All Episodes

Retirement Tax Shock

Navigating Retirement’s Critical Ten Years

Marathon of Her

Healthcare Heist

Helping Protect Your Retirement from Hidden Obstacles

Boomers Up to Bat - Gen X On Deck

Maximizing Your HSA in Retirement and More

Legacy Planning

The Three Pillars Financial Stability

Your 401k is Not a Plan

Retirement for Small Business Owners

Retirement Income Planning - February 7, 2026

Four Retirement Pillars - January 31, 2026

Retirement Optimism - January 24, 2026

Act Your Age (Asset Allocation) - January 17, 2026

Preparing for Market Volatility - January 10, 2026

2025 Christmas Special - December 20, 2025

November 29-December 7 Headlines - December 13, 2025

Highly Appreciated Assets - December 6, 2025

All About Annuities - November 22, 2025

Medicare Decoded - November 8, 2025

New Retirement Reality - November 1, 2025

Helping Protect Your Retirement from Hidden Obstacles - October 25, 2025

Roth Conversions 2.0 - October 18, 2025

Preserving Your Retirement from Taxes - October 11, 2025

Optimizing Retirement Income - October 4, 2025

Four Questions About Retirement - September 20, 2025

Navigating new retirement and tax legislation - August 30, 2025

More on Longevity in Retirement - August 23, 2025

Retirement Planning for Women - August 16, 2025

Estate and Legacy Planning - August 9, 2025

Behavioral Finance and You - August 2, 2025

The Reality of Retirement Spending - July 26, 2025

The Longevity Challenge - July 19, 2025

Big Beautiful Bill & Elevating Your Retirement Savings - July 12, 2025

Navigating Financial Freedom - June 21, 2025

Optimizing Social Security - June 28, 2025

Tax Savvy Strategies - June 14, 2025

The Three Pillars of Financial Stability - June 7, 2025

Preserving and Optimizing Your 401k - May 31, 2025

Growing Govt Debt - Higher Taxes - May 17, 2025

Income Blueprint - May 10, 2025

Making Retirement Money Last - May 3, 2025

Planning for Large IRAs - April 26, 2025

Creating Dependable Retirement Income - April 19, 2025

April 6-14 Headlines - April 12, 2025

Retirement Income Faces Tax Challenges -March 5, 2025

Helping Protect Your Retirement from Hidden Obstacles - March 29, 2025

All About Annuities - March 22, 2025

Stock Market Volatility - March 15, 2025

Retirement Planning for Women - March 8, 2025

Taxes in Retirement - February 22, 2025

Reasons to Fire Your Advisor - February 15, 2025

Tackling the Twin Threats - February 8, 2025

Retire Ready Ohio - Balance Your Retirement Portfolio Now

Retire Ready Ohio - Four Retirement Unknowns

Retire Ready Ohio - Growing Govt Debt - Higher Taxes

Retire Ready Ohio Full - Planning for Women