All episodes

Helping Protect Your Retirement from Hidden Obstacles - October 31, 2026

Planning for Large IRAs - October 24, 2026

Optimizing Social Security - October 17, 2026

Retirement Planning for Women - October 10, 2026

Behavioral Finance and You - October 03, 2026

Four Questions About Retirement - September 26, 2026

Tackling Twin Threats of Taxes and Inflation - September 05, 2026

Reasons to Fire Your Advisor - August 29, 2026

Four Retirement Unknowns - August 22, 2026

Retirement Planning for Women - August 15, 2026

Plan For The Worst and Hope For The Best - August 08, 2026

Tackling the Twin Threats - July 18, 2026

Roth Conversion Window - July 11, 2026

Retirement for Small Business Owners - June 13, 2026

Make Your Money Work for You - June 06, 2026

Are You Truly Ready - May 16, 2026

Taking Control of Retirement - May 09, 2026

Marathon of Her - April 18, 2026

Tackling Twin Threats of Taxes and Inflation - April 11, 2026

Legacy Planning - March 14, 2026

Retirement for Small Business Owners - Febraury 14, 2026

Retirement Income Planning - February 07, 2026

Retirement Optimism - January 24, 2026

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

New Year’s Resolutions - January 03, 2026

2025 Christmas Special - December 20, 2025

Highly Appreciated Assets - December 06, 2025

All About Annuities - November 29, 2025

New Retirement Reality 2.0 - November 22, 2025

Medicare Decoded - November 08, 2025

Preserving Your Retirement from Taxes - October 11, 2025

Plan For The Worst and Hope For The Best - September 27, 2025

Four Questions About Retirement - September 20, 2025

Creating a Lasting Legacy - September 13, 2025

Retirement Planning for Women - August 16, 2025

Estate and Legacy Planning - August 09, 2025

Behavioral Finance and You - August 02, 2025

Helping Protect Your Retirement from Hidden Obstacles - July 26, 2025

The Longevity Challenge - July 19, 2025

Retirement for Small Business Owners - July 12, 2025

Headlines & Taxes Trivia - June 21, 2025

Tax Savvy Strategies - June 14, 2025

The Three Pillars of Financial Stability - June 07, 2025

Preserving and Optimizing Your 401k - May 31, 2025

Four Retirement Unknowns - May 24, 2025

Growing Govt Debt - Higher Taxes - May 17, 2025

Income Blueprint - May 10, 2025

Making Retirement Money Last - May 03, 2025

Creating Dependable Retirement Income - April 19, 2025

April 6-14 Headlines - April 12, 2025

Retirement Income Faces Tax Challenges - April 05, 2025

Growing Govt Debt - Higher Taxes - March 29, 2025

Helping Protect Your Retirement from Hidden Obstacles - March 22, 2025

All About Annuities - March 15, 2025

Retirement Planning for Women Part II - March 08, 2025

Retirement Planning for Women - March 01, 2025

Retirement Preparedness Manual - February 22, 2025

Reasons to Fire Your Advisor - February 15, 2025

Balance Your Retirement Portfolio Now - February 08, 2025

Creating a Lasting Legacy - February 01, 2025

Tackling Twin Threats of Taxes and Inflation - January 25, 2025

Estate and Legacy Planning - January 18, 2025

FInancial Resolutions - January 11, 2025

Put Your Money to Work - January 04, 2025

Financial Naughty or Nice List - December 28, 2024

Financial Stages of Life - December 14, 2024

Creating A Lasting Legacy - December 07, 2024

Estate And Legacy Planning - November 30, 2024

Retirement Unknowns - November 23, 2024

Growing Government Debt - November 16, 2024

Top Retirement Tips And Shawn's Book - November 02, 2024

Optimizing Social Security - October 12, 2024

Top Taboo Topics About Retirement - October 05, 2024

Optimizing Your 401k - September 28, 2024

Taking Control Of Retirement - September 21, 2024

Making Retirement Money Last - September 14, 2024

Financial Habits To Break - August 31, 2024

Retirement Planning For Widowers - August 17, 2024

Taxes In Retirement - August 10, 2024

Financial Impact Of The Olympics - August 03, 2024

Mid Year Outlook - July 27, 2024

Financial Impacts With The Olympics - July 20, 2024

Legacy Planning And Inflation Trivia - July 13, 2024

Downsizing In Retirement - July 06, 2024

Taxes Trivia - June 29, 2024

Financial Independence - June 22, 2024

Top 5 Things Your Kids Don't Want To Inherit - June 01, 2024

Financing Your Summer Travel - May 25, 2024

Top 5 Things To Avoid In Retirement - May 18, 2024

Ways To Protect Your Money - May 11, 2024

Top 5 Things Your Kids Don't Want To Inherit - May 04, 2024

Top Ways To Stay Active In Retirement - April 27, 2024

Creating A Lasting Legacy - April 20, 2024

Retirement Time Machine To 1990 - April 13, 2024

Don't Get Hacked By A Robo Advisor - April 06, 2024

Social Security Quiz - March 16, 2024

Planning Ahead For Taxes - March 09, 2024

Risks In Retirement To Avoid - March 02, 2024

Retirement Challenges For Everyone - February 24, 2024

Robo Vs Human Advisors And Mailbag Questions - February 17, 2024