All Episodes
Financial Insanity — 100 episodes
Election News, Oil Prices, Market Volatility, & More
Tools To Beat Increasing Inflation Rates
The Importance of a Will & Trust
Rising Interest Rates: What Does This Mean?
Client Case Studies: RMDs, Age Gaps, Social Security, and Different Retirement Plans in Retirement
Long Term Care Planning
Medicare, Social Security, and Who In The World is Going to Help You With Taxes in Retirement?
7 Retirement Questions You Can't Afford to Get Wrong
Power Moves for Your 60s
Annuity Sales & Estate Planning
What Should Be On Your Mind Before Retiring & What's Making the Markets Jump?
Gorilla & The Wasp
Running Out of Money & Longterm Care in Retirement
Your Practical Guide to Retirement Planning
Withdrawal Rates & Social Security
Risky Investments & The Widow's Tax
Life Changing Events That Push Us To Re-Evaluate
Reverse Mortgages
The Great Wealth Transfer
IPO or IPNo?
Being Too Afraid to Spend
Having the Hard Conversations about Retirement
Estate Planning and Other Hidden Retirement Concerns
Financial This Or That
Wills VS Trust
Lessons From Taxes to Intake for 2026
Stock Market Risk
Spring Cleaning Portfolios
How Can Retirees Protect Themselves
Trust Planning
Retirement Junk Drawer
New Jersey Exit Taxes
Risk vs. Steady in the Stock Market
Private Equity
What Happens to Your Family If You're Not Here Tomorrow?
Why You Need and Advisor
The Importance Of Estate Planning
2026 Tax Changes
Anxiety in Retirement & Different Annuities
2025 Tax Season & Estate Planning
Market Volatility, Political Global Events
Market Volatility, Political Global Events
Taxes & RMD's
What To Do When You Outgrow Your Advisor?
How to Find a Trustee For Your Trust
How Much is Enough?
Medicare and Estate Planning
How Risky Should Retirees Be?
Delaying Retirement
Harbor Life Poll, Retiring Later, Estate Planning
Estate Planning
Interest Rate Changes, & Tools to Use
Protecting Your Estate From Taxes
Retiring Early?
Estate Planning
Bonds & Rising Interest Rates
Fixed Income and Interest Rates
Taxes and Retirement in Florida and New Jersey
Long Term Care and Myths in Retirement
Inflation and Insurance in Retirement
AI Boom and Investing
The Big Beautiful Bill
Roth Conversions
Financial Fact or Fiction
Market Volatility
Retirement Blindspots and Risk Factors
Estate Taxes and Social Security
Income Planning
Inflation and Interest Rates
Navigating Taxes Before 2024
Financial Gift Giving and Donations
Impact on Inflation
Retirement Challenges for Women Investors
Legal and Tax Tips and Mailbag Questions
Financial Literacy Pass or Fail
Social Security Concerns and Time Machine 1965
Financial Check-up and Mailbag
Impact of Inflation and Tax Trivia
Yea or Nay Working in Retirement
Financial Check Up and Guest Robert Brown
Financial Independence and Guest Robert Brown
Maximize Your Retirement Income
Client Experience and Mailbag Questions
Retirement Risks to Avoid and 1975 Time Machine
Fathers Day Weekend and Timeless Advice
Financial Habits to Break and Mailbag Questions
Boomers Up To Bat, Gen X On Deck
Financial Check-up and Mailbag
Annuities and Medicare
Client Experience and Mailbag Questions
Social Security and Timeless McLean Advice
Client Experience and Mailbag Questions
Financial Habits to Break and Mailbag Questions
7 Retirement Risks and Mailbag Questions
Latest News and Legal Battles in Retirement
401K and IRA Decisions
Social Security and Taxes
Timeless Advice
Financial Literacy Pass or Fail?
Make your money work for you