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All Episodes

Financial Strategies — 228 episodes · page 1 of 3

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Title
1

It's a Great Time to Retire!

2

Don't Bet on a Perfect Future

3

Confident, Not Correct: Can You Trust AI with Your Retirement?

4

The Biggest Myths of Retirement

5

Rental Properties, Apples, and Eggs

6

A Real Raise in Retirement

7

Know Your Number

8

The Retirement Danger Zone

9

Stop Chasing Capital Gains

10

3 Income-Generating Alternatives

11

Secrets to a Stress-Free Retirement

12

Assets Nobody Talks About

13

Building Blocks of Retirement

14

Two Silent Thieves

15

Stop Spending. Start Living.

16

The Inflation Toll Booth

17

When Safe Becomes Dangerous

18

3 Keys to YOUR Retirement

19

The Retirement Trap

20

The Paycheck You Build

21

The Wise Steward

22

Getting Paid To Retire

23

Trump Accounts

24

Smart Roth Moves

25

Known vs. Unknown Growth

26

The Family Office Experience

27

Out With Old, In With New

28

The Retirement Dream

29

How Big is Your Retirement Check?

30

Give Smart: Year-End Tax Strategies

31

The Great Confusion: Known Growth vs Hope in Retirement

32

AI Surge or Bubble?

33

RMD Roadmap

34

The Golden Rule

35

Risk Vs Reward Conundrum

36

Finding Real Gold In The AI Rush

37

Goals-Based Retirement: Build the Life You Actually Want

38

Social Security Reboot: How to Maximize Your Benefits in 2025

39

One Big Beautiful Bill Act: Retirement Tax Wins or Hidden Traps?

40

Fast Food or Boutique Restaurant? Have it Your Way.

41

Live Off Your Wealth, Not On It (401(k) Brain vs. Retirement Brain)

42

8 Sources Of Estate Leakage (The Hidden Risks of Retirement)

43

Savings To Income (The Secret to Retirement)

44

Go for the Gold

45

Green on the Screen

46

Surviving The Chaos: Strategies to Protect Your Nest Egg from the Money Printers

47

Protect Your Pile 💰

48

Retirees’ Best-Kept Secret

49

Dumb Money

50

Is Investing Still Worth It?

51

Roth IRAs Rebooted

52

RMDs in 2025 What U Need 2 Know

53

Building an SUV Retirement Vehicle

54

Harsh Reality of Money in The Bank

55

7 Wealth Preservation Strategies

56

2025 - Review What's New

57

A Gearheads Guide to Retirement

58

Retirement INCOME Planning

59

Five Changes to IRAs and 401(k)s

60

Math vs. Gambling

61

Are You a Speculator or an Investor?

62

Building a Robust Portfolio

63

How Interest Rates Affect Investments

64

7 Reasons for a Trust

65

Turn Your IRA/401(k) Into a Paycheck

66

Reasons to Invest in Real Estate

67

Why Everyone Wants Income

68

Tax Free Is for Me

69

What is a High-Net-Worth Individual?

70

Declaring Financial Independence

71

On Island Time

72

Five Things to Do NOW for Retirement

73

Hawaii Five-O: Defining Retirement

74

Revisiting Bitcoin

75

Solo 401k

76

Dumb Money

77

Preparing for the Unexpected Pt. 2

78

Preparing for the Unexpected Pt. 1

79

Forever Portfolio

80

Roth IRA Contribution or Conversion?

81

Creating Massive Income for Retirement

82

Protecting Your Retirement

83

Compound Interest: The Eighth Wonder of The World?

84

Do Roth IRAs Make Sense?

85

What You Need to Know In 2024

86

Retirement 101

87

Peace of Mind

88

Inflation! What Is Your Strategy?

89

The Retirement Mountain

90

Dream Retirement - A New Paradigm

91

How to Plan for RMDs

92

Double Dog Dare You

93

Building Renewable Wealth

94

Gold In Your Portfolio?

95

The Power of Dividends

96

Retirement Sabotage

97

Top 5 Retirement Mistakes to Avoid in 2023

98

Timing or Time In the Market?

99

A Specialized World

100

4 Reasons You May Have a Bad Annuity