All episodes
The Roth Question
Retiring Solo
Building a Bridge to Retirement
The Retirement Tightrope: Will Your Nest Egg Survive
The 30 Year Tax Strategy
Building a Bridge to Retirement
Roth Conversion Window
Active vs. Passive
Retirement Tax Shock
Retirement Paycheck Predicament
Building Essential Retirement Income
Roth Conversion Window
Make Your Money Work For You
Tackling the Twin Threats of Taxes and Inflation
The Retirement Tightrope: Will Your Nest Egg Survive
Retirement Tax Shock
The New Tech Trends and What It Could Mean for Your Investments
The New Retirement Reality
Desire to Retire
The Friendly Skies of Retirement Planning
Your 401K is Not a Retirement Plan
UGM Update with Phil Altmeyer
Reasons to Fire Your Financial Professional
Building Essential Retirement Income
Roth Conversions
Marathon of Her Life
Healthcare Heist
Retirement Lifestyles
Retirement Optimism
Retirement Income Planning
Act Your Age: Asset Allocation
The Retirement Tightrope
The Retirement Paycheck Predicament
Your 401K Is Not a Plan
Preparing for Market Volatility
Could You Retire Early
Introducing the New CPA
Where Is the Market Headed?
2026 Retirement Forecast
How to Battle Inflation
Lifestyles of the Quietly Wealthy
End of 2025 Update from Union Gospel Mission - December 20, 2025
Financial Habits of Upper Class Retirees
Prepare for Market Volatility
The Year's Top Financial Stories
Giving Thanks
Drinking the Annual COLA
Highly Appreciated Asset Disposal
The Longevity Challenge
Financial Planning Month
The New Retirement Reality
Optimizing Retirement Income
Interest Rates and Roth Conversions
Preserving Your Retirement From Taxes
The Charlie Kirk Experience
Risks in Retirement
What Happens If . . . Social Security
Falling Interest Rates Threatens Retirement Income
401K Imperfections
Is Your Plan Prepared?
Using Volatility to Your Advantage
Will You Outlive Your Assets?
Make Your Money Work For You
The Big Beautiful Law
The Reality of Retirement Spending
Union Gospel Mission Update
Planning for Volatility - June 28, 2025
Behavioral Finance and You
Tackling the Twin Threats of Taxes and Inflation
Three Pillars of Financial Security
Market News and Gifting Now or Later
Union Gospel Mission Update
Active vs. Passive Investing
Retirement Income Blueprint
Retirement for Small Business Owners
Questions and Red Flags
Maximize Your Retirement Income
Preserving Your Money In Times of a Market Downturn
Hidden Obstacles
Market Volatility
Rising Tax Challenges
Creating Dependable Retirement Income
Maximize Your Retirement Income
Retirement Planning and Board Games
Volatility, Fuzzy Math and Grocery Shopping
Retirement Checklist
Andy Reid, Love Languages and A Financial Check-Up
Build Your Financial House
The Three Legged Stool of Retirement
Republicans in Charge
The Twin Threats of Taxes and Inflation
Regarding Social Security
Union Gospel Mission Update
All About Annuities
Protected Income
More Money - More Issues
Balance Your Retirement Portfolio Now
Preserving and Optimizing Your 401K
The Election
Taking Control of Retirement