All episodes
Building a Bridge to Retirement
Roth Conversions 2.0
The Retirement Tightrope
The Retirement Tax Shock
Creating Dependable Retirement Income
Marathon of Her Life
Make Your Money Work for You
The Retirement Tax Shock
The Retirement Tightrope
The Marathon of Her Life
The Reality of Retirement Spending
Roth Conversions 2.0
Four Retirement Unknowns
Creating Dependable Retirement Income
Make Your Money Work for You
Reality of Retirement
The Retirement Tightrope
Time Machine 1975
Retirement Tax Shock
Creating Dependable Retirement Income
Reasons to Fire Your Advisor
Preserving and Optimizing Your 401k
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