All Episodes
Financial Symmetry: Balancing Today with Retirement — 262 episodes
How Everyday Money Choices Impact Your Retirement and Wealth, Ep #262
5 Misconceptions That Could Derail Your Retirement, Ep #261
Five Common IRS Letters Explained, Ep #260
When Should You Make a Roth IRA Withdrawal?, Ep #259
Diversifying Without a Big Tax Bill with Mike Eklund, Ep #258
Managing Your Portfolio Amid Market Noise in 2026 with Colton Tickle and Mike Eklund, Ep #257
How Your Money Scripts Impact Your Path to Financial Freedom, Ep #256
How Caregiving Affects Women's Financial Health with Hayley Modlin, Niamh Douglas, and Darian Billingsley, Ep #255
Planning for an Unexpected Inheritance in Retirement, Ep #254
Is Do-It-Yourself Investing Enough? The Hidden Value of a Financial Advisor, Ep #253
Maximize Generosity and Minimize Tax Surprises, Ep #252
Stress Test Your Retirement Plan With Real Life What If Scenarios, Ep #251
Retirement Ravaging Risks That Could Slash Your Nest Egg, Ep #250
Seven Essential Stages of Tax Planning with Grayson Blazek, Ep #249
Use Non-Obvious Thinking to Improve Your Retirement Readiness, Ep #248
Smart Strategies for Funding Your Child's College Education with a 529 Plan, Ep #247
Should You Add Private Equity, Real Estate, or Bitcoin to Your 401k? Ep #246
Which Roth Account Is the Right Scoop for You? Ep #245
Making Sense of 2025's Market Surprises, Ep #244
Breaking Down the Big Beautiful Bill with Grayson Blazek, Ep #243
The Opportunity Cost of Holding Too Much Cash, Ep #242
Creating a Pipeline of Growth and Purpose to Create a Better Client Experience, Ep #241
When Should You Claim Social Security? 3 Decisions to Consider, Ep #240
Navigating Market Volatility with Mike Eklund, Ep #239
Your Market Volatility Survival Playbook, Ep #238
5 Ways to Transform Tax Season into an Opportunity with Grayson Blazek, Ep #237
How Longevity Could Impact Your Retirement, Ep #236
10 Myths That Exist Around Women's Wealth, Ep #235
Navigating Your Options as an Eligible Designated Beneficiary, Ep #234
Fighting FOMO in Your Portfolio, Ep #233
The Retirement Complacency Trap, Ep #232
How to Avoid Common Mistakes When Gifting Money to Family, Ep #231
Retirement Roadblocks You May Encounter, Ep #230
The Early Retiree's Guide to Health Insurance with Grayson Blazek, Ep #229
Navigating the Updated Inherited IRA Rules with Grayson Blaszek and Matthew Schulman, Ep #228
Are You Living This Retirement Horror Story? Ep #227
The Evolution of your Emergency Fund, Ep #226
How to Avoid Common Pitfalls in Your Retirement Withdrawal Strategy, Ep #225
The Financial Benefits and Drawbacks of Working During Retirement, Ep #224
Risks to Your Ideal Retirement, Ep #223
How to Pay for College in 3 Phases, Ep #222
Wild Retirement Problems, Ep #221
How Bobby Bonilla Day Can Help You Decide Whether to Take a Pension or a Lump Sum, Ep #220
Could You Be Spending More in Retirement? Ep #219
Harnessing Your Financial Instincts to Build Your Retirement Nest Egg, Ep #218
What Starting an S-Corp Could Look Like for You in Retirement, Ep #217
Decision Making in the Middle Years of Retirement, Ep #216
How to Approach Planning a Retirement Abroad, Ep #215
How to Prepare for the Retirement Danger Zone, Ep #214
Be Ready For These 10 Tax Surprises, Ep #213
How to Handle a Forced Early Retirement, Ep #212
Tools for Making Better Financial Decisions, Ep #211
Turn Your 'What Ifs' into 'What's Next' with Retirement Stepping Stones, Ep #210
5 Reasons to Consider Investing in More Than the S&P 500, Ep #209
The Challenges with Divorce in Retirement with Lesli Doares, Ep #208
Should I Roll My IRA into My 401K to Do a Backdoor Roth? Ep #207
15 Surprising Financial Facts to Round Out 2023, Ep #206
Planning for Health Insurance in Retirement Pre-Medicare, Ep #205
Tax Planning Tips You May be Ignoring, Ep #204
8 Typical Stock Option Mistakes to Avoid, Ep #203
Retirement Plan Horror Stories, Ep #202
Could You Use Net Unrealized Appreciation? Ep #201
Should You Roll Over Your Retirement Account to an IRA? Ep #200
The Benefits of a Wealth Management Relationship - Part 2, Ep #199
How Could You Benefit from a Wealth Management Relationship? Part 1, Ep #198
6 Critical Questions to Ask When You Inherit an IRA, Ep #197
Are You Making These IRA Beneficiary Mistakes? Ep #196
Anchoring to an Arbitrary Dollar Amount
How to Optimize Your Estate Plan with Adam Tarsitano, Ep #194
4 Books to Add to Your Summer Reading List, Ep #193
When Are We No Longer Investing For the Long-Term?
Preparing Your Game Plan for an Ideal Retirement, Ep #191
Ways to Prevent Taxes From Catching You by Surprise, Ep #190
Smart Financial Decisions for Recent College Graduates, Ep #189
Intentional Giving: Framing Your Charitable Goals, Ep #188
Financial Planning or Wealth Management? All the Small Things, Ep #187
Strategies for Managing Your Cash, Ep #186
Ways to Improve Financial Outcomes for Women, Ep #185
How Will You Handle Your Retirement Transition with Susan Bradley, Ep #184
What a Challenging Investment Experience Can Teach Us, Ep #183
How Changes to the Secure Act 2.0 Could Impact You, Ep #182
Be Sure to Check Your Financial Vital Signs in 2023
5 Timeless Takeaways from 2022, Ep #180
5 Behavioral Financial Biases and How to Overcome Them, Ep #179
10 Tax Planning Opportunities You Don't Want to Miss, Ep #178
What are the Fundamentals That Guide Your Investing Decisions in Retirement?, Ep #177
Estate Planning Tales from the Crypt, Ep #176
Have You Experienced This Retirement Horror Story?, Ep #175
Should You Use a Non-Qualified Deferred-Compensation Plan for Your Retirement Savings? Ep #174
When Retirement Is Derailed by a Terminal Illness, Ep #173
Why You Should Forget These 4 Retirement Rules of Thumb, Ep #172
Why a Roth Conversion Could Be Right for You at Any Age, Ep #171
Choose Your Own Retirement Adventure - The 4 Types of Retirement Journeys, Ep #170
Surprising Stats about the 4 Stages of Retirement, Ep #169
Avoiding Regret During Major Financial Decisions (like Retirement), Ep #168
During a Market Downturn Which One of These Investors Are You? Ep #167
Tax Changes to Consider After the Death of a Spouse, Ep #166
Why You Need a Professionally Prepared Estate Plan, Ep #165
Your Game Plan for Volatile Markets, Ep #164
10 Tax Surprises to Watch Out For, Ep #163
What are the Best Retirement Strategies for Me? Ep #162
Strategies to Retire More Confidently, Ep #161
Retirement Trends You Should Know About, Ep #160
Retirement Considerations for Women, Ep #159
Don't Fall Victim to This In Retirement, Ep #158
How to Deal with Concentrated Stocks in Your Portfolio, Ep #157
4 Tips to Help You Prepare for Tax Season, Ep #156
How Your Money Memories Can Impact Your Retirement Decisions, Ep #155
Starting the New Year Off on the Right Financial Foot: 5 Questions to Ask a Financial Advisor, Ep #154
Lessons from the Top 10 Economic Stories of 2021, Ep #153
Should You Worry About Inflation? Ep #152
Year-End Tax Strategies to Consider Now, Ep #151
5 Investing Superpowers You Can Harness Today, Ep #150
Getting Spooked by All-Time Highs in the Stock Market? Ep #149
Developing a Retirement Withdrawal Strategy, Ep #148
How the American Families Plan Could Impact You and Your Taxes, Ep #147
Financial Milestones that Create Opportunities, Ep #146
Financial Planning Strategies for Grandparents, Ep #145
The Retirement Secret Weapon: Mega Backdoor Roth 401k, Ep 144
3 Key Areas to Analyze for your Stock Options, Ep #143
The Summer Sprint - Financial Tasks to Complete Before Fall, Ep # 142
To Buy or Not to Buy in a Hot Housing Market, Ep #141
Choosing the Right Investment Vehicle to Save for Retirement, Ep #140
Investing for Inflation, ep #139
Demystifying What the Biden Tax Plan Could Mean for You, Ep #138
The Rush to Retire Blueprint, Ep #137
3 Not-So-Obvious Retirement Roadblocks, Ep #136
Our 3 Step Investing Process, Ep #135
What to Expect from a Financial Advisor - The 5 C's, Ep #134
5 Tax Planning Opportunities in the American Rescue Plan, Ep #133
How a Financial Advisor Invests Their Money - Cameron Hendricks, Ep #132
Hidden Financial Mistakes and How to Spot Them, Ep #131
During Stock Market Manias, Ask These 3 Questions, Ep #130
Wealth Building by the Decades: One Thing You Can Do to Ensure Financial Success, Ep. #129
Top Investment Lessons Learned from 2020, Ep #128
12 Actionable Steps to Improve Your Financial Outlook in the New Year, Ep #127
How a Financial Advisor Invests Their Money - Mike Eklund, Ep #126
Are Value Stocks Dead? Ep #125
Should You Take an Early Retirement Package?, Ep #124
If Only I Had Bought Zoom When it IPO'd in 2019, Ep #123
Leaving and Receiving an Inheritance by the Decades, Ep #122
The Impact of COVID-19 on Women's Financial Lives, Ep #121
How to Position Your Portfolio Before the Election, Ep #120
Preparing for a Professional Pivot, Ep #119
Do You Ask These Questions When Selecting Investments?, Ep #118
Your Future Self Will Thank You, Ep #117
Buying a Second Home? Answer These Questions, Ep #116
Nearing Retirement? Prepare for these Retirement Surprises, Ep #115
The "R" Plan - 5 Steps to Fight Prediction Hubris, Ep #114
The ABCs of Special Needs Financial Planning Ep# 113
Should You Change Your College Savings Strategy During COVID?
Why is the Stock Market Doing So Well When the Economy is Not? Ep #111
Retirement Planning Changes in the CARES Act, Ep #110
3 Questions to Ask Yourself During Stock Market Drops, Ep #109
What the CARES Act Means For You, Ep #108
Preparing Your Portfolio During A Bear Market, Ep #107
Coronavirus Concerns and Your Portfolio, Ep #106
Retirement Regrets: I Wish I Would Have..., Ep #105
How an IRMAA Appeal Can Save You Thousands of Dollars in Medicare Premiums, Ep #104
How Do You Invest at All-Time Market Highs? 2020 Outlook, Ep #103
How the SECURE Act Impacts Your Retirement, Ep #102
Solving the Social Security Tax Bubble Mystery, Ep #101
How a Crazy Idea turned into 100 Episodes, Ep #100
Retirement Mythbusters
Is Long-Term Care Insurance Worth It?
How to Make Decisions About Your Equity Compensation Plans, Ep #97
Buying a Timeshare, Trick or Treat?
The Dreaded IRS Letter: Dealing with a CP2000, Ep. 95
Top Wealth Builders for the Retirement Homestretch, Ep #94
Save More Time & Money During Back to School Time This Year, Ep #93
Creating a Better Framework for Making Financial Decisions, Ep #92
Your Retirement Secret Weapon: The Mega Backdoor Roth, Ep #91
A Few More to Add to Your Summer Reading List, Ep #90
Your Biggest Risk in Retirement? Could be Sequence of Returns Risk, Ep #89
Memorable Financial Lessons From Pop Culture, Ep #88
Guide to Preserving Yours or a Loved Ones Legacy, Ep #87
The Ins and Outs of Opportunity Zones
Unlocking the Secrets to a Successful 401k Rollover, Ep #85
Are You Winging Your Financial Future? Ep #84
Why Aren't There More Women in Financial Planning? Ep #83
Sold Your Business, Received an Inheritance? Here's the Next Steps Ep #82
Everything You Need to Know About the New Federal Tax Forms, Ep #81
How Do Millionaires Spend Their Time?, Ep #80
Are You Speaking the Same Financial Language?, Ep #79
Our 2019 Investment Outlook, Ep #78
The Habits It Takes to be a Successful Investor, Ep #77
4 Secrets to a Happy Retirement, Ep #76
The Bear Market Survival Guide, Ep #75
The 4 Most Popular Podcasts of 2018, Ep #74
5 Top Reads for Working Moms, Ep #73
7 Tax Reform Opportunities and How to Spot Them, Ep #72
How to Ignore the Stock Market Noise, Ep #71
5 Spooky Financial Stories, Ep #70
How to Avoid the Financial Mid-Life Crisis, Ep #69
Your Pre-Retirement Checklist, Ep #68
Why Bother Diversifying with International Stocks? Ep #67
3 Frequently Asked Financial Questions, Ep #66
What Tops Your Financial Bucket List?, Ep #65
Your Social Security Guide in Less than 30 Minutes, Ep #64
Financial Acronymology, Decoded, Ep #63
The Tumultuous Journey of Bitcoin and How Cryptocurrencies Work, Ep #62
Planning A More Enjoyable Summer Vacation Ep 61
5 Easy Ways to Improve Your Financial Decisions, Ep #60
Tax Solutions for Charitable Giving, Ep #59
Ensure Financial Success With Our Top 5 Money Tips for Millennials, Ep #58
What Happens When You Have No Estate Plan?, Ep #57
5 Important Financial Strategies to Consider After the Death of a Spouse, Ep 56
Are You Making These Ten Tax Return Mistakes? Ep #55
It's March Madness! Our Top 8 Big Financial Decisions, Ep #54
Do I Really Need a Financial Advisor?, Ep #53
What Investment Decision Process Should You Implement?, Ep #52
Financial Savvy for Women: The Top 10 Tips, Ep# 51
Your Ultimate New Year Financial Checklist, Ep# 50
How Will Tax Reform Benefit You?, Ep 49
Making Better Decisions with the Laws of Wealth, Ep# 48
Why Do You Need an HSA?, Ep 47
Ep 46 - What Tax Moves Am I Missing?
Ep 45 - How Likely Are You to Build Wealth?
Ep 44 - What Behavioral Economics Means To You
Ep 43 - Steps to Take After The Equifax Breach
Ep 42 - How to Navigate Open Enrollment
Ep 41 - How to Pick the Best Small Business Retirement Plan
Make these Financial Moves in Your 40s, Ep #40
Ep 39 - 7 Insider Tips for Picking Your Best College
Ep 38 – Things You KNOW But Don't DO
Ep 37 – Lucky List of 13 Summer Reads
Episode 36 – Money Can Buy Happiness
Episode 35 – How Should I Withdraw My Pension?
Episode 34 – Finances and Your Family
Episode 33 – 5 Things to Know Before Investing in Real Estate
Episode 32 – Teaching Your Kids About Money
Episode 31 – Top 10 Retirement Mistakes to Avoid
Episode 30 – Buying A Car
Episode 29 – Why Fiduciary Matters
Episode 28 – Navigating Elder Care
Episode 27 – Top Investment Lessons Learned by 40
Episode 26 – How to Achieve Your New Year's Resolutions
Episode 25 – 10 Tips for Your Taxes
Episode 24 – What Should You Do With Your Year-End Bonus?
Are You Procrastinating on Your Retirement Planning?, Ep #23
Don't Fail In Retirement!, Ep #22
Episode 21 - 401k, for Employeers
Episode 20 – Your 401k, Revisited
Episode 19 – Do You Know Your Financial Fitness?
Episode 18 – How to Send a Kid to College Part 2: Just Before Sendoff
Episode 17 – How to Send a Kid to College Part 1: Early Years
Episode 16 – FPA NexGen Recap: Why We Go to Conferences
Episode 15 – What Do You Do When the Market Panics?
Episode 14 – Making the Most of Your 401K
Episode 13 – The Usual Suspects
Episode 12 – It's the Little Things
Episode 11 – What Happens to Prince's Estate?
Episode 10 – Financial Gifts for Grads
Don't Be an Average Investor, Ep #9
Benefit of Working With a Young Financial Advisor, Ep #8
Are You Missing Tax Opportunities?, Ep #7
Do I Really Need a Financial Plan?
How to Enjoy Life and Save Money, Ep #5
Why Monitoring Goals Matters Most, Ep #4
The Top 10 Economic Stories of 2015, Ep #3
What's an Advisor Worth?, Ep #2
Am I Saving Enough?, Ep #1