All Episodes
Protect Your Assets — 609 episodes · page 1 of 7
Roth Conversions in 2026: When Do They Make Sense?
Mid-Year Retirement Checkup: Are You Still on Track?
Preparing for Retirement? Test Drive It Before You Retire
Trump Accounts Explained: What Parents and Grandparents Need to Know
401(k) Retirement Planning: Is It Time for a Reset?
Can You Afford to Retire? Retirement Risks You Can't Ignore
7 Common Retirement Myths (and the Facts Behind Them)
Financial Independence After 50: Your Retirement Checklist, Social Security & Healthcare Costs
Retirement Planning: When Should You Take Social Security, RMDs, and Retirement Income?
Retirement Income Planning: Help Protect Your Savings When Markets Are Volatile
Business Exit Planning: What Business Owners Should Know Before Selling
The 4% Rule in Retirement: Why It May Deserve a Second Look
Reverse Mortgages Explained with Chris Freck
Bonds Explained: What Today’s Bond Market Means for Investors
401(k) Creditor Protection in California: Is Your Retirement Account Really Safe?
How to Choose a Financial Advisor: 5 Questions to Ask Before You Commit
Annuities 101: How Different Annuities Work and What to Know Before Considering One
2026 Tax Planning Boot Camp: Advanced Considerations for Retirement and Income Planning
The 2026 Financial Boot Camp: Smarter Ways to Start the Year
Innovation, Jobs, and the California Economy: An Interview with Ethan Agarwal
Retiring Next Year? What to Do Before You Quit Your Job
5 Costly TSP Mistakes Federal Employees Make (and How to Avoid Them)
Year-End Tax Planning Strategies 2025: Smart Money Moves Before the Deadline
Crypto Nightmares: The Scariest Cryptocurrency Scams Lurking This Halloween
Retirement Planning for Couples: Stop Money Fights and Build a Plan You Both Believe In
The First 100 Days of Retirement: What Really Happens After You Stop Working
Long-Term Care Planning: Costs, Caregivers, and Veteran Benefits Explained
Pet Insurance Explained: Costs, Coverage, and When It’s Worth It
Estate Planning for Collector Cars: Trusts, Probate, and Tax Strategies
Cooling Job Openings, Falling Yields, and a Likely Fed Cut
Do You Still Need Life Insurance in Retirement? Smart Strategies for RMDs, Taxes & Legacy Planning
The Financial Advisor Checklist: 8 Things They Should Be Doing
Market Brief
Roth IRA Conversion 2025: How the Big Beautiful Bill Could Impact Your Retirement Strategy
Are You Really Ready to Retire? Take the 34-Point Checklist Challenge
Market Brief
Market Brief
The Big, Beautiful Bill: Tax Changes and Deadlines to Know
5 Retirement Blind Spots You Can’t Afford to Ignore
7 Common Retirement Mistakes—and Smarter Ways to Plan Around Them
Can You Afford to Retire? What to Know About Retirement Health Care Costs
6 Lessons Every Parent Should Teach Kids About Money
Habits of Rich Retirees: How the Wealthy Approach Spending, Investing, and Planning
How to Prepare for a Business Sale: Exit Planning Insights for Owners
Generational Wealth Planning: How to Avoid the Third-Generation Curse
Falling Interest Rates and Bonds: What 2025 Could Mean for Your “Safe” Money
Early Retirement Strategies: Five Approaches to Consider
What to Do Before You Retire from Your Job: Key Steps to Take Now
Financial Planning for Widows: What to Do After Losing a Spouse
Are You Smarter Than an Eighth Grader? Take the Bear Market Quiz
Laid Off? 5 Things to Know About Your Retirement Accounts
Five Key Considerations for Strengthening Your 401(k) in Today’s Market
Social Security Uncertainty: Things to Consider Now
Five Surprising Ways Annuities Can Impact Your Financial Strategy
Where to Invest in 2025: Smarter Strategies for a Changing Market
From Health to Wealth: Boosting Longevity and Financial Wellness in 2025
Retirement Boot Camp: Avoiding Financial Land Mines in 2025
Advanced Strategies to Help Supercharge Your 2025 Finances: Boot Camp with The Sandman
Financial Boot Camp 2025: Building Smarter Habits for the Year Ahead
Retirement Income Made Easy
Finding Passion and Purpose: Racing on the Spectrum with Sam Ball
Market Trends, Inflation Worries, and Preparing for Volatility
Is the 4% Rule Still Safe? Rethinking Retirement Income
Post-Election Market Surge: What It Means for Your Portfolio and Income"
Medicare Made Easy: How to Get the Best Healthcare in 2025 and Beyond
Beware of Financial Tricks: Avoiding Ghastly Investment Mistakes This Halloween
Understanding Your Job Benefits: Key Steps Before Leaving Your Job
Uncovering Retirement Readiness: Are You Truly Prepared?
Evaluating Your 401(k) and Retirement Income in Uncertain Markets
5 Retirement Lessons Every Football Fan Will Appreciate
How the Presidential Race Could Impact Your Retirement and Taxes
Investing in Gold: What You Need to Know Now
Revving Up for Monterey Car Week: Estate Planning for Car Collections
Financial Advisors: Finding the Perfect Match for Your Retirement
Five Ways to Help Make Retiring Less Terrifying
Thrifty Travel Tips for Retirees
Understanding Your Social Security Benefits
Retirement Readiness: Planning for Your Financial Future
Tech-Savvy Criminals: Tips for Protecting Yourself from Modern Financial Scams
Decisions for a Lifetime: Turning Your Pension into Predictable Income
Market Segment: Smart Moves for Your Retirement Portfolio During Times of Market Volatility
The 100 Days of Darkness in Retirement
Title: 9 Types of People You'll Meet in Retirement
5 Long-Term Care Strategies for Seniors and Their Families
Market Segment: A Week of Highs and Lows in Financial Markets
Five Things to Consider if You’re Turning 65 This Year
Market Segment: A Surging Week on Wall Street: Unpacking the Market Rally
Strategies for Business Owners: Exploring Tax-Free Retirement Income & More
Market Segment: Market Tides: Navigating the Waves of Inflation and Volatility
The 401(k) Breakdown: Making Sense of Your Retirement Savings and Account Fees
Market Segment: Unpacking Labor Market Trends: Implications for Inflation and Stocks
10 Tax Reduction Strategies for Confident Retirement Savers
Market Segment: Understanding Market Peaks: Insights on VIX and SKEW Indexes
Elevated Markets, Anchored Investments: The Role of Annuities
Market Segment: Platinum-Locks and the Soaring Market: Navigating Uncharted Highs
Ways to Generate Tax-Free Income in Retirement
Market Segment: Inflation, Stocks, and Economic Indicators
Developing Investment Trends: Reshoring, AI, Real Estate, and Energy
Market Segment: Deciphering Economic Signals & the Fed's Rate Strategy
Financial Bootcamp 2024: Unlocking Your Earned Government Benefits and Medicare Insights