All Episodes
All Things Financial — 75 episodes
Patterns in Money: Decisions, Debt, and Retirement Thinking
How To: Maximize Your Tax Refund
Leadership in the Workplace
Annuities, Are They All Bad?
Finance 101: Investing for Dummies
Transitioning Into Retirement - Building a Life Long Income Stream
The Hidden Cost of Lifestyle Inflation
Taxes in Retirement Part 2
Taxes in Retirement Part 1
Why Leadership Starts With You First
3 Mistakes That Quietly Hurt Your Future
The Retirement Red Zone
Building Wealth On Purpose
Emotional Triggers and Financial Decision Making
Why Time, Character, and Discipline Matter in Investing
The Art of Encouragement and Authentic Leadership with Jordan Montgomery
Growth, Humility, and the Path to Leadership
Questions You Shouldn't Ask Your Financial Advisor
"Nerve-wracking" Questions to Ask Your Financial Advisor
Leadership, Financial Peace, and Thinking Like God with Keith Craft
Redefining Success After 60
Having a Plan When You Don’t Have Long-Term Care
5 Things To Maximize Your Retirement
Is College Still Worth It?
The Billion Dollar Wedding Industry
How to Turn Any Crisis into a Comeback with Dr. Mark Rutland
Confessions of a Financial Advisor
I've Got Cash Flow, Now What?
Renting vs. Owning a Home: Which Builds More Wealth?
Getting Personal: Money Lessons That Shape Who We Are
Is "Money" a Curse Word?
The 10 Rules of Money That Will Make You More Wealthy
Defining True Wealth Beyond Just Money and Numbers
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
The Real Impact of Inflation on Your Retirement
Bonus Episode: November is National Palliative Care Month! w/ Dr. William Logan, National Medical Director, Carelon Health Palliative Care
Bonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America
Your Retirement, Your Way!
Set Yourself Up for Retirement Success
Social Security Announces Lowest Cost of Living Adjustment in Four Years
Avoid These Retirement Mistakes: Get the Help You Need & Avoid Common Landmines!
The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
Solving Common Problems for Pre-Retirees & Retirees
Protecting Yourself from Scams & Data Breaches with Michael Bruemmer, Experian
Bringing Your Retirement Vision to Life
Medicare Prescription Drug Cap 2025 | Interview with Leigh Purvis
The State of Retirement in the Year 2024
Avoid Top Fears of Retirees – Make Sure Your Money Lasts
Catching Up: How to Make Up for Lost Time in Retirement Planning
Preparing for Retirement in Very Uncertain Times
Five New Steps to Recession-Proof Your Finances – Avoid Investing with Emotion
Knowledge is Power in Retirement!
How to Take Advantage of Trump’s Tax Cuts!
7 Things We’ve Learned in 7 Years of Business
Bridging the Retirement Income Gap
Navigating Annuities: Your Guide to a Secure Financial Future
Maximizing Your Social Security Benefits - Strategies for a Secure Future
Navigating the Complexities of Long-Term Care - What You Need to Know
MythBusters! Debunking Misconceptions About Money in Retirement
Avoid Overspending --- 5 Tips to Save More Money!
Schedule Your Retirement Check-Up --- Making Up Lost Time
Bad Financial Habits to Break Now --- The Importance of Financial Literacy
Don’t Worry, Retire Happy! --- Building a Stable Foundation for Retirement with Pension-Like Income
Updated Online Budgeting Trends - Interview with Robin Growley
The Ultimate Tax Guide for Pre-Retirees & Seniors
Important Social Security Decisions for Married Couples to Make
Financial Spring Cleaning! --- 7 Money Moves to Make to Ensure a Solid Financial Future
Retire Smarter --- Avoid Critical Retirement Mistakes
Retire Prepared --- 10 Steps to Get You Ready for Retirement
The Financial Headwinds for American Retirees
Making Sense of Medicare
Four Simple Tips to Boost Your Savings for Retirement
Unlocking Your Savings: Smart Moves for When Your CD Matures
Building a Plan to Achieve Your Retirement Goals
Taxes in Retirement: What You Need to Know