All Episodes
Refining Retirement — 66 episodes
Are You in the Danger Zone
Navigating Retirement Risks Without Guesswork
Retirement Planning Priorities: Procrastination, Risk & Real Decisions
Clarity Over Chaos: Financial Planning Unpacked
Pickleball, Planning, and Purposeful Retirement
Recession on the Horizon?
Hidden Obstacles
Discomfort, Duets, and Dollars
Social Security COLA: What You Should Watch Out For
Are You a Hidden Millionaire - February 21, 2026
Fiscal House Party - February 14, 2026
Mailbag Questions - February 7, 2026
Inheritance Insights - January 31, 2026
Breaking the Saving Habit - January 24, 2026
Cracks in the Foundation - January 17, 2026
Breaking Bad Financial Habits - December 20, 2025
Advanced Financial Planning Strategies - December 6, 2025
Beyond the Nest Egg - November 29, 2025
Four Questions About Retirement and More - November 15, 2025
Retirement Under the Microscope - November 8, 2025
Preserving and Growing Your Retirement Assets - November 1, 2025
The Power of Financial Planning - October 18, 2025
Retirement Financial Check-up - October 4, 2025
Creating a Lasting Legacy - September 20, 2025
Windfalls and Wisdom - September 13, 2025
Planning for Life’s Final Chapter: Guest Jordan Duncan & Rachel Smith - September 6, 2025
Medicare Enrollment with Guest Christie Adcock - August 30, 2025
Money Challenges in Retirement - August 16, 2025
More About Building Your Financial House - July 26, 2025
Building Your Financial House ft. Guest Mel Stewart - July 19, 2025
Money Challenges in Retirement - June 14, 2025
Four Questions in Retirement - June 7, 2025
Financial Habits to Break - May 17, 2025
Retirement Planning for Women - May 10, 2025
Headlines & Market Volatility - April 26, 2025
Retirement Checklist - April 19, 2025
Behavioral Finance (ft Guest Judy Halstead)- March 5, 2025
Risks in retirement - March 29, 2025
Creating a Lasting Legacy - March 22, 2025
Financial Habits to Break - March 15, 2025
Three Risks - March 8, 2025
Risk in Retirement - March 1, 2025
Guest: Amanda Bradshaw Burks on Agriculture - February 22, 2025
Risk in Retirement February - 15, 2025
Guest Linda Sanders & Think Fast! - February, 8 2025
Women in Retirement - February 1, 2025
Financial Habits to Break - January 11, 2025
Refining Retirement - June 8, 2024
Refining Retirement June 22, 2024
Refining Retirement July 6, 2024
Refining Retirement July 27, 2024
Refining Retirement August 10, 2024
Refining Retirement August 17, 2024
Refining Retirement August 31, 2024
Refining Retirement September 7, 2024
Refining Retirement September 14, 2024
Refining Retirement October 5, 2024
Refining Retirement October 12, 2024
Refining Retirement October 19, 2024
Refining Retirement November 2, 2024
Refining Retirement November 9, 2024
Refining Retirement November 16, 2024
Refining Retirement November 23, 2024
Refining Retirement December 7, 2024
Refining Retirement December 14, 2024
Refining Retirement December 28, 2024