All Episodes
Financial Strategies — 222 episodes
Know Your Number
The Retirement Danger Zone
Stop Chasing Capital Gains
3 Income-Generating Alternatives
Secrets to a Stress-Free Retirement
Assets Nobody Talks About
Building Blocks of Retirement
Two Silent Thieves
Stop Spending. Start Living.
The Inflation Toll Booth
When Safe Becomes Dangerous
3 Keys to YOUR Retirement
The Retirement Trap
The Paycheck You Build
The Wise Steward
Getting Paid To Retire
Trump Accounts
Smart Roth Moves
Known vs. Unknown Growth
The Family Office Experience
Out With Old, In With New
The Retirement Dream
How Big is Your Retirement Check?
Give Smart: Year-End Tax Strategies
The Great Confusion: Known Growth vs Hope in Retirement
AI Surge or Bubble?
RMD Roadmap
The Golden Rule
Risk Vs Reward Conundrum
Finding Real Gold In The AI Rush
Goals-Based Retirement: Build the Life You Actually Want
Social Security Reboot: How to Maximize Your Benefits in 2025
One Big Beautiful Bill Act: Retirement Tax Wins or Hidden Traps?
Fast Food or Boutique Restaurant? Have it Your Way.
Live Off Your Wealth, Not On It (401(k) Brain vs. Retirement Brain)
8 Sources Of Estate Leakage (The Hidden Risks of Retirement)
Savings To Income (The Secret to Retirement)
Go for the Gold
Green on the Screen
Surviving The Chaos: Strategies to Protect Your Nest Egg from the Money Printers
Protect Your Pile 💰
Retirees’ Best-Kept Secret
Dumb Money
Is Investing Still Worth It?
Roth IRAs Rebooted
RMDs in 2025 What U Need 2 Know
Building an SUV Retirement Vehicle
Harsh Reality of Money in The Bank
7 Wealth Preservation Strategies
2025 - Review What's New
A Gearheads Guide to Retirement
Retirement INCOME Planning
Five Changes to IRAs and 401(k)s
Math vs. Gambling
Are You a Speculator or an Investor?
Building a Robust Portfolio
How Interest Rates Affect Investments
7 Reasons for a Trust
Turn Your IRA/401(k) Into a Paycheck
Reasons to Invest in Real Estate
Why Everyone Wants Income
Tax Free Is for Me
What is a High-Net-Worth Individual?
Declaring Financial Independence
On Island Time
Five Things to Do NOW for Retirement
Hawaii Five-O: Defining Retirement
Revisiting Bitcoin
Solo 401k
Dumb Money
Preparing for the Unexpected Pt. 2
Preparing for the Unexpected Pt. 1
Forever Portfolio
Roth IRA Contribution or Conversion?
Creating Massive Income for Retirement
Protecting Your Retirement
Compound Interest: The Eighth Wonder of The World?
Do Roth IRAs Make Sense?
What You Need to Know In 2024
Retirement 101
Peace of Mind
Inflation! What Is Your Strategy?
The Retirement Mountain
Dream Retirement - A New Paradigm
How to Plan for RMDs
Double Dog Dare You
Building Renewable Wealth
Gold In Your Portfolio?
The Power of Dividends
Retirement Sabotage
Top 5 Retirement Mistakes to Avoid in 2023
Timing or Time In the Market?
A Specialized World
4 Reasons You May Have a Bad Annuity
Hopin' Wishin' & Prayin'
Power of Passive Income
6 Keys to Retiring In a Recession
CBDCs 101
Spouses Helping Spouses
RMDs: What You Need to Know
Banks, CDs, Inflation
How Diversification Works
5 Secrets of Wall Street
Buy High, Sell Higher
Estate Planning for 2023
Everything You Need to Know About the SECURE Act 2.0
IRAs vs. Investments
Missing Piece to the Retirement Equation
Types of Annuities
The Gift That Keeps on Giving
How to Prepare for Retirement in a Volatile Market
2023 Taxes You Should Know About
Recession Proof Your RMD
Do You Need Stock Market Stress?
401(k) Now a 301(k)?
Should I Do a Roth Conversion While the Market Is Down?
Greatest Mistake Retirees Make
Crystal Ball or Contract?
Are CDs a Good Deal?
What Are I Bonds?
How Life Insurance Really Works
When to Say Uncle
Can I Still Retire?
Retirement Confidence Part 2
Retirement Confidence Part 1
Social Security Changes in 2022
Is Your Retirement Recession-Proof?
Do You Believe Everything You Hear?
Strategies for Passive Income
Double Your Income
Goals-Based Retirement
Don't Be Fooled (By Volatility)
401(k) Brain
What's Your Gut Telling You?
Mispricing. Misperceptions. Mistakes.
You've Won the Game of Life
Bitcoin: Why Conservative Investors are so Intrigued.
2022 Tax Facts
Don't Be Fooled
Time for an Estate Planning Check-Up?
Opening the Doors of Possibility
Yes! You CAN Retire on Dividends
Do You Need a Retirement Coach?
RMDs and Taxation.
Foundations
New Paradigms in Retirement Planning
The Gift That Keeps on Giving
Inflation Risk
Rip the Band-Aid Off and Never Pay Taxes Again
Embracing Volatility
The Attitude of Gratitude
"Enough" Assets to Retire, or Have a Successful Retirement?
Taxation of RMDs
Good Decisions Vs Outcomes
The TINA Lie
They Are Coming For You
Embracing Volatility
Opening Doors Of Possibility
Choosing a Retirement Coach
5 Mistakes Retirees Make
How to Retire
What is UBI?
Double Your Retirement Income
The 3-Legged Stool of Retirement
Why Planning is Essential
Inflation vs Deflation: The Debate
Yes, You Can Retire On Dividends
To Roll or Not to Roll?
Rip the band-aid off and never pay taxes again
Inheritance Now What?
Guaranteed Way To Lose Money
401k Brain
Don't Outlive Your Money
Simplify Retirement
Is It Time to Retire?
RMD Tips & Tricks
Zombies on the Rise
Income Vs. Cashflow
Freels4Me
Risky Business
Widows and Orphans
Guaranteed Way To Lose Money
Business Owners, Now What
Invisible Tax
Paycheck Replacement
Freels4Me
Gamestop, Reddit, and Robinhood
3 Legged Stool
Crystal Ball or Contract?
New Year New Opportunities Part 2
New Year New Opportunities
Do I Have Bad Annuity?
What can a Roth IRA do for you?
Strategies for Passive Income
The Secret Powers of Roth IRAs
Are Bonds a Good Investment
What Is Bitcoin?
The Power of Dividends
Who Is Your Retirement CFO
Taking the Stress Out of Your Retirement
RMD'S the Good, Bad, and Ugly
Bullet Proofing Your Retirement
What You Need To Know About Retirement Plans
There Has To Be a Better Way
Risk, Fear, and Greed
Percents Vs. Dollars
Income Tax & Strategies
Maximizing Retirement Income Part 2
Maximizing Retirement Income Part 1
TR = I + G
Don't Go Down With The Ship!
How Much Do I Need to Retire
Why Everyone is Talking About Income
Protecting Your Lifestyle
Specialization In a Complex World
The 8th Wonder of the World for Your Retirement
Financial Independence
Secrets to Social Security
Why you should care about the CARES act
Thank You, Mr. Powell
Financial Strategies
Is your retirement susceptible to the virus?