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All Episodes

All Things Financial — 66 episodes

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Title
1

Why Leadership Starts With You First

2

3 Mistakes That Quietly Hurt Your Future

3

The Retirement Red Zone

4

Building Wealth On Purpose

5

Emotional Triggers and Financial Decision Making

6

Why Time, Character, and Discipline Matter in Investing

7

The Art of Encouragement and Authentic Leadership with Jordan Montgomery

8

Growth, Humility, and the Path to Leadership

9

Questions You Shouldn't Ask Your Financial Advisor

10

"Nerve-wracking" Questions to Ask Your Financial Advisor

11

Leadership, Financial Peace, and Thinking Like God with Keith Craft

12

Redefining Success After 60

13

Having a Plan When You Don’t Have Long-Term Care

14

5 Things To Maximize Your Retirement

15

Is College Still Worth It?

16

The Billion Dollar Wedding Industry

17

How to Turn Any Crisis into a Comeback with Dr. Mark Rutland

18

Confessions of a Financial Advisor

19

I've Got Cash Flow, Now What?

20

Renting vs. Owning a Home: Which Builds More Wealth?

21

Getting Personal: Money Lessons That Shape Who We Are

22

Is "Money" a Curse Word?

23

The 10 Rules of Money That Will Make You More Wealthy

24

Defining True Wealth Beyond Just Money and Numbers

25

BONUS Episode: Hospital patients are even safer today than they were in 2019 — with Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association

26

The Real Impact of Inflation on Your Retirement

27

Bonus Episode: November is National Palliative Care Month! w/ Dr. William Logan, National Medical Director, Carelon Health Palliative Care

28

Bonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America

29

Your Retirement, Your Way!

30

Set Yourself Up for Retirement Success

31

Social Security Announces Lowest Cost of Living Adjustment in Four Years

32

Avoid These Retirement Mistakes: Get the Help You Need & Avoid Common Landmines!

33

The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD

34

Solving Common Problems for Pre-Retirees & Retirees

35

Protecting Yourself from Scams & Data Breaches with Michael Bruemmer, Experian

36

Bringing Your Retirement Vision to Life

37

Medicare Prescription Drug Cap 2025 | Interview with Leigh Purvis

38

The State of Retirement in the Year 2024

39

Avoid Top Fears of Retirees – Make Sure Your Money Lasts

40

Catching Up: How to Make Up for Lost Time in Retirement Planning

41

Preparing for Retirement in Very Uncertain Times

42

Five New Steps to Recession-Proof Your Finances – Avoid Investing with Emotion

43

Knowledge is Power in Retirement!

44

How to Take Advantage of Trump’s Tax Cuts!

45

7 Things We’ve Learned in 7 Years of Business

46

Bridging the Retirement Income Gap

47

Navigating Annuities: Your Guide to a Secure Financial Future

48

Maximizing Your Social Security Benefits - Strategies for a Secure Future

49

Navigating the Complexities of Long-Term Care - What You Need to Know

50

MythBusters! Debunking Misconceptions About Money in Retirement

51

Avoid Overspending --- 5 Tips to Save More Money!

52

Schedule Your Retirement Check-Up --- Making Up Lost Time

53

Bad Financial Habits to Break Now --- The Importance of Financial Literacy

54

Don’t Worry, Retire Happy! --- Building a Stable Foundation for Retirement with Pension-Like Income

55

Updated Online Budgeting Trends - Interview with Robin Growley

56

The Ultimate Tax Guide for Pre-Retirees & Seniors

57

Important Social Security Decisions for Married Couples to Make

58

Financial Spring Cleaning! --- 7 Money Moves to Make to Ensure a Solid Financial Future

59

Retire Smarter --- Avoid Critical Retirement Mistakes

60

Retire Prepared --- 10 Steps to Get You Ready for Retirement

61

The Financial Headwinds for American Retirees

62

Making Sense of Medicare

63

Four Simple Tips to Boost Your Savings for Retirement

64

Unlocking Your Savings: Smart Moves for When Your CD Matures

65

Building a Plan to Achieve Your Retirement Goals

66

Taxes in Retirement: What You Need to Know