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| Episode | Date |
|---|---|
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Before You Buy Gold, Ask Yourself This Question
|
May 26, 2026 |
|
What to Do When You Have a Windfall
|
May 19, 2026 |
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Why Taxes Feel Higher In Retirement
|
May 12, 2026 |
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What Happens to Your IRA When You Die
|
May 05, 2026 |
|
What Growth Really Means for an Organization
|
Apr 28, 2026 |
|
What Rory's 2026 Masters Win Can Teach Us About Investing
|
Apr 24, 2026 |
|
Market Volatility: Turning Stress Into Opportunity
|
Apr 21, 2026 |
|
How Smart People Get Scammed
|
Apr 14, 2026 |
|
Before You Can Advise Others, You Have to Understand Yourself
|
Apr 07, 2026 |
|
Is Your Advisor Asking the Right Questions?
|
Mar 31, 2026 |
|
The Myth of Integrated Financial Advice
|
Mar 24, 2026 |
|
Tax Planning for Roth Conversions with Abbie McGuire, CPA
|
Mar 17, 2026 |
|
Tax Advice Is Not Tax Planning
|
Mar 10, 2026 |
|
Who Owns Your Financial Plan?
|
Mar 03, 2026 |
|
Your Permission Slip to Spend In Retirement
|
Feb 24, 2026 |
|
When the Paychecks Stop: One Year of Clarity at Benetas Wealth
|
Feb 17, 2026 |
|
Two Mistakes That Can Break Your Financial Plan
|
Feb 10, 2026 |
|
The Hidden Risks of Chasing Liquidity
|
Feb 03, 2026 |
|
It's Not 2020 Anymore: Interest Rate Risk Is Back
|
Jan 27, 2026 |
|
How to Avoid the Retirement Income Snowball
|
Jan 20, 2026 |
|
How to Get Started Investing Pt. 3: Indexes, Mutual Funds & ETFs, Active vs Passive Investing
|
Jan 13, 2026 |
|
How to Get Started Investing Pt. 2: Risk, Target Date Funds, & Consistency
|
Jan 06, 2026 |
|
How to Get Started Investing Pt. 1: Stocks, Bonds, and Asset Allocation
|
Dec 30, 2025 |
|
Everything You Need to Know About Trusts: An Estate Attorney's Guide
|
Dec 16, 2025 |
|
Are Annuities Worth It? 5 Questions to Ask Before You Buy | Pt. 3
|
Dec 09, 2025 |
|
How Annuities Work: Uncovering the Hidden Fees, Risks, and Fine Print | Pt. 2
|
Dec 02, 2025 |
|
The Truth About Annuities: Types of Annuities & How They Work | Pt. 1
|
Nov 25, 2025 |
|
Personal Finance 101: What You Need to Know in Your 20's and Beyond
|
Nov 11, 2025 |
|
How Do Investment Funds Work? Understanding ETF's, Mutual Funds, and More with Jeromey Thornton of Avantis Investors
|
Oct 21, 2025 |
|
Understanding Medicaid and VA Benefits in Retirement with Estate Attorney Jodi Murphy
|
Sep 12, 2025 |
|
Tackling the Big Beautiful Bill with CPA Abbie McGuire
|
Sep 05, 2025 |
|
How to Find a Trustworthy Advisor: Know Your Fiduciaries!
|
Aug 27, 2025 |
|
Bringing Kids and Families Together Through Golf: US Kids Golf with John Kim
|
Aug 21, 2025 |
|
How is Social Security Taxed? How the BBB Changes SS and Retirement Tax Strategy
|
Aug 11, 2025 |
|
Don't Be Like Prince! Planning Wisely for the End with Estate Attorney Jodi Murphy
|
Aug 05, 2025 |
|
What Does Benetas Mean Anyway? Financial Wellness Put Into Practice
|
Jul 28, 2025 |
|
How the "Big Beautiful Bill" Will Affect Roth Conversions and Your Taxes in Retirement
|
Jul 21, 2025 |
|
The "Big Beautiful Bill:" What You Need to Know for Your Retirement
|
Jul 14, 2025 |
|
Golf, Common Bonds, and Commonwealth with Kyle Martin, CFP
|
Jun 24, 2025 |
|
Rethinking the 4% Rule: How Much Money Do You Really Need to Retire?
|
May 21, 2025 |
|
Roth Conversions & Qualified Charitable Distributions (QCD's)
|
May 08, 2025 |
|
Your Physical 401k: Starting Strength Coach Pete Troupos Explains Why Strength Training Is the Most Important Physical Skill In Retirement
|
Apr 29, 2025 |
|
Tariffs, Trade Wars... What Does It Mean for Your Portfolio?
|
Apr 23, 2025 |
|
How to Manage Your Cash Flow in Retirement
|
Apr 14, 2025 |
|
Living Your Wisdom Years to the Fullest
|
Apr 04, 2025 |