All episodes
Click-to-Cancel & How to Get Out of a Bad Financial Relationship
The U.S. Gets a C+ For Retirement: What About You?
7 Challenges You May Encounter in the First Decade of Retirement
Retirement Doesn't Have To Be Scary
Facing Retirement When You're Suddenly Single
Financial Plays for the 4th Quarter
How Washington's Debt Problem Affects You
What Your Parents Never Told you About Money
Does It Really Take $1.8 Million to Retire Comfortably?
Fuzzy Math: Should We Trust the Data?
How Much Should I Stash in My Emergency Fund?
Common Retirement Scenarios: Jim & Wendy
Why 2026 Is On Our Tax Radar
Why We Don't Sweat Market Volatility
A Presidential Retirement vs. Your Retirement
Politics & Your Portfolio
I Bonds Are Less Attractive - Now What?
FOMO & Your 401(k)
Retiring in a Rush
The Investing Secret No One Talks About
The Upside of Inflation
Summer Savings Series: The Importance of Fees
5 Key Questions to Ask About Your Retirement
The Meme Stock Craze & What It Means For You
The Surprises You May Encounter in the First Few Months of Retirement
It's Graduation Season: Have You Graduated to a New Level of Investing?
Tax Deadlines: Changes in Inherited Account Tax Rules & The May Deadline That Could Affect You
The Big Question: When Should I Retire?
What Your Tax Return Can Show You About Planning for the Future
Pay Now or Pay Later? The Big Tax Question for Retirement Savers
The Millionaire Retirement - And Can You Make It on Less?
Raising the Social Security Age: Is It a Good Idea?
Avoiding Tax & RMD Surprises in Retirement
The Brackets That Really Matter This Time of Year
What To Consider in Tough Retirement Scenarios
3 Ways You Might Be Able to Save On Taxes as You Close in on Retirement
Wait...I Pay Taxes on My Social Security Benefits?!
The Great Wealth Transfer
Retirement Shouldn't Mean Having to Take a Pay Cut
Peak 65: Are You Part of the Trend?
Taking Advantage of Tax Season
4 Ways Retirement Planning is Changing This Year
Retiring in 2024? Consider These Steps
The Most Stressful Jobs (and How to Say Goodbye to the Stress!)
Where Are Interest Rates Headed in 2024?
Good Debt vs. Bad Debt
Getting the Max Out of Social Security
Planning for Christmas Splurges
A Quick Financial Year-End To-Do List
The Importance of Reading the Fine Print
Taking Advantage of Higher Interest Rates for Retirement
The Tough Retirement Conversations
Medicare & Marketplace Roundup with Matt
Are We Entering A Spooky Season for the Markets?
Investing at a Time of War
Challenges in the First 10 Years of Retirement