All Episodes

Episode 123 - Preserving Your 401k - Financial Sanity

Episode 122 - Acting Your Financial Age - Financial Sanity

Episode 121 - The Reality of Retirement Spending - Financial Sanity

Episode 120 - The Cost of Conflict - Financial Sanity

Episode 119 - Continued Conflicts in Iran - Financial Sanity

Episode 118 - Is a Recession on the Horizon - Financial Sanity

Episode 117 - Dozen Dirty Scams to Avoid

Episode 116 - The Retirement Paycheck Predicament - Financial Sanity

Episode 115 - The Longevity Challenge - Financial Sanity

Episode 114 - Retirement Optimism

Episode 113 - Protected Income

Episode 112 - Taxes in Retirement

Episode 111 - Acting Your Age (Asset Allocation)

Episode 110 - Dozen Dirty Scams to Avoid - Financial Sanity

Episode 109 – January Headlines - Financial Sanity

Episode 108 - 2026 Retirement Forecast - Financial Sanity

Episode 107 - Clearing Up 6 Common Myths About Retirement - Financial Sanity

Episode 106 - Listener Mailbag - Financial Sanity

Episode 105 - Financial Resolutions - Financial Sanity

Episode 104 - Habits of the Quietly Wealthy - Financial Sanity

Episode 103 - Financial Strategies Around the Holidays - Financial Sanity

Episode 102 - Think Fast Game - Financial Sanity

Episode 101 - Listener Mailbag Questions - Financial Sanity

Episode 100 - Thanksgiving Special - Financial Sanity

Episode 99 - Listener Mailbag Questions - Financial Sanity

Episode 98 - Financial Literacy - Financial Sanity

Episode 97: Key Financial Habits for Retirees - Financial Sanity

Episode 96: The Dirty Dozen: "Scams to Avoid"

Episode 95 - Retirement Income Puzzle - Financial Sanity

Episode 94 - Latest on the Government Shutdown

Episode 93 - Hey Look! Federal Interest Rates Dropped! (Sort of)

Episode 92: How Much Will You Spend in Retirement?

Episode 91: Tax Savvy Strategies

Episode 90: Optimizing Social Security

Episode 89: Active vs. Passive

Episode 88: One Big Beautiful Bill

Episode 87: Retirement Checklist, Part 4

Episode 86: The Client Experience, Part 2

Episode 85: Clearing Up 6 Common Myths About Retirement

Episode 84: Reasons to Fire Your Advisor

Episode 83: Big Beautiful Bill

Episode 82: Balance Your Retirement Portfolio

Episode 81: Will Social Security Be There for You?

Episode 80: Maximize Your Retirement Income, Part 3

Episode 79: One Big, Beautiful Bill

Episode 78: Retirement Puzzle Cube Part 2

Episode 77: Creating Dependable Retirement Income

Episode 76: Taxes in Retirement

Episode 75: U.S and China Pause Tariffs

Episode 74: The Dirty Dozen

Episode 73: Getting to Know Patrick Ayers

Episode 72: Timeless Advice - Maya Angelou, Paul Samuelson, and George Washington

Episode 71 - Retirement Checklist 4

Episode 70 - Don't Time the Market

Episode 69 - Taxes Trivia!

Episode 68 - A Recession May Be Coming. It's Not too Late to Prepare

Episode 67 - What to Do During Market Volatility

Episode 66 - Healthcare Trivia

Episode 65 - Tariffs and Trade Wars

Episode 64 - Maximize Your Retirement Income Part 2

Episode 63 - Mailbag Questions: Spending too Much Money too Fast? Maximizing vs. Optimizing Social Security

Episode 62 - Time Machine 1974

Episode 61 - 2025 Main Topic: Taxes

Episode 60 - Growing Government Debt

Episode 59 - Where Will You Live In Retirement?

Episode 58 - Preserving and Optimizing Your 401k

Best of Financial Sanity Episode 57 - New Year, New Administration

Best of Financial Sanity Episode 56 - Mailbag Questions: How Much Might I Need?

Best of Financial Sanity Episode 55 - Financial Literacy

Best of Financial Sanity Episode 54 - Planning for the Future as a Family

Best of Financial Sanity Episode 53 - The Client Experience

Best of Financial Sanity Episode 52 - Retirement Checklist 3

Best of Financial Sanity Episode 51 - Talking About Finances to Family

Best of Financial Sanity Episode 50 - Maximize Your Retirement Income

Best of Financial Sanity Episode 49 - Taking Stock of 2024

Best of Financial Sanity Episode 48 - Mailbag Questions: Think Fast! Cake or Pie? First Car? Dogs or Cats?

Best of Financial Sanity Episode 47 - Is the American Dream Attainable?

Best of Financial Sanity Episode 46 - Mailbag Questions: Part-time Work and Social Security

Best of Financial Sanity Episode 45 - 2024 Election Reaction

Best of Financial Sanity Episode 44 - Mistake with IRAs

Best of Financial Sanity Episode 43 - Are Younger Generations Worse off for Retirement?

Best of Financial Sanity Episode 42 - Mailbag Questions

Best of Financial Sanity Episode 41 - Inheritance and Probate

Best of Financial Sanity Episode 40 - Retirement Preparedness Manual

Best of Financial Sanity Episode 39 - Behavioral Finance and You

Best of Financial Sanity Episode 38 - How Confident Do You Feel About Social Security

Best of Financial Sanity Episode 37 - Think Fast!

Best of Financial Sanity Episode 36 - A Great Wealth Transfer

Best of Financial Sanity Episode 35 - Stock Market Volatility

Best of Financial Sanity Episode 34 - Retirement Puzzle Cube

Best of Financial Sanity Episode 33 - More Retirements in the U.S

Best of Financial Sanity Episode 32 - More or Less Money in Retirement?

Best of Financial Sanity Episode 31 - Three Risks, Part 1

Best of Financial Sanity Episode 30 - Make Your Money Work For You

Best of Financial Sanity Episode 29 - Decision 2024

Best of Financial Sanity Episode 28 - Who Killed the 60-40 Rule?

Best of Financial Sanity Episode 27 - The Psychology of Money

Best of Financial Sanity Episode 26 - Retirement Checklist 2

Best of Financial Sanity Episode 25 - Test Drive Your Retirement

Best of Financial Sanity Episode 24 - National Debt Continues to Rise

Best of Financial Sanity Episode 23 - Would You Rather?

Best of Financial Sanity Episode 22 - Tax Cuts and Jobs Act

Best of Financial Sanity Episode 21 - Retirement Checklist 2

Best of Financial Sanity Episode 20 - Financial Junk Drawer

Best of Financial Sanity Episode 19 - Mailbag Questions: Long-term Care, Company Letting People Go

Best of Financial Sanity Episode 18 - Make Your Money Work for You

Best of Financial Sanity Episode 17 - Living to 100

Best of Financial Sanity Episode 16 - Mailbag Questions: Annuities? TOO Much Life Insurance??

Best of Financial Sanity Episode 15 - Retirement Checklist

Best of Financial Sanity Episode 14 - Retirement Checklist

Best of Financial Sanity Episode 13 - Our Nation's Debt

Best of Financial Sanity Episode 12 - Financial Sanity Time Machine - 2008

Best of Financial Sanity Episode 11 - Getting to Know Patrick Ayers

Best of Financial Sanity Episode 10 - Timeless Advice

Best of Financial Sanity Episode 9 - Mailbag Questions: Why Should I Have a Financial Advisor?

Best of Financial Sanity Episode 8 - Mailbag Questions

Best of Financial Sanity Episode 7 - Peak 65

Best of Financial Sanity Episode 6 - History of Taxes

Best of Financial Sanity Episode 5 - Interest Rates Potentially Decreasing in 2024

Best of Financial Sanity Episode 4 - 2024 Retirement Forecast

Best of Financial Sanity Episode 3 - Financial Habits to Break

Best of Financial Sanity Episode 2 - Financial Literacy

Best of Financial Sanity Episode 1 - New Year, New Changes