All Episodes
Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It. — 106 episodes
What Happens When You Retire? 5 Things That Disappear When You Stop Working
Retirement Investing Strategy: How $100K Can Grow Into $2 Million
How Much Should You Have in Your 401(k) to Retire?
8 Retirement Assets Wealthy Retirees Avoid
Why a Pension Changes Everything in Retirement
The Retirement Tax Strategies Most People Miss
How to Increase Your Social Security Benefits (Before It’s Too Late)
What to Sell Before Retirement: 5 Things Most People Miss
Should You Pay Off Your Mortgage or Invest? (What Actually Makes Sense)
Most People Get This Wrong About Investing
How to Invest in 2026 without Guessing or Taking Unnecessary Risks
Retiring Soon? It’s Time to Revisit Your Portfolio
Client Q&A: RMD Questions Answered - Timing, Taxes, and Inheritance
Automate Your Wealth: 2026 Contribution Limits Explained
Jump Start Your Year: New Year Financial Tips for Smarter, More Intentional Planning
Tax-Efficient Investing: How to Lower Your Tax Bill Without Sacrificing Growth
Am I Ready to Retire? Risk, Returns, and Real Answers
What to do with an Inherited IRA (And the Mistakes to Avoid)
Year End Planning - The Two Minute Drill for Your Financial Life
Your Biggest Retirement Questions Answered: Client Q&A
What Does Fee Only Really Mean
The End of the Penny and What It Means for The Future of Money
Should I Pay Off My Mortgage Before Retirement?
High Income to High Net Worth: The Smart Way to Build Wealth That Lasts
Charitable Giving Strategies to Maximize Your Tax Deductions
Qualified vs. Non-Qualified Accounts: What It Really Means for Your Money
Maxed Out Your 401k? Here’s What to Do Next
What to Do with an Old (or Forgotten) 401k
The Best Age to Retire? It’s Not What You Think
The Cash Balance Plan Advantage: Maximize Savings, Minimize Taxes
Retirement Planning Mistakes: Don’t Forget These Hidden Costs!
How Portfolio Rebalancing Can Help You Stay on Track for Retirement
Wills and Trusts: What You Need to Know to Pass On Your Wealth Wisely
ETFs vs. Mutual Funds: What’s the Real Difference?
HSA Benefits: How to Use Your Health Savings Account for Maximum Impact
Required Minimum Distributions: RMDs Explained
Old Policies, New Problems: When to Rethink and Review Your Insurance
Breaking Down the Big Beautiful Bill: Tax Cuts and Opportunities
FOMO and Investing: Why Emotions Sabotage Your Strategy
Self-Employed Retirement Planning: How to Maximize Tax Savings and Wealth
What to Do After Maxing Out Your 401k
Investing in CDs: A Low-Risk Strategy You’re Probably Overlooking
The Difference Between Permanent Life Insurance and Term Life Insurance (and Why It Matters)
Your Medicare Choice Might Be Permanent - Here’s What to Know (with Medicare Specialist Andrew Mersereau)
Making It Count: How to Balance Living for Today and Saving for Tomorrow
How to Maximize Your Social Security Benefits & Why It Still Matters, Even If You're Wealthy
Roth Conversion Strategies: Build Wealth for Your Family, Not the IRS
What Is a Fiduciary Financial Advisor?
Asymmetric Risk: How to Invest Wisely, Even If You’re Wrong Most of the Time
WTF is a Mutual Fund Anyway? (And Why No One Knows What's in It)
Donor Advised Funds: A Smarter Way to Give (and Save on Taxes)
Investing in Private Equity as a Business Owner
The Boring Strategy That Saves Retirements
Why the Dollar-Cost Averaging Investment Strategy Wins in Down Markets
The Hidden Risks, and Realities, of Insurance for High-Net-Worth Individuals
Turning Market Lows Into Tax-Free Growth: The Roth Conversion Advantage
Physician Retirement Strategies: Making Early Retirement a Reality
Selling Your Business? Valuation, M&A, and Exit Strategies with Chris Blees, CPA/ABV, CM&AA
High Net Worth Financial Planning
Turning High Income into Lasting Wealth: Strategies for High Earners
Roses Are Red, Violets Are Blue… Are Your Beneficiaries Still Right for You?
Tariffs Explained: How They Impact Your Wallet and Investments
Healthcare in Retirement: What You Need to Know to Plan Ahead
The Future is Now: Investing in AI for Growth and Innovation
Beyond Tax Prep: Elevating Your Wealth Through Strategic Tax Planning with Max Pollack, CPA
Prosper, Protect and Pass it on– Estate Planning Tips
New Year, New Limits: Financial Updates for 2025
Real Estate and Retirement: What You Need to Know
Dividend Paying Stocks: Income, Growth, and Risks Explained
Should I Buy an Annuity? Pros, Cons, and Everything In Between
Navigating the Mental Shift into Retirement
Zoom Out: Optimizing Retirement Accounts
5-10 Years to Go: Retirement Reality Check
What Now? Strategies for Unused 529 Plan Funds
Are you making these 3 common retirement mistakes?
401k Do's and Don'ts: Smart Strategies as You Near Retirement
The Art of Asset Allocation
Why the FIRE Movement is BS
Mastering Monthly Expenses in Retirement
Navigating the New Rules for Inherited IRAs
Retirement Milestone: Demystifying Required Minimum Distributions
Rethinking Home Equity in Your Retirement Strategy
Beneficiary Basics: Keeping Your Accounts in Order
Insurance isn't an Investment
How I Invest: A look inside a CFP's portfolio
Retirement Planning for Self-Employed Business Owners and 1099 Employees
The Power of Dollar Cost Averaging: A Timeless Investment Strategy
Understanding the Yield Curve: Trends and Implications
Hamilton’s Legacy: Modern Insights into U.S. Treasuries
Cash Clarity: Navigating Money Market Accounts and Funds
Certificates of Deposit (CDs): An Old-School Investment Making a Modern Comeback
From the Runway to Retirement: Financial Planning for Pilots with Nick Coleman, CFP®
How Elections Shape the Market: Trends and Insights
Real Estate Investing: Fees, Cash Flow, and Risks
Collectibles as an Investment: Where Fun Meets Finance
Alternative Investments: Beyond Stocks and Bonds
Understanding RMDs: Tips and Resources for Retirees
Navigating Healthcare Costs: The HSA Advantage
Backdoor Roth: From Tax Burden to Tax-Free Growth
Dreams to Destinations: Crafting Your Retirement Travel Story
Streamlining Retirement: Insights into Account Consolidation
The Power of Catch-Up Contributions
When can I retire?
Decoding Bitcoin with Gerry Signorelli
Welcome to Don't F-Up Your Retirement brought to you by Bonfire Financial
Navigating Taxes with Henry Ip, CPA