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All Episodes

Financial Focus Podcast — 96 episodes

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Title
1

Breaking The Lump Sum Mindset

2

Planning To Navigate Market Volatility

3

Tax Planning Season

4

Preparing For Market Volatility

5

Planning Ahead To Control Taxes & RMD"S

6

Now Is The Time For Tax Planning

7

Market Volatility In Retirement

8

10 Steps To Retirment

9

Avoiding Preventable Mistakes

10

Transitioning To Retirement

11

Why Advisors Say "It Depends"

12

2026 Financial Reminders

13

Planning For Success In 2026

14

Smart Resolutions

15

Steps For Success

16

Mapping Your Growth Bucket

17

Organizing Your Finances

18

10 Essential Questions

19

Constructing Your Retirement Plan

20

Giving Financial Gifts

21

Proactive Tax Strategies

22

Year End Planning

23

Avoiding A Trick Or Treat Retirement

24

10 Steps To Retirement

25

Your 401K Is Not A Retirement Plan

26

4th Quarter Update & Recap

27

Financial Football

28

Retirement Realized

29

Interest Rates & FIxed Incomes

30

Legacy Planning

31

Labor Day

32

Market Volatility

33

Back To School For Your Money

34

5 Pillars Of Planning For Retirement

35

Crypto Week Updates

36

Focusing On The Second half of The Year

37

Financial Independence

38

The Great Wealth Transfer

39

A Good Retirement Income

40

The Retirement Income Plan

41

Your 401K Options

42

Critical Retirement Questions

43

Avoiding Financial Pitfalls

44

The Case For Annuities

45

Caring For Loved Ones

46

Planning In Market Volatility

47

Defensive Strategies

48

Market Volatility

49

Tariffs & Tidiness

50

Last Minute Tax Planning

51

Luck VS Planning

52

Retire Ready PT 2

53

Retire Ready PT 1

54

Roth Questions Answered

55

Tax Opportunities

56

Planning For Retirement

57

Forecasting Your Retirement Number

58

Check Last Years Last Tax Return's

59

New IRA Rules

60

Long Term Care Solutions

61

Tax Planning

62

Planning For The Year Ahead

63

Finish Strong, Start Fresh

64

2 Most Important Questions To Retire

65

Retirements Biggest Expenses

66

The Retirement Spending Plan

67

4 Approaches to LTC

68

HOLIDAY SHOPPING SEASON (THE BEST FINANCIAL GIFT IDEAS)

69

Last Minute Planning

70

10 Ways To Maximize Social Security

71

Next Week's Election & Your Wallet

72

6 Core Issues

73

7 Financial Myths

74

The Market & Presidential Elections

75

5 Ways Taxes Can Rise In Retirement

76

Washington & Your Retirement

77

Planning For Your Legacy

78

6 Retirement Myths

79

Are You Ready?

80

Forever Labor Day aka Retirement

81

Market Volatility

82

The Income Gap

83

Annuities, Life Insurance , & LTC

84

Retirement Roadblocks

85

Hot Topics

86

9 Critical Risks

87

Things That Can Help For A Successful Retirement

88

Will Washington Wipe Out Your Retirement

89

Financial Freedom & Forth Of July

90

Retirement Income Planning

91

Buying Gold

92

Paying Off Your Mortgage

93

Social Security

94

Understanding Annuities

95

Making The Most Of Your 401K

96

Maximize Retirement Income