All Episodes
Last Paycheck — 146 episodes
Enjoy Retirement Without Running Out of Money: Essential Early Spending Tips
Why Couples Must Share Financial Control
Your First Year of Retirement: What to Expect
The Small Money Mistakes That Cost You Big
Building Your Retirement: The Dangers of Not Having a Clear Plan
Life After Work: Designing a Purposeful Retirement
Navigating Retirement: Finding Meaning Beyond Finances with Jeff Bernier
Is Early Retirement Realistic? Pros, Cons, and Risks of the FIRE Lifestyle
The Real Drivers of Long-Term Investment Success
When World Events Shake Markets, Should You Act?
Retirement Isn't An Age, It's A Cash Flow Strategy
How Understanding Bonds Can Transform Your Financial Future
Saving for Children: How the Latest Account Options Stack Up
Why "Playing It Safe" Can Hurt Your Retirement Plan
Retiring Soon? Do These 5 Things First
ETFs vs. Mutual Funds - Which One Is Better for You?
Independent Advisors or Big Firms: Which Financial Planner Is Right for You?
Stock Market Fun Facts: What History Reveals About Consistent Returns
Tales from the Trenches: Inspiring and Cautionary Financial Planning Stories
From Wealth-Building to Finding Purpose: Our Guide to Meaningful Money
Are You Ready for a Financial Advisor? Signs, Triggers, and What to Expect
How Financial Decisions Compound Over Time and Impact Your Retirement
How Much Risk Are You Taking? Understanding Your Investment Portfolio Risk
Bad Financial Advice Online: Homeownership, Mortgages, Risks, and Investment Strategies
What Is a Fiduciary? How to Choose the Right Financial Advisor for Your Future
What is Revenge Saving - All You Need To Know
How to Enjoy and Spend After a Lifetime of Saving for Retirement
Social Security and Medicare Changes: What the Latest 2026 Adjustments Mean for Your Retirement
Maximize Your Retirement Income by Picking the Right State
You Could Be Missing Thousands! How to Find Your Lost 401(k)
Year-End Tax Planning Tips You Can't Afford to Miss!
Giving While Living: How to Build Your Legacy Today
How To Build and Diversify Your Portfolio
How To Handle a Bad Market At Every Stage of Life
Should You Downsize in Retirement? What To Do and What NOT To Do
Estate Planning 101: The 3 Documents Everyone Needs
Should Your Political Views Influence Your Investment Decisions?
Are Financial "Rules of Thumb" Helping You or Hurting You?
Breaking Down the One Big Beautiful Bill: Tax Changes Every Retiree Needs to Know | Pt 2
The "One Big Beautiful Bill": What It Means for Your Wallet in 2025 | Pt 1
Buffer ETFs vs Fixed Index Annuities: Managing Market Risk in Retirement
Taking Time Off Work Strategically: Sabbatical Planning Tips from CFP Professionals
Avoiding Probate: The Power of Naming the Right Beneficiaries
Support Your Adult Kids Financially or Focus on Retirement First?
Are Your Money Habits Your Parents' Fault? Understanding Financial Baggage
How Much Should You Have Saved for Retirement by Now?
The Truth About Millionaires Next Door: How Ordinary People Build Real Wealth
Should You Take Social Security Early? 5 Surprising Reasons to Consider It
Is Long Term Care Insurance Worth It? Pros and Cons as You Age
5 Reasons You Should Retire Early
How to Find Meaning and Purpose in Retirement: Smart Giving Strategies and Living Well
Relationships and Money: Aligning Goals, Values, and Habits
DIY Retirement Planning: Common Pitfalls and When to Hire a Financial Planner
Financial Spring Cleaning Tips to Organize Your Money for a Stress-Free Year
Want to Retire Early? Key Challenges and Strategies You Need to Know
Stay Cool and Invest Smart: Winning Tactics for Uncertain Markets
Six Mistakes to Avoid When You Inherit Money
Is the 4% Rule Still Relevant? Examining Its Role in Today's Retirement Planning
5 Retirement Risks & The Key to Lasting Financial Security
Ready to Retire? Stay on Track with This Checklist
Retiring Soon? Use a Checklist to Get it Right
Financial Freedom: Essential Tips to Remove Barriers and Build Lasting Wealth
Prepare Now to Make Taxes Less Taxing
Tax-Free Growth & Life Satisfaction: Real Money Talk
Hidden Threats to Your Retirement: Inflation, Healthcare, and Emotional Investing
Stay Calm, Stay Invested: Strategies for Bear Markets
The Required Minimum Distributions Playbook: Minimize Taxes and Maximize Savings
Can Having a Financial Plan Help You Live Longer?
Financial Resolutions that Stick in 2025
How to Handle Life Insurance and Annuities You No Longer Want
Last Minute Planning: 4 Things to do to Supercharge Your Retirement
The Basics of Investing: Breaking Down Stocks, Bonds, and More
Upcoming 401k and IRA Changes Explained: What You Need to Know
Ultimate Year-End Tax Planning Tips for 2024
Cognitive Decline in Retirement: What You Need to Know to Safeguard Your Future
Navigating Overspending: Staying Within Your Means in a Tech-Driven World
Why the 2025 Social Security Cost of Living Increase is Lower
How to Prepare for Medicare Open Enrollment with Expert Advice from Ben Bulgrien
Making Sense of Medicare: Picking the Right Plan for You
Navigating Medicare Enrollment and Penalties with Expert Ben Bulgrien
Upcoming Tax Changes - What You NEED To Know!
Downsizing in Retirement: Sell or Rent?
Are You Lending Money For Free Without Knowing?
Invest Your Cash or Keep It Liquid?
Is Ramsey Right About Early Social Security?
Own Nothing, Rent Everything?
New Home Decisions: Buy Now or Wait?
Why You Shouldn't Stop 401K Contributions, Even During Tough Times
Infinite Banking: Separating Fact from Fiction in the Be Your Own Bank Concept
Leaving Your Job? Here's What You Need to Know About Your 401(k)
Presidential Election Year: Good or Bad for the Market?
Vacation Home Fever: What You Need To Consider Before Buying a Second Home
Advanced Roth IRA Strategies: Backdoor to Mega Backdoor Strategies
Are You Financially Healthy? Key Steps for a Secure Future
Understanding Tax Benefits of Donations: Expert Tips and Advice
2025 Social Security Increase Announcement - Will You Get a Raise?
Health Savings Accounts 101: Avoid These Common Mistakes
Tax Torpedoes in Retirement: Avoid Unexpected Tax Surprises
Financial Advisors React: Good Tips and Bad Practices
Tackling Financial Regrets: Retirement Savings, Debt, and Emergency Funds
Spaving: Can Spending More Actually Save You More?
Cash or Credit: What's the Best Way to Buy a Car?
How Sustainable is Social Security: Should You Be Worried?
Investing in Gold: Should You Do it in 2024?
How to Protect Yourself from Fad Investments
Exposing Faulty Financial Advice on 401K Investments
How to Become the Millionaire Next Door?
New Market High Point… Should I Sell My Stock?
Are I-Bonds Still a Smart Investment in Today's Environment?
Are Americans Saving Enough for Retirement?
Interest Rates Decoded: What to Expect in 2024
Financial News: Should You Believe Everything You Read?
Unexpected Retirement Costs: How to Prepare
Tax Changes for 2024: A Look at the Numbers
The FIRE Movement: How to Achieve Early Retirement and What to Look Out For
What Happens When You Have No Heirs? Strategies For Your Assets
Retired earlier than expected? Top To-Ds for post retirement
Choosing a Financial Advisor: How To Find the Right One For You?
Preparing Yourself or a Loved One for Losing Mental Capacity
Social Security Strategy: When to Claim Your Benefits
Financial Scams: What You Need to Know and How to Protect Yourself
Have You Set Your Financial New Year's Resolution? Here Are Some Ideas to Stick With It.
Are You Ready for Early Retirement?
Want to Convert 529 Funds to Roth IRA? Now You May be Eligible.
Understanding Certificates of Deposit: Exploring the Pros and Cons of CD Investments
The Benefits of Tax Loss Harvesting: Boosting Your After-Tax Investment Returns
Health Savings Accounts: The Ultimate Account for Tax Free Saving and Investing
A Comprehensive Guide to Pension Plans for Retirees
Understanding the Impact of Changing Interest Rates: A Guide for Savers and Investors
Advanced Strategies to Maximize Tax Benefits in Q4 with Eric Lewis
Spooky Financial Mistakes: A Halloween Special
Year-End Tax Planning: Tips to Save in Q4 with Eric Lewis
Retirement Health Insurance ABCs: Understanding Medicare with Scott Aschoff: Part 2
Retirement Health Insurance ABCs: Understanding Medicare with Scott Aschoff: Part 1
How Much Money Do You Really Need to Retire?
Annuity Remorse: Is There a Way Out?
Understanding Annuities: Exploring the Pros and Cons of this Retirement Option
Understanding Bonds: Do You Need Them in Your Retirement Portfolio?
Do You Need Life Insurance in Retirement?
Reading Your Economic Tea Leaves
Your Four Course Financial Free Lunch
Retiring Without Stocks: Can You Afford It?
Emergency Fund: Should You Retire With It?
To Mortgage or Not Mortgage, That Is the Question.
Financial Control in Your Golden Years
What Does a Happy Retirement Look Like?