All episodes
What Really Drives Mortgage Rates? What Homebuyers and Retirees Need to Know
Are the Rich Getting Richer and the Poor Getting Poorer?
Banking Secrets Every Founder Should Know
Top 10 Estate Planning Mistakes to Avoid (Before It's Too Late)
Your Power of Attorney Might Already Be Useless
How to Know If You Have "Enough" Money to Retire
HSA's Create More Tax-Free Wealth for Retirement
Pre-Retirement Planning Done Right: Faith, Legacy, and Knowing When It's Time.
Real Retirement Success: How 18 Years of Wise Counsel Tripled One Couple's Net Worth
Don't invest in SpaceX IPO until you watch this, (Don't Ignore)!
This Couple Cracked the Code to a Happy Retirement: A client success story
Social Security Facts: What It Means for Your Retirement
The Tax-Free Strategy Saving Retirement Right Now
Headline Risk: The Hidden Risk That Quietly Destroys Wealth
Design the next 10 years of your life: Relationships, Health, and Finances.
Why retirees are afraid to spend their millions (& how to overcome it).
Why Your Anxiety Doubled with Your Net Worth
Build a Retirement Around What You Actually Want
The Georgia Tax Debate: Is No Income Tax a Win for Retirees?
Ground Zero: Why It Is So Hard to Buy Your First Home in Atlanta
Living to 100: Planning for the Long Game
A Will Might Not Be Enough: Accidental Disinheritance
Retire Like a Leader with Mark Cole
The Mental Advantage of Gratitude
The Tax-Free Way to Pass Down a $1MM House
My Spouse Isn't Good at Finances: How Can I Protect Them After I'm Gone?
Can I Retire with $2.4 Million at Age 58? - Episode 45
$5 Million Windfall — Now What?
You Hit Your Retirement Number. Now What?
Required Minimum Distributions
How to Buy a Car and Actually Get a Great Deal
Why Appreciated Assets Might Be Your Best Gift Yet
Way More Generosity, Way Less Taxes - Part Deux
How to Safeguard Your Wallet While Shopping Online in 2025
Don't Make These Roth Conversion Mistakes!
Mixing Family and Business Successfully
Why Being a Chicken Could Derail Your Retirement Plans
From Rapids to Returns: Investment Tactics for Turbulent Times
A Night with the Best: Stories, Lessons, and a Big Announcement
Navigating Widowhood with Lee Ann Cartwright
Is There a Pot of Gold at the End of the Tariff Rainbow?
Make Retirement Healthy Again - Episode 29
Is Your Residence An Investment or Expense? - Episode 28
The Retirement Playbook - Episode 27
What You Need to Know About The Social Security Fairness Act - Episode 26
Lessons & Stories for Business Owners, Entrepreneurs, & Financial Advisors - Episode 25
Keep Uncle Sam Off Your Christmas List - Episode 24
LAST MINUTE TAX-SAVINGS AND RETIREMENT PLAN STRATEGIES FOR 2024 - Episode 23
The Thanksgiving Spirit - Episode 22
Have You Ever Packed a U Haul - Episode 21
Facts over Fear The Truth About The Election and Your Retirement - Episode 20
Retire NOW, Retire Often - Episode 19
Frightening Truths about Taxes and Retirement - Episode 18
The 1 Thing - Episode 17
Take The Trip! - Episode 16
Olympic Size Lessons For A Gold Medal Retirement - Episode 15
"For Your Benefit & Theirs" - Episode 14
ROTH, The More You Know - Episode 13
Healthy Nest Egg? What about a Nest Egg FOR HEALTH - Episode 12
Inherited IRAs: Optimizing Your Inheritance - Episode 11
Good Plan Gone Bad: More Estate Planning Stories To Learn From - Episode 10
Inherited IRAs: New Rules On Old Money - Episode 9
Measuring Backwards: A book review on "The Gap & The Gain" - Episode 8
The Mortgage You Didn't Know You Have - Episode 7
INSURANCE, Luck Is Not A Plan - Episode 6
TAXES, Luck Is Not A Plan - Episode 5
SUPER BOWL SUNDAY, Good Plan Gone Great - Episode 2
TAX PLANNING, Good Plan Gone Bad - Episode 1
ESTATE PLANNING, Good Plan Gone Bad - Episode 3
The Farm - Episode 4