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All Episodes

Perfect Game Retirement — 198 episodes

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Title
1

The 5 D's of Retirement Planning

2

The 4% Rule vs. the 8% Rule: What's the Right Withdrawal Rate for You?

3

The Problem With Financial Research Today

4

3.7 Million People Watched This Retirement Video — Here's What We Think

5

What Does Smart Risk Actually Look Like At Your Age?

6

How to Spend on Travel Without Derailing Your Retirement

7

Should You Sacrifice Pension Income for Spousal Protection?

8

Three Questions From People Thinking About Retiring In 2026

9

“I Wish I Knew This at 25” — Young Adult Money Mistakes

10

The Financial Side of Taking Care of the People You Love

11

You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?

12

My Investments Underperformed the Market - Should I Fire My Advisor?

13

A New Proposal Might Cap Your Social Security Payments

14

Why Spending in Retirement Is Harder Than It Sounds

15

Long-Term Care Insurance: Worth It or Waste of Money?

16

Put Off Social Security Or Start It Earlier?

17

Tax Mistakes New Retirees Make

18

And the Oscar Goes To... Your Retirement Strategy

19

Use Target-Date Funds or Customize Your Portfolio?

20

Max Out Retirement Accounts or Build Liquidity?

21

Roth Conversion or Not? How to Know If It’s Right for You

22

Reacting To Controversial Financial Takes

23

At 55, Is It Too Late for a Roth 401(k)?

24

A Pension Tradeoff Too Many People Underestimate

25

10 Retirement Myths Too Many People Still Believe

26

Pros & Cons of the New Trump Savings Accounts for Kids

27

Do I Have Too Much Cash in the Bank?

28

I’m 62: Should I File For Social Security Or Wait?

29

Can I Retire With ‘Only’ $1M?

30

5 Major Events From 2025 That Impacted Retirement Plans

31

How to Ask Better Questions About Retirement

32

Warning Signs You Picked the Wrong Advisor

33

How to Plan Together When You Keep Finances Separate

34

How to Give with Purpose & Meaning

35

Smart Ways to Protect Your Finances in an Uncertain Economy with Bob Ginty

36

Warning Signs That Financial Trouble Could Be Ahead?

37

Should You Have More Than One Financial Advisor?

38

Do Your Feelings Belong in Your Financial Plan?

39

Retirement Health Care Costs Just Jumped Again (2025 Update)

40

Where Should Someone Invest $1 Million?

41

Pre-Tax vs After-Tax Contributions: Which One’s Right for You?

42

Retirement Mailbag: RVs, Roth 401(k)s, and Smarter Investing

43

Reacting To Unfiltered Retirement Takes from YouTube

44

What If You Fall Short of Your Retirement Savings Goal?

45

The Hidden Medicare Penalty You Might Be Paying

46

Fuzzy Math Could Be Sabotaging Your Financial Future

47

If I Won’t Live to 90, Should I Claim Social Security Early?

48

5 Signs You’re Wealthier Than You Think

49

Back To School Retirement Planning Quiz

50

7 Retirement Assumptions to Reconsider in 2025

51

Gen X, It’s Your Turn: It’s Time To Think About Retirement

52

Big Beautiful Bill Myths Debunked

53

What The “Big Beautiful Bill” Means for Your Retirement Plan

54

The 4 Things You Can Control in Retirement

55

Should You Gift Money While You’re Alive or Leave A Legacy?

56

Retirement Breaking News: The 4% Rule Gets a Makeover

57

The Lazy Way to Retire? Let’s Talk Target-Date Funds

58

Financial Lessons Parents & Grandparents Can Teach A New Graduate

59

5 Ways Wishful Thinking Can Damage Your Retirement

60

Market Strategy for Type A Investors: Why Doing Less Might Be Your Best Move

61

Why Your Emotions May Matter More Than Math

62

Inside the Advisor’s Office: What People Are Actually Concerned About

63

Is It Bad to Leave My 401(k) Where It Is?

64

Retirement Assassins: The Silent Killers of Your Financial Future

65

What Should You Actually Do When the Market Drops?

66

Retirement Lessons From The Masters

67

Key 2025 Tax Breaks & Adjustment Opportunities

68

Preparing For Taxes on Your RMDs

69

April Fool’s: Beliefs That Fool Retirement Savers The Most

70

The Money Questions Every Couple Needs To Discuss

71

Built a Business, But Not a Retirement Plan? Here’s What to Do Now

72

Do Smart Investors Need to Work With a Financial Advisor?

73

Retirement Lessons from Andy Reid: Championship-Worthy Financial Strategies

74

Which Retirement Account Should I Withdraw From First?

75

The New Retirement: Why Many Are Choosing Work Over Leisure

76

Inflation-Proof Your Retirement In 2025

77

5 Financial Mistakes to Avoid in Your 60s

78

Retirement Spending Strategy That Will Change Your Life

79

Transform Your Money Mindset in 30 Days (2025 Method)

80

What Financial Advisors Wish Every Investor Knew

81

Is Your Financial Judgment 'Impaired'?

82

Mailbag: Should My Husband Be More Involved In Financial Planning?

83

Social Security Shake-Up: How Raising the Retirement Age Could Impact You

84

Unlock Your Potential During National Financial Planning Month

85

Unusual Fears & Financial Planning: Lessons from the Strangest Phobias

86

Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning

87

Tailoring Your Financial Jersey for a Perfect Retirement Fit

88

College Financial Planning: Insights For Parents and Grandparents

89

The Top 401(k) FAQs In 2024

90

Noah's Ark & Retirement Planning: Lessons in Preparing Ahead

91

Take the Fork: Yogi’s Wisdom on Making Financial Choices

92

Mistakes When Choosing A Financial Advisor

93

The Beauty of Simplicity When Planning For Retirement

94

Your Financial Wellness Check-Up

95

Steering Clear of Retirement Stress

96

Retirement Questions That Every Generation Is Asking

97

Finance Fortress: Practical Strategies for Protecting Retirees Against Scams & Fraud

98

Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket

99

Retirement Planning Is Harder Than It Used To Be

100

Mailbag: Social Security, Caring For Aging Parents, Company Stock & More

101

Are Your Good Money Habits Holding You Back?

102

The Questions You Must Ask Your Financial Advisor

103

Patience Pays: The Power of Delayed Gratification

104

Financial Tweaks That Matter: Small Steps, Big Impact

105

End of Year Financial Planning For 2023

106

Money Mistakes You’ll Regret and How to Avoid Them

107

Retirement Planning’s “Hidden” Questions

108

Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid

109

Are There Universal Retirement Truths?

110

Navigating the Transition to a New Financial Advisor

111

Building An Estate Plan With No Regrets

112

Mailbag: Recession Worries, Gifts for Children, College Funding & More

113

Mastering Retirement Cash Flow: Understanding Income

114

Counterintuitive Advice: Why You Should NOT Invest In A 401(k)

115

Retirement Rebels: Winning Your Financial Independence

116

Financial Planning Lessons From The Classroom

117

The 8 Biggest Money Mistakes In Retirement Planning

118

Ep 81: How Age & Wisdom Impact Financial Planning

119

Ep 80: A Comprehensive Dismantling Of 2023’s Top Social Security Myths

120

Ep 79: Fore Your Retirement: What Golf Teaches Us About Financial Planning

121

Ep 78: Retirement Expenses For Which You Forgot To Plan

122

Ep 77: What’s Your Biggest Financial Fear?

123

Ep 76: Top Tax Questions For Retirees In 2023

124

Ep 75: Back To Basics: Understanding Income Planning

125

Ep 74: 2023 Edition 10 Point Checklist For Retirement Preparedness

126

Ep 73: The Top 5 401(k) Mistakes You Need To Avoid

127

Ep 72: The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling

128

Ep 71: Mailbag - Splitting Up Assets During A Divorce

129

Ep 70: The Retirement Marathon - Finishing The Race

130

Ep 69: Most Common Retirement Planning Questions About Taxes

131

Ep 68: The Money Gridiron: What Football Teaches Us About Retirement Planning

132

Ep 67: Please Read the Fine Print

133

Ep 66: Retirement Planning From A Psychologist’s Point Of View

134

Ep 65: Going Against the Grain

135

Ep 64: How Procrastination Dooms Your Financial Future

136

Ep 63: What They’re Saying: Analyzing Advice On Surviving A Bear Market

137

Ep 62: Can You Get An A+ On Our Retirement Planning Quiz?

138

Ep 61: Why Retirement Planning Ain’t What It Used To Be

139

Ep 60: Do You Concur? Picking Sides In Important Financial Debates

140

Ep 59: Mailbag - True Diversification, Inherited Home, and Long Term Care

141

Ep 58: What to Do as You Count Down the Days to Retirement

142

Ep 57: Reasons You Should Get Life Insurance

143

Ep 56: The Most Important Birthdays In Retirement Planning

144

Ep 55: Home Run Retirement Planning - How Baseball Principles Also Score Financial Runs

145

Ep 54: Murky Issues That Make Retirement Planning Harder

146

Ep 53: Who Even Needs A Financial Advisor?

147

Ep 52: Do You Have A Money Bias? And How Much Is It Costing You?

148

Ep 51: How Children Become Part of the Retirement Discussion

149

Ep 50: Don’t Fumble Your Retirement in the Financial Red Zone

150

Ep 49: 5 Signs You’re In Good Financial Health

151

Ep 48: 22 Money Resolutions for 2022

152

Ep 47: Mailbag: Pension Options

153

Ep 46: Unreasonable Requests

154

Ep 45: Tax Consequences - Pros & Cons of Various Account Type

155

Ep 44: How Overconfidence Can Lead To Financial Ruin

156

Ep 43: Financial Mistakes Couples Often Make

157

Ep 42: Mind The Gap

158

Ep 41: Mailbag! Answering Your Financial Questions

159

Ep 40: What Makes Your Financial Advisor Tick?

160

Ep 39: It's Just a Joke

161

Ep 38: 5 Things You Must Know About Decumulation To Retire Successfully

162

Ep 37: Learning Through Uncommon Sense

163

Ep 36: Not Your Father’s Retirement

164

Ep 35: Do Retirees Really Need Life Insurance?

165

Ep 34: Financial Fact or Fiction

166

Ep 33: How Long Will Your Money Last? Let’s Run The Numbers

167

Ep 32: Are You Flirtin’ With Disaster?

168

Ep 31: The Status of the American Pension Plan

169

Ep 30: This is Why You Never Assume

170

Ep 29: Retirement Planning For Business Owners

171

Ep 28: How Women Can Make Sure They’re Involved In Financial Decisions

172

Ep 27: The Three Qualities of Money

173

Ep 26: Where All My Financial Knowledge Comes From

174

Ep 25: Understanding the Different Types of Risk

175

Ep 24: Things Nobody Says

176

Ep 23: A 5 Question Retirement Preparedness Quiz

177

Ep 22: Is Diversification for Suckers?

178

Ep 21: The 401(k) FAQs

179

Ep 20: Following The Financial Commandments

180

Ep 19: Eye Opening Stats Showing How Americans Save

181

Ep 18: Obsolete Retirement Planning Ideas

182

Ep 17: Financial Issues Particularly Challenging For Women

183

Ep 16: How To Build Your Financial House

184

Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse

185

Ep 14: Classic Pre-Retiree Mistakes

186

Ep 13: What Mark Twain Can Teach Us About Money

187

Ep 12: Traditional IRA Vs Roth IRA

188

Ep 11: Are You Paying Attention To Your Biggest Assets?

189

Ep 10: How to Avoid Critical Retirement Planning Mistakes

190

Ep 9: Retirement Accounts

191

Ep 8: Coronavirus Market Update

192

Ep 7: Financial Crossword

193

Ep 6: Stages Of Retirement

194

Ep 5: How To Set Financial & Retirement Goals

195

Ep 4: Everything You Need to Know About Roth Conversions

196

Ep 3: Lies You Learn in Broker School

197

Ep 2: Where to Find Bias in Financial Media

198

Ep 1: Get To Know Your Host - Ryan Ledden