All Episodes

Acting Your Financial Age

The Reality of Retirement Spending

The Cost of Conflict

Is a Recession on the Horizon

Dozen Dirty Scams to Avoid

The Retirement Paycheck Predicament

The Longevity Challenge

Retirement Optimism

Protected Income - February 28

Taxes in Retirement - February 21

Acting Your Age - February 14

Dozen Dirty Financial Scams to Avoid - February 7th

2026 Financial Forecast and Tax Trivia - January 31st

2026 Retirement Forecast - January 24th, 2026

Tax Savvy Strategies for 2026 - January 17th, 2026

Resolutions and Listener Mailbag - January 10th, 2026

Financial Resolutions - January 3rd, 2026

Habits of the Quietly Wealthy - December 27, 2025

Christmas Special - December 20, 2025

Think Fast Game - December 13, 2025

Listener Mailbag Questions - 12062025

Thanksgiving Special - November 29, 2025

Active vs Passive Retirement Income - November 22nd, 2025

Financial Literacy - November 15th, 2025

Current Moods Regarding Taxes, Market Volatility and Inflation - 11082025

The Dirty Dozen: Tax Scams to Avoid - November 1st, 2025

Retirement Income Puzzle - October 25, 2025

Growing Heath Care Expenses - October 18, 2025

Federal Interest Rate Drops and Roth Conversions - October 11, 2025

Behavioral Finance and You - October 4, 2025

Tax Savvy Strategies - September 27, 2025

Optimizing Social Security - September 20, 2025

Active vs. Passive - September 13, 2025

Protected Income - September 6, 2025

Retirement Checklist - August 30, 2025

The Client Experience - August 23, 2025

Creating a Lasting Legacy - August 16, 2025

Reasons to Fire Your Advisor - August 9, 2025

The Reality of Retirement Spending - August 2, 2025

Balance Your Retirement Portfolio - July 26, 2025

Make Your Money Work For You - July 19, 2025

Maximize Your Retirement Income-July 12, 2025

Tax Savvy Strategies - July 5, 2025

Retirement Puzzle Cube - June 28, 2025

Creating Dependable Retirement Income - June 21, 2025

Taxes in Retirement - June 14, 2025

Preserving And Optimizing Your 401k - June 7, 2025

Tackling Twin Threats of Taxes and Inflation - May 31, 2025

Active vs. Passive Investing - May 25, 2025

Growing Government Debt - May 17, 2025

Retirement Checklist - May 10, 2025

Retirement Income Faces Tax Challenges - May 3, 2025

Optimizing Social Security - April 26, 2025

Retirement for Small Business Owners - April 19, 2025

Creating Dependable Retirement Income - April 12, 2025

Balance Your Retirement Portfolio Now - April 5, 2025

Creating a Lasting Legacy - March 29, 2025

Maximize Your Retirement Income - March 22, 2025

The Five Financial Stages of Life - March 15, 2025

Planning for Large IRAs - March 8, 2025

Tackling Twin Threats of Taxes and Inflation - March 1, 2025

Growing Government Debt - February 22, 2025

Retirement Puzzle Cube - February 15, 2025

Preserving And Optimizing Your 401k - February 8, 2025

Preserving Your Retirement From Taxes - February 1, 2025

Taxes in Retirement - January 25, 2025

Tackling the Twin Threats of Taxes and Inflation - January 18, 2025

Planning for the Future as a Family - January 11, 2025

The Client Experience - January 4, 2025

Retirement Checklist - December 28, 2024

Optimizing Social Security - December 21, 2024

Maximize Your Retirement Income - December 14, 2024

Falling Interest Rates - December 7, 2024

Make Your Money Work for You - November 30, 2024

Growing Government Debt Threatens Higher Taxes in Retirement - November 23, 2024

Retirement for Small Business Owners - November 16, 2024