All Episodes
Planning With Purpose — 37 episodes
Act Your Age (Asset Allocation)
The Three Pillars
Tackling Twin Threats of Taxes and Inflation
The Longevity Challenge
Planning for Large IRAs
Build Your Financial House
Financial Check-Up
Maximize Your Retirement Income
Four Retirement Unknowns - March 01, 2026
Preparing for Market Volatility - February 15, 2026
2026 Retirement Forecast - February 01, 2026
Falling Interest Rates - November 30, 2025
Growing Govt Debt - November 23, 2025
Reality of Retirement Spending - November 16, 2025
Tax-Savvy Strategies - November 2, 2025
Active vs. Passive - October 19, 2025
Income Blueprint - September 28, 2025
Retirement Planning for Women - September 21, 2025
Maximizing Your Retirment Income - August 31, 2025
Downsizing - August 24, 2025
The Five Financial Stages of Life - August 17, 2025
Planning for Large IRAs - July 13, 2025
Four Questions About Retirement - June 22, 2025
Planning With Purpose - Retirement Income Facing Tax Challenges 061525
Planning With Purpose - Retirement for Small Business Owners 051825
Planning With Purpose - Make Your Money Work for You 051125
Planning With Purpose - Retirement Puzzle Cube 050425
Planning With Purpose - Planning for the Worst, Hope For the Best 042725
Planning With Purpose - Protected Income 042025
Planning With Purpose - Four Retirement Unknowns 041325
Creating Dependable Retirement Income
Trump Cabinet & Mailbag Questions
Rebalance Your Retirement Portfolio Now—Before It’s Too Late
Retiring Today
Creating a Lasting Legacy
Retirement Preparedness Manual
Preserving Your Retirement from Taxes