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All Episodes

All Things Financial — 74 episodes

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Title
1

Ai and You - Living in a Tech World

2

Your Credit Score in 20 Minutes (Or Less)

3

Patterns in Money: Decisions, Debt, and Retirement Thinking

4

How To: Maximize Your Tax Refund

5

Leadership in the Workplace

6

Annuities, Are They All Bad?

7

Finance 101: Investing for Dummies

8

Transitioning Into Retirement - Building a Life Long Income Stream

9

3 Mistakes That Quietly Hurt Your Future

10

Emotional Triggers and Financial Decision Making

11

Growth, Humility, and the Path to Leadership

12

Questions You Shouldn't Ask Your Financial Advisor

13

"Nerve-wracking" Questions to Ask Your Financial Advisor

14

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

15

Confessions of a Financial Advisor

16

I've Got Cash Flow, Now What?

17

Getting Personal: Money Lessons That Shape Who We Are

18

The 10 Rules of Money That Will Make You More Wealthy

19

Defining True Wealth Beyond Just Money and Numbers

20

The Real Impact of Inflation on Your Retirement

21

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

22

Your Retirement, Your Way!

23

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

24

Solving Common Problems for Pre-Retirees & Retirees

25

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

26

Bringing Your Retirement Vision to Life

27

Medicare Prescription Drug Cap 2025 | Interview with Leigh Purvis

28

The State of Retirement in the Year 2024

29

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

30

Preparing for Retirement in Very Uncertain Times

31

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

32

Knowledge is Power in Retirement!

33

How to Take Advantage of Trump’s Tax Cuts!

34

7 Things We’ve Learned in 7 Years of Business

35

Bridging the Retirement Income Gap

36

Maximizing Your Social Security Benefits - Strategies for a Secure Future

37

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

38

MythBusters! Debunking Misconceptions About Money in Retirement

39

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

40

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

41

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

42

Updated Online Budgeting Trends - Interview with Robin Growley

43

The Ultimate Tax Guide for Pre-Retirees & Seniors

44

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

45

Retire Smarter --- Avoid Critical Retirement Mistakes

46

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

47

Making Sense of Medicare

48

Four Simple Tips to Boost Your Savings for Retirement

49

Unlocking Your Savings: Smart Moves for When Your CD Matures

50

Building a Plan to Achieve Your Retirement Goals

51

Taxes in Retirement: What You Need to Know