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| Episode | Date |
|---|---|
|
Is Your Retirement Plan Truly Comprehensive?
|
Oct 16, 2026 |
|
The True Cost of Investment Fees in Retirement
|
Oct 09, 2026 |
|
Hidden Retirement Taxes: When Paying More Now Could Save You Later
|
Oct 02, 2026 |
|
Rethinking Long-Term Care: Beyond Traditional Insurance
|
Sep 25, 2026 |
|
How Much Emergency Savings Do You Really Need in Retirement?
|
Aug 28, 2026 |
|
Are You Paying More Investment Fees Than You Realize?
|
Aug 21, 2026 |
|
Are Hidden Investment Fees Costing You Thousands in Retirement?
|
Aug 14, 2026 |
|
Podcast Extra: Financial Mistake – Failing to Invest in Real Estate
|
Aug 12, 2026 |
|
The Retirement Tax Time Bomb: Why Waiting Could Cost You More
|
Aug 07, 2026 |
|
The Retirement Tax Time Bomb: Why Waiting Could Cost You More
|
Aug 01, 2026 |
|
Roth Conversions: What Most Retirees Get Wrong
|
Jul 17, 2026 |
|
The Retirement Trap No One Talks About: Being Afraid to Spend Your Money
|
Jul 10, 2026 |
|
The Retirement Myth of Paying Off Your House
|
Jul 03, 2026 |
|
Is AI Creating the Next Market Bubble? What Retirees Need to Know
|
Jun 26, 2026 |
|
Using Tax Strategies, Bonus Depreciation, and Business Ownership to Reduce Retirement Taxes
|
Jun 19, 2026 |
|
Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
|
May 13, 2026 |
|
TikTok Tax Advice Could Send You to Jail: What Actually Works (Attorney Reveals All)
|
Apr 03, 2026 |
|
Why the 4% Rule Is Killing Your Retirement (And What to Do Instead)
|
Mar 27, 2026 |
|
Retire at 60? Solving the Health Insurance Gap Before Medicare
|
Mar 20, 2026 |
|
When Markets Soar But Your Groceries Cost More: Navigating Economic Mixed Signals
|
Mar 13, 2026 |
|
From TSP to Legacy Plan: Smarter Options for Retirement Assets
|
Mar 06, 2026 |
|
You Don’t Have to Love Insurance — Just Hate Taxes More
|
Feb 28, 2026 |
|
Gold, Silver, and Crypto: Where Do They Fit in Retirement Planning?
|
Feb 20, 2026 |
|
How Diversifying Income Streams Can Help Reduce Retirement Risk
|
Feb 14, 2026 |
|
Opinion vs. Contract Assets: Building a Volatility Buffer for Retirement
|
Feb 06, 2026 |
|
When Is Enough… Enough? Rethinking Retirement Readiness
|
Jan 09, 2026 |
|
Are You Philosophically Aligned With Your Advisor?
|
Jan 03, 2026 |
|
Diversification Myths: What Your Advisor Isn’t Telling You
|
Dec 26, 2025 |
|
Estate Planning Mistakes That Could Cost Your Family
|
Dec 19, 2025 |
|
The Coming AI Market Shake-Up — How Retirees Can Protect Themselves
|
Dec 12, 2025 |
|
Real Estate, IRAs, and Taxes: What You Need to Know Before Investing in Property
|
Nov 26, 2025 |
|
Beating Inflation and Maximizing Income: Smart Social Security and Retirement Strategies
|
Nov 21, 2025 |
|
Life Insurance and Legacy: The Most Overlooked Tool for Building Generational Wealth
|
Nov 14, 2025 |
|
Inside the One Big Beautiful Bill: How 2025’s Tax Law Changes Could Transform Your Retirement
|
Nov 07, 2025 |
|
Podcast Extra: The Proper Steps to Take for a Successful Retirement.
|
Nov 04, 2025 |
|
How to Stop the Leaks in Your Financial Plan
|
Oct 31, 2025 |
|
Beating the 4% Rule: Smarter Withdrawal Strategies for Retirement
|
Oct 17, 2025 |
|
The Truth About Annuity Bonuses: Real Value vs. Shiny Promises
|
Oct 10, 2025 |
|
The Hidden Dangers of Self-Directed IRAs and Bad Tax Advice
|
Oct 03, 2025 |
|
When Success Becomes a Tax Problem: Smart Solutions for High-Net-Worth Retirees
|
Aug 22, 2025 |
|
Tax Loopholes the IRS Doesn’t Advertise (But We Will)
|
Aug 15, 2025 |
|
New Tax Law, Big Opportunities: How to Optimize Now
|
Aug 08, 2025 |
|
How to Sell a Business (or Property) Without Getting Hammered by Taxes
|
Aug 01, 2025 |
|
The Truth About Bonus Annuities: What They’re Not Telling You
|
Jul 18, 2025 |
|
TikTok Tax Hacks & Annuity Myths: What’s Fact, What’s Fraud?
|
Jul 11, 2025 |
|
From Pathological Saver to Purposeful Spender: How to Use Your Money Wisely in Retirement
|
Jul 03, 2025 |
|
Roth Conversions Explained by a 4-Year-Old (Seriously)
|
Jun 27, 2025 |
|
Opinion-Based vs. Contract-Based Assets: The Retirement Diversification You Didn't Know You Needed
|
Jun 20, 2025 |
|
Avoid the Retirement Tax Avalanche with Long-Term Planning
|
Jun 06, 2025 |
|
Federal Workers: Make the Most of Your Pension and TSP
|
May 30, 2025 |
|
Is Life Insurance Still Worth It After 50? Here's the Truth
|
May 23, 2025 |
|
The Critical Retirement Risks No One Warns You About
|
May 16, 2025 |
|
How to Protect Your Retirement from Market Volatility
|
May 09, 2025 |
|
How to Give More to Charity & Less to the IRS
|
May 02, 2025 |
|
Can You Afford a Market Crash in Retirement? Here’s How to Prepare
|
Apr 25, 2025 |
|
Are Annuities a Smart Retirement Strategy or a Bad Investment?
|
Apr 18, 2025 |
|
The Best and Worst Assets to Leave Your Heirs
|
Apr 11, 2025 |
|
Is Your Retirement Safe? Protecting Your Savings from Market and Policy
|
Apr 04, 2025 |
|
Is Life Insurance Worth It After 60? The Hidden Wealth Transfer Strategy
|
Mar 28, 2025 |
|
Long-Term Care & Annuities: What You Need to Know Before You Buy
|
Mar 21, 2025 |
|
Long-Term Care: Do You Really Need Insurance?
|
Mar 14, 2025 |
|
Fiduciary or Not? The Truth About Financial Advice
|
Mar 08, 2025 |
|
Risk, Fees and Taxes
|
Feb 28, 2025 |
|
CRUT and Capital Gains
|
Feb 21, 2025 |
|
Could Trump Cut Business Taxes?
|
Feb 14, 2025 |
|
Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
|
Feb 06, 2025 |
|
What Does a New Trump Administration Mean for You?
|
Jan 31, 2025 |
|
How We Help Solve Your Retirement Planning Problems
|
Jan 24, 2025 |
|
How Much Risk Should You Take?
|
Jan 17, 2025 |
|
Solving Problems for Bob and Carol
|
Dec 20, 2024 |
|
BONUS Episode: Hospital patients are even safer today than they were in 2019— with Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association
|
Dec 17, 2024 |
|
Volatility Buffer and Guardrails
|
Dec 13, 2024 |
|
Rental Properties and CRUT
|
Dec 06, 2024 |
|
Capital Gains Taxes
|
Nov 27, 2024 |
|
Social Security COLA and Inflation
|
Nov 22, 2024 |
|
Emergency Funds
|
Nov 16, 2024 |
|
Retirement Red Zone
|
Nov 09, 2024 |
|
Refinance Your Retirement
|
Nov 04, 2024 |
|
Annuity Myths Busted
|
Oct 25, 2024 |
|
The Time for Roth Conversions
|
Oct 18, 2024 |
|
Social Security Announces Lowest Cost of Living Adjustment in Four Years
|
Oct 16, 2024 |
|
New Tax Proposals
|
Oct 11, 2024 |
|
The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
|
Oct 09, 2024 |
|
Protecting Yourself from Scams & Data Breaches with Michael Bruemmer, Experian
|
Oct 01, 2024 |
|
How a CRUT May Help Your Estate Plan
|
Jun 14, 2024 |
|
Inflation's Impact on Your Retirement
|
Jun 07, 2024 |
|
What You Should Know About the Commercial Real Estate Market
|
Jun 06, 2024 |
|
Why the IRS Owns Part of Your Retirement Savings
|
Jun 03, 2024 |
|
Estate Planning Strategies for the Wise Retiree
|
May 31, 2024 |
|
Paychecks and ‘Playchecks’
|
May 30, 2024 |
|
Using Roth IRAs to Build Tax-Free Wealth
|
May 29, 2024 |
|
How Long-Term Care Works in Retirement
|
May 28, 2024 |
|
Does Your Retirement Plan Have a Volatility Buffer?
|
May 24, 2024 |
|
Tax Planning with Roth Accounts & Life Insurance
|
May 22, 2024 |
|
Are You a Pathological Saver?
|
May 21, 2024 |
|
Inflation and the Stock Market
|
May 20, 2024 |
|
Managing Risk with Insurance Solutions
|
May 17, 2024 |
|
Updates on Retirement Taxes
|
May 16, 2024 |
|
Risk and Taxes
|
May 15, 2024 |
|
Steady Income vs. One Big Number
|
May 14, 2024 |