All Episodes
Money Wisdom — 117 episodes
7 Milestone Ages for Retirement Planning
Is Long-Term Care Insurance Worth It?
Teacher Retirement Planning: What You Should Know
How Long Will My Investments Last in Retirement?
4 Health Insurance Options for Early Retirees
The Retirement Setback 67% of Americans Fear More Than Death
Inherited HSAs: Are You Leaving Behind a "Tax Time Bomb"?
I'm 62, Can I Work While Collecting Social Security?
A Will or a Trust? How to Avoid Probate
5 Signs It's Time to See a Financial Advisor
Everything You Need to Know About RMDs
I'm 65, Is It Too Late to Do a Roth Conversion?
5 Retirement Myths, Debunked
Retiring Single? What You Need to Know
Should I Use a 529 Plan for My Grandkid's Education?
Mindset and Greatness with Alex Karaban
What Crucial Retirement Step 56% of Americans Are Missing
Should I Consider a Pension Buyout?
4 Ways to Prepare for Next Year's Tax Season
How Often Should I Check My Investment Portfolio?
5 Ways to Boost Your Financial IQ
I'm 62 with $800K: What Can I Do Know to Lower Taxes in Retirement?
Tracking Down a Lost 401(k)
Why Women Investors Outperform Men
How Can I Increase My Social Security Benefit?
What is the Rule of 55?
5 Money Habits to Break
How to Train Your Finances Like an Olympic Athlete
What's Your Retirement Relationship Status?
What 59% of Retirees Wish They'd Known About Taxes
Can I Trust AI for Financial Advice?
What's Changed About Retirement in the Last 10 Years
6 Steps To Financial Fitness
I'm 59½, What Should I Do With My 401(k)?
5 Must-Know Social Security Rules Before You File
10+ Retirement Bucket List Ideas
Am I Holding Too Much Cash in Retirement?
Should I Work 5 More Years or Retire Early?
5 Tax Moves to Make Before December 31
What is Considered Good Debt vs Bad Debt?
Long Term Care Planning: How to Protect Your Assets
What Happens to Your 401(k) When You Change Jobs?
5 Financial Lessons from Stevie Nicks
The Triple Tax Advantage: 3 Smart Ways to Use an HSA
What Kind of Insurance Do I Need in Retirement?
Traditional vs Roth: Which is Right For You?
Can You Really Pay Less Taxes on Social Security?
How Do Interest Rates Work?
Social Security Changes for 2026: What Retirees Need to Know
5 Financial Strategies from the NFL Playbook
Is Your 401(k) Enough for Retirement?
5 Must Know Numbers (Before You Retire)
Retiring Soon? How to Adjust to Life Without Work
What Does the Big Beautiful Bill Really Mean for Your Retirement?
Will Social Security Run Out?
Medicare Explained in 10 Minutes
What Happens to My Money After I Die?
2 Key Questions to Ask a Retirement Planner
Which Retirement Accounts Should You Withdraw from First?
What To Do In A Down Market
Is My Social Security Income Taxable?
How to Plan for a 30-Year Retirement
The Retirement Tax Trap No One Warned You About
Financial Goals You Shouldn't Overlook
How to Approach Finances in a Second Marriage Later in Life
How Often Should You Meet with Your Financial Advisor?
Understanding Long-Term Care Insurance Options
Ways to Lower the Taxes on Your RMDs
The Importance of Financial Communication in Marriage
Should You Switch to a Health Care Plan with an HSA?
What's the Average Age People Retire?
Does Paying Off Your Debt Kill Your Credit Score?
Preparing for the Possibility of a Layoff in Your 50s
Do You Need to Update Beneficiaries After Getting Remarried
When Should You Use Donor Advised Funds?
Retirement Planning Considerations for Unmarried Couples
Do You Have Too Much Real Estate in Your Retirement Portfolio?
How Do You Compare Financially to Others Your Age?
What to Do if You're Worried About Leaving Your Child a Large Sum of Money
Should You Consider a Roth Conversion at 60?
Should Target Date Funds Be in Your Portfolio?
Do You Still Need Life Insurance in Retirement?
Is It Okay to Carry Debt in Retirement?
Is It Worth Moving to a State with No Income Tax in Retirement?
Are You Sitting on Forgotten 401k Money?
The Election is Over, Now What?
Are Annuities a Good Source of Retirement Income?
How Can You Earn Better Yield on Your Savings?
Is Your Portfolio Ready for Retirement?
What Should You Do with an Inherited IRA?
When is the Best Time to Take Social Security?
What Current Economic Trends Should You Pay Attention To?
5 Common Retirement Planning Mistakes We See
Turning a Pile of Money Into Lifetime Income
Family Matters Related to Money
401Ks Aren't Perfect
Don't Let Fear Take Over During Market Volatility
Do You Have These Bad Financial Habits?
The Financial Planning Olympics
Half-Baked Financial Ideas
An IRS Update on Inherited IRAs
The Comparison Game: What We Learned About Women We Work With
Retiring Abroad
The Three Worlds of Money
Moving the Goalposts with Your Money
The Way People Make Financial Mistakes
Planning for Major Life Events
Navigating Life After Significant Loss
The Role of the Power of Attorney
Estate Planning 101: Why It's Not Just for the Wealthy
Irreversible Decisions in Retirement Planning
When Should You Look for a New Advisor?
The Uncertainty of Retirement
Making Sense of the Acronym Salad in Financial Planning
Financial Plans for Grandkids
Financial Planning with Michael Scott
Navigating Investments in Election Years