All Episodes
C.L.I.M.B. Through Retirement — 178 episodes · page 1 of 2
Mailbag Questions
Inflation, Uncertainty, and Your Retirement Plan
The Retirement Tightrope: Growth vs. Security
Mailbag Questions 40
Debt, Dollars & Dreams: Navigating Retirement in a $40 Trillion America
Headlines
The Surprising Truth About Retirement Confidence
Is a Million Dollars Enough? Debunking the Retirement Magic Number
Headlines, Hype & Retirement: The Truth Behind Medicare Part D Changes
Market Highs, Hidden Risks: Your Retirement Check-Up
Your Biggest Retirement Questions—Answered
The Silent “B” — Why Building Your Legacy Can’t Wait
Beyond the Balance: Funding Your Freedom
Rate Hikes, Rumors, and Retirement Readiness: Navigating the New Fed Era
The Silent Heist: Unmasking Your Retirement’s Hidden Threat
Countdown to 2032: Securing Your Retirement and Your Independence
The Retirement Marathon: What Every Woman Needs to Know
The Retirement Tax Shock
Building Essential Retirement Income
Mailbag Questions 40
When Tech Turns Toxic for Your 401k
Make Your Money Work for You
AI, Tech, and Your Retirement’s Reality Check
Navigating Retirement Amid Economic Uncertainty
Avoiding Inheritance Disputes in Retirement
Hidden Risks: Big Tech’s Impact on Retirement
Trivia Game: Taxes
Fear, Facts, and Your Retirement Future
Protecting What Matters: Your Guide to Family, Assets, and Peace of Mind
Retire Smarter: Real Strategies for a Fulfilling, Flexible Future
When Retirement Readiness Falls Short
Scaling New Heights: Small Business Owners & Retirement Revealed
Inflation, COLA, and Climbing Smarter: Navigating the Retirement Tightrope
Millionaire Next Door: Are You One and Don’t Know It?
Steady Steps and Sunny Skies: Navigating Retirement in a Changing Economy
The Inheritance Conversation: Turning Taboos into Triumphs
Are You Really Ready to Retire?
Charting Your Course: 2026's Retirement Rules and Realities
Balancing Act: Why Rebalancing May Just Save Your Retirement
The Holiday Mailbag: Unwrapping Retirement Strategies for a Festive Future
The Holiday Summit: Holiday Cheer, Smart Moves, and Retirement’s Three Ghosts
Avoiding Retirement's Hidden Pitfalls: Don't Guess, Plan!
Beyond the Basics: Your 1,500-Week Retirement Game Plan
Serving Up Retirement: The Thanksgiving Plate Edition
Rising Rates, Retirement Risks: Will Your Money Weather the Storm?
Weathering the Retirement Storm: COLA, Longevity & Living Your Best 1,500-Week Vacation
Climb with Confidence: Optimism, Income & Surprises in Retirement
Retirement Reality Check: Are You Prepared for a 1500-Week Vacation?
Retirement Secrets: Habits of the Wealthy Revealed!
C.L.I.M.B. Through Retirement-Weatherproof Your Wealth: October’s Retirement Checkup-October 19th, 2025
C.L.I.M.B. Through Retirement-COLA, Questions & Clarity: Leveling Up Your Retirement Confidence-October 12th, 2025
C.L.I.M.B. Through Retirement-Healthcare Hurdles: The Pricetag of Your Retirement Adventure-October 5th, 2025
C.L.I.M.B. Through Retirement-A Possible Government Shutdown-September 28, 2025
C.L.I.M.B. Through Retirement-Steps to Have a Better Retirement-September 21, 2025
C.L.I.M.B. Through Retirement-Let's Talk Social Security-September 14, 2025
C.L.I.M.B. Through Retirement-Retirement Preparedness Manual Part 2-September 7, 2025
C.L.I.M.B. Through Retirement-Third Quarter Changes-August 31, 2025
C.L.I.M.B. Through Retirement-Will Your Retirement Plan Weather a Storm?-August 24, 2025
C.L.I.M.B. Through Retirement-Global Conflicts-August 17, 2025
C.L.I.M.B. Through Retirement-Plan, Diversify & Maximize Retirement Income-August 10, 2025
C.L.I.M.B. Through Retirement-Retirement Preparedness Manual-August 3, 2025
C.L.I.M.B. Through Retirement-Retirement Preparedness-Part 2-July 27, 2025
C.L.I.M.B. Through Retirement-Retirement Preparedness Manual-July 20, 2025
C.L.I.M.B. Through Retirement-Global Conflicts-July 13, 2025
C.L.I.M.B. Through Retirement-Big, Beautiful Bill-July 6, 2025
C.L.I.M.B. Through Retirement-Prepare for Retirement Now-June 29, 2025
C.L.I.M.B. Through Retirement-Retirement Income Faces Tax Challenges-June 22, 2025
C.L.I.M.B. Through Retirement-The Market Rollercoaster-June 15, 2025
C.L.I.M.B. Through Retirement-Top Concerns Getting Ready for Retirement-June 8, 2025
C.L.I.M.B. Through Retirement-Balance Your Portfolio-June 1, 2025
C.L.I.M.B. Through Retirement-Helping Protect Your Retirement from Hidden Obstacles-May 25, 2025
C.L.I.M.B. Through Retirement-Social Security-May 18, 2025
C.L.I.M.B. Through Retirement-Turn Uncertainty in an Advantage-May 11, 2025
C.L.I.M.B. Through Retirement-Strategies to Keep Retirement on Track-May 3, 2025
C.L.I.M.B. Through Retirement-Helping Protect Your Retirement from Hidden Obstacles-April 27, 2025
C.L.I.M.B. Through Retirement-Strategies of Market Volatility-April 20, 2025
C.L.I.M.B. Through Retirement-Helping Protect Your Retirement from Hidden Obstacles-April 13, 2025
C.L.I.M.B. Through Retirement-High Network Financial Planning-April 6, 2025
C.L.I.M.B. Through Retirement-Tackling the Twin Threats-March 30, 2025
C.L.I.M.B. Through Retirement-Trade Wars-March 23, 2025
C.L.I.M.B. Through Retirement-Financial Habits to Break-March 16, 2025
C.L.I.M.B. Through Retirement-Best Time for Social Security-March 8, 2025
C.L.I.M.B. Through Retirement-Taxes in 2025-March 2, 2025
C.L.I.M.B. Through Retirement-Tackling the Twin Threats-February 23, 2025
C.L.I.M.B. Through Retirement-Impact of Taxes in 2025-February 16, 2025
C.L.I.M.B. Through Retirement-Preserving & Optimizing Your 401K-February 9, 2025
C.L.I.M.B. Through Retirement-Money Challenges in Retirement-February 2, 2025
C.L.I.M.B. Through Retirement-New Year & New Government-January 26, 2025
C.L.I.M.B. Through Retirement-Creating a Lasting Legacy-January 19. 2025
C.L.I.M.B. Through Retirement-NY's Resolutions-January 12, 2025
C.L.I.M.B. Through Retirement-Money Challenges in Retirement-January 5, 2025
C.L.I.M.B. Through Retirement, December 29, 2024, "Reasons to Fire Your Advisor"
C.L.I.M.B. Through Retirement, December 22, 2024, "Top 5 Taboo Topics"
C.L.I.M.B. Through Retirement, December 15, 2024, "Reasons to Fire Your Advisor"
C.L.I.M.B. Through Retirement, December 8, 2024, "Money Challenges in Retirement"
C.L.I.M.B. Through Retirement, December 1, 2024, "Taking Control of Retirement"
C.L.I.M.B. Through Retirement, November 24, 2024, "Election Reaction"
C.L.I.M.B. Through Retirement, November 17, 2024, "Growing Government Debt"
C.L.I.M.B. Through Retirement, November 10, 2024, "The Future of Social Security"
C.L.I.M.B. Through Retirement, November 2, 2024, "Falling Interest Rates"