All Episodes
Planning Matters Radio — 102 episodes
🚨 76 Years of Headlines… And the Market Keeps Moving Forward 📈
When Should You Start Taking Money Out of Your 401(k)? 💰
📊 More Retirees Are "Unretiring," Here's What It Says About Today's Retirement Reality
💡 3 Reasons Young Adults Should Consider Life Insurance
💡 In-Service Rollovers at 59½: Is Moving Your 401(k) a Smarter Move?
📱 FinTok Makes Investing Look Easy, but Is It Putting Investors at Risk?
📉 Markets & Geopolitics: When Will Stocks Recover?
🏠📄 Is a Trust a Must? What Every Family Should Know About Estate Planning
🛡️💼 How Do You Know If Your Advisor Is Really Working for You?
Retirement Milestones: The Ages That Trigger Big Financial Decisions
Five Financial Blind Spots That Can Burden a Grieving Spouse
4 Ways to Improve Your Investment Performance
⚖️ 3 Signs You're Invested Too Conservatively
👶💰 Tax Bill Includes a $1,000 Baby Bonus in 'Trump Accounts' — Here's Who Is Eligible
Are You Ever Too Old For An Annuity?
Are You Taking on Too Much Risk? 4 Signs to Watch 🚩
3 Easy Ways to Jeopardize Your Retirement ⚠️💸
Roth Conversions Under 59½: How to Avoid the 10% Penalty ⚠️💡
Don't Let the IRS Keep Your Money: 5 Tax Moves to Make Before Dec. 31
Why 60% of Wealth Transfers Fail (and the Conversation Every Family Should Have This Holiday Season)
🎉 Seniors Will Get a Raise in 2026! Here's What the New Social Security COLA Means for You
🏖️ 5 Signs You're Ready to Retire Early (And How to Know You're Really Ready)
💰 5 Steps to Tax-Free Roth IRA Distributions
🚨 Big 401(k) Change Ahead for High Earners 50+ 🚨
🚨 Social Security Benefits Could Be Cut by 23%: Here's How to Prepare
🚫 Thinking About Borrowing from Your 401(k)? Think Again.
💰 4 Strategies to Reduce Taxes in Your Portfolio
💡 The 4 Best Investments for Minimizing or Avoiding Taxes
Should You Claim Social Security at 62?
Is $4,000 a Month Enough to Retire Comfortably?
Should You Buy Risky Assets (like crypto or real estate) in Your 401(k)?
Should You Convert Your Term Life Policy to Whole Life?
💊 3 Medical Costs Retirees Often Miss
💸 35% of AI's Money Advice Is Wrong — Would You Risk It?
Why a Financial Plan Matters More Than Ever for Retirement Readiness
What the "Big Beautiful Bill" Could Mean for Your Retirement
6 Things To Know About The Roth IRA
The Correct Order To Build Wealth (Most People Get it Wrong)
The Number One, Most Important Factor Determining Your Retirement Success: Income
Dash Town: Barbara Patterson and Meike Weist | Arosa
Structuring Wealth: Tax and Estate Planning Insights with Kristin Williams
The 2 Questions You Need to Answer before You Retire
4 Ways to Address Long-Term Care and Medical Expenses in Retirement
The 3 Biggest Retirement Expenses and How to Control Them
Hidden Budget Busters: How Stealth Costs Can Derail Your Retirement (And What to Do About It)
Countdown to Retirement: Five Planning Mistakes to Avoid
The 5 Best Times for a Roth Conversion
The 6 Core Issues Every Plan Should Address
The 7 Biggest Financial Myths and the Truth Behind Them
How to Protect Your Retirement Savings Now as Markets Plunge
Countdown to Retirement: 8 Moments to Move Your Money
Laid Off? Consider these 4 Action Steps
Understanding the New RMD Rules for 2025
9 Critical Risks That Could Derail Your Retirement—Are You Prepared?
3 Financial Planning And Investment Opportunities In A Down Market
10 Steps to Prepare for Retirement—Are You Ready?
4 Recreational Retirement Expenses You Can't Afford to Ignore
Dash Town: Sarah Wills | Spray Net
Recession Proof Investing: 4 Tips for Investing During Market Volatility
Your 401(k) is NOT a Retirement Plan
Should I Consider a Roth Conversion before I Stop Working?
Why DIY Investors Earn Less
The 6 Questions You Should ask Your Advisor Before You Retire
Are You Tax-Ready for Retirement?
5 Investing Mistakes You May be Making Right Now
Millions of Public Workers are Set to Get Higher Social Security Benefits
Dash Town: Colton Owczarzak | Iron Varsity
Navigating Tax Season: Tips for a Stress-Free Filing
Are Annuities the Right Fit for Your Financial Plan?
4 Paths to a Roth IRA for High Income Earners
What is a Good Monthly Retirement Income?
Use the 529 'Grandparent Loophole' to Maximize College Savings
The One Money Move that Could Add Years to Your Nest Egg
Is Now a Good Time to Redeem Your I Bond?
5 End of Year Money Moves for a Better 2025
Social Security is in Trouble: 4 Tips to Maximize Your Benefit
4 Reasons Your Taxes WILL be Higher in Retirement
Exiting Investment Real Estate: 1031 Exchange Strategies for Tax Deferral
Social Security COLA up 2.5% for 2025... but Medicare Part B Projected to Jump 5.9%!
5 Kinds of Annuities for Wealthy Investors
Breaking Down Medicare Basics and Misconceptions
3 Strategies to Retire with Confidence
Understanding Phantom Income (and its scary tax implications!)
3 Considerations before Making a Roth IRA Conversion
Election 2024 Update: How It Could Impact Your Retirement
How to Invest When Interest Rates are Cut
4 Tips to Protect Your Data After a Massive Breach
Navigating Market Volatility: Corrections and Opportunities
Uncovering Hidden Costs: 4 Reasons Why Small Business Owners Should Report All Income to the IRS
Fee Only or Fee Based? Which is Better for Your Financial Plan?
Where Should You Start Investing?
Mastering Your Investment Strategy: Risk Tolerance and Return Expectations
Renting vs. Buying a Home: Which is Better for You?
The 401(k) Rollover Mistake that's Costing Retirement Savers Billions
How to Minimize Capital Gains Tax
Popular "Financial Guru" Proposes an 8% Withdrawal Rule... Is that Realistic?
How to Recover Financially from a Divorce
Navigating the Financial Talk with Aging Parents
Top Financial Planning Misses for People in Their 30s and 40s
3 Ways to Inflation Proof Your Retirement
How to Optimize your RMDs in Retirement
Interest Rates are Staying High: How to Make them Work in Your Favor