Pinnacle Perspectives: Money, Family, and Retirement

During this episode, we’ll explore how health savings accounts can have a triple tax advantage.

During this episode, we’ll examine seven common investment behaviors that may undermine retirement security.

During this episode, we’ll explore what research consistently shows makes retirement genuinely fulfilling.

During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.

During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.

During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.

During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement.

During this episode, we discuss the anti-budget — a simpler, more sustainable approach to managing money — and connect it to the broader goal of financial freedom.

During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.

During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.

During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.

During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.

During this show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want.

During this episode, we’re going to look at some of the financial signs that retirees should be aware of in 2026.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.

During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.

On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.

During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.

During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.

During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.

In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.

During this episode, we’re going to have a conversation about techniques and steps that may help you protect more of your retirement savings.

During this episode, we’re going to discuss the importance of an emergency fund and how you can build one of your own.

During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.

During this show, we’re going to discuss the Fed’s recent rate cut and what it might mean for your financial strategy.

During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.