PODCAST · business
Friends Talk Money
by FriendsTalkMoney.org
Whatever life after 50 looks like to you, thinking about money in retirement shouldn't keep you up at night. We're all dealing with the big questions about money and aging: How much you can really spend, how to invest your life savings without risking it all in the stock market, and should you sell your home and downsize? Then there's the biggest unknown: how much health care you'll need, and whether your savings and insurance is enough to cover the costs. This is personal. These topics may not be easy to talk about with your own family. That's why nationally known personal finance experts Terry Savage, Richard Eisenberg, and Pam Krueger and are here to open up the dialogue so you can learn how to define your retirement and deal with your money on your own terms. These three friends think, write, and speak about these issues. And now they're joining forces to give you the benefit of their experience, wisdom and advice in their new podcast, Friends Talk Money. Each week Richard, Pa
Episodes
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Medicare Open Enrollment 2027: A Free, No-Sales-Call Way to Compare Every Plan (Part 3 of 3)
In the final part of this Medicare Open Enrollment series, Terry, Pam, and Richard sit down with Michael Boshardy — a licensed Medicare attorney and co-founder of MedicarePocketProtector.com — to answer the question Parts 1 and 2 left hanging: once you know you need to shop, where do you actually...
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Medicare Open Enrollment 2027: Advantage Plan Traps & the Real Cost of Part D (Part 2 of 3)
Medicare expert Diane Omdahl of 65 Incorporated — author of Medicare for You: A Smart Person's Guide — joins Terry, Richard, and Pam for Part 2 of this Medicare Open Enrollment series, and the message gets more specific: your Annual Notice of Change won't tell you everything. Diane explains why…
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Medicare Open Enrollment 2027: Premiums, Part D & the Advantage Plan Crisis (Part 1 of 3)
Medicare's Open Enrollment window (Oct 15–Dec 7) is quickly approaching, and Terry, Richard, and Pam kick off a three-part series with a simple but urgent message: even if you're happy with your coverage, you can't skip your review this year. In this episode, they break down what's changing for...
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The 10 Fears Killing Your Retirement
Retirement fears are rising. But what are people really afraid of? Former Fidelity wealth management executive turned retirement coach David Conti joins us to break down his new Retirement Fear Index, ranking the top 10 things Americans fear most as they approach and live through retirement. At…
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Social Security Insolvency: What It Really Means for Your Retirement
Social Security is back in the headlines, with warnings that the trust fund could become insolvent as early as 2032. Does that mean your benefits are at risk? Should you claim early? Economist Larry Kotlikoff joins us to separate fact from fear. We explain what "insolvency" really means, why the...
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The 5 Money Fears Keeping Retirees Up at Night
Retirement confidence has hit its lowest point since post-COVID — and for good reason. From skyrocketing Medicare premiums to housing costs, Social Security uncertainty, growing debt, and the crushing weight of caregiving, retirees are facing a financial storm no one fully planned for. In this...
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The Money Conversation Every Couple Needs to Have But Never Does
Nearly 3 in 4 couples say money is a source of tension in their relationship. But most never figure out why, or what to do about it. In this episode of Friends Talk Money, Richard, Pam, and Terry talk with Heather and Doug Bonaparte, a married couple and co-authors of the book Money Together....
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New Deductions Could Get You More Money Back
Tax season just got a major overhaul. The One Big Beautiful Bill changed more tax rules than anything since 2017, and if you're over 65, retired, or earning tip or overtime income, you could be leaving serious money on the table. In this episode of Friends Talk Money, we sit down with Lisa...
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Financial Caregiving for Aging Parents: What You Must Do Now
Description: Becoming a financial caregiver for an aging parent can happen overnight. And even financially savvy families can find themselves unprepared. In this episode of Friends Talk Money, we talk with Beth Pinsker, author of My Mother's Money and personal finance writer at MarketWatch. Beth...
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Is a Market Crash Coming? AI Bubbles, Bear Markets & Retirement Risk With Special Guest Jim Stack
The Dow is hovering near 50,000. AI stocks are dominating the market. And investors are feeling both confident and anxious at the same time. It's the first Friends Talk Money episode of 2026, and we're joined by expert market strategist Jim Stack, founder of InvestTech Research, to unpack what's...
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Is ChatGPT Smart Enough to Retire You?
AI is now answering millions of financial questions every day, but how much of it can you actually trust? In this episode of Friends Talk Money, Pam Krueger, Terry Savage, and Richard Eisenberg dive deep into the surge of AI-generated financial advice and unpack the risks, myths, and surprising...
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Gen X Retirement Wake-Up Call: Debt, Kids, Aging Parents & The Future of Social Security
Gen X is officially in the retirement danger zone — and many are worried about outliving their savings. In this episode of Friends Talk Money, Richard Eisenberg, Terry Savage, and I sit down with author and workplace/retirement expert Kerry Hannon to dig into the findings from her new book,...
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The High Cost of Doing Nothing: Medicare Open Enrollment Mistakes to Avoid for 2026
Three-quarters of Medicare beneficiaries say choosing a Medicare plan is confusing, and nearly 7 in 10 (69%) Medicare beneficiaries have not compared their own source of Medicare coverage with other Medicare options offered in their area during past open enrollment periods, according to surveys....
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Job Search After 50: Career Change, Ageism & AI Tips
Nearly 1 in 4 Americans over 50 are planning a job change this year, according to a new AARP survey—but here's the surprising part: 65% haven't taken any steps to prepare.In this episode of Friends Talk Money, hosts Terry, Richard, and Pam dig into what's really driving career changes for people...
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Gen X's Retirement Shock: The Truth About Healthcare Costs
Generation X is often called the "forgotten middle child" between Boomers and Millennials, but with 65 million Gen Xers moving into their 50s and early 60s, they're facing a massive financial challenge: skyrocketing healthcare costs. In this episode of Friends Talk Money, Pam Krueger, Terry…
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Older Americans Are Starting Businesses—and Why It's Getting Harder
More Americans in their 50s, 60s, and beyond are starting businesses than ever before—but they're also facing new, mounting challenges. In this episode of Friends Talk Money, we unpack what's fueling this surge in encore entrepreneurship and how recent policy shifts—especially cuts to the Small...
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The 'One Big Beautiful Bill': What It Really Means for Your Taxes, Medicare & Retirement
The 2025 Budget Bill — aka the "One Big Beautiful Bill" — is now law. But behind the headlines and hype, how does it impact your taxes, Social Security, Medicare, estate plan, and healthcare costs? In this episode of Friends Talk Money, Pam Krueger, Terry Savage, and Richard Eisenberg break down...
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How AI Is Revolutionizing Long-Term Care Planning
Artificial intelligence is quietly reshaping the way we plan—and pay—for long-term care. In this new episode of Friends Talk Money, Richard, Pam, and Terry sit down with Lily Vittayarukskul, Co-Founder and CEO of Waterlily, for a candid conversation about what most people get wrong about…
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4 Big 401(k) Changes in 2025: What You Need to Know
Special Guest: Lisa Gomez Big changes are coming to your 401(k) and workplace retirement plans in 2025 — are you ready for them? In this new episode, the Friends Talk Money team sits down with retirement policy expert Lisa Gomez (former Assistant Secretary of Labor for Employee Benefits Security)...
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What's in Your 401(k)? It's Time to Look.
If you're like a lot of people nearing retirement, your 401(k) or 403(b) is probably the biggest part of your savings. But do you actually know how it's invested—or how much risk in stocks you're taking on without realizing it? In this episode of Friends Talk Money, we're going to look more...
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The Truth About Financial Advisors: Friends Talk Money Co-Hosts Interview Pam Krueger
Is your financial advisor truly working in your best interest — or theirs? In this eye-opening episode, the Friends Talk Money team turns the mic toward their own co-host, Pam Krueger, as she reveals the personal story behind Wealthramp, the platform she created to connect investors with...
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Social Security: True or False
In this episode of Friends Talk Money, we're joined by Phil Moeller, renowned journalist and co-author of Get What's Yours: The Secrets to Maxing Out Your Social Security. Phil dives into all things Social Security—unpacking the latest changes, what they mean for you, and how to make smart...
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Solo Travel on a Budget: Tips from Expert Barbara Talisman
Ready to explore the world without breaking the bank? The Friends Talk Money crew sat down with Barbara Talisman from Talisman Travel Tribe, who shares her top tips for traveling the world on a shoestring budget! From finding cheap flights to scoring affordable accommodations, Barbara's got you...
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The Taxman Answers Your Questions
Looking for help this tax season? The Friends Talk Money team welcomes IRS spokesperson Eric Smith to discuss important tax changes and tax planning strategies. As a trusted tax accountant for the IRS, Eric breaks down the difference between tax credits and deductions, and shares valuable…
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How to Rebuild Your Finances After a Disaster: Insights from Mitchell Freedman
Rebuilding your finances after a disaster can feel overwhelming, but you're not alone. The Friends Talk Money crew sits down to learn more from Wealthramp-network advisor Mitchell Freedman, CPA/PFS, who's lived through this before himself. His personal and practical tips on preparing for and...
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Retirees: Are You Taking too Much Risk With Your Investments?
Worried whether the stock market is too risky for your retirement money? You're not alone! We're going to help you decide how to sleep at night and still invest so you're money's working for you. Tune in as the Friends Talk Money team chats with Jim Stack from InvesTech Research to uncover smart...
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Is a Roth Conversion Right for You? Guest Larry Kotlikoff Helps You Decide
Thinking about a Roth conversion but not sure if it's the right move? The Friends Talk Money team breaks down six key things you need to know before making a decision! From tax implications to future benefits, we've got you covered. Curious about how a Roth conversion could impact your financial...
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How to Get Your Finances Organized in 2025
The Friends Talk Money team is here to help you start 2025 off right! From organizing your important documents to aligning your investments with your goals, we've got the tools and tips you need for a successful financial year! What financial goals are you going to cross off your list this year?
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Answers to The Big Questions for the Second Half of Life With Debra Whitman, PhD
Debra Whitman Chief Public Policy Officer, AARP joins the Friends Talk Money crew to give us a glimpse into her latest book, 'The Second Fifty'. Dive into the conversation as Richard, Pam, and Terry discuss the big questions about health, wealth, and longevity in midlife and beyond. What's the...
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Kickstart Your New Year: Essential Financial Tips for a Better Life
Ready to make 2025 your best financial year yet? The Friends Talk Money team is here to help! Join Terry, Rich, and Pam as they break down 9 essential tips to set yourself up for financial success in the new year. Unlock Your Financial Future - Begin by consolidating all your year-end IRA...
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Charitable Giving 101: Year End Tax Tip & Maximize Your Impact
It's that time of year again! The Friends Talk Money team dives into charitable giving. There are many benefits to contributing to your favorite charity. The conversation is about the tax and personal benefits of giving. But how do you choose the right charities, align donations with your values,...
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Expert Tips for a Secure Retirement with Christine Benz
Ready to unlock the secrets to a fulfilling retirement? It's the most talked-about retirement book in decades! Join the Friends Talk Money team as they chat with retirement expert and best-selling author, Christine Benz! Christine shares some insights on what truly makes retirees happy, how to...
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Unlock Medicare: Your Guide to Open Enrollment with Philip Moeller
Medicare open enrollment starts now, and this year things could get a little tricky. Good news! We have three of the country's top Medicare experts co-hosts, Richard & Terry right here, and we're joined by Medicare special guest, Philip Moeller, author of Get What's Your's for Medicare. Phil…
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Back to School for Retirees
A growing number of people 55+ are searching for a deeper meaning and purpose in your life, and heading back to college to find it. And many prestigious colleges and universities are offering specialized programs designed just for those new 'senior students'. These midlife and later-life...
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Estate Planning 101: What to Do With Your Home
Your home is more than just a roof over your head; it's a treasure trove of memories and emotions. As you consider your estate planning, it's essential to think about how to pass this cherished asset on to your heirs. The Friends Talk Money team dives into the heart of estate planning and…
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Resume Building Tips for Those Looking to Come Out of Retirement
As more retirees seek to reenter the workforce, it is crucial to know how to position yourself for success in today's competitive job market. In this episode, the Friends Talk Money team shares valuable insights on updating your resume effectively. With years of experience in your industry, focus...
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IRAs: The Latest Law with IRA Guru Ed Slott
On the latest episode of Friends Talk Money, the crew sits down with IRA and Tax Guru Ed Slott to dive deep into all things retirement savings.
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How to Find the Money to Buy Long-Term Care Insurance
Expert Brian Gordon explains how a recent law created a clever new way to pay for premiums in case you ever need long-term care.
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Financial Planning for Families with Special Needs
Taking care of loved one's with special needs can be incredibly overwhelming, especially if you're going at it alone. That's why it's so important to know where to turn for help. Mary Anne Ehlert, founder of Protected Tomorrows, recently joined the Friends Talk Money team to share her personal...
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A Widows Guide to Emotional and Financial Well-being with Alexandra Armstrong, CFP®
The Friends Talk Money team is joined by Alexandra Armstrong, CFP®, CRPC® who is the chairman and founder of Armstrong, Fleming & Moore, Inc. Alex has worked in the investment field for more than 40 years and back in 1977, was the first person to earn the Certified Financial Planner™…
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A Conversation With the Man Who Invented Your 401(k)
Our next special guest has undeniably made the most significant impact on your retirement savings strategy. In this episode, the Friends Talk Money team sits down with Ted Benna, the father of the 401(k) plan. Ted shares the fascinating story of how he conceived this groundbreaking idea…
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Social Security Good News!
New Social Security Commissioner Cuts Clawbacks!
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Unemployed Over 60, and Can't Get a Job
There's nothing more painful than losing your job when you're older and not being able to get a new one. Research says there's a stigma about "older unemployment" - especially when it drags on for more than a year! Meet Ben who is going through that right now. He remains optimistic, but details…
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How to Save on Prescriptions When You're On Medicare
The price of prescription drugs can be enormous when you're on Medicare, so in this Friends Talk Money episode, we offer advice on how to pay the least for your medications. With help from expert Diane Archer of JustCareUsa, we discuss when to use your Medicare Part D plan, what to know about...
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What You Don't Know About Longevity Could Hurt Your Retirement
You're probably familiar with financial literacy, which entails having the skills, knowledge and behaviors to make decisions about money. But how's your longevity literacy? Not sure what we're talking about? In this episode Pam, Terry and Richard break down longevity literacy, and explain the...
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What financial advice are you getting for your 401(k) rollover?
In this episode Pam, Terry and Richard talk about what's likely to be the most important financial decision you'll ever make… what to do with your 401(k) money when you're ready to retire? The Department of Labor says any retirement advice you get a work should always be in your best interest.…
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Dealing with Debt Later in Life
Advice on lowering your debt load and credit card rates, plus pros and cons of filing bankruptcy. With Bruce McClary, Senior Vice President of Media Relations & Membership at the National Foundation for Credit Counseling.
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What to Know Before Retiring Abroad
Retiring abroad can be appealing, with lower costs and great weather. But here are some things you also need to consider before making a move.
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How You Can Financially Set Up Your Grandchildren For Success
In this episode, the Friends Talk Money team discusses how you can help set up your grandchildren for financial success beyond the traditional 529 college saving plans. Tune in as Pam, Richard and Terry share helpful tips and savvy money strategies that they've learned from their own personal...
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What to Know About Required Minimum Distributions From Retirement Plans
The rules for RMDs have changed and you will want to know how much you must take out of your retirement plans and when. We explain it all on this episode of Friends Talk Money, including year-end advice.
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ABOUT THIS SHOW
Whatever life after 50 looks like to you, thinking about money in retirement shouldn't keep you up at night. We're all dealing with the big questions about money and aging: How much you can really spend, how to invest your life savings without risking it all in the stock market, and should you sell your home and downsize? Then there's the biggest unknown: how much health care you'll need, and whether your savings and insurance is enough to cover the costs. This is personal. These topics may not be easy to talk about with your own family. That's why nationally known personal finance experts Terry Savage, Richard Eisenberg, and Pam Krueger and are here to open up the dialogue so you can learn how to define your retirement and deal with your money on your own terms. These three friends think, write, and speak about these issues. And now they're joining forces to give you the benefit of their experience, wisdom and advice in their new podcast, Friends Talk Money. Each week Richard, Pa
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FriendsTalkMoney.org
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Frequently Asked Questions
How many episodes does Friends Talk Money have?
Friends Talk Money currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Friends Talk Money about?
Whatever life after 50 looks like to you, thinking about money in retirement shouldn't keep you up at night. We're all dealing with the big questions about money and aging: How much you can really spend, how to invest your life savings without risking it all in the stock market, and should you sell...
How often does Friends Talk Money release new episodes?
Friends Talk Money has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Friends Talk Money?
You can listen to Friends Talk Money on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Friends Talk Money?
Friends Talk Money is created and hosted by FriendsTalkMoney.org.
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