All Episodes

Ready to Play the ‘Retirement Prediction Board?’

Watch Out for the ‘Myths’ of Retirement

Too Much Income in Retirement Can Cost You

Could ‘Dirty Sponges’ in Your Retirement Plan Be Setting You Up for a Future Tax Hit?

Prevent Fees from Polluting Your Retirement Plan

Do You Have the Right ‘Recipe’ for Retirement?

Is It Time to ‘Look Forward’ with Complete Tax Planning?

Add a ‘Gimme’ Putt to Your Retirement Plan

So This is the Year You’ve Resolved to Get a Financial Advisor – Now What?

What It Means to Be a ‘Kingdom’ Financial Advisor

What Does Holistic Retirement Planning Mean?

What is the ‘Bucket Strategy’ in Retirement?

Time is Running Out to Book Your End-of-Year Financial Review

When Should You Start Estate Planning?

Turn Your Portfolio Into a ‘Juicy’ Retirement Paycheck

Do You Need a ‘Bigger Retirement Boat?’

How Can You ‘Weatherproof’ Your Retirement Plan?

The ‘One Big Beautiful Bill’ – Part 2

How Does the ‘Big Beautiful Bill’ Affect Your Retirement?

Timing is Everything When It Comes to Claiming Social Security

Signs You Might Want to Switch Your Financial Advisor

Are You Prepared for Longevity Risk in Retirement?

Can I Retire This Year?

When It Comes to Social Security, Don’t Panic – Plan It

When Should You Make the Move to a Roth Conversion?

Legacy Planning Take Aways from the Deaths of Gene Hackman and His Caregiver Wife

Listen to This Before You Attend a Steakhouse Retirement Seminar

Retirement is Complicated – Why Not Hire a Financial Advisor?

How the Three Stages of Your Financial Life Can Drive Your Retirement

Don’t Hire the Wrong Financial Advisor

Creating a Clear Retirement Roadmap

Are You Prepared for Longevity Risk in Retirement?

Annuities Mean Retirement Income

Consider a Roth Conversion Whether the Trump Tax Cuts Are Renewed or Not

Plan for the Risks in Retirement So You Can Enjoy the Rewards

Make an Appointment Now to Review Your End-of-Year Checklist

Retirement Planning Should Include Estate Planning

Fantasy Football and Retirement

Why Retirement Savers Miss Pensions

Why Timing of Income is Important When It Comes to Taxes in Retirement

Is Your Retirement Prepared for Long-Term Care?

How to Protect Yourself if the Social Security ‘Titanic’ Heads Toward the Iceberg

Don’t Be a Retirement Worry Wart!

Is the 4% Withdrawal Rule in Retirement Still Relevant?

Taking the Emotion Out of a Retirement Portfolio That’s Invested in the Stock Market

What’s This Thing Called an ‘RMD?’ How Do I Keep More of My Retirement Money?

A Social Security Hurricane is Coming – What Can I Do Before Retirement?

How Do You Create Your Own ‘Personal Pension’ in Retirement?

What’s This About a Social Security Bonus in Retirement?

Do You Know Your Retirement Tax Bill?

Can I Take My Retirement Plan for a ‘Test Spin?’

Can I Take a Mulligan on My Social Security Benefits?

If the Trump Tax Cuts Expire, How Will That Impact Your Retirement?

Achieving Financial Independence Before Retirement

Retirement: It’s a Matter of Perspective

What’s the first step if you made a New Year’s Resolution to make a retirement plan?

Will you be ready if Social Security benefits are cut during your retirement?

Are you afraid to spend your hard-earned retirement money?

How much do you really know about the “A” word in retirement?

Have you included estate planning with your retirement?

Have you left any retirement money on the table?

Did you know that you’re taxed on more than you think in retirement?

What are you “Retiring To?”

Are you ready for the Three Stages of Retirement?

Have you overlooked long-term care in your retirement planning?

How do you fill the income gap in retirement?

Are you taking tax planning steps now to protect your nest egg?

Do you have an income plan for when you retire?

What can a retirement portfolio review do for you?

How much experience does your financial advisor have?

Have you made a tax plan for retirement?

Are you planning for a fulfilling retirement?

What is your risk tolerance?

Are you maximizing Social Security benefits?

Why is a good advisor hard to find?

How do we tackle long term care?

What could a recession mean for pre-retirees?