All episodes
Thrift Savings Plan Mistakes
Will the Market Slow Down?
Should You Do a Roth Conversion?
Market Slow This Week
Markets React to Potential Higher Taxes
Frequently Asked Questions in Retirement
Medicare and Retirement
Markets Maintain Momentum
How to Avoid Running Out of Money in Retirement
Markets Staying Strong
Required Minimum Distributions and Retirement
Markets Optimistic About Infrastructure Deal
Safety in Retirement
Markets Experiencing Volatility
Why is the Market Up?
Six Things to Teach Your Kids About Money
Markets Rebound
Should Your Kids Own a Business?
Five Fatal Retirement Mistakes
Markets Mixed This Week
How Many Ways Can You Take Social Security?
Volatility Shakes Up the Market
Should You Use a Credit Lock Service?
Protecting Yourself From Frauds and Scams
Markets React to Rising Treasury Rates
Can You Avoid the RMD?
Five Key Financial Dates in 2021
Dating a Financial Advisor
First Step in Retirement
Markets Continue to Rise
Markets Rebound
Protect Your Family From the Survivor Trap
Volatility in the Market
Taxes After a Spouse Passes Away
Big Changes to Social Security and Medicare
Changes in Medicine
Markets Momentum Change
Market Cycles and Your Portfolio
Technology in Your Portfolio
Markets Finish This Week Down
Creating More Wealth in Retirement
Do You Have to Take Your RMD at 72?
Markets at Record Highs
Financial Fitness
Markets Finish the Year in the Green
Should You Set a Certain Number to Save for Retirement?
Markets Move Higher
Four Questions to Answers Before You Retire
Markets Chop Modestly Lower
Sequence of Returns
Roth Conversion 101
Should You Convert Your IRA to a Roth IRA?
Markets Continue to Rise
Social Security 101
Is Your Social Security Taxed?
Markets November to Remember
Six Ways the Pandemic Can Help Your Retirement
Markets Finish Flat
Keeping Cash
Institutional Funds with Specific Brokerage Firms
Managing Your Time in Retirement
Markets on the Rise
Markets Strong Rally Before Election Results
Planning Ahead for Your Health
Planning for Healthcare
Halloween Special
Financial Advisors and Revenue Sharing
Market Down Again
Markets Slow Down
Navigating Divorce
Have the Markets Plateaued?
Are assets always split 50/50 in a Divorce?
How Much Can You Put into a Retirement Account?
Tax Strategies for Retirement
Strong Week for the Market
Dating Retirement
The Market Gains Momentum
How to Spend Time in Retirement
Will the Market Continue to Slide?
5 Times to Review Your Retirement Plan
How Often Should You Review Your Retirement Plan?
Procrastination
Don't Let the Tax Tail Wag the Investment Dog
Will the Market Keep Going Down?
What to do with Bonds
Markets Continue Downward Trend
How Will the Election Impact the Market?
7 Ways to Improve Life Satisfaction in Retirement
Is the Market Rally Over?
Working After Retirement
10 Tips to Make Your Money Last in Retirement
Markets Continue Upward Trend
Should You Diversify Your Income in Retirement?
Four Options For Your 401k
401k Rollover Basics
Markets Still on the Rise
"Fake" Financial News
Will the Markets Keep Moving Forward?
Red Flags in Financial Data
Roth Conversion 101