All Episodes

The Inheritance Trap: Why Your Backup Plan Isn't a Plan

Flying Through the Storm: Navigating Inflation and Market Volatility

The GPS Method: Navigating Market Traffic and 401k Potholes

The Oprah Method: Why Knowing Your "Cost of Being You" Is Non-Negotiable

The Retirement Spend-Down: Why Having a Plan is Better Than Having a Number

The 50% Disappearing Act: When to Stop the Bleeding

The Everest Effect: Why More Retirees Fail on the Way Down

The $30,000 Secret: Can You Buy Retirement Security?

The $5 Million Anxiety: Why Your "Magic Number" Isn't Enough

The Income Strategy: Reverse Engineering Your 401k

Beyond the Mag 7: Navigating the 2026 Market Shift

The Downsizing Dilemma: When Your Smaller House Costs More Than the Original

The Retirement Tax Trap: Why Being a "Good Saver" Could Cost You

Social Security Roulette: Don’t Let One Decision Ruin Your Future

Will 2026 Be a Better or Harder Year to Retire Than 2025? | Watch Out for “Bad Actors” in the Financial Industry

Vanguard Says Many People Are Making This Retirement Mistake | Traditional vs Roth: How Much Should You Have in Each? | 4 Things People Want from Their Retirement Plan

What Are the Chances the Stock Market Will Be Up a 4th Year in a Row? | The Temptation of Going Debt Free in Retirement | The “Tiny Dings” That Can Derail Retirement

There are Two Different Kinds of Investors Right Now. Which One are You?

A Warren Buffett Market Warning | Will You Say “Uncle” to Uncle Sam? | Why Has the Wall Street Crowd Changed Their Tune?

5 Golden Rules of Retirement Planning | Dividend Stocks Are on the Rise | Confidence About Retirement Is Up for a Strange Reason

Retirement Help for the DIYer | Inflation Is Different in Retirement | Figuring Out Your REAL Retirement Savings Number

The Rules Are Changing on Your 401(k) Next Year | How Can You Be a “Smart Rabbit” in Retirement?

Retirement Advice You’ve Heard—And Why It Might Be Wrong

Is it Time for a Year-End Retirement Meeting Already? | Warren Buffett and Tony Robbins Agree on This Regarding Your Investing | A Retirement Lesson from Nate Bargatze

Are You Missing the Obvious in Your Retirement Planning? | Watch Your 401(k) Target Date Fund for Changes

Retirement Rules Are Changing—Are You Still Playing by the Old Ones?

New Data on How Much a Retired Couple Spends Each Month | A Retirement Lesson From George Carlin | Beware the New Offerings in Your 401(k)

7 Assumptions About Retirement That Might Be Wrong

Four Retirement Issues to Focus On Other Than the Stock Market | What to Do If You Went to Cash in April and Now the Market Is Roaring Again | Financial Concepts That Have Stood the Test of Time

Overcoming Your Worries About Money and Retirement | There’s No Reason to Overpay Taxes | Retirement Planning for the Self-Employed | We Need a Bigger Boat

What Do You Need to Know About the Big Beautiful Bill? | Are You Confident About Retirement? You May Be Looking at the Wrong Number | When Is the Right Time to Hire a Financial Advisor?

How is This Stock Market Like Rocky? | How Much of a Cash Cushion Should You Have in Retirement? | Where You Live Is a Factor on How Long Your Money Will Last

The Magic Number You Need for Retirement Has Dropped! | Don’t Fall for Uncle Sam’s Plan for Your IRA | Do You Have a “Newark” Retirement Portfolio?

How Wall Street Uses “Fuzzy Math” | Does Everything in Your Financial Life Have a Purpose? | The #1 Retirement Fear Has Caused a New Retirement Problem

Keeping Your Financial Cool Through All the Tariffs | People Who Have Pension-Like Income Spend WAY More in Retirement | An Example of Why You Should Consider an IRA-to-Roth Conversion

How Many “Buckets” of Money Do You Need in Retirement? | What to Look Out for When Doing an IRA-to-Roth Conversion | Is the Fear of Running Out of Money Overblown?

Is Now a Time to Up Your Cash Reserves? | How Fees Can Eat Away at Your Retirement Accounts | 70% of People in a Survey Say THIS Gives Them Confidence in Retirement

When Should You Dial Back Risk Before Retirement? | Are You Pushing Off Retirement Longer Than You Should? | Are You Maximizing Your 401(k)? | DOGE and Your Retirement Portfolio: Where is the waste?

Will Tariffs Continue to Affect Our Markets? How Do You Position Your Money? | What Has Better Odds: Vegas or the Stock Market? | How Long Before Retirement Should You Be Locking in Income?

Have We Found the Bottom in this Market Craziness? | What is the MVP of Your Retirement Plan? | Death By 1000 Financial Cuts

Do You Have an Exit Strategy for a Market Downturn? | Over Half of Retirees Don't Have This | Applying DOGE to Your Retirement Plan

Is a Recession Coming? | Determining How Much Money You Want in the Stock Market | Now Might Be a Great Time for an IRA-to-Roth Conversion

Retirement Strategies in Uncertain Times: What Should You Do?

Are Federal Layoffs Changing Retirement Plans? | Are Boomers Moving Away from Passing Down an Inheritance? | Are You Pushing Off Retirement Longer Than You Should?

What are the main causes a market correction? | Planning for when Social Security gets in trouble | Tony Robbins has a problem with your 401(k)

How your 401(k) comes up short | Where are you getting your retirement advice? | With all the politics moving markets, is it time to reallocate your investments?

What’s going on in the stock market? | What age should you take Social security? | The new retirement sickness: One more year syndrome

Will the Fed be as active in 2025? | If Congress extends the Trump Tax Cuts, how does it affect you? | The Shank Tank Team weighs in on retirement

Does Your Retirement Account Have Too Much Risk?

The Biggest Retirement Question

Financial News Networks. How Much Can You Believe? | When an Inheritance Causes Family Strife

Taking Advantage of Todays Low Tax Rates | When Things Don’t Go Perfectly in Retirement | The Unanswerable Question We All Have to Tackle in Retirement

What’s next for your CD money? | Bitcoin is blowing up. Should you consider it? | Why 2025 may be a great year to retire?

How do you know if an advisor is the right fit? | Why the 4% Rule Doesn't Work | Things to Know About IRA-to-Roth Conversions | How many people have actually saved $1 million for retirement?

What Gift Cards Can Teach Us About Retirement Planning

What Return on Your Money Should You Shoot for in Retirement?

How do you choose your financial advisor?

How do you balance the need for growth and the necessity of protection?

New 401(k) Rules for 2025

Don’t walk out of your financial advisor’s office without this…

Planning for Future Changes in Social Security

How Your 401(k) Compares to Airline Fees

The Complexities of Social Security and Medicare

Suze Orman says you need $2 MILLION to retire. Is she right?

How End of the Year Tax Planning Can Be Beneficial for Your Retirement

Lynyrd Skynyrd Interview

What do the recent interest rate cuts mean for your retirement?

Can you put too much in your 401(k)?

Unmasking Hidden Financial Fees

Social Security: Myths and Realities

Why Early Retirement Planning is Crucial

Should politics or a recession effect your financial decisions?

The Fallacy of Market Timing

The Number One Fear of Retirees

The Market took at hit! What does that mean for you and your retirement?

What should you do with your 401(k) once you retire?

A retiree wants $1 million before retiring. Is it worth it?

Are you truly ready for retirement?

Do you have too much junk in your retirement accounts?

Is Your Retirement Plan Flying on Autopilot?

When is the Right Age to Take Social Security

The 5 Biggest Risks to Plan Around in Retirement

Developing the Income You Need for Retirement

Retirement Planning: A Flight to Your Destination

What does the retirement planning process look like?

Clear Skies Retirement Trailer