All Episodes
Make It Personal Podcast — 70 episodes
How to Build a Business You Can Actually Walk Away From
The Empty Nest ‘Money Shift’ No One Warns You About| EP 69
How to Pay Yourself Consistently as a Small Business Owner
How a 13-Week Cash Flow Forecast Can Save Your Business | Ep 67
The Truth About Reverse Mortgages (It’s Not What You Think)
Making Sense of Your HSA: What It Is, How It Works, and How to Get One| EP 65
You Asked: Addressing Inflation in Retirement| EP 64
The Reverse Retirement: Redefining Purpose Post-Career| EP 63
You Asked: Will Long-Term Care Needs Drain Retirement Savings?| EP 62
How Fixed Indexed Annuities Help Address Sequence of Returns Risk| EP 61
There’s Moore to Life: Living for Today While Saving for Tomorrow| EP 60
The Financial Advice I’d Give My 51-Year-Old Self | EP 59
Asset Allocation and Asset Location: Two Tools, One Plan | EP 58
Annuities: The Most Misunderstood Tool in Retirement Planning | EP 57
Should You Be Paying Taxes on Your Employer Match? Here’s What Changed | EP 56
Welcome to Saturday Every Day: A Retiree’s First-Year Report | EP 55
The Gen X Balancing Act: Are You Saving Your Family or Sacrificing Yourself? | EP 54
8 Genius Ways to Use RMD Money You Don’t Need (Yet) | EP 53
Traditional vs Roth 401(k): Which One's Right for You Now? | EP 52
From Saver to Spender: The Mindset Shift That Shapes Retirement | EP 51
Why Paying Off Your House Isn’t the Finish Line (and What Actually Comes Next) | EP 50
The Hard Truth About Instant Gratification You Don’t Want to Hear | EP 49
From Overwhelmed to Confident: The Step Nobody Talks About When You Start Investing | EP 48
The Lie You’ve Been Told About “Playing It Safe” with Your Money | EP 47
Why Most People Fail at Beating Money Stress (and What Actually Works) with Dr. Rebecca Heiss | EP 46
When the Fed Cuts Rates, Here’s How It Hits Your Wallet | EP 45
Unseen Millionaire Habits, The Quiet Path to Wealth | EP 44
Beyond the Checkbook, Defining Your Legacy | EP 43
Why Most Americans Feel Unprepared, And What to Do About It | EP 42
Can Artificial Intelligence or AI Replace Your Financial Advisor? Unpacking the Hype | EP 41
Tooth Fairy Money – Teaching Your Kids About Money | EP 40
Trapped in the Middle: Why Your Wealth Feels Out of Reach | EP 39
Early Retirement: Dream Life or Financial Trap? - The Pros and Cons of Early Retirement | EP 38
The Psychology of Money: Why We Make Bad Financial Decisions | EP 37
Play #7: Finding a Financial Coach to Help You Plan in Decades | 36
Play #6: Planning for Healthcare in Retirement | 35
Play #5: Retiring Early and Pivoting to Time Freedom | 34
Play #4: Optimizing Social Security Retirement Benefits | Ep 33
Play #3: The Do’s and Don’ts of Retirement Taxes | Ep 32
Play #2: Determining How Much You Need in Retirement | Ep 31
Play #1: Maximizing the Five Years Before and After Retirement | Ep 130
Seven Plays for Winning the Most Important Ten Years to Retirement Success | Ep 29
4 Ways to Pay for the Cost of Long-Term Care | Ep 28
4 Key Ages for Generation X in Retirement Planning | Ep 27
Should You Pay Off Your Mortgage Before Retirement? | Ep 26
Two Ways for Crowdfunding Your Future | Ep 25
Is a Financial Advisor Really Worth It? The Value of Trusted Guidance
The Truth About Investment Assumptions: Average vs. Actual Returns
The Hidden Cost of Subscription Creep: How to Take Back Control of Your Finances | EP 22
Navigating Medicare: Making the Right Healthcare Choice in Retirement | EP 21
The Big 4: Financial Steps Every College Grad Should Take Now | EP 20
The Top 10 Financial Choices That Define Your Future (Part 2) | Ep 19
The Top 10 Financial Choices That Define Your Future (Part 1) | Ep 18
Reddit, Credit Karma, and the Myth of the Perfect Plan | Ep 17
Is the Roth IRA Worth It’s Weight in Gold? The Truth About Retirement Savings | Ep 16
Memories vs. Money: Should You Spend on Family Trips or Save for the Future? | Ep 15
How Millionaires Are REALLY Made (The Truth No One Tells You) | Ep 14
How 401(k) Withdrawals Are Really Taxed (Most People Get This Wrong!) | Ep 13
Think You Don’t Need a Financial Advisor? Here’s Why You’re Wrong | Ep 12
Why Conventional Financial Advice Is Keeping You Broke | Ep 11
Most People Get This Wrong About Retirement Investing—Do You? | Ep 10
Most People Are Underinsured—Here’s How to Protect Your Wealth | Ep 9
Financial Freedom vs. Instant Gratification—Which One Are You Choosing? | Ep 8
Should You Save or Invest? The Truth No One Talks About | Ep 7
The One Skill That Separates Wealthy People from Everyone Else | Ep 6
Social Media vs. Real Financial Advice: Who Should You Trust? | Ep 5
The 10/4/80 Retirement “Cheat Code”: A Genius Hack or a Dangerous Myth? | Ep 4
Protecting Yourself from Sequence of Returns: The Risk Many Retirees Miss | Ep 3
62, 67, or 70? The Best Age to Take Social Security Might Surprise You | Ep 2
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