All Episodes

Ep71 | Risk, Withdrawals, and the Portfolio That Supports Your Retirement Life

Ep70 | Required Minimum Distributions: The Tax Problem Most Retirees Don't See Coming

Ep69 | Why Social Security Is a Retirement Planning Decision

Ep68 | How Much Can I Safely Spend in Retirement?

Ep67 | Retirement Income Planning: Where Will Your Paycheck Come From?

Ep66 | Why Your Beneficiary Forms May Override Your Will

Ep65 | Retirement Planning Is Not Just Investment Planning

Ep64 | Reverse Mortgages: Myth, Strategy, or Last Resort?

Ep63 | QLACs and RMDs: Tax-Smart Annuity Strategies for Retirement

Ep62 | How Buffered ETFs Work—and Where They Fit in Retirement

Ep61 | Variable Annuities: The Good, the Bad, and the Fine Print

Ep60 | How Investors Use Structured Notes To Seek Growth, Protection, or Income

Ep59 | RILAs: Growth with Guardrails? Where They Fit in a Retirement Plan

Ep58 | How Unit Investment Trusts Can Help Investors Move Beyond Cash Without Committing to an Annuity

Ep57 | How Fixed Index Annuities Work: Pros, Cons, Caps, Fees, And Income Riders

Ep56 | Why You Need A Planning Process Before Buying An Annuity

Ep55 | Why You Need To Understand MYGAs And SPIAs To Avoid Retirement Mistakes

Ep54 | How Long-Term Care Planning Went From Theory To Real Numbers By Comparing Two Examples

Ep53 | Why Medicare Won’t Help You Pay For Long-Term Care & What To Do Instead

Ep52 | 5 Common Management Mistakes Hurting Family Real Estate Transfers

Ep51 | A Simple Mindset Shift To Enjoy Retirement More Instead of Hoarding Wealth

Ep50 | Should You Fund a Trump Account If You’re Trying To Build Generational Wealth Fast?

Ep49 | How to Navigate Medicare Like a Pro (Even If You’re Just Getting Started)

Ep48 | How to Lower Your Medicare Premiums (Legally) Using This One Form

Ep47 | Does Your Retirement Plan Lack Structure…Leading To Overspending OR Underspending?

Ep46 | Why Clarity Over Net Worth Is Impacting Your Retirement Planning Decisions

Ep45 | How Two Couples With $3M Retire With Completely Different Outcomes

Ep44 | Why Common Tax Advice Around Donations Is Misleading for High Earners

Ep43 | Why Waiting Until Retirement To Travel Is a Huge Mistake

Ep42 | How High Earners Like YOU Are Quietly Cutting Taxes by 6 Figures Using Donor-Advised Funds

Ep41 | 5 Common Retirement Planning Mistakes Hurting Your Income

Ep40 | Where Is the Wealth Management Industry Actually Growing?

Ep39 | Think Paying Your Kids Is a Tax Loophole? Here’s the Truth

Ep38 | The $30,000 Roth Loophole Hidden Inside Your 401(k)

Ep37 | How Oil Prices, War & Markets Collide—And What Investors Need To Know

Ep36 | The Final 5 Steps That Turn a Retirement Plan Into a Reliable Income Strategy

Ep35 | How to Go From “Can I Retire?” to “I’m Ready” With One Planning System

Ep34 | How Small Retirement Decisions Turn Into Big Regrets Just 5 Years Later

Ep33 | Does Your Long-Term Care Plan Rely on Medicare? Here’s the Financial Reality

Ep32 | Why “We’ve Handled It” Is the Most Dangerous Phrase in Estate Planning

Ep31 | How to Build a Resilient Retirement Plan Without Sacrificing Control or Guarantees

Ep30 | Nearing Retirement: Should You Change Your Investment Strategy Now?

Ep29 | How One Simple Social Security Decision Could Add Hundreds to Your Monthly Retirement Income

Ep28 | Why Your Retirement Accounts Might Be Costing You Taxes — And How to Fix It

Ep27 | The Real Story Behind IRA Fraud: What Happens After an Unauthorized IRA Withdrawal

Ep26 | The Uncomfortable Truth About Custodian Responsibility (When Retirement Account Fraud Starts With an Unauthorized Withdrawal)

Ep25 | How “Waiting It Out” Can Wreck Your Retirement Tax Plan (And What To Do Instead)

Ep24 | Why Waiting for the ‘Perfect Time’ to Invest Could Destroy Your Returns with Phil Blancato

Ep23 | Why RMDs Could Cost You More Than Taxes (Unless You Plan Ahead)

Ep22 | Why Your Financial Plan Needs a Mental Health Line Item

Ep21 | 6 Costly Back Office Mistakes Small Business Owners Make (And How to Fix Them Fast)

Ep20 | Why Military Retirement Planning Beats Most Corporate 401(k) Strategies—Here's Why

Ep19 | The Harsh Truth About Insurance Claims: Why Calling That 800 Number First Can Cost You

Ep.18 | Blockchain, Trade Finance, and the $3 Trillion Opportunity You Haven’t Heard Of

Ep17 | How to Use Permanent Life Insurance for Retirement, Long-Term Care, and Tax Efficiency

Ep16 | Are You Really Diversified? How Overlapping ETFs Could Be Hurting You

Ep15 | 7 Legal Mistakes Small Business Owners Make When Starting Up—and How to Avoid Them

Ep14 | Why Most People Will Miss the Biggest Opportunities in the New Tax Bill

Ep13 | The Real Reason You Shouldn’t Ignore Roth IRAs—Even If You Have a 401(k)

Ep 12 | 5 Types of Annuities Explained (Finally) in Plain English for Pre-Retirees

Ep11 | Airbnb Taxes, 1031 Exchanges & Audit Triggers—Explained by a CPA

Ep10 | LLC vs. S-Corp vs. C-Corp: A CPA’s Guide to Choosing the Right Entity

Ep9 | Estate Planning for Real People: Disability, Blended Families, and Business Owners

Ep8 | How to Use Equity, 1031 Exchanges, and Reverse Mortgages to Maximize Your Financial Plan

Ep7 | No, the Social Security Office Won’t Help You Make the Best Filing Decision

Ep6 | Why Medicare Is NOT Free & 5 Common Enrollment Mistakes to Avoid

Ep5 | Why Having a Will Doesn’t Avoid Probate—And What To Do Instead

Ep4 | Solo 401(k) Strategies for Side Hustlers & Solopreneurs (Including the Loan Provision Most People Miss)

Ep1 | Why Confidence Without Clarity in Financial Planning Is Risky for Families Approaching Retirement

Ep3 | 5 Hidden Risks of Inherited IRAs Under the SECURE Act—and How to Plan Around Them

Ep2 | Why Waiting for the ‘Perfect Time’ to Invest Could Destroy Your Returns in 2025