All Episodes
C.L.I.M.B. Through Retirement — 154 episodes
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"
C.L.I.M.B. Through Retirement, October 26,2024, "Are You Happy with Your Retirement Plan"
C.L.I.M.B. Through Retirement, October 19, 2024, "Medicare Changes in 2025"
C.L.I.M.B. Through Retirement, October 13, 2024, "Optimizing Social Security"
C.L.I.M.B. Through Retirement, October 6, 2024, "Financial Regrets in Retirement"
C.L.I.M.B. Through Retirement, September 28, 2024, "Understanding Inheritance"
C.L.I.M.B. Through Retirement, September 22, 2024, "Social Security Concerns"
C.L.I.M.B. Through Retirement, September 14, 2024, "Think Fast"
C.L.I.M.B. Through Retirement, September 7, 2024, "Market Volatility"
C.L.I.M.B. Through Retirement, September 1, 2024, "Retirement Surge"
C.L.I.M.B. Through Retirement, August 24, 2024, "Special Market Headlines"
C.L.I.M.B. Through Retirement, August 17, 2024, "C.O.L.A."
C.L.I.M.B. Through Retirement, August 11, 2024, "Decision 2024"
C.L.I.M.B. Through Retirement, August 4, 2024, "Top 5 Things to Avoid When You Retire"
C.L.I.M.B. Through Retirement, July 28, 2024, "Summer Travel"
C.L.I.M.B. Through Retirement, July 20, 2024, "Global Financial Impact of the Olympics"
C.L.I.M.B. Through Retirement, July 14, 2024, "Creating a Lasting Legacy"
C.L.I.M.B. Through Retirement, July 7, 2024, "Financial Independence"
C.L.I.M.B. Through Retirement, June 30, 2024, "5 Surprise Retirement Expenses"
C.L.I.M.B. Through Retirement, June 23, 2024, "Test Drive Your Retirement"
C.L.I.M.B. Through Retirement, June 16, 2024, "Behavioral Finance & You"
C.L.I.M.B. Through Retirement, June 8, 2024, "Retirement for Small Business Owners"
C.L.I.M.B. Through Retirement, June 2, 2024, "Get the Facts on Social Security"
C.L.I.M.B. Through Retirement, May 26, 2024, "Behavioral Finance & You"
C.L.I.M.B. Through Retirement, May 19, 2024, "Steps to Preserve Your Wealth"
C.L.I.M.B. Through Retirement, May 12, 2024, "Concerns in Retirement"
C.L.I.M.B. Through Retirement, May 5, 2024, "Life Insurance Plans"
C.L.I.M.B. Through Retirement, April 28, 2024, "Financial State of Our Country"
C.L.I.M.B. Through Retirement, April 21, 2024, "Retirement Questions"
C.L.I.M.B. Through Retirement, April 14, 2024, "Financial Vortex"
C.L.I.M.B. Through Retirement, April 7, 2024, "Understanding Taxes"
C.L.I.M.B. Through Retirement, March 31, 2024, "Top 5 Financial Innovation"
C.L.I.M.B. Through Retirement, March 24, 2024, "The Nation's Debt"
C.L.I.M.B. Through Retirement, March 17, 2024, "Top 5 Things Your Kids Don't Want"
C.L.I.M.B. Through Retirement, March 10, 2024, "Think Fast"
C.L.I.M.B. Through Retirement, March 3, 2024, "Risks in Retirement"
C.L.I.M.B. Through Retirement, February 25, 2024, "10 Retirement Concerns for 2024"
C.L.I.M.B. Through Retirement, February 18, 2024, "Create A Complete Retirement Plan"
C.L.I.M.B. Through Retirement, February 11, 2024, "401K & IRA Decisions"
C.L.I.M.B. Through Retirement, February 4, 2024, "Comprehensive Strategies"
C.L.I.M.B. Through Retirement, January 28, 2024, "Possible Interest Rate Cuts"
C.L.I.M.B. Through Retirement, January 21, 2024, "Retiring Today"
C.L.I.M.B. Through Retirement, January 14, 2024, "2024 Retirement Forecast"
C.L.I.M.B. Through Retirement, January 7, 2024, “Medicare, Social Security, and Taxes….OH MY!”
C.L.I.M.B. Through Retirement, December 30, 2023, "Questions in Retirement"
C.L.I.M.B. Through Retirement, December 23, 2023, "2024 Master Calendar"
C.L.I.M.B. Through Retirement, December 16, 2023, "2024 New Year's Resolutions"
C.L.I.M.B. Through Retirement, December 9, 2023, "Christmas Price Index"
C.L.I.M.B. Through Retirement, December 3, 2023, "401K & IRA Decisions"
C.L.I.M.B. Through Retirement, November 26, 2023, "All About Annuities"
C.L.I.M.B. Through Retirement, November 18, 2023, "Would You Rather"
C.L.I.M.B. Through Retirement, November 12, 2023, "Timeless Advice 7"
C.L.I.M.B. Through Retirement, November 5, 2023, "Comprehensive Retirement Plan"
C.L.I.M.B. Through Retirement, October 29, 2023, "Medicare Open Enrollment"
C.L.I.M.B. Through Retirement, October 22, 2023, "Protected Income"
C.L.I.M.B. Through Retirement, October 15, 2023, "Mailbag Questions 21"
C.L.I.M.B. Through Retirement, October 8, 2023, "Social Security Trivia"
C.L.I.M.B. Through Retirement, October 1, 2023, "Reducing Taxes in Retirement"
C.L.I.M.B. Through Retirement, September 24, 2023, "Uncertainty"
C.L.I.M.B. Through Retirement, September 17, 2023, "Downsizing"
C.L.I.M.B. Through Retirement, September 10, 2023, "Leaving An Inheritance"
C.L.I.M.B. Through Retirement, September 3, 2023, "Who Killed the 60-40 Rule"
C.L.I.M.B. Through Retirement, August 27, 2023, "Mailbag Q's 17"
C.L.I.M.B. Through Retirement, August 20, 2023, "Top Retirement Advice"
C.L.I.M.B. Through Retirement, August 13, 2023, "Yay or Nay-Working in Retirement"
C.L.I.M.B. Through Retirement, August 6, 2023, "Four Questions About Retirement"
C.L.I.M.B. Through Retirement, July 30, 2023, "Good News, Bad News"
C.L.I.M.B. Through Retirement, July 23, 2023, "Estate Planning"
C.L.I.M.B. Through Retirement, July 16, 2023, "Topics on Your Retirement Planning List"
C.L.I.M.B. Through Retirement, July 9, 2023, "Money Challenges in Retirement"
C.L.I.M.B. Through Retirement, July 2, 2023, "Planning for the Future as a Family"
C.L.I.M.B. Through Retirement, June 25, 2023, "Retirement Rubik's Cube"
C.L.I.M.B. Through Retirement, June 11, 2023, "Would You Rather"
C.L.I.M.B. Through Retirement, June 18, 2023, "Summer Travel"
C.L.I.M.B. Through Retirement, June 4, 2023, "Four Retirement Pillars"
C.L.I.M.B. Through Retirement, May 28, 2023, "Mailbag Q's 20"
C.L.I.M.B. Through Retirement, May 21, 2023, "More Retirement Checklist"
C.L.I.M.B. Through Retirement, May 14, 2023, "Getting to Know You"
C.L.I.M.B. Through Retirement, May 7, 2023, "Retirement Checklist"