - Insights from an expert
|
Sep 18, 2025 |
|
Ep. 48: Evolution of the stock market
|
Sep 04, 2025 |
|
Ep 47: Roth vs. After-Tax contributions:Which is right for you?
|
Aug 21, 2025 |
|
Ep. 46: 5 tips for saving on taxes in retirement
|
Aug 07, 2025 |
|
Ep. 45: Top 10 overlooked expenses in retirement
|
Jul 24, 2025 |
|
Ep. 44: The power of compound interest
|
Jul 10, 2025 |
|
Ep 43: Smart Withdrawals: Navigating Your Retirement Income Strategy
|
Jun 26, 2025 |
|
Ep. 42: Exploring Annuities: Insights from an Industry Veteran
|
Jun 12, 2025 |
|
Ep. 41: What to know about annuities
|
Jun 06, 2025 |
|
Ep. 40: Early and mini retirement strategies
|
May 15, 2025 |
|
Ep. 39: Secure 2.0, 2.0
|
May 01, 2025 |
|
FAN FAVORITE: Secure 2.0: What You Should Know
|
May 01, 2025 |
|
Ep. 38: Saving for College
|
Apr 17, 2025 |
|
Ep 37: Short-Term Roles, Long-Term Goals
|
Apr 03, 2025 |
|
Ep. 36: Women, their money and financial wellness
|
Mar 20, 2025 |
|
Ep. 35: Financial Conversations with Women
|
Mar 06, 2025 |
|
Ep. 34: Beyond the Numbers: The Emotional Side of Financial Well-Being
|
Feb 20, 2025 |
|
Ep 33: Is money trauma holding you back?
|
Feb 06, 2025 |
|
Ep 32: What's the State of your Estate
|
Jan 23, 2025 |
|
Ep. 31: Reflections and Revelations: A Year-End Review
|
Jan 09, 2025 |
|
Ep. 30: Balancing Acts - Life In the Sandwich Generation
|
Dec 26, 2024 |
|
Ep. 29: Hack Your Way to the Retirement You Want
|
Dec 12, 2024 |
|
Ep 28: Let's Talk Turkey - Investing Myths Debunked
|
Nov 28, 2024 |
|
Ep. 27: Social Security FAQ with Dr. Ed Weir
|
Nov 14, 2024 |
|
Ep 26: Will the election impact my Retirement Plan?
|
Nov 05, 2024 |
|
Ep. 25: Unmasking Retirement Scams
|
Oct 31, 2024 |
|
Ep 24: Does your state have a retirement plan mandate?
|
Oct 17, 2024 |
|
Ep 23: What kids really think about finances
|
Oct 03, 2024 |
|
Ep 22: Golden years gameplan: funding your future fun
|
Sep 19, 2024 |
|
Ep 21: Ready, Set, Retire: Tips for transitioning to retirement
|
Sep 05, 2024 |
|
Ep 20: Raiding the Retirement Cookie Jar: Loans and Withdrawls
|
Aug 22, 2024 |
|
Ep. 19: Let’s get real....about savings
|
Aug 08, 2024 |
|
Ep 18: Unraveling the Knot: Inflation, Market Volatility, and your Future
|
Jul 25, 2024 |
|
Ep. 17: Class is in Session - Alternative Investments
|
Jul 11, 2024 |
|
Ep 16: Class is in session: Understanding Target Date Funds
|
Jun 27, 2024 |
|
Ep 15: Class is in session: What is asset allocation
|
Jun 13, 2024 |
|
Ep 14: Class is in session: investments 101
|
May 30, 2024 |
|
Ep 13: Retirement Plan Misconceptions
|
May 16, 2024 |
|
Ep. 12: SMART Financial Goals
|
May 02, 2024 |
|
Ep 11: Building foundations with financial literacy
|
Apr 18, 2024 |
|
Ep 10: Our taxing life
|
Apr 04, 2024 |
|
Ep 9: Money Conversations with Children
|
Mar 21, 2024 |
|
Ep 8: Tips for managing debt
|
Mar 07, 2024 |
|
Ep 7: The basics of budgeting
|
Feb 22, 2024 |
|
Ep 6: Savings - What's getting in the way??
|
Feb 08, 2024 |
|
Ep. 5: Secure Act 2.0 - What YOU should know
|
Jan 25, 2024 |
|
Ep 4: Sweat the Small Stuff
|
Jan 11, 2024 |
|
Ep 3: Is your retirement glass half-full or half-empty?
|
Dec 28, 2023 |
|
Ep 2: Before Tax and Roth and After Tax...Oh My!!!
|
Dec 14, 2023 |
|
Ep 1: From Idea to Reality - Podcast with a K
|
Nov 30, 2023 |
|
Introducing: The Retirement Success Pod(k)ast
|
Nov 28, 2023 |