All Episodes

Ep #163 - Bobby Bonilla Wasn't Crazy: A Financial Lesson in Delayed Gratification

Ep #162 - The Importance of Uncomfortable Conversations in Financial Planning (Part 2)

Ep #161 - The Importance of Uncomfortable Conversations in Financial Planning (Part 1)

Ep #160 - The Hidden Challenges of Downsizing the Family Home in Retirement

Ep #159 - Simplifying Financial Complexity: Consolidation, Coordination, and Peace of Mind

Ep #158 - The Cost of Waiting: Why Doing Nothing Is Still a Decision

Ep #157 - Longevity Is a Gift. It’s Also a Planning Problem.

Ep #156 - Second Marriages, Adult Children, and Thoughtful Estate Planning

Ep #155 - Illiquid Investments: Smart Strategy or Expensive Mistake?

Ep #154 - When Your Wealth Doesn’t Give You a Paycheck

Ep #153 - The Behavioral Biases That Cost Clients the Most

Ep #152 - Your Estate Plan Probably Needs a Refresh. Here’s Why

Ep #151 - Modeling Generosity for the Next Generation

Ep #150 - Finishing Strong: Smart Year-End Tax Moves

Ep 149: Filtering the Noise: How to Think Critically About What You Read

Ep 148 - The House as a Retirement Tool: Smart Ways to Tap Home Equity

Ep 147 - Medicare Choices at Open Enrollment. Real Scenarios, Real Trade-Offs

Ep #146 - The Big Social Security Timing Debate

Ep #145 - Why Rich People Still Feel Poor

Ep #144 - Who Wants to Be a Millionaire?

Ep #143 - Fear as Fuel and Being More Aware of Yourself With Matt Strunk

Ep #142 - Timing Matters: Understanding Sequence of Return Risk

Ep #141 - Navigating the Messy Middle of Retirement

Ep #140 - How Much Is Enough? It’s More Than Just Numbers

Ep #139 - You in 2015 vs. Now: Why Future Planning is Difficult

Ep #138 - Navigating Annuities: A Smart Buy or Not?

Ep #137 - When Work Doesn’t Work: Can You Afford a Change?

Ep #136 - Why Ben and Adam HATE Market Volatility

Ep #135 - I’m Selling My Business and Retiring. What Comes Next?

Ep #134 - Recreating Retirement Paychecks - Where Planners Earn Their Keep

Ep #133 - Back to the Future: How Our Bold Predictions for the Financial Advising Industry Held Up

Ep #132 - How to Handle a Promotion or Large Bonus At Work

Ep #131 Tune Out The Noise

Ep #130 - 2025 Mindset Reset and Reflection with Life Coach Katie McKenna

Ep #129 - Election Aftermath: What to Expect from Investments in 2025

Ep #128 - 5 Mistakes to Avoid When Choosing a Financial Planner

Ep #127 - Jedi Mind Trick to Help Savers Spend In Retirement

Ep #126 - Most Important Money Conversations to Have With Your Spouse

Ep #125 - Is a Retirement Community For Me, Financially?

Ep #124 - Election Impacts on Planning and Investments

Ep #123 - Signs Someone Might Be On The Path To Broke

Ep #122 - Executor Preparedness: What to Do Before You Need To

Ep #121 - You Can’t Delay Taxes Forever! Understanding RMD Rules

Ep #120 - Reviewing Podcast #36 - Should I Invest at Market All-Time Highs?

Ep #119 - Demystifying the Inherited IRA RMD Rules

Ep #118 - Discussing “What Will I Do All Day?” With Author Patrice Jenkins, PH.D.

Ep #117 - Emergencies and Opportunities: Assessing Where to Turn for Money In A Time of Need

Ep #116 - The Flourish Milestone Meeting: Reimagining What’s Possible

Ep #115 - Ready. Fire! Aim?! Plan Before You Invest with HFG

Ep #114 - Call it What it Is! Redefining Your Investment Buckets

Ep #113 - Helping Aging Parents Protect Assets When They Need Care

Ep #112 - Retirement Balancing Act: Spending Now vs. Saving For Later

Ep #111 - 5 Reasons to Hire a Tax Pro

Ep #110 - Can You Have Your Goose & Eat It Too?

Ep #109 - New Year. New Portfolio? Not So Fast!

Ep #108 - Thought Leaders vs. Thought Partners

Ep #107 - Combatting Worry by Actually Planning for Worst-Case Scenarios

Ep #106 - What is Likelihood of Success & How Can It Help Our Clients?

Ep #105 - Whiteboarding: Combining Emotions, Curiosity, & Math to Create Your Financial Plan

Ep #104 - Is It Really Possible to Avoid Taxation?

Ep #103 - Should I Buy or Rent My Fun?

Mid-Year Investment Outlook 2023

Paying For College Just Got A Lot Harder

What If I Live To Age 100?

Why It's Important To Audit Your Financial Plan

Ep # 98: The Dangers Of Benchmarking Against Others

Ep # 97: Is The 4% Withdrawal Rule Dead? Take 2.

Ep # 96: When Trusts May Make Sense (and Don't) In Your Estate Plan

Ep # 95: Financial Planning For Couples Who Don't Agree

Ep # 94: For God's Sake, Buy Insurance!

Ep # 93: Things That Make You Go Huh?

Ep # 92: Approaching Your Final Career Year? Get Ready For Retirement With This Checklist.

Ep # 91: What History Tells Us To Expect From Investments In 2023

Ep # 90: What Is A Financial Purpose Statement?

Ep # 89: The Best of Our 2022 Podcasts

Ep # 88: Your Year-End Financial Checklist

Ep # 87: Flipping Your Mindset From Saver To Spender

Ep # 86: Do Elections Matter For Investment Returns? No, but Yes!

Ep # 85: Emotions. The Silent Financial Planning Killer.

Ep # 84: 529 For College Savings? Not So Fast!

Ep # 83: Discussions For When The Social Security Election Decision Isn't Clear Cut

Ep # 82: How Would Your Life Change If You Won The Lottery?

Ep # 81: Helping Financial Advisors Enhance Client Outcomes with Brendan Frazier

Ep # 80: Financial Next Steps To Take After Losing A Spouse

Ep # 79: Midyear Investment Outlook 2022

Ep # 78: Shifting Focus From Control To Influence When Planning

Ep # 77: How To Digest Sensationalized Financial Media Headlines

Ep # 76: Making Lemonade - Time For A Roth Conversion?

Ep # 75: How To Make Your Estate Settlement Easier For Your Executor

Ep # 74: Investment Losses Hurt. Avoid These 5 Mistakes!

Ep # 73: Tips When Financially and Emotionally Sandwiched Between Supporting Kids and Parents

Ep # 72: Giving While Living: Helping Family Beyond Just Writing A Check

Ep # 71: How Do I Lower My Tax Bill?

Ep # 70: Who Knew Your Spouse's Age Could Complicate Retirement Planning?

Ep # 69: Managing Investments By Myself. Should I or Shouldn't I?

Special Episode: Our Take On What Russian Aggression Means For Your Investments

Ep # 68: Can I Afford To Retire At The Same Time As My Spouse?

Ep # 67: What Should I Do With My Old Products?

Ep # 66: Bringing Two Financial Lives Together

Ep # 65: Best Ideas For Being Opportunistic in 2022

Ep # 64: The Concept Of The Final Financial Plan

Ep # 63: How To Plan When You Don't Have A Well-Defined Goal.

Ep # 62: Where Should I Save? Here's The Pecking Order.

Ep # 61: 2021 Year End Investment Review

Ep # 60: Health Before Wealth. Tips For Improving Healthspan with Stevyn Guinnip, MSEd, CWC

Ep # 59: More Than Just Finances: Other Surprising Results From The 4 Pillars Of Retirement Study by Edward Jones

Ep # 58: Using Your Money To Help Loved Ones

Ep # 57: The Tax Benefits Of Investment Losses

Ep # 56: Considering A Big Purchase In Retirement

Ep # 55: Planning Focuses When Growing Wealth

Ep # 54: Strategies To Protect Your Savings

Ep # 53: Don't Fall Into Open Enrollment. Tackle It Head On!

Ep # 52: What Is Your Net Worth and Why Is It Important To Know?

Ep # 51: How Do We Get Compensated?

Ep # 50: Is Long-Term Care Right For Your Retirement Plan?

Ep # 49: Our Bread & Butter - Retirement Planning 101

Ep # 48: Is Real Estate A Good Investment?

Ep # 47: Estate Planning 101: What Documents, Who To Appoint, and Why It's Crucial

Ep # 46: Is Holding Too Much Cash A Missed Opportunity?

Ep # 45: Breaking The Ice Around Family Finances

Ep # 44: Navigating The Financial Impact Of A Job Change

Ep # 43: 5 Bold Predictions For What Financial Advising Will Look Like In 2025

Ep # 42: Estate Planning Ideas When Children Are Not The Heirs

Ep # 41: Tax Free Is The Way For Me! Roth IRA Strategies For All.

Ep # 40: Mid-Year 2021 Investment Review

Ep # 39: Making The Early Retirement Leap? Healthcare Costs Aren't Cheap!

Ep # 38: Recognizing That Our Biases Affect Our Financial Decisions

Ep # 37: Consideration and Education On Inflation Information

Ep # 36: Should I Invest When Markets Are At All-Time Highs?

Ep # 35: Hey Business Owner. Why Don't You Have A Financial Planner Yet?

Ep # 34: Attaining Confidence In Your Medicare Elections with Anthony Minetola

Ep #33: How We Help You Get Unstuck

Ep # 32: Defining Your Goals Is Hard. Start With Sharing Your Why.

Ep # 31: Will The Biden Tax Proposal Affect You?

Ep #30: What Are Our Investment Philosophies?

Ep # 29: At What Point Am I Ready To Hire A Financial Planner?

Ep # 28: What Does Financial Independence Mean To You?

Ep #27: COVID-19 Planning Lessons Re(Learned): One Year Later

Ep # 26: Should I Or Shouldn't I? The Fear Of Missing Out

Ep # 25: Why You Should Pay Attention To Your Pension Election

Ep #24: Securing Your Retirement Parachute

Ep # 23: Should Grandparents Own 529 Plans For Grandkids?

Ep #22: The Problem With Self-Diagnosing Your Financial Life

Ep #21: If's, And's, and But's - Probably Constitutes A Trust

Ep #20: I Have This Annuity Thing. Now What?

Ep #19: Do Credentials Matter When Seeking Financial Planning Advice?

Ep # 18: Do Elections Matter To My Financial Plan - Take 2

Ep # 17: Why It's Important To Have A Retirement Transition Plan

Ep # 16: What Does The Initial Meeting Look Like?

Ep # 15: Goal Setting in 2021 with Katie McKenna

Ep #14: Smarter Charitable Gifting Big & Small

Ep # 13: Making Your Financial Planning Checklist

Ep #12: Giving Tuesday

Ep #11: Winning The Social Security Game

Ep #10: Caring For Aging Parents

Introduction to A/B Conversations: CFP® Your Way Out Of It

Ep #9: Managing An Unexpected Inheritance

Ep #8: Accepting The Certainty Of Uncertainty

Ep #7: Pennsylvania Dutch Myth Busting

Ep #6: How Do I Know If I Have The Right Advisor?

Ep #5: Is the 4% Withdrawal Rule Dead?

Should I Pay Off My Mortgage?

Do Elections Matter To My Financial Plan?

Do People Over-Complicate Financial Planning?

What Is Financial Planning Anyway?