All Episodes
Everything Retirement (Planning) — 142 episodes
This Form Could Save You Money On Your Medicare Premium
How Much Do Your Investment Holdings Really Cost?
Adjusting Retirement Portfolio During Uncertain Times
Don't Forget To Take IRA Withdrawal, Otherwise It Will Cost You!
How Do Dividends Play Into Your Retirement Plan?
This Account Can Help With Soaring Health Insurance
Senate Discussing Retirement Security
People over Age 65 Expect Lower Taxes
When Is The Best Time To Take Social Security?
Medicare Premiums On The Rise
New 401k and IRA Contributions for 2026
Are You Prepared To Manage Your Parents Finances?
Time Sequence Is It A Real Concern?
Two Questions to Determine If You're Ready to Retire
Young Investors Don't Expect Social Security What We Can All Learn
Social Security Has Lots Of Different Benefits
Retirement Lessons From Gen Xer's
Practicing Retirement
Does It Make Sense To Have A Buffer Asset?
Intentions For The New Year!
Charitable Giving Changes
How Do Taxes Impact The Sustainable Withdrawal Rate?
Managing Your Spousal Relationship During Retirement
Does Private Equity Need To Be In Americans Retirement Funds?
Healthcare Cost Are Growing For Retirees
Inflation Has Savers Feeling Less Secure About Retirement
How Retirees Can Take Advantage of New Tax Breaks
Big Beautiful Bill Act Proposal
Risks Retirees Need To Understand
Healthcare Premiums Could Be Going Up For Retirees
Mistakes To Avoid When Investing For Retirement
Roth 401k Could Be Smart Savings
Do You Want Your Personal Values To Align With Your Portfolio?
Are You A Values-Based Investor?
The Three Legs Of Retirement Wellness
Older Parents Have An Unique Social Security Benefit
Do Municipal Bonds Need To Be In Your Portfolio?
How Often Should You Rebalance Your Portfolio?
Motivated People Take Action On Retirement Planning
Required Minimum Distributions The Right Way
Does An Expense Ratio Matter?
Four Strategies For Retirement Income Spending
People Living To Age 100 Is Projected To Quadruple
Understanding The Issues Of The 50+ Market
7 Key Pre-retirement Planning Area's For Couples
Determining The Professional Relationship With An Advisor
Process Of Developing A Retirement Income Plan
New Rules Take Effect On Inherited IRAs
Want To Stay In Your Home As You Age?
What Are Generation X Top 5 Retirement Myths?
Medicare Advantage Plans Are Getting Tight
Staying Healthy In Retirement: 7 Tips For A Long and Healthy Life
The Super Catch-Up For The 401k
6 Things To Know About Long-Term Care Insurance
Generation X Sandwich Challenge
What's In Store For Social Security?
You Might Need To Spend Less Than 4% In Retirement
The Five Year Roth Rule
Survey Says... Concerned On Converting Savings To Income
Medicare Premium Increasing 5.9%
Silent Expense Killers In Retirement
Understanding The ABC's Of Medicare
Secure 2.0 And Start Age For RMD's
Spouses Retire At Different Times and All Hell Breaks Out!
When Spouses See Retirement Differently, What Happens?
5 Steps To Consider For Retirement Plan
IRA And 401k Contribution Limits for 2025
Tax Brackets For 2025
Being Creative To Increase Retirement Savings
Who Retires First, Husband Or Wife?
Importance Of Naming A Beneficiary
The Four "L's" Of Retirement
Legal Documents Every Adult Should Have
Is Phased Retirement An Option For You?
You Have More Than One Retirement Spending Strategy
Cognitive Decline With A Family Member Stop Havoc On Finances
How To Develop A Spending Policy Statement
Using Tax Harvesting To Lower Your Tax Bill
Things To Consider Approaching End Of 2024
What's Happening That We Need Know Part 4
I Inherited An IRA How Does This Work?
Should You Have An Investment Philosophy?
I'm An Executor Of A Will, Now What Do I Do?
Elder Financial Abuse Is On The Rise
Long-Term Care Insurance Premiums Are Increasing
Tax Cut Jobs Act Provisions To Sunset: 2026 Tax Law Changes
Retiree's Opinion To Claim Social Security Early
Will My Social Security Income Be Reduced If I Work?
New 401k Roth Rules
Exercise In Retirement
Possibilities To Build Your Retirement Paycheck - Annuities
Couples With A Big Age Gap
Mega Backdoor Roth Strategy
What Is Your Risk Number?
Is Social Security Income Taxable?
Do You Specialize In Certain Types Of Clients?
What's Happening That We Need To Know Part 3
Buy Or Renting What's Better In Retirement?
How Does A Financial Advisor Get Paid?
5 Ways To Stop Spending On Adult Children
Are You A Fiduciary?
What's Ahead For Social Security?
How Will Our Client-Advisor Relationship Work?
Do You Need Life Insurance If You're Over Age 50?
Retirement Withdrawal Strategies
Why Do You Need A Will?
If I Contribute To A 401k Can I Contribute To A Traditional IRA Or Roth IRA?
When Should I Take Social Security?
If You Want To Retire Early Understand These Cost
What's Happening That We Need Know Part 2
Divorce Will Cost You. Do This!
Do Financial Advisors Improve Retirement Readiness?
I Just Quit My Job What Do I Do With My 401k?
How Much Will Healthcare Cost In Retirement?
Does the 4% Withdrawal Rule Still Work?
Getting To Know The Roth IRA
When Do You Turn The Keys Over?
What Is An Exchange Traded Fund (ETF)?
Your Financial Advisor Is Retiring Soon, Now What?
Retirement Thinking Needs To Change
What's Happening That We Need To Know Part 1
Age 50 And Older Boost Your Retirement Savings
Secure Act 2.0 2024 Retirement Changes
Money Intentions For 2024
Do you Have A Healthy Retirement Plan?
How To Start A Financial Plan
Avoid Holiday Scams
If You Want To Retire Early Consider These Steps
What Is Tax-Loss Harvesting?
Avoid These 9 Scary Money Mistakes
5 Year-End Tax-Planning Strategies To Consider
Does An HSA Make Sense For You?
How Diversified Are You?
Goals, Emotions and Numbers
Should You Contribute to Roth 401K?
Retirement Income Strategies
7 Simple Steps
Will Social Security Income be cut in 2033?
Eliminate Personal Debt
Retirement Emergencies (Fund)
Do I Really Need A Budget In Retirement?
Everything Retirement (Planning)