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Katie
May 8, 2020
Not impressed too much of the same intro and lots of irrelevant rambling, Eyeglass story could have been shorter and who cares about his haircut.
Deb
Dec 10, 2018
Please write a description of the content of each episode rather than repeating the same intro paragraph. I like to select relevant episodes to listen to and the title isn't enough. Thanks.
Welcome to the Personal Pension Radio Podcast, where it is all about planning correctly today so that you can sit back and reap the retirement lifestyle benefits later!
Discover time tested strategies to help you lower your taxes, cut your expenses, and maximize your lifestyle today without sacrificing your retirement lifestyle or legacy tomorrow. Join us as we help you avoid the junk advice offered by unlicensed financial entertainers and the Wall Street marketing machine. We uncover financial strategies that empower you to break away from the herd. Success does not come from a product or a singular strategy. Savings, investing, tax planning, estate planning, insurance, goal setting, income engineering, and lifestyle design must all be considered from a macro perspective.
Wealth accumulation is an important component of a financial plan; however, the size of your 401k account, stock portfolio or defined benefit plan, the balance of your accounts can overshadow the most important - the income they can provide. As you plan for the sale of your business or retirement, the question you should ask is, "What will my income be and will I be able to preserve my lifestyle?"
You can retire or sell your business with your lifestyle intact. Don't settle for the inaccurate and incomplete advice of Financial Entertainers like Dave Ramsey, Suze Orman, or Jim Cramer. There is a better way!
| Episode | Date |
|---|---|
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PPR 270 MY CPA SAID YOU ARE WRONG
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Apr 13, 2026 |
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PPR 271 DOW Cash Flow is King
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Apr 12, 2026 |
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PPR 271 WYS The Insurance Company Is Not Your Friend
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Apr 11, 2026 |
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PPR 272 Deal Of The Week Headlights & Headrests
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Apr 10, 2026 |
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PPR 273 Rose Colored Retirement Glasses
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Apr 09, 2026 |
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PPR 273 WYS - Fee Only Retirement Advice Is The Product
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Apr 08, 2026 |
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PPR 274 DOW - Tool Time
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Apr 07, 2026 |
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PPR 274 WPTV - You Signed What!
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Apr 06, 2026 |
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PPR 275 How To Save $10,000 At Carmax
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Apr 05, 2026 |
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PPR 275 A Very Long Drive
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Apr 04, 2026 |
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PPR 275 Guaranteed Tax Bill
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Apr 03, 2026 |
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PPR 276 WYS-Dave Ramsey At My Car Show!
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Apr 02, 2026 |
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PPR 277 WPTV- Stumbling Into A Lawsuit
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Apr 01, 2026 |
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PPR 277 WYS - Identity Theft & Credit Card Risk
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Mar 31, 2026 |
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PPR 278- Boating Derails Retirement
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Mar 30, 2026 |
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PPR 279 The Lost Science of Retirement
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Mar 29, 2026 |
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PPR 280 - The Sequence of a Great Retirement
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Mar 28, 2026 |
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PPR 281 - The Big Reason Charities Stay Small
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Mar 27, 2026 |
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PPR 282 - Your Cpa & Lawyer Are Wrong
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Mar 26, 2026 |
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PPR 284 15 vs 30 Year Mortgage 2022
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Mar 25, 2026 |
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Episode #285-The Skyrocketing Cost of Dying in America
|
Mar 24, 2026 |
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Episode #286- College Financial Aid Season
|
Mar 23, 2026 |
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Episode 287-Life Insurance Procrastination
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Mar 22, 2026 |
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Episode #288- The Gospel of Dave
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Mar 21, 2026 |
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Episode #289 - Spontaneous Asset Protection
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Mar 20, 2026 |
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Episode #290- Doctors are not always smart
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Mar 19, 2026 |
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Episode #291- Buying a Business
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Mar 18, 2026 |
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Episode #292-The Tale of Two Estate Plans
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Mar 17, 2026 |
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Episode #293 - E-Bike Crash: Would You Sue Simon Cowell
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Mar 16, 2026 |
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PPR 204_60% More Retirement Income
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Mar 15, 2026 |
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PPR 205_Asset Protection for Retirement
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Mar 14, 2026 |
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PPR 206_Retirement Credit Card Travel Hacking
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Mar 13, 2026 |
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PPR 207_How to Settle an Estate
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Mar 12, 2026 |
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PPR 208_Buying vs Renting a House
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Mar 11, 2026 |
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PPR 209_The Best Places to Retire in The US
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Mar 10, 2026 |
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PPR 211_The Feedback Edition
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Mar 09, 2026 |
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PPR 212_FIRE Rule of 25 Still Risky
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Mar 08, 2026 |
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PPR 213_Millions Lost to Evil Girlfriend
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Mar 07, 2026 |
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PPR 214_Best Possible Retirement with Andy Panko
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Mar 06, 2026 |
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PPR 215_The Frugal Convert Gina Zakaria
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Mar 05, 2026 |
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PPR 217 Don-t Fall For The Hype
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Mar 04, 2026 |
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PPR 218_ Key Steps to Retirement Income Planning
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Mar 03, 2026 |
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PPR 219 Man on the Street Deal of The Week
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Mar 02, 2026 |
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PPR 220_ Self Directed IRA & Living Trust Fail
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Mar 01, 2026 |
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PPR 221 Vlog Living Trust Mistakes to Avoid
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Feb 28, 2026 |
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PPR 222_Reverse Mortgage 101 with Pete Tentler
|
Feb 27, 2026 |
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PPR 223_Tax Scheme Nightmare & Buying a Tesla
|
Feb 26, 2026 |
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PPR 224_Big Tax Mistakes for Beneficiaries
|
Feb 25, 2026 |
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PPR 225_The Retirement Truth of Indexed Universal Life.
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Feb 24, 2026 |
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PPR 226_ C19-Focus on What Matters Most
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Feb 23, 2026 |
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PPR 228_Retirement Planning Back to Basics
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Feb 22, 2026 |
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PPR 229_Being Essential in the Age of Corona Virus
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Feb 21, 2026 |
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PPR 230_Covid-19 Insurance Update with Tim Kolacz
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Feb 20, 2026 |
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PPR 237 Secure Act Kills Stretch IRA
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Feb 19, 2026 |
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PPR 239_ Understanding Estate Plans Wills & Trusts
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Feb 18, 2026 |
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PPR VLOG 241- Uncomfortable Conversations with Mom & Dad
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Feb 17, 2026 |
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PPR VLOG 242 - How Financial Planners Get Paid
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Feb 16, 2026 |
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PPR 246 Retirement Impact of Election
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Feb 15, 2026 |
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PPR 252 DO THE MATH - FEES MATTER
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Feb 14, 2026 |
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PPR 252 Financial Planning Charity Case
|
Feb 13, 2026 |
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PPR 252 Deal of The Week - George Clooney Took My Lead
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Feb 12, 2026 |
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PPR 252: Quick Take - Credit is Best Served Cold
|
Feb 11, 2026 |
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PPR 252 Quick Take-CREDIT IS BEST SERVED FROZEN THIS HOLIDAY SEASON!
|
Feb 10, 2026 |
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PPR 253 FOUR FROGS ON A LOG
|
Feb 09, 2026 |
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PPR 253 The LLC Protection Myth Music Edition
|
Feb 08, 2026 |
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PPR 253 Watch Your Step - Life Insurance by Default
|
Feb 07, 2026 |
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PPR 253 Deal of The Week - Patience Pays
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Feb 06, 2026 |
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PPR 254: After The Accident
|
Feb 05, 2026 |
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PPR 254 WYS - Prop 19 is That Bad
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Feb 04, 2026 |
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PPR 256: Quick - Take Financial Literacy
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Feb 03, 2026 |
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PPR 256: Deal of The Week - Wardrobe Malfunction
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Feb 02, 2026 |
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PPR 256: WPTV - Family Foundations Hidden in Plain Site
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Feb 01, 2026 |
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PPR 256: WYS- Call Center Life Insurance
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Jan 31, 2026 |
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PPR 257: WPTV - Sweeping Tax Law Changes
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Jan 30, 2026 |
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PPR 257: Deal of The Week - Boating Fail
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Jan 29, 2026 |
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PPR 257: Quick Take - Come on MAN!
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Jan 28, 2026 |
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PPR 257: WYS - Father Admits he Was Wrong
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Jan 27, 2026 |
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PPR 258: DOW-Buying a Plane
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Jan 26, 2026 |
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PPR 258 Quick Take - Wall Street Battle Royale
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Jan 25, 2026 |
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PPR 258: WYS-Buying a Home at Age 25
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Jan 24, 2026 |
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PPR 258 Wptv False Sense Of Security
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Jan 23, 2026 |
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PPR 259 DOW Wheels are Expensive!
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Jan 22, 2026 |
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PPR 259 DIY Fail Inherited Property Mistake
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Jan 21, 2026 |
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PPR 259 Just Say No to Wall Street
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Jan 20, 2026 |
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PPR 259 WYS Cash vs Credit
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Jan 19, 2026 |
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PPR 260 WYS PORCUPINES & GOLD
|
Jan 18, 2026 |
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PPR 260 DEATH & RETIREMENT
|
Jan 17, 2026 |
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PPR 260 DOW Faucets & Snowmobiles
|
Jan 16, 2026 |
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PPR 261 DOW SAVING BIG ON INVESTMENT FEES
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Jan 15, 2026 |
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PPR 261 WYS IUL Class Action Lawsuit
|
Jan 14, 2026 |
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PPR 261 WPTV Apathy Of Success
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Jan 13, 2026 |
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PPR 261 BAD PENSION ADVICE FROM DR
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Jan 12, 2026 |
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PPR 262 WYS FOUR PERCENT RULE REALITY CHECK
|
Jan 11, 2026 |
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PPR 262 DOW Shop Tour Huge Savings
|
Jan 10, 2026 |
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PPR 262 WPTV SURVIVORSHIP CLAUSE
|
Jan 09, 2026 |
|
PPR 262 THE WHOLE TRUTH ABOUT WHOLE LIFE INSURANCE
|
Jan 08, 2026 |
|
PPR 263 WYS - What the BLEEP is happening on Wall Street?
|
Jan 07, 2026 |
|
PPR 263 KRAIG'S TOP 5 RULES FOR RETIREMENT
|
Jan 06, 2026 |
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PPR 263 DEAL O THE WEEK - COOL OIL CHANGE
|
Jan 05, 2026 |
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PPR 263 SPECIAL NEEDS & CHILDRENS TRUSTS
|
Jan 04, 2026 |
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PPR 264 WPTV POWERS OF ATTORNEY
|
Jan 03, 2026 |
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PPR 264 WYS EVERYTHING IN WRITING
|
Jan 02, 2026 |
|
PPR 264 CHALLENGING CONVENTIONAL WISDOM
|
Jan 01, 2026 |
|
PPR 264 DOW WINDOW TO A BETTER RETIREMENT
|
Dec 31, 2025 |
|
PPR 266 WPTV PROTECTING HOME EQUITY
|
Dec 30, 2025 |
|
PPR 266 ECONOMICS OF RETIREMENT INCOME
|
Dec 29, 2025 |
|
PPR 266 LIFE INSURANCE MISTAKES TO AVOID
|
Dec 28, 2025 |
|
PPR 268 WYS THE RELATIVE RISK OF RISK
|
Dec 27, 2025 |
|
PPR 268 ASSET PROTECTION TOP 5
|
Dec 26, 2025 |
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PPR 268 BACKDOOR MEGA JURASIC ROTH IRA
|
Dec 25, 2025 |
|
PPR 269 WYS IS THE STOCK MARKET ABOUT TO CRASH
|
Dec 24, 2025 |
|
PPR 269 DOW COVID-19 ECONOMIC RIPPLE EFFECT
|
Dec 23, 2025 |
|
PPR 269 Cash Value Life Insurance Reality Check Re-UP
|
Dec 22, 2025 |
|
PPR 270 WYS RISK INHERITENCE
|
Dec 20, 2025 |
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PPR 270 WPTV WHAT GOES IN MY LIVING TRUST
|
Dec 19, 2025 |
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PPR_ 150_BITCOIN BUYER BEWARE
|
Dec 26, 2024 |
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PPR 166_ Big Dave Should be Sanctioned
|
Dec 25, 2024 |
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PPR 167_ 401k Mistakes to Avoid
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Dec 24, 2024 |
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PPR 168_ Financial Parenting Advice
|
Dec 23, 2024 |
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PPR 169_ Financial Education for Kids
|
Dec 22, 2024 |
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Final PPR 170_ What Are the Best Investments for Kids
|
Dec 21, 2024 |
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PPR 171_ Wealth Does NOT Equal Happiness
|
Dec 20, 2024 |
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PPR 172_ Chasing Childhood Dreams
|
Dec 19, 2024 |
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PPR 173_ Should You Stop Your 401k Savings
|
Dec 18, 2024 |
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PPR 174_ Lifestyle DEflation
|
Dec 17, 2024 |
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PPR 175_ College Cost Reduction Planning
|
Dec 16, 2024 |
|
PPR 146_ Introducing a Financial Planner
|
Sep 08, 2024 |
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PPR 147_ Beware of Falling Advisor Fees
|
Sep 07, 2024 |
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PPR 148_ Fixing A Retirement Withdrawal Plan
|
Sep 06, 2024 |
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PPR 149_ The Ultimate Retirement Income Move
|
Sep 05, 2024 |
|
Buying Undeveloped Land
|
Jun 16, 2023 |
|
PPR 145_ Family Conversations we Should not Avoid
|
Feb 05, 2023 |
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PPR 144- Dave Ramsey Proves Himself Wrong
|
Feb 04, 2023 |
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PPR 143- Dave Ramsey Whole Life Fail
|
Feb 03, 2023 |
|
PPR 142- Trump Floats 401K Bomb
|
Feb 02, 2023 |
|
PPR 141- The Monte Carlo Retirement Gamble
|
Feb 01, 2023 |
|
Estate Protection & Wealth Preservation
|
Apr 25, 2022 |
|
5 Estate Planning Tools Everyone Needs
|
Apr 08, 2022 |