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All Episodes

Family First Retirement — 144 episodes

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Title
1

Wills, Trusts, and Doing It the Right Way

2

When Fear Freezes Retirement Decisions

3

Solo Retirement Still Needs a Plan

4

Rethinking Risk as You Get Older

5

The Risk Federal Employees Overlook

6

When Couples Retire at Different Times

7

Why Retirement Looks Different for Women

8

When Family Comes First: Angie’s Next Chapter

9

Planning Together, Protecting the Legacy

10

Are You Really Prepared for Life’s ‘What Ifs’?

11

Finding Your ‘Debbie’ in Retirement

12

Control Beyond the Grave: Smarter Legacy Planning

13

Kill the Unicorn: The Retirement Myth You Didn’t Know You Believed

14

Holiday Bills, Retirement Thrills: Are You Ready for What’s Next?

15

From Goals to Legacy: Transforming Your Retirement in 2026

16

From Shaq to Trisha Yearwood: Money Moves That Matter

17

Legacy, Taxes, and the One Plan Most Families Forget

18

Wants vs. Needs: The Retirement Dilemma You Didn’t Know You Had

19

Bucket Lists, Big Risks: Are Your Dreams Sabotaging Retirement?

20

Spendophobia: Why Retirees Fear Their Own Money

21

Retirement Isn’t Just About Money—It’s About Family First

22

Can Your Retirement Survive the Next Market Drop?

23

Are Hidden Fees Sabotaging Your Retirement?

24

Halloween Myths & Retirement Truths: What You’re Getting Wrong

25

Risk, Income, Taxes: The Three Pillars You Can’t Ignore

26

Open Enrollment Exposed: What You Need to Know Now

27

Are You Gambling With Your Retirement?

28

Leftover Biscuits & Lasting Wealth: Rethinking Retirement Habits

29

Are Hidden Fees Draining Your Retirement?

30

Golf, Giving, and the Call for an Ex-Husband: A Retirement Story

31

Find Your Debbie: Retirement, Family, and the Backyard Truth

32

The $1 Million Myth: What Retirement Really Takes

33

Is Your Portfolio Keeping You Up at Night?

34

Retirement Delayed: How Procrastination Derails Your Future

35

This Isn’t Your Parents’ Annuity

36

From Battlefield to Backstage: The Scotty Hastings Story

37

Butterflies, Black Sabbath, and Your Legacy Plan

38

Combat Golf, Caddyshack Wisdom, and the Retirement You Deserve

39

Gift Cards, Golf Swag, and Gut Checks

40

Navigating the Big Beautiful Bill: What You Need to Know

41

A Family-Centric Approach to Wealth Management

42

Embracing Retirement: Leslie's Journey

43

Unexpected Life Events and Financial Preparedness

44

Navigating Medicare: A Guide for Retirees

45

Navigating the New Normal of Retirement

46

Navigating Retirement: A Personal Perspective

47

Navigating Retirement: Building Trust and Strategies

48

The Impact of Economic Changes

49

The Importance of Financial Planning

50

Interview with The Goo Goo Dolls

51

The Critical Aspects of Retirement Planning

52

The Power of Honest Financial Planning

53

The Leftover Mentality: A Financial Perspective

54

Financial Planning for Widows: A Lifeline

55

The Critical Role of Long-Term Care in Retirement

56

Challenges Faced By Federal Employees

57

Interview with Avery Anna

58

Three Questions in Retirement

59

Quarterly Reviews: Your Key to Financial Success

60

Interview with Scotty Hasting

61

Retirement Buckets

62

Having a Proactive Mindset Towards Retirement Planning

63

Upcoming Generational Wealth Transfer

64

Eagles' Victory and Retirement Wisdom

65

Navigating the Great Wealth Transfer

66

Navigating Retirement: Social Security and Taxes

67

Navigating Your Retirement Income Needs

68

Navigating Social Security Changes for Retirees

69

Kickoff to Financial Awareness

70

Make 2025 Your Best Financial Year

71

Meet The Team

72

Unlocking the Secrets of Mailbox Money

73

Understanding Annuities for Retirement

74

Navigating Retirement: The Value of Second Opinions

75

Maximizing Charitable Giving Through QCDs

76

Navigating Post-Election Retirement Planning

77

Federal Employees and Medicare

78

Voting: Your Voice in Financial Decisions

79

Debunking Social Security Myths

80

Proactive Retirement Planning Strategies

81

Planning for a Taxing Future

82

Why End-of-Year Planning Can't Wait

83

The Family Approach to Wealth Management

84

Anxiety Surrounding the Upcoming Election

85

Market Risks and Retirement Planning

86

Emotional Attachment to Money and Sports Teams

87

Navigating Open Enrollment for Medicare

88

Preparing for a Possible Recession

89

Taking Proactive Steps for Financial Success

90

Building a Diversified Retirement Portfolio

91

The Impact of Politics on the Economy

92

Preserving Wealth with In-Service Withdrawals

93

Meeting Gary LeVox and the Importance of Chemistry

94

Long-Term Care and Tax Planning

95

Strategies Customized for Federal Employees

96

Understanding Roth Conversion in Retirement Planning

97

Planning for Longevity in Retirement

98

Making Informed Decisions for Your Retirement

99

Protecting Your Wealth and Income in Uncertain Times

100

Creating Multiple Streams of Income in Retirement

101

The Pitfalls of DIY Retirement Planning

102

Updates to Your Medicare Strategy

103

You Ungrateful Kids Owe it to Mom!

104

The "Saban Effect" on Your Retirement Plan

105

Stop Assuming your Retirement Income

106

Lesser Known Rules for Taking Social Security

107

Building Streams of Income in Retirement

108

Why Retirees Over 50 Get Ignored

109

3 Legs to a Proper Retirement Plan: Income, Protection & Growth

110

401(k) vs Pension for Retirement Income

111

"Whispering" Bill Anderson Will Never Retire

112

Why Annuities Continue to Grow for Retirees

113

Patria Wealth Takes Over Nashville With Singer/Songwriter Dillon Carmichael

114

Reviving an Old 401(k)

115

Getting Uncomfortable in Retirement

116

Recognizing the Killer Fees in Retirement

117

How Much Do You Really Need to Retire?

118

Fired Before Retired

119

Is High Inflation the New Normal?

120

3 Simple Financial Tips for the New Year

121

Setting Goals Not Resolutions

122

Strategies Specifically for Federal Employees

123

You Will Be Judged

124

This Remains the Biggest Fear in Retirement

125

Updated Tax Brackets for 2024

126

Latest on Your Social Security Benefits

127

How "Funflation" is Damaging Your Retirement Plan

128

Reese Witherspoon & George Politarhos: Separated at Birth?!

129

How to avoid the, "Woulda. Coulda. Shoulda," in retirement.

130

Three Pillars of a Proper Financial Plan

131

Big Life Changes Impact Retirement

132

Importance of Long Term Care Planning

133

Open Enrollment Update

134

Complimentary Book to Help You Navigate Retirement Planning

135

Annuities: The Good, the Bad, and the Ugly

136

The Taylor Swift Effect on Your Retirement

137

How Much Money Do You Need to Retire Comfortably?

138

The Great Wealth Transfer: How Millennials and Gen Z Can Prepare for $50 Trillion

139

How to Avoid the Retirement Nightmare That George Politarhos' Family Experienced

140

The Power of Proactive Tax Planning

141

The Importance of Women Having Control of Their Finances

142

How to Customize a Retirement Plan for Unique Situations

143

Welcome to Family First Retirement with George Politarhos

144

Complimentary Portfolio X-Ray: How to Get Started with Retirement Planning