All episodes
The Roth Question
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 - June 27, 2026
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 - March 21, 2026
The Retirement Tightrope
The Retirement Paycheck Predicament
Investing in 2026 - February 28, 2026
Introducing the New CPA - January 31, 2026
Your 401K Is Not a Plan - February 21, 2026
For the Love of Retirement - February 14, 2026
Could You Retire Early - February 7, 2026
Where is the Market Headed - January 24, 2026
2026 Retirement Forecast - January 17, 2026
Ways to Battle Inflation - January 10, 2026
Lifestyles of the Quietly Wealthy - January 3, 2026
End of 2025 Update from the Union Gospel Mission - December 20, 2025
Financial Habits of Upper Class Retirees - December 13, 2025
Prepare for Market Volatility - December 6, 2025
This Year's Top Financial News - November 29, 2025
Giving Thanks - November 22, 2025
Drinking the Annual COLA - November 15, 2025
Highly Appreciated Assets - November 8, 2025
The Longevity Challenge - November 1, 2025
Financial Planning Month - October 25, 2025
The New Retirement Reality - October 18, 2025
Optimizing Retirement Income - October 11, 2025
Interest Rates and Roth Conversions - October 4, 2025
Preserving Your Retirement From Taxes - September 27, 2025
The Charlie Kirk Experience - September 20, 2025
Risks in Retirement - September 13, 2025
What Happens If . . . Social Security - September 6, 2025
Falling Interest Rates Threatens Retirement Income - August 30, 2025
401K Imperfections - August 23, 2025
Is Your Plan Prepared? - August 16, 2025
Use Volatility to Your Advantage - August 9, 2025
Will You Outlive Your Assets? - August 2, 2025
Make Your Money Work For You - July 26, 2025
The Big Beautiful Law - July 19, 2025
The Reality of Retirement Spending - July 12, 2025
Union Gospel Mission Update with Phil Altmeyer - July 5, 2025
Planning for Volatility - June 28, 2025
Behavioral Finance and You - June 21, 2025
Tackling the Twin Threats of Taxes and Inflation - June 14, 2025
Three Pillars of Financial Stability - June 7, 2025
Market News and Gifting Now or Later - May 31, 2025
Active vs. Passive Investing - May 17, 2025
The Retirement Income Blueprint - May 10, 2025
Retirement for Small Business Owners - May 3, 2025
Questions and Red Flags - April 26,2025
Maximize Your Retirement Income - April 19, 2025
Steps to Keep Your Money Safe in a Financial Downturn - April 12, 2025
Hidden Obstacles - April 5, 2025
Market Volatility - March 29, 2025
Facing Tax Challenges - March 22, 2025
Creating Dependable Retirement Income - March 15, 2025
Maximize Your Retirement Income - March 8, 2025
Retirement Planning and Board Games - March 1, 2025
Volatility, Fuzzy Math and Grocery Shopping - February 23, 2025
Retirement Checklist - February 15, 2025
Andy Reid, Love Languages and A Financial Check-Up - February 8, 2025
Building A Financial House - February 1, 2025
The Three Legged Stool of Retirement - January 25, 2025
Republicans in Charge - January 18, 2025
The Twin Threats of Taxes and Inflation - January 11, 2025
Regarding Social Security - January 4, 2025
Regarding Social Security - January 4, 2025
Union Gospel Mission Update - December 21, 2024
All About Annuities - December 14, 2024
Protected Income - December 7, 2024
Is More Money An Advantage - November 30, 2024
Balance Your Retirement Portfolio Now - November 23, 2024
Preserving and Optimizing Your 401K - November 16, 2024
The Election - November 9, 2024
Balance Your Portfolio Now - November 2, 2024