All Episodes
Beyond the Money — 145 episodes
The Retirement Conversation Every Couple Should Have
Is Retirement the Finish Line or a New Beginning?
Is Lazy Money Quietly Draining Your Portfolio?
The 10-Year Tax Trap Most Retirees Never See Coming
Interview w/ the Founder of Market Guard, Brad Jenkins
Will Your Family Know What to Do When You’re Gone?
Is Your Retirement Plan Still on Track?
The Two Choices Every Retiree Faces About Risk
Why Investing Alone Is Not a Retirement Plan
The Retirement Blind Spot Most People Miss
Is Financial Freedom About Money—or Something Bigger?
The 5 Forces That Could Make or Break Your Retirement
The Risk Behind Today’s Market Momentum
Scams, Strategy, and Staying Focused in Retirement
Risk, Markets, and Long-Term Thinking
The Financial Spring Cleaning You’ve Been Putting Off
Test Driving Your Retirement Before It’s Too Late
Why the Market Feels Strong While Your Wallet Feels Weak
Randy Owen on the Stories Fans Found Inside Alabama’s Songs
The Gap Between Tax Prep and Tax Planning
Navigating Dementia Before Crisis Hits (Interview with Debbie Selsavage)
Tax Prep vs. Tax Planning: Why the Difference Matters
Spending, Purpose, and the Next Chapter
Market Warnings, Oscars, and Your Money
Redefining Retirement After Leadership (Interview w/ Sarah Trahern)
Retirement Isn’t the End of Investing
Celebrating Milestones While Planning Ahead
Six Birthdays That Can Quietly Cost You—or Save You
Why Retirement Fear Isn’t About Money
From Wall Street to Ground Zero: A Life Shaped by History
What the Trading Floor Was Really Like Before Technology Took Over
Are You Afraid to Spend Your Own Money?
Is the American Dream Still Within Reach?
The Tax Moves Most Retirees Miss
Math vs. Mindset: The Moment You Finally Give Yourself Permission
Five Steps to a More Intentional—and Successful—Year
Is Procrastination Costing Your Retirement?
Intentional Planning: The Secret to Lasting Wealth and Happiness
Tax Surprises and Annuity Truths: Are You Prepared?
From Louvre Heists to Life’s Next Chapter—Protecting Your Retirement
Is Retirement Really the End—Or Just a New Beginning?
Gold, Taxes, and Family: The Retirement Balancing Act
Six Steps to a Storm-Proof Retirement Plan
Understanding Medicare: What You Need to Know (with Karen Lund)
Melt-Ups & Mistakes: Moves That Could Destroy Your Retirement Plan
Gen X on the Edge: Are You Ready for Retirement’s Reality?
Retirement Shock: Why Taxes Don’t Retire With You
Beyond the Alphabet Soup: Making Sense of Medicare Choices (with Karen Lund)
Don’t Wait for April: The Tax Planning Mistake
Women, Work & Medicare: The New Rules of Retirement
Retire Like a Pro: Florida’s Secrets & Stress Tests
Windfalls & Wake-Up Calls: Planning for the Unexpected
Retirement Isn’t a Number—It’s a Feeling
Retire at 65? Test the Math First
The Real Cost of Procrastinating Your Retirement Plan
Jeannie Seely’s Legacy & Your Retirement Roadmap
Taxes, Legacy, and Caddyshack Wisdom
From Super Bowl to Saving Lives: Martín Gramática’s Second Act
The Retirement Map: Your Guide to Keeping More and Stressing Less
Country Soul and Sisterhood: A Conversation with Jeannie Seely
Windfall Elimination, Early Claims, and the Cost of Bad Timing
Bucket List or Budget Risk? Planning for Both
The True Cost of Time
Interview with Mary Beth Franklin
Navigating Market Volatility: Strategies for Investors
Confronting Retirement Fears: Strategies for Success
The Evolving Landscape of Retirement Planning
The Power of Procrastination: A Financial Pitfall
The Often-Overlooked Significance of Father's Day
Building Trust in Financial Relationships
Income Planning: A Critical Component of Retirement Strategy
The Role of Family in Financial Decisions
Being Wealthy vs. Being Rich: Understanding the Difference
Women In Finance
The Importance of Financial Planning
The Essential Retirement Map
Understanding Lazy Money: Are Your Investments Working?
Five Steps to a Solid Financial Plan
Interview with Mike Reeves
The Journey of Drew Baldridge: Music and Entrepreneurship
Empowering Women in Retirement Planning
Navigating Retirement: The Importance of Sequence of Returns
The Concept of Lazy Money
Interview with Duane Allen of The Oak Ridge Boys
Navigating Spring Break Chaos
Understanding the True Cost of Financial Services
Navigating Inflation: What It Means for Your Retirement
Bridging Financial Gaps in Relationships
Navigating the Trump Tax Cuts
The Retirement Transition
Barriers to Achieving Your American Dream
Maximizing Your Social Security Benefits
The Current Economic Landscape
Make 2025 The Best Year Ever
Unlocking the Secrets of Mailbox Money
The Importance of Lifetime Income in Retirement
Interview with Amy Bruske of Kolbe Corp
Thanksgiving Traditions and Family Values
Celebrating Life's Milestones: A Financial Perspective
Navigating Post-Election Financial Landscapes
The Significance of Celebrating Milestones
Navigating Medicare: Open Enrollment Insights
The Rising Cost of the American Dream
The Urgency of Financial Planning
Interview with Wayne Bennett from Cat 5 Hurricane Screens
Financial Planning in Uncertain Times
Mastering Your Financial Future
Managing Fees in Financial Planning
Key Considerations in Retirement Planning
The Impact of CPI Numbers on Interest Rates
The Importance of a Holistic Retirement Plan
Protecting Loved Ones: Affairs in Order
Creating a Comprehensive Retirement Plan
RMDs and Retirement
The Importance of Having a Retirement Map
Full Financial Plan in 5 Steps
Becoming a 401(k) Millionaire: Saving and Compounding
Potential Changes to your 401(k)
Gratitude for Fathers and Their Impact
The Retirement Burnout is REAL!
Long-Term Care and Healthcare Planning in Retirement
Maximizing Returns Through Tax Planning
Underestimating Your Income Needs in Retirement
Producing Income. Protecting Income. Growing Income.
It's ok to be Uninformed
Do You Have a "Tax in Advance" Retirement Strategy?
Breaking Up With Uncle Sam in Retirement
Milestone Birthday vs Milestone Savings
Why Retirees Over 50 Get Ignored
Dr Codi Gharagouzloo Discusses the Latest in Diagnostic Solutions
Can a 401(k) Successfully Replace a Pension?
Barton Scott Founder of Upgraded Formulas
Christine McCarron: Empower Your Inner Millionaire
Liquid Heavy but Afraid of the Market
Country Music Association CEO Sarah Trahern Live From Nashville
Time to Eliminate Your 401(k)?
Campbell and Co. Takes Over Nashville With Chancey Williams
Getting Uncomfortable in Retirement
Fired Before Retired
Appreciating Your Broke Mentality
Be Intentional: Make 2024 Your Best Year
President Jackie Campbells Tax Code
Jackies Conversation with Brad Jenkins of Market Guard
Blue Collar Tax Strategy
Setting Goals Not Resolutions