All Episodes

Episode 126: Bad Advice, Fear & Panic: Why People Get Retirement All Wrong"

Episode 125: "When Life Doesn't Go According to Plan: Retirement Strategies for the Unexpected"

Episode 124: "Let's Talk Retirement: All the Important Stuff You Need to Think About - in 49 Minutes!"

Episode 123: "Planning Your Retirement in Stages: What to Do & When"

Episdoe 122: "The Retirement Game: The 5 Levels of Wanting Out & Wisdom from a Baller"

Episode 121: "Disneyland, Retirement & the Money Truths Nobody Tells You"

Episode 120: "Final Four Your Finances: Setting Retirement Goals That Win"

Episode 119: "The Retirement Advice You've Been Sold (and what actually works)"

Episode 118: "Biases, Big Windfalls & What Mr. Rogers Knew that Wall Street Doesn't"

Episode 117: "Mutual Funds, ETFs & the Cash Question Retirees Get Wrong"

Episode 116: "Once You Decide, It's Done. The Retirement Moves That Lock in Your Future"

Episode 115: "Your Emotions Are Making You Commit These 7 Retirement Sins (And You Don't Even Know it!)"

Episode 114: "You're Not Ready to Retire Until You Do These 3 Things"

Episode 113: "Retirement Decisions You Can't Undo: Social Security, Insurance, and More"

Episode 112: "Popular Money Advice That Could Hurt Your Retirement"

Episode 111: "Retirement 2026: New Rules, Debt & the Emotional Shift"

Episode 110: "From Oprah to Charlie Munger: Timeless Quotes Tested Against Real Retirement Risks"

Episode 109: "Retirement Ready: What to Have in Place Moving Forward"

Episode 108: "The Giving Season & Your Retirement: A Year-End Financial Reality Check"

Episode 107: "From Workdays to Holidays: A Retiree’s First Christmas & Their Most Valuable Assets"

Episode 106: "Financial Advisor Red Flags & Reitrement Blind Spots Most People Miss"

Episode 105: "The Retirement Wake-Up Call: Bias in the News, Blessings You Forget, & Mistakes to Avoid"

Episode 104: "The Retirement Guide You Didn't Know You Already Had!"

Episode 103: "The Retirement Truths No One Talks About"

Episode 102: "Soar into Retirement: How to Stay on Course When Turbulence Hits"

Episode 101: "Is Your Retirement Financially Fit? Smart Strategies for Success"

Episode 100: "Hidden Retirement Lessons: What Your Daily Choices Say About Your Future"

Episode 99: "Which Retirement Dwarf Are You? How Your Personality Shapes Your Financial Future"

Episode 98: "Retirement Tips Hidden in Taylor Swift Songs"

Episode 97: "Financial Fitness After 50: How to Get Your Retirement Plan in Shape"

Episode 96: "Financial MythBusters: What Every Natural Saver Should Know Before Retiring"

Episode 95: "The Retirement Playbook: Downsizing, Golf Wisdom & Real-Life Answers"

Episode 94: "Your Last Decade Before Retirement & How to Get it Right!"

Episode 93: "Your First Year of Retirement: What No One Tells You"

Episode 92: "Retirement is a Total Trip - How to Prepare for it"

Episode 91: "Testing Financial Tips & Fake News: Uncovering the Truths"

Episode 90: "Retirement Lessons from The Beatles!"

Episode 89: "Building Your Retirement: How to Plan for What You Can't Control"

Episode 88: "The Big Retirement Overhaul: How the Big Beautiful Bill Will impact Your Money"

Episode 87: "Retiring Soon? What You Need to Know About Social Security & Healthcare"

Episode 86: " Your Money Your Emotions: Steps You Can Take to Remove Stress Out of Retirement"

Episode 85: "Retirement & The Small Business Owner"

Episode 84: "Estate Planning / The Missing Piece to Your Retirement Plan "

Episode 83: "Investment Crimes You May Be Committing!"

Episode 82: "The Biggest Retirement Mistakes Retirees Regret Making PART 2

Episode 81: "The Biggest Retirement Mistakes Retirees Regret Making"

Episode 80: "Retirement Taxes - Strategies to Avoid the Avalanche!

Episode 79: " Near Retirement? 5 Smart Moves to Protect Your Money in a Down Market"

Episode 78: " The Unique Challenges Women Face (and how to overcome them)"

Episode 77: "Need to Tap Your Retirement Early? 20 Ways to Avoid the 10% Penalties

Episode 76: "When Life Forces You to Tap Your Retirement Accounts: How to Avoid Early Withdrawal Penalties"

Episode 75: "When Should You Take Social Security? Don't Miss These Critical Tips"

Episode 74: "Riding The Financial Rollercoaster in Retirement – How to Stay on Track When Markets Take a Dive"

Episode 73: "Even More Risks You Face in Retirement"

Episode 72: "More Major Risks Facing Every Modern Retiree"

Episode 71: "4 Major Risks Every Modern Retiree Faces & How to Prepare"

Episode 70: "Risk in Retirement"

Episode 69: "The Treasure of a Hidden of Forgotten 401K"

Episode 68: "The Shift in Retirement Income: Creating a Paycheck & a Playcheck"

Episode 67: "Navigating Social Security & Retirement - What You Need to Know"

Episode 66: "It's Not Your Parents' Retirement: Why Saving for Retirement is So Hard

Episode 65: "Retirement Reality Check: Taxes, Risk & Social Security Explained"

Episode 64: "The Case for Semi-Retirement (the greatest life hack ever?)"

Episode 63: "Refinancing Your Retirement in 2025: What You Need to Know

Episode 62: "Financial Items You Must Address for Retirement"

Episode 61: " How to Figure Out if You Have Enough to Retire"

Episode 60: "Preparing for Retirement Under the Trump Administration"

Episode 59: "Revamp Your Retirement in Just 12 Months"

Episode 58: "Things That Can Wreck Your Retirement & How to Prepare for Them"

Episode 57: "When Should You File for Social Security? "

Episode 56: "Inflation Proofing Your Retirement: Strategies to Keep Your Money Working"

Episode 55: "30 Years Advising – Here are the 10 Things I Want Everyone to Know About Retirement - PART 3 "

Episode 54: "30 Years Advising – Here are the 10 Things I Want Everyone to Know About Retirement - PART 2 "

Episode 53: "30 Years Advising – Here are the 10 Things I Want Everyone to Know About Retirement "

Episode 52: "The Hidden Tax - Inflation"

Episode 51: "Common RMD Mistakes: What they Are & How to Avoid Them "

Episode 50: " Biggest Hidden Retirement Costs – Part 2 "

Episode 49: "Biggest Hidden Retirement Costs"

Episode 48: "10 Things to Do to Prepare for Retirement in Uncertain Times"

Episode 47: "Retirement Financial Check list: Are You Ready?"

Episode 46: "Balancing Debt & Saving for Retirement"

Episode 45: "The Biggest Regrets of Retires - Part Two"

Episode 44: "Stop “Shoulding” on Yourself! The Biggest Regrets of Retirees! "

Episode 43: "Retirement Accounts You Need to Know & Have"

Episode 42: "Home Sweet Home in Retirement - The Ups & Downs of Home Ownership" "

Episode 41: "Is It Time to Retire NOW?"

Episode 40: "Why People are Running Out of Money in Retirement"

Episode 39: "ROTH IRAs & ROTH Conversions - What, How, Why, & When

Episode 38: "Everything You Needed to Know About RMDs Part 2: Strategies for Optimizing Your Withdrawals

Episode 37: "Everything You Wanted to Know About RMDs"

Episode 36: "Risks You'll Face in Retirement - Part 4 of a 4 Part Series"

Episode 35: "Risks You'll Face in Retirement - Part 3 of a 4 Part Series"

Episode 34: "Risks You'll Face in Retirement - Part 2 of a 4 Part Series"

Episode 33: "Risks You'll Face in Retirement - Part 1 of a 4 part Series"

Episode 32: "Overcoming Retirement Fears So You Can Enjoy Retirement!

Episode 31: "What to Do if Social Security Benefits Get Cut"

Episode 30: "Everything You Need to Know about Generational Wealth"

Episode 29: "Mistakes to Avoid Near Retirement"

Episode 28: "Can I Retire With a Million? & Reasons to Work Past 70"

Episode 26: "Key Things to Know in Retirement"

Episode 25: "How to Create a Secure & Exciting Retirement"

Episode 24: "Retirement Planning for Women"

Episode 21: "10 Things You Need to do When You Are 5 Years Away form Retirement"

Episode 20: "What to Anticipate as you Transition into Retirement"

Episode 19: "Annuities - The Pros & Cons"

Episode 18: "Refinance Your Retirement"

Episode 17: "Divorce & the Financial Impact on Retirement"

Episode 16: "What Taxes Will I Have to Pay in Retirement" Part 3

Episode 15: "Paying Taxes in Retirement - What You Need to Know" Part 2

Episode 14: "What Taxes Will I Have to Pay in Retirement?"

Episode 13: "Make Financial Resolutions in 2024"

Episode 11: "Can I Retire in My 50's?"

Episode 10: "How to Make 2024 Even Better Financially"

Episode 9: "Things to Consider When You Want to Be Hands On with Your Retirement"

Episode 7: "Retirement Playbook - Moves to Make When You're 10 Years Out From Retirement"

Episode 5: "The Sandwich Generation - Managing the Cost of Caring for your Parents & Your Retirement

Episode 3: "Retirement - To Contribute or Not to Contribute, that's the Question"

Episode 2: The When's of Retirement

Episode 1: "The 6 Essential Components You Need to Include in a Retirement Strategy"