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All Episodes

Empower Your Retirement — 244 episodes

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Title
1

Is Your Retirement Plan Due for a “Spring Cleaning”?

2

Not All Financial Advisors Are the Same—Here’s Why It Matters

3

What Rising Country Artists Say About Staying Grounded

4

Lessons on Life and Retirement from a Nashville Storyteller

5

Why Your Retirement Accounts Aren’t Fully Yours

6

Why So Many Retirement Spending Plans Fall Short

7

Why Retirement Changes the Rules of Investing

8

The Mega Backdoor Roth Most Savers Overlook

9

Is $1.6 Million Really the Retirement Number?

10

The Money Lessons School Never Taught

11

The Retirement Number Myth: Why Headlines Get It Wrong

12

The One Percent Fee That Can Quietly Cost You Millions

13

Are You Asking the Right Retirement Questions—or Missing the Biggest One?

14

The Risk Nobody Sees: Inflation in Retirement

15

Retirement Planning Starts Earlier Than You Think

16

The Tax Moves Most Retirees Never Think About

17

The Retirement Question Everyone Asks: “Will My Money Last?

18

The 2026 Rule Change That Could Shake Up Your 401(k)

19

Holiday Harmony: Trisha Yearwood’s Christmas Journey

20

Are Roth Conversions Putting You on a Hamster Wheel?

21

The Cost of Letting Your Retirement Money Sit Still

22

The Retirement Number Myth: What Really Matters

23

Retirement Reimagined: Strategies for More Income and Less Tax

24

Giving While Living: The Real Cost of Early Inheritance

25

From Pension to Paycheck: Is an Annuity Right for You?

26

Is Your 401k at Risk? The Hidden Pitfalls Revealed

27

Behind the Name: Cheap Trick’s Untold Stories and New Album

28

Should You Roll Over Your 401(k) or Leave It?

29

The Retirement Tax Trap: What Most Miss

30

Unlocking the Power of 59½: Your Retirement Game Changer

31

Holiday Spending and Retirement: What’s Sneaking Up on Your Wallet?

32

Are You Gambling with Your Retirement?

33

Retirement Isn’t Just About Money—It’s About Living Your Dream Life

34

Buy Back Your Time: The Secret to Early Retirement

35

59½: The Age That Changes Your Retirement Playbook

36

Don’t Fumble Your Savings—Tax Moves Every Retiree Needs

37

Retiring from Your Business? Start Here to Keep More of What You’ve Earned

38

Retire Without Regret: De-Risk Your Portfolio Now

39

The Social Security Puzzle: When Should Couples Claim?

40

Why Integrity Is Non-Negotiable in Retirement Planning

41

How Much Can You Really Live On in Retirement?

42

Is Your Retirement Plan as Outdated as the Penny?

43

What Happens to Your 401(k) When You Leave Your Job?

44

Why Annuities Get a Bad Rap—and When They Actually Work

45

From Baby Watch to Market Watch: Planning for Life’s Big Changes

46

The One Thing That Could Ruin Your Retirement

47

Retire at 65—But at What Cost?

48

Why Rushing to Claim Social Security Could Cost You

49

Why Taxes Might Cost You More Than Healthcare

50

Tariffs and Avoiding the Common Pitfalls of Timing the Market

51

Risk, Reward, and Retirement: Are You Ready?

52

How to Boost Your Retirement Income: A Financial Game Plan

53

Can You Make Retirement Tax-Free?

54

Is Your Retirement Portfolio Ready for Market Volatility?

55

How to Minimize Taxes on Your Retirement Savings

56

How to Secure Your Financial Future in Uncertain Times

57

Is Your Retirement Plan Missing Out? How to Maximize Your Life Savings

58

Finding Stability During Trump’s Tariffs | Understanding Risk Tolerance

59

The Power of Roth Conversions | Are You Paying Too Much in Taxes?

60

CRS Interviews with Chase Matthew, Hudson Westbrook & Redferrin

61

Retirement: The 30-Year Vacation You Need To Think About

62

Are You Retirement Ready? | Making the Most of Your Retirement

63

Minimize Your Tax Burden | The Power of Tax Planning

64

Maximize Your Retirement: Smart Strategies for Financial Stability

65

Unlocking Steady Retirement Income | Are Annuities Right for You?

66

Are You Making These Common Retirement Mistakes?

67

Is Your Retirement Portfolio Prepared for the Next Market Crash?

68

How to Build Your Own Pension Plan for Retirement

69

Is Your Retirement Plan Prepared for the Unexpected?

70

Are You Getting the Most Out of Your Social Security?

71

How Can You Maximize Retirement Income? Don’t Miss These Key Elements!

72

The New Year’s Resolution Retirees Should Make

73

The Reason Why You Should Forget About the 4% Rule

74

Don’t be Overexposed to the Stock Market: What Retirees Need to Consider Instead

75

Retire Early: Can You Afford to Quit Now?

76

Financial Freedom Through Tax Efficiency

77

Time to Embrace Annuities? Addressing The #1 Fear of Retirees

78

Balancing Your Risk Tolerance During All-Time Highs in the Market

79

What You Need to Know about 401k Contributions in 2025

80

Exploring The Misconceptions About Social Security

81

When Should You Take Social Security?

82

Required Minimum Distributions: What You Need to Know

83

Identifying Hidden Fees in Your Portfolio

84

Understanding Inheritance Taxes

85

The Balancing Act of Federal Rate Cuts and Market Risks

86

Talking to Lynyrd Skynyrd About Retirement

87

The 4% Rule: Is It Enough?

88

The Retirement Challenges Younger Baby Boomers Face

89

Understanding The Impact of Age on Social Security Benefits

90

Determining Personal Risk Tolerance in Retirement Planning

91

Balancing Your Portfolio During Market Volatility

92

Working Because You Want To Vs. Needing To

93

Managing Risk: Assessing And Diversifying Your Portfolio

94

Strategies For Maximizing Tax-Free Growth

95

Aligning Retirement Goals And Mindset

96

Reducing Risk In Retirement

97

Decluttering Your Portfolio In Retirement

98

Managing Fees For Financial Planning

99

The Impact Of Taxes On Retirement Planning

100

Optimizing Your Financial Future Through Tax Planning

101

Exposing The Unwanted Fees In Your Retirement Plan

102

Using a 401k As a Bridge To Social Security

103

Creating A Comprehensive Retirement Plan

104

Can You Still Retire With $1 Million?

105

Maximizing Tax Savings With Roth Conversions

106

Protecting Retirement Savings During Market Downturns

107

Don’t Have An Identity Crisis In Retirement

108

Ron Swanson And Taxes In Your Retirement Plan

109

Helping Your Adult Children Without Harming Your Retirement

110

Retirement Options For Small Business Owners

111

Beat the Tax Man in Retirement: Strategies To Help You Save

112

Hidden Fees Could Be Draining Your Retirement

113

Your 401(k) Is Not Free - Tony Robbins' Wake-Up Call On Your Retirement Savings

114

Financial Fitness: Achieving Your Retirement Goals in 2024

115

Unlocking Retirement Income: Understanding Annuities and Tax-Saving Opportunities

116

The Power of Roth Conversions, Even If You’re Already Retired

117

Decoding Dave Ramsey: Unveiling the Risks of 100% Stock Investment in Retirement

118

Unlocking Early Retirement: Strategies Towards Financial Freedom

119

Revolutionizing Your Retirement: Rethinking the 60/40 Portfolio

120

Planning Your Financial “Feast”: Navigating Inflation In Retirement

121

Your Financial Future: Lessons from Gen Z and Strategies for a Tax-Efficient Retirement

122

Maximizing Your Retirement: Options for RMDs and Tax Strategies

123

What Does The War Mean For Retirement Investors

124

Should You Leave Your Financial Advisor For A Retirement Planner

125

Nick Saban May Be Eyeing Retirement: Have You Created A Retirement “Game Plan”

126

Taxes And Volatility Are Here To Stay: Safe-Guarding Your Retirement Savings

127

Want To Retire Early? Here’s What You Need To Consider

128

What’s Changed In 401(k)s Over The Last Decade

129

Should Baby Boomers Wean Off Stocks in Retirement?

130

Improve Your Retirement Planning with a Positive Attitude

131

Most Seniors Regret Their Retirement Planning Decisions and Want A Do-Over: Avoiding Your Own Regrets

132

Financial advisors retire too: The benefits of working with multi-generational financial advisors

133

Wedding disasters only effect that 1 day, retirement disasters can upend your whole life

134

Frank Guida Interviews Candace Owens

135

3 months after tax season, Americans do NOT like the results

136

Why so many Financial Advisors quit the business

137

How does your family history factor into your longevity risk

138

How much money should you take from your retirement savings each month to meet your spending needs?

139

Navigating The Varying Views On The Economy To Help Protect Your Savings No Matter What

140

Cleaning Out The “Dirt” In Your Portfolio Starts With Knowing Where To Find It

141

If You Feel Like Your Advisor Is Missing Something, Get A Second Opinion

142

Financial “Check Engine Lights”

143

Paging Doctor Google

144

The New RMD Rules

145

What Do Recent Bank Failures Mean For YOU

146

Your Withdrawal Strategy Must Be Your Own

147

A One-On-One Conversation With Country Music’s Jason Aldean

148

Champagne…Or Alka-Seltzer

149

Overcoming Your Retirement Angst

150

It’s Your Income That Makes Taxes So Complicated

151

Increased Taxes On The Wealthy Could Affect You

152

When To Cut Ties With An Advisor

153

The Tax Landscape Is Changing

154

What Does SECURE 2.0 Mean For You

155

Early Retirement: Why Put It Off If You Can Still Pull It Off?

156

The Era Of “Loud Layoffs” Is Here

157

How “Over Saving” Can Hurt You

158

What If You Could Spend MORE Than You’d Planned

159

Numbers Don’t Lie…Do Yours Add Up

160

An Interview With Country Music Star Jason Aldean

161

What You Think You Need Vs. What You Actually Need

162

What Is “Sequence Of Returns” Risk

163

Many Have Opinions, But Few Seem To Agree

164

Taking The Tax Advantages Of A Down Market

165

Can You Pass The Balance Test

166

The 60/40 Portfolio Is Having Its Worst Year Since 1936

167

What Google Reveals About Your Financial Worries

168

Hall of Famer Ray Lewis Preaches About “Mental Wealth”

169

Keeping Up With The Everchanging Tax Rules

170

Smart Vs. Wise, What’s The Difference

171

The Psychology Of Money; Book Talk; Seeking Financial Help; Taxes

172

Recession and Inflation; Tax Season; Book Talk; 60 40 Rule

173

Recession; NASA; Finding a Financial Advisor

174

Bear Market; Comfortable Retirement; Social Security Taxes

175

Cockroach Portfolio; Market Reality; Long Term Care Insurance

176

Mike Pence; Recession and Financial Knowledge

177

Inflation and Social Security

178

Social Media; Warren Buffett; Estate Plans and 401k's

179

Crypto, Inflation and Lowering Your Taxes

180

Tax Planning, Expectations in the Market and 401k Fees

181

Inflation, Fees and Dolly Parton

182

Working Longer, ROTH IRA's and Tricky Retirement Decisions

183

Reacting To Market Volatility

184

Stocks And The World Situation

185

Inflation and Risk Tolerance

186

Wild Volatility

187

Rebalancing Your Assets & Risk Tolerance

188

What Will Happen With The Market This Year

189

Rapid Inflation and Millennials

190

Lazy Cash

191

Skimpflation

192

Inflation and Taxes

193

End Of Year Planning

194

Are All Couples On The Same Page?

195

Most Satisfying & Tax Resolution

196

Replacing Bonds In Your Portfolio

197

When To Turn On Your Social Security

198

Reduce Your Tax Burden

199

Goal of Retirement and Finding Clients Money

200

Pensions And Planning Properly

201

New Millionaires

202

401k's - Roth Or Not Roth

203

Retirement Concerns

204

Asset Rich & Written Plans

205

Grandkids & Inflation

206

Inflation

207

Marriage And Finances

208

Black Swan Event

209

Biden's Tax Hikes

210

Unknown Fees In Your Portfolio

211

401k's And Your Taxes

212

Annuities

213

Lowering Your Spending In Retirement - Annuities

214

The National Debt

215

Replacing Your Paycheck In Retirement

216

Robo Advisors

217

Takeaways From 2020

218

Volatility In The Market

219

Role-Playing For Your Retiement

220

Optimistic For 2021

221

The Economy And Spending

222

Finding The Right Financial Advisor

223

Long Term Care

224

ROTH Conversions and RMD's

225

The Debate and Charitable Giving In Taxes

226

ROTH Retirement Accounts & Your Retirement Paycheck

227

Netflix & Selling Your Small Business

228

Estate Planning & Making Money Last In Retirement

229

Election Gridlock - Spam - Couples' Portfolios

230

Stocks In Retirement And This Financial Crisis

231

Inflation In Retirement

232

Hidden Fees In Your Portfolio

233

Early Retirement and The Upcoming Presidential Election

234

MLB Pensions and Annuities

235

What's The Most Important Part When Planning For Retirement?

236

Having The Right Tools For Retirement

237

Finding The Right Advisor & Preparing For The Next Bear Market

238

Financial Plans & The Five Steps To Retirement

239

Handling Your Own Finances

240

How Frank Got Into The Retirement Business; What's In Store With Their Online Webinars

241

How to Prepare for Times Like These

242

What To Do With Your 401k's After Layoffs

243

Things To Do And Not To Do In This Downturn

244

Getting Your House in Order and The New Stimulus Package