All Episodes
Behind The Wealth Podcast — 203 episodes
The Real Retirement Readiness Checklist
Navigating Innovation & The Future of AI
Millennials or Boomers: Who Had It Harder?
From Prohibition to Portfolios: Smart Money Lessons You Didn’t Expect
12 Scams To Watch Out For
Fear vs Facts: What Investors Are Getting Wrong Right Now
A Retirement Crisis?
Social Security Isn’t Just a Benefit - It’s a Strategy
The Little Decisions That Can Derail Your Plan
Geopolitical Events & Market Volatility
Market Headlines, Fed Leadership, and Retirement Income Planning
Can You Time the Market? 2025 Gave Us the Answer
Don’t Get Distracted: Markets, Media, and Your Money
Navigating Market Highs & What to Expect in 2026
Rethinking Retirement's “Magic Number”
The Hidden Costs of Retirement & The Housing Affordability Debate
Patience, Spending, and the Path to Building Wealth
Senior Scams, Single Incomes & Portfolio Truths: What Investors Need to Know in 2026
New Year, New Financial You
Is It Time To Retire?
2025 Markets Explained: Big Gains, Quick Pullbacks, and the End of the Penny
Answering Listener Questions
6 Financial Reminders Before Black Friday + Retiring Without a 401(k)
The Five-Year Retirement Countdown
Markets, Money & Meaning: What To Do When the Worries Hit Retirement
The Problem With Saving Too Much In Retirement
The Social Security Timing Dilemma: Should You Really Wait Until 70?
Cash, Credit, and Confidence: What’s Really Driving Investor Behavior Right Now
College vs. Retirement: The Great Savings Debate
Making Sense of Market Cycles and Retirement Rules
I’m 42, How Much Should I Have Saved?
Rate Cuts, Market Highs, and Retirement Myths
Retirement Reality Check: Spending Shifts & Saving for College
Big Promotion, Bigger Questions: How to Use Your Extra Income
The Cost of Connection
Retirement Expectations vs. Reality: What You Need to Know
When Financial Advice Misses the Mark
Record Highs & Risky Habits
From TikTok Tips to Financial Advisors: Rethinking How We Build Wealth
Millionaires, Markets and Mega Bills
18 Biggest Retirement Mistakes
Does Financial Advice Boost Confidence?
Different Retirement Timelines & Rethinking 401(k) Concentration
How Consumer Confidence Is Impacting Summer Plans
How To Develop a Personal Withdrawal Strategy
The Hidden Costs of Retirement
What You Need to Know Before Buying a Boat
Let's Talk About Debt
10 Tips to Avoid Lifestyle Inflation
Money Tips for New Graduates
How To Plan for Retirement as a Business Owner
5 Financial Lessons To Teach Your Kids
What's Holding You Back From Your Financial Goals?
Tariffs & The Stock Market - What's Really Going On
Odd Economic Indicators
What You Need to Know About Economic Uncertainty
8 Financial Mistakes to Avoid
Dealing with Market Volatility
401k vs Pension: Is One Better?
Is 50 Too Late to Retire A Millionaire?
7 Ways to Level Up Your Finances
Dear Younger Self
8 Money Moves for Couples
Investing Isn't Gambling
One Thing You Should Stop Doing With Your Money In 2025
13 Top Financial Stressors For People In Their 60s
Setting Expectations for 2025
5 Things All Investors Should Know
1 Financial Move All Parents Should Make
The 12 Days of Personal Finance
Answering Your Questions About Roth Conversions
4 Tips for Navigating Early Retirement
Avoid a Retirement Letdown
5 People You Should Talk To Before You Retire
Can You Retire on 60% Of Your Income?
Managing Your Finances After A Divorce
What Would You Do To Save Money?
Is the U.S. Retirement System a Failure?
Ranking Your Financial Priorities
What To Do If You Lose Your Financial Advisor
3 Important Financial Lessons
How The Election Will Impact Your Investment Portfolio?
Interest Rates Are Falling - Here's What You Need to Know
Surviving Market Uncertainty
Stop Overcomplicating Your Money
The Billion Dollar 401(k) Mistake
Am I Too Late?
Our Bucket Lists
A New Way to Budget?
Breaking Down The Backdoor Roth IRA Strategy
Protecting Yourself from AI Scams
How You Can Prepare Your Finances for a Potential Rate Cut
The Dos and Don'ts of Retirement
More Money, More Problems?
Are You Avoiding These Retirement Issues?
How Technology Is Changing The Way We Age
The Retirement Planning Gap
What is a Good Withdrawal Rate?
Gifting Strategies
Saving vs. Investing - Why You Should Do Both
What Do Money & Tennis Have in Common?
Avoid These Retirement Regrets
Can You Answer This Financial Literacy Question?
Should You Invest In Retirement?
The Growing Appeal of Semi-Retirement
What Does Financial Freedom Look Like?
Personal Finance Bootcamp
Retirement Do Over?
What You Should Ask Your Advisor
Cookie Monster Weighs in On Shrinkflation
What Is A Reasonable Rate of Return?
The Financial Dead Zone
Financial Planning for Single Retirees
Prioritizing Retirement - 3 Things You Can Do Now
Are You Living In The Gap or the Gain?
How to Avoid Lifestyle Creep
4 Simple Money Mistakes You Can Fix
Designing Your Personalized Withdrawal Strategy
How to Become a Super Saver
3 Reasons Not To Increase Your 401(k) Contributions
Gen X Is Worried About the Retirement Gap
Financial Resolutions for 2024
Financial Advisor Autocomplete Interview
Charitable Giving Strategies
Taxes, Conversions, Credit & More - Answering Listener Questions
Estate Planning Basics
Answering The Internet’s Most Searched Questions
Millionaires Are...
Surviving Holiday Shopping
5 Changes to Social Security for 2024
10 Myths About Financial Planning
How to Create A Distribution Strategy
What Can We Learn From America’s Richest People?
401(k) ’Hack’ You Probably Don’t Know About
How A Government Shutdown Could Impact Investors
7 Tips for Financial Security
Let’s Talk About Home Ownership
4 Questions You Need to Ask Yourself
Is It Time For a Financial Reset?
Financial Beige Flags
Answering Your Questions Part 2
Can Money Buy You Happiness?
Money Lessons From Your Favorite TV Shows
How To Retire Early
How To Stop Living Paycheck to Paycheck
How To Fix Financial Mistakes
Answering Your Questions
How to Raise Millionaires
How America Saves
How To Maximize Your 401(k)
How To Create a Retirement Plan
This Has Gotten Out of Control!
6 Financial Green Flags
Biggest Money Mistakes of the Wealthy
Money Mistakes Financial Advisors Make
Navigating Awkward Money Conversations
7 Threats To Your Financial Freedom
Is Financial Education Making Us Bad Investors?
Spring is In The Air, and So Are Corporate Layoffs
The Most Important Financial Advice For Every Generation
Where Is The Recession?
The Most Important Aspect of Personal Finance
Money & Mental Health
Changing Your Money Mindset
Developing Income Streams
Does AI Give Good Financial Advice?
Egg Inflation & The Misery Index
How The Latest Fed Meeting Will Impact Investors
How SECURE 2.0 Will Impact Your Financial Life
5 Lessons We Can Learn From The Madoff DocuSeries
Balancing Emergency & Retirement Savings
What’s In Store for 2023
New Year, New Financial Goals
2023 Outlook
Investors Are Making This 401(k) Mistake
Unrealistic Expectations
Credit Card Debt Is On The Rise - How To Get It Under Control
30 Frugal Money Tips
4 Tips for Saving Money On Black Friday
10 Years From Retirement? Take These 7 Steps
35 Financial Tips for Your 40s
Roth Conversion Mistakes to Avoid
Maximizing Retirement For Small Business Owners
Should Young People Save?
Recession Fatigue
Can You Retire On Less Than $500,000?
6 Tips for Maximizing Your Retirement Savings
Financial Advisors React to American’s Top Financial Priorities
12 Tips For Making Better Financial Decisions
5 Life Insurance Myths
What Does A Financial Advisor Actually Do?
6 Simple Steps to Check On Your Finances
13 Bad Money Habits to Break
Biggest Financial Mistakes To Avoid
5 Ways to Cope With Recession Anxiety
4 Strategies For Dealing With Market Uncertainty
What To Expect In A Recession
6 Retirement Killers to Avoid
11 Numbers You Need To Know Before Retirement
Are We On The Verge Of A Housing Crisis?
The Bear Market Is Here: Now What?
The True Value of A Financial Advisor
What To Do When Stocks & Bonds Are Falling