All Episodes
Plan With The Tax Man — 98 episodes
Inside Your Financial Easter Basket
Tax Mistakes New Retirees Make
From Zero Savings to a Million-Dollar Exit
Financial Hot Takes Under the Microscope
Would You Trade $600 a Month to Protect Your Spouse?
Trump Accounts: Free Money or Future Headache?
I’m 62: Should I File For Social Security Or Wait?
Am I Behind In My Retirement Savings? What To Do If You Are
What Thanksgiving Traditions Teach About Retirement
5 Financial Advisor Red Flags You Can’t Ignore
What It’s Really Like to Be A Client Of A Financial Advisor
Trust This, Go Broke
5 Signs You’re Richer Than You Think
Back To School Retirement Planning Quiz
Who Benefits From The Big Beautiful Bill?
What The “Big Beautiful Bill” Means For Your Retirement Plan
Retirement Breaking News: The 4% Rule Gets a Makeover
The Lazy Way to Retire? Let’s Talk Target-Date Funds
5 Ways Wishful Thinking Can Damage Your Retirement
Am I Saving Too Much For Retirement?
April Fool’s: Beliefs That Fool Retirement Savers The Most
Inside the Advisor’s Office: What People Are Actually Concerned About
If You’re a Smart Investor, Do You Really Need a Financial Advisor?
Built a Business, But Not a Retirement Plan? Here’s What to Do Now
5 Financial Mistakes to Avoid in Your 60s
New Year, New Me: How To Change Your Money Attitude In 2025
Transform Your Money Mindset- 2025 Method
2024's Best Stocking Stuffer: Financial Freedom
Post-Election Conversation: The Future of the Tax Cuts and Jobs Act
Lindsay Lohan’s Advice Could Save Your Retirement: Unlikely Financial Wisdom
What Makes Our Financial Planning Process Unique?
5 Regrets Of Retirees Over 70
The Magic 8 Ball’s Guide to Retirement Planning
Handling Crisis: Financial Planning After a Tough Diagnosis
Tailoring Your Financial Jersey for a Perfect Retirement Fit
Is This “Retire on $42/month” Article Clickbait?
5 Lies You Might Be Telling Yourself About Money
Combatting Popular Excuses For Poor Financial Decision-Making
Mistakes When Choosing A Financial Advisor
Your Financial Wellness Check-Up
Steering Clear of Retirement Stress
How Is Technology Redefining Retirement Planning?
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
Retirement Planning Is Harder Than It Used To Be (Part 2)
Retirement Planning Is Harder Than It Used To Be (Part 1)
Are Your Good Money Habits Holding You Back? (Part 2)
Are Your Good Money Habits Holding You Back? (Part 1)
Easy Wins in Personal Finance (Part 2)
Easy Wins in Personal Finance (Part 1)
End of Year Financial Planning For 2023
Money Mistakes You’ll Regret and How to Avoid Them
Retirement Planning’s “Hidden” Questions
Dissecting Dave Ramsey’s Tik Tok Advice
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Brick and Mortar Retirement: The Pros and Cons of Real Estate Investing for Retirement
Exposing Retirement Planning Complaints
Bouncing Back: Overcoming Investment Setbacks
Mastering Retirement Cash Flow: Understanding Income
Mailbag: Should I Pay Off My House?
Key Finance Decisions During Major Life Events Like Marriage, Divorce, Job Loss & More
Unsure, Confident, or Certain: Retirement Planning Next Steps
Retiring With Honors: Financial Planning Lessons From The Classroom
Retirement Expenses For Which You Forgot To Plan
Fore Your Retirement: What Golf Teaches Us About Financial Planning
The Incomplete Financial Plan
Top Ten Tax Questions For Retirees In 2023
Where $1 Million Runs Out Fastest
2023 Edition: 10 Point Checklist For Retirement Preparedness
The Top 5 401(k) Mistakes You Need To Avoid
Learning From Grandma’s Financial Wisdom
Making Smart Decisions During Major Life Events
The Retirement Marathon: Finishing The Race
Common Retirement Planning Questions About Taxes
Warning Signs: How To Spot Problems In Your Financial Life
Can’t Get No Satisfaction... Or Can You?
Retirement Planning From A Psychologist’s Point Of View
Mailbag: What Rate Of Return Should I Expect?
Financial Planning Considerations When You’re In Between Jobs
Can You Get An A+ On Our Retirement Planning Quiz?
Why Retirement Planning Ain’t What It Used To Be
Spotting Red Flags When Picking An Advisor
Secret To Retirement Success: Get Out Of Your Own Way
Reasons You SHOULD Get Life Insurance
The Most Important Birthdays In Retirement Planning
How To Recognize Your Own Voice of Greed & Fight Against It
When Guessing At Retirement’s Most Important Questions Goes Wrong
Why Values Based Planning Is Essential
Planning For Things We Can’t Predict
Don’t Fumble Your Retirement In The Financial Red Zone
How “The Great Resignation” Could Impact You Or A Loved One’s Retirement
Where Financial Advisors Drop The Ball
Handling Unreasonable Requests
Tax Consequences: Pros & Cons Of Various Account Types
Living The Dream: Planning The Non-Financial Retirement Stuff
Mind The Gap
Spotting Red Flags In Your Finances
Retirement Planning With Mick Jagger
How Age & Wisdom Play Into Financial Planning