All Episodes
Re-Engineering Your Finances Podcast — 106 episodes
Listener Q's - Retirement, Rentals, Risk & More...
Risk Management Across the Ages
From First Conversation to Long-Term Plan — Here's How We Work
Class Superlatives — Financial Edition
Don't Waste Your Annual Financial Review
The Surprisingly Hard Part of Retirement Nobody Warns You About
Answering Your Specific Questions About Retirement
Inside Your Financial Easter Basket
Term, Whole, or Universal Life?
Tax Mistakes New Retirees Make
Suitcase of Misconceptions: 10 Retirement Myths Too Many People Still Believe
The Pros & Cons of the New Trump Accounts
What Should I Be Doing Differently in 2026? Listener Questions Answered
Am I Behind In My Retirement Savings? What To Do If You Are
Retirement Realities: Divorce, Inheritance, Advisors, and Everything In Between
The 5 Retirement Questions Smart People Ask
Two Advisors, Twice the Confusion?
Where Should Someone Invest $1 Million?
You’re Not Ready to Retire If This Is All You’ve Done
If I Won’t Live to 90, Should I Claim Social Security Early?
Are You A Winner Or A “Loser” In The Big Beautiful Bill
What The “Big Beautiful Bill” Means For Your Retirement Plan
Should You Gift Money While You’re Alive or Leave A Legacy?
Retirement Breaking News: The 4% Rule Gets a Makeover
Is It Bad to Leave My 401(k) Where It Is?
Turning Savings Into A Real Retirement Plan
Retirement Assassins: The Potential Silent Killers of Your Financial Future
Retirement Lessons From The Masters
Key 2025 Tax Breaks & Adjustment Opportunities
April Fool’s: Beliefs That Fool Retirement Savers The Most
Smart Money Moves: Listener Questions Answered
Breaking: How Long Will $1 Million Last In PA, NJ & DE?
If You’re a Smart Investor, Do You Really Need a Financial Advisor?
How To Change Your Money Attitude In 2025
The Road to the 0% Tax Bracket: A Real Client Success Story
IRAs Are Different: Strategies for Maximizing Your Wealth
2024's Best Stocking Stuffer: Financial Freedom
Listener Q&A: Tackling Life’s Toughest Money Moments
When Is Time No Longer on Your Side? Preparing for Market Volatility as Retirement Nears
Can You Rely on Dividends Alone for Retirement Income?
Why It’s Crucial To Know How Financial Advisors Get Paid
Unlock Your Potential During National Financial Planning Month
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 2)
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 1)
Facing Real Financial Questions: Roth, Stocks, and Inheritance Insights
The Top 401(k) FAQs In 2024
Take the Fork: Yogi’s Wisdom on Making Financial Choices
The Beauty of Simplicity When Planning For Retirement
Retiree Insurance: The Basics You Must Know
Combatting Popular Excuses For Poor Financial Decision-Making
Retirement Questions That Every Generation Is Asking
Don’t Make These Income Planning Mistakes
How One Overlooked Issue Can Sink Your Retirement
Retirement Planning Is Different For Women: Here’s Why
Answering Smart Listener Questions About Finances and Retirement
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Are Your Good Money Habits Holding You Back?
Will These Apocalyptic Predictions Ever Come True?
Easy Wins in Personal Finance
A Lot of Reasons To Be Thankful This Year
Downsizing, Maxing Out 401ks, Life Insurance & More: Listener Question Edition
Retirement Planning’s “Hidden” Questions
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Are There Universal Retirement Truths?
Exposing Retirement Planning Complaints
BASHING The Roth 401(k) & IRA?
Countdown Clarity: Timing Your Retirement Preparations
Mastering Retirement Cash Flow: Understanding Income
Mailbag Edition: Housing, Banking Concerns & More
Top 3 Most Crucial Retirement Risks
Celebrating The Impact Of Charles’ Three Key Mentors
A Comprehensive Dismantling Of 2023’s Top Social Security Myths
Retirement Expenses For Which You Forgot To Plan
Moving Your Retirement Goalposts: Is It Worth The Risk?
Do You Have An Incomplete Financial Plan
Top Ten Tax Questions For Retirees In 2023
Back To Basics: Understanding Income Planning
2023 Edition: 10 Point Checklist For Retirement Preparedness
Preparing For Market Volatility In 2023
5 Financial Resolutions For A Better 2023
Making Smart Decisions During Major Life Events
The Retirement Marathon: Finishing The Race
Most Common Retirement Planning Questions About Taxes
How Bonds Work: What Retirees Need To Know
Getting It Right: Irreversible Financial Decisions
Can’t Get No Satisfaction… Or Can You?
Planning For Retirement’s Uncertainties
Should You Follow These Popular Retirement Rules of Thumb?
What They’re Saying: Analyzing Advice On Surviving A Bear Market
Can You Get An A+ On Our Retirement Planning Quiz?
Why Retirement Planning Ain’t What It Used To Be
Do You Concur? Picking Sides In Important Financial Debates
Secret To Retirement Success: Get Out Of Your Own Way
Are These Retirement Statistics Encouraging or Disturbing?
Mailbags! Answering Common Retirement Questions From Listeners Like You
Understanding The Three Worlds Of Money
Home Run Retirement Planning: How Baseball Principles Also Score Financial Runs
When Guessing At Retirement’s Most Important Questions Goes Wrong
Who Even Needs A Financial Advisor?
Planning For Things We Can’t Predict
Retirement Potpourri: Fill In The Blank
Don’t Fumble Your Retirement In The Financial Red Zone
Intriguing Listener Questions
5 Signs You’re In Good Financial Health