All Episodes
Red Zone Retirement Planning — 183 episodes
The Red Zone Retirement Planning Process Explained | Adam Olson CFP®
7 Spending Strategies NOBODY Uses in Retirement (Retire 3X Richer in After-Tax Income)
The $3M Retirement Tax Trap: RMDs, IRMAA, and the Hidden IRS Schedule
If You’re 55+ and Feel Financially Behind in 2026, Listen to This
9 Purchases That Destroy Your Retirement! (And What to Do Instead)
You Hit $2M… Now Here’s the Mistake That Can Ruin Your Retirement
WARNING: If You Retire at 60 and Do This, You’ll Regret It Forever
Shocking Numbers That Prove You Can Retire Sooner at 60+
How Business Owners Can Shelter $150K–$300K+ From Taxes Using a Cash Balance Plan
Why I Stopped Listening to “Convert Everything to Roth Now” Advice
The Retirement Income Sequence That Saves You Hundreds of Thousands
The 401(k) Crisis: Why Savers Still Fail—and How to Fix It
The Simple Fix at 60 That Turned Chaotic Retirement Savings into Predictable Lifetime Income
The Oversaving Trap: How Millionaires End Up Living Like They’re Broke
Can You Retire at 59 With $2.8 Million? The Truth No One Tells You.
Early Retirement at 58: The Truth About Readiness, Lifestyle, and Regret
Stop Letting the IRS Dictate Your Lifestyle: The Truth About RMD-Only Retirement Planning
Think $2 Million Is Enough? Here’s the Truth About Spending in Retirement
What $2 Million Really Buys You in Retirement (Most People Miss This)
Why Vanguard Says Most Over 55 Save Wrong — And How It’s Quietly Costing You Six Figures
The Unknown Tax Strategy That Saves Retirees $200,000 in Hidden Taxes
Past 55 and Still Saving? Why Retiring Sooner Could Be Smarter
Here’s Why the $6,000 Tax Break Could Change Everything for Retirees
Retirement Stats You Wouldn't Believe If I Didn't SHOW You
8 Things Rich Retirees Never Buy — And Poor Ones Always Do
Retire at 59.5 (Even If Everyone Tells You Not To)
Why Retiring at 65 Could be a MASSIVE Mistake
Do you really need $1M to retire?
The PERFECT Plan To Avoid Taxes In Retirement (Step by Step)
How to: Avoid Retirement Taxes So Well It Feels Like Cheating
Retire at 59.5 (Even If Everyone Tells You Not To)
I am 62 with $2.5M in Savings. Why Can't I Retire?
The Real Cost of Retiring at 60: Why Most Calculators Fail
How the Red Zone Retirement Plan Changes Everything
Tax Breakthroughs for 2025: A Dive into the One Big Beautiful Bill, with Special CPA GuestTad J. Pospisil, CPA
Can Your Retirement Survive on Dividends
Unveiling the True Cost of Retirement: Is $1 Million Really Enough?
Avoid These 8 Retirement Spending Traps
The 3 Different Retirements $500K Buys You
10 Unexpected Retirement Wealth Killers: Guarding Your Million-Dollar Dream
Saved $1M+ For Retirement? Why You Still Can't Spend It
Top 5 Critical Investing Mistakes and How to Avoid Them | Fidelity Data Insights
The Social Security Tax Trap: Are You Paying More Than You Should?
"I Wish Someone Had Told Me": Money Regrets Of 75+ Millionaires
Retirement After 60: The Secret Advantage
The 3 Retirement Withdrawal Mistakes That Could Cost You Thousands
WARNING - Don't Retire Until You See This Spending by Age Data
Spending Wisely: Building Buffers and Enjoying Life
The Oversaving Trap That's Killing Your Retirement
Transform Your Retirement: 10 Proven Strategies to Stop Overspending
I am 62 with $2,500,000. Why Can't I Retire?
Retirement Roadmap: Stop Working Confidently with $750k
5 Retirement Savings Lies That Stop You From Retiring in 2025
Why Following Generic Retirement Advice Could Cost You Everything
My Happiest Retired Clients All Made These 3 Changes Before 60
33% of Retirees Are Making THIS 401k Mistake! (Here's How To Stop It!)
X% Of Retirees Get These 3 Withdrawal Decisions Wrong
Retirement Spending Secrets: What High-Net-Worth Retirees Get Right
Research Shows This Is The New Number To Retire…But They’re Wrong
7 Genius Retirement Hacks to Maximize Your Wealth and Freedom
Minimizing Retirement’s Hidden Risk: Moves To Make Before The End of 2024 To Secure Your Future
Strategic Withdrawals: Where to Pull Funds From First in Retirement
45 With Nothing Saved. Here Are the FIRST 5 Things You Should Do
5 Uncomfortable Reasons You Should Retire As Soon As You Can
7 Strategies to Lower Your Taxes in Retirement
Less Than You Think? How much Do You Need To Retire in 2024
Maximizing Your 401(k) - Tips for a Strong Retirement
7 Smart Strategies to Retire Comfortably with Less Than $1 Million
Why Do You Need an Advisor: Finding Value in a Certified Financial Planner
Financial Independence - The Path to Early Retirement
From Windfall to Wealth: Smart Strategies for Managing a Large Cash Reserve's
We are 58 and 62 with 2.2M. Can We Retire?
Should You Downsize in Retirement? Pros, Cons, and Strategies
Building Legacy: Why Heritage Matters More Than Inheritance with Special Guest Scott Donnell
21 Things You Need To Know About Money: Chapter 21 - Insurance
21 Things You Need To Know About Money: Chapter 20 - Investment Accounts. IRA, Roth IRA, 401k, 403b, SEP, SIMPLE IRA
21 Things You Need To Know About Money: Chapter 19 - Employer Benefits
How to Get Tax Free Income in Retirement: 10 Reasons to Consider a Roth Conversion
21 Things You Need To Know About Money: Chapter 18 - Bank Accounts
21 Things You Need To Know About Money: Chapter 17 - Compound Interest - The 8th Wonder of the World.
What is the Ideal Safe Withdrawal Rates for YOUR Retirement: Will YOUR Retirement Savings Last
21 Things You Need To Know About Money: Chapter 16 - Vacations
21 Things You Need To Know About Money: Chapter 15 - Weddings - Spend Now or Forever Hold Your Peace
21 Things You Need To Know About Money: Chapter 14 - Leasing Cars Vs. Buying Cars.
Three-Bucket Tax Strategy: Tax-Free, Tax-Deferred, and Taxable Accounts
21 Things You Need To Know About Money: Chapter 13 – Beware of the “Latte Effect.”
21 Things You Need To Know About Money: Chapter 12 - Credit Cards - How To Use Them, and How Not To Use Them
21 Things You Need To Know About Money: Chapter 11 - Kids
Retirement Planning and tax strategies for Self-Employed Individuals: Unique Challenges and Strategies
21 Things You Need To Know About Money: Chapter 10 - Home Loans - How large of a Mortgage You Should Get.
21 Things You Need To Know About Money: Chapter 09 - Renting. Is Renting Really Like Throwing Money Out Of Your Window?
21 Things You Need To Know About Money: Chapter 08 - Credit Score - What Does This Do?
Retirement Income Strategies: Ensuring Financial Security in Your Golden Years
21 Things You Need To Know About Money: Chapter 07 – Keep Your Expenses Low When You Are Young. Ditch That Payment Plan!
21 Things You Need To Know About Money: Chapter 06 – Student Loans - What You Are Getting Yourself Into?
21 Things You Need To Know About Money: Chapter 05 – Getting Out On Your Own. Providing For Yourself.
Navigating Health Care Cost in Retirement: Strategies For Peace of Mind
21 Things You Need To Know About Money: Chapter 04 – Part Time Work - Getting Your Side Hustle On
21 Things You Need To Know About Money: CHAPTER 3: Order of Operations
21 Things You Need To Know About Money: Chapter 2: Save 20%, Give 10%, Spend the Rest.
Hidden Tax Free Retirement Income Hack: MEGA Backdoor Roth & Backdoor Roth
21 Things You Need To Know About Money: Chapter 1: Budgeting
Maximizing Employer Benefits: Your Guide to Open Enrollment
Living a “Tax Advantaged” Retirement! 10 Things You Need to Know!
Launching a Financial Advisor Career: Key Traits and Opportunities with Mutual of Omaha’s Jordan Crowe (We are looking for Advisors to join our team)
I’m 60 years Old, and I’ve saved 1.8M, Which I Feel Like is a TON of Money! Why Can’t I Retire Yet?
The 20% Rule: How to Save for Retirement and Still Manage Debt
Retirement Reality Check - How Much Do You Need to Retire in 2024
7 Shocking Personal Finance Stats (And How to Fix Them) with Tyler Cotterell
Building Generational Wealth: Adam Olson’s Financial Journey
Sunday Short: The Law of the Inner Circle & Employer Benefits
Income and Asset Protection with Special Guest Melissa Swan
Sunday Short: The Law of Connection & Insurance
Navigating Student Loans
Sunday Short: The Law of Magnetism & Getting Out On Your Own
Retirement Income Strategies with Special Guest Andy Rodriguez
Sunday Short: The Law of Intuition and The Latte Effect
Personal Financial Planning with Special Guest TJ Rifkin
The Law of Respect & Credit Cards
Unlocking Happiness - 5 Keys to a Fulfilling Retirement
Sunday Short: The Law of Solid Ground & Cars (Lease vs. Buy)
Unlocking Side Hustle Success: How to Boost Your Income in College and Beyond with Cody Huizenga
Sunday Short: The Law of Picture & Home Loans
Retirement Planning Pitfalls - 9 Mistakes to Avoid
Sunday Short: The Law of Navigation & Save 20%, Give 10%, Spend the Rest
Our Financial Journey "Teamwork Makes the Dreamwork" ft: Special Guest Katie Olson
Sunday Short: The Law of Process and Compound Interest
The Countdown to Retirement - Navigating the 10 Years Before Retirement
Sunday Short: Law of the Lid & Saving for Your Future First
Storytime with Stephanie: Take away's from "21 Things You Need To Know about $" & "What's Your Plan?"
Sunday Short: The law of Influence & Kids
The Holy Grail of Tax Deferral: Cash Balance Plans with Luke Terhark
Sunday Short: Debt Management and Financial Freedom-Living Life on Your Own Terms
Saving for College, Risk vs. Reward, & Investment Strategies
Sunday Short: Filling the Void
RedZone Retirement Planning: Your Retirement RIGHTS & Finding your WHY
Financial stress: Tools to Manage Your Emotions
Unlocking the Benefits of 529 Plans: Strategies for Educational Savings
Sunday Short: Biblical Principles of Stewardship
Mastering Personal Finance: Essential Strategies for Financial Success
Sunday Short - Materialism, Budgeting, Saving
Estate Planning Essentials: Securing your Legacy with Alissa Baier
Sunday Short: Parable of the Talents
Navigating Market Volatility, Strategies for Investors
Sunday Short: Adding Value and The Rebekah Rule
Demystifying Social Security
Sunday Short: Marriage and Money, an Interview with Dr. Mark Stortvedt
Real Estate 101 with Derrick Reinhart
Sunday Short: Biblical Principles of Stewardship
Tax-Free Income Anyone? -10 Reasons to Consider a Roth Conversion
Sunday Short: Patience and Compound Interest
Only Insure What You Can Not Afford
Sunday Short: Honor and Wealth
The Power of Zero: Tax-Free Income for Life with David McKnight
Understanding the Importance of Singular Focus in Business and Personal Finances
What You Got, Keeping up with the Kardashians
Sunday Short: Changing Minds with your Mission
Unlocking Retirement Secrets with Tom Hegna
Sunday Short: Parallels Between Accepting Grace and Taking Control of Your Financial Future with Calvin Mueller
Passion Through Planning with Paul Thomas
Sunday Short - 3M’s of Leadership for Parents
3 Step DIY Financial Plan
Sunday Short: Building a Strong Foundation in Your Christian and Financial Home
College First Risk Reward Investment Basics
Sunday Short: The Most Important Lesson for Financial Mastery
Part 2: 4 Types Of Retirement Income. Which One Is Best? With Bill Beckett
Sunday Short: Insights on Parenting, Financial Planning, and Incorporating Bible Passages into Daily Practices
Part 1:Tax Strategies For Business Owners To Build Generational Wealth W/Bill Beckett
Sunday Short: Understanding Your Values and Prioritizing Generosity
Special Episode: Retirement Planing with Jay Van Beusekom
Sunday Short - Embracing Discomfort: The Key to Financial Success and Generational Wealth
The Most Effective Order of Operations for Building Wealth and Security
Sunday Short - Setting Your Kids Up for Success: Financial Tips for Parents
Navigating the Complexities of Tax Planning
Sunday Short - Money, Markets, and Miracles: Finding Grace in Financial Turbulence
Investing in an Election Year
Sunday Short - Exploring the Spiritual and Financial Responsibilities of Fatherhood: Insights from the Book of Luke
The Ticking Time Bomb: The IRMAA Tax
Job's Financial Wisdom: Transforming Setbacks into Success
How Can an Annual Financial Review Secure Your Future?
How Can Defining Your Values Lead to a More Fulfilling Life?
Are You Ready to Master Your Money and Mindset?
Coming Soon