All Episodes
Retire(Meant) For Living Podcast — 217 episodes
Fed Rates, Inflation, and the Retirement Equation
Black Swans, Celebrities, and Financial Surprises
Tim Tebow on Memory Buckets and Meaning
The Question Most Retirees Can’t Answer About Their 401(k)
When Retirement Plans Stop Working Quietly
When Headlines Hijack Financial Decisions
Is Another Market Shock Brewing?
When the Market Decides Your Retirement
Geopolitics, Taxes, and Retirement
The Roth Conversion Question Most Retirees Miss
Retirement Myths That Sound Right—But Aren’t
The Hidden Risks of DIY Retirement Withdrawals
Why More People Are Choosing to Unretire
When Retirement Lasts Longer Than You Planned
Are Taxes Silently Eating Your Retirement?
The Buckets That Shape Your Retirement
The Retirement Noise You Should Ignore—And What Actually Matters
Rich or Wealthy? The Retirement Measure That Actually Matters
Ready or Not: Is 2026 Your Year to Retire?
Why Goals—Not Resolutions—Protect Your Nest Egg
Year-End Countdown: Roth Conversions, Taxes, and Your Retirement Plan
What’s on Your Retirement Christmas List?
Pay Yourself Smarter: Tax Secrets Every Business Owner Should Know
Paralysis Analysis: Is Your Retirement Plan Stuck?
Spendophobia: Why Retirees Fear Their Own Money
The Retirement Red Zone: Taxes, Risk, and What Advisors Miss
The Tax Trap Waiting for Your Retirement
Gold, Debt, and the Diversification Dilemma
Hidden Fees, Tax Traps, and the Truth About Retirement Planning
Melt-Up Mirage: Are You Ready for the Next Curveball?
Alternative Investments: Opportunity or Risk for Gen X?
The Tax Trap: Why Your Big Payday Isn’t What You Think
Social Security Secrets: Are You Leaving Money on the Table?
Roth Conversions: Pay Now, Save Big Later?
September Volatility: Will Your Savings Survive the Storm?
Bull Market or Bull Risk? What Retirees Need to Know
Retirement’s Hidden Costs—And How to Beat Them
The One More Year Trap: What’s It Really Costing You?
Faith, Finances & the Tebow Effect
The $10M Mistake: What Retirees Overlook
Faith, Fitness, and Finance: Building a Life That Lasts
The 3 Pillars That Protect Your Retirement
Memory Money: Funding Your Bucket List Without Going Broke
Understanding IRMA: The Hidden Costs of Medicare
Navigating Debt in Retirement: What You Need to Know
The Mid-Year Retirement Check-Up
Navigating Retirement: Overcoming Financial Frustrations
Conquering Procrastination in Retirement Planning
Building Trust in Retirement Planning
Interview with Duane Allen of The Oak Ridge Boys
The Difference Between Financial Advisors, Wealth Managers, and Retirement Planners
Honoring Sacrifice: The True Meaning of Memorial Day
Being Wealthy vs. Being Rich: What’s the Real Difference?
Navigating the Retirement Danger Zone
Navigating Retirement: Fees, Markets, and Planning
The Complexities of Annuities
Rethinking Retirement: Is 65 Still the Magic Age?
The Emotional Side of Retirement Planning
Strategies For Navigating Market Volatility
Essential Questions For Financial Advisors
Navigating Retirement: Trust and Financial Security
March Madness: A Lesson in Retirement Planning
Mastering Retirement: The Bucket Strategy Explained
Interview with Duane Allen of The Oak Ridge Boys
Critical Aspects of Retirement Planning
Navigating Retirement: Common Pitfalls and Solutions
Navigating Your Retirement Journey
Tailoring Your Retirement: The Key to Success
Finding Success Through Gratitude in Retirement
The Essential Guide to Retirement Income Planning
The Importance of Early Retirement Planning
Make 2025 the Best Year Ever
Navigating Market Uncertainty in Retirement
Building a Secure Retirement Income
Maximizing Your Retirement Income
Retirement Savings: A Wake-Up Call
Navigating Family Adventures and Financial Planning
Year-End Financial Planning Strategies
Navigating Long-Term Care: A Personal Journey
Navigating Retirement Planning: Strategies for Success
Tax Strategies for a Secure Retirement
Lynyrd Skynyrd Interview
The Role of Annuities in Retirement Planning
Tax Strategies for a Secure Retirement
Investment Strategies in a Volatile Market
Is Your 401(k) Enough for Retirement?
Navigating Retirement Regrets
Creating a Comprehensive Retirement Income Plan
Indicators of a Potential Recession
Consolidating Lost 401(k) Accounts
The Benefits of Roth IRAs in Retirement
Gold Medals & Surprise Taxes
The Benefits of Tax Planning
Individualized Retirement Planning Based on Income Goals
Optimizing Tax Strategies in Retirement Planning
Faith in American Small Businesses
Taking the Emotions Out of Retirement Planning
Taking Advantage of High Interest Rates
Alaina Sanders On Annuities & RV'ing
The Importance of Personalized Financial Planning
The Debate on Taxes and Personal Opinions
$53 Trillion Is Up For Grabs! (If Anyone Wants It)
"Side Hustle" Because You Want To
70 And Still Working?!
Best of the Worst in Annuities
Ignoring the Latest Retirement Trends
Is $1.4 Million the Magic Number in Retirement?
Idiot's Guide to ROTH Conversions
3 Pillars of a Proper Retirement Plan
Finding Your "Retirement Rush"
Time to Eliminate Your 401(k)?
Belmont Capital Takes Over Nashville With Austin Snell
Tax Scams Targeting Your Retirement Plan
Why $5 Million May Not Be Enough For Retirement
Misconceptions of Retirement Planning
Power of Diversification in Retirement
Is the Risk Worth the Reward in Retirement?
Recognizing and Eliminating Fees in Retirement
Setting Goals, Not Resolutions & Breaking News from Belmont Capital
All I Want For Christmas Is An Annuity
Make These Updates to Your 401k Strategy
Updating Your Tax Bracket for 2024 Changes
Does a Volatile Market Mean More Opportunities?
Inflation's Impact On Your Holiday Shopping
More Opportunity in a Volatile Market
Fees 101: The Why and How of Paying Fees
Declutter Your Life and Portfolio
Three Pillars of a Proper Retirement Plan
You Could Lose $27k From Your Retirement Plan
Still Waiting on a Recession?
A Father's Influence: From coal mines to financial planning
Politics of Retirement Planning
Viral Dances: Yes. Financial Advice: NO!!
Retirement Lessons From the Ultimate Parrothead
The ONE THING You Must Get Right
Some Things Are Bigger Than Money
How Lopsided is the Market?
Candace Owens on Tax Strategy, Grandfathers and Family Finances
Weeding Your 401(k) Garden
A Presidential Recession?!
Embracing Your Day One
Understanding the Inverted Yield Curve
Picking Your Favorite Kid... Or Not
Freedom to Retire
Are Bonds Still Beneficial?
Preparing for Unexpected Expenses
Pros & Cons of a DIY Retirement Plan
It's Your Inheritance, Not Theirs!
Having "No Clue" is "No Problem"
Why Annuities are Trending in 2023
Foundation to a Full Retirement Plan
Steps to Having a "ROCK" Solid Plan
Overhyped Opportunities
Risk Lessons from the kids of South Park?
Tax Freedom Day, That Isn't
Market Driven Anxiety
Bullied Into Being Charitable.
Avoiding Paralysis By Analysis
Your Tax Refund is Unacceptable
What Happens When The Trump Tax Cuts Expire?!
Did We Learn NOTHING From 2008?!
Bullied Into Being Charitable
YouTube Retirement
Overwhelmed with all the NOISE!!
Passing Money Without Passing Drama
Ever Changing Recession
Finding That Happy Place in Risk vs Reward
Can You Sustain 2 Years of Zero Growth?!
Creating a "No Plan to Retire" Retirement Plan
Breaking Down the SECURE ACT 2.0
Lessons Learned From a Rough 2022
Facing a Forced Retirement
Will there be a Santa Claus Rally?
Advantage of Tax Loss Harvesting
Is the Worst Yet to Come in 2023?
Trickle Down Layoffs
What Secrets Are You Hiding?!
Can You (Or Should You) Time the Market?
Time to Consider Delaying Retirement?
Midterm Grades for the Federal Reserve
Preparing for an Economic Storm
Life Lessons From Willie Nelson
It's Tax Harvesting Season!
Why Inflation is Off Track
Risks in Early Retirement
Fall Financial Checklist
Have we Seen the End of Record High Inflation?
What's Your Misery Index?
How a Recession Defines YOU
Importance of Being Uncomfortable
I-Bonds Are Great... If You're Patient
The "Medicine" for 9% Inflation
What is an "Inoculated" Recession?
3 Questions You Should Be Asking Your Financial Advisor
Power of Time
Former Vice President Mike Pence
Pros and Cons of an Annuity in a Down Market
Preparing for a Looming Recession
The Stock Market is Having a Temper Tantrum
Will Things Get Worse Before Getting Better?
Is the 60/40 Model Dead?
Are We Due For a Recession?
Do You Need a "Forever" Home?
Major Benefits of a ROTH IRA
Life Lessons from Elon Musk
Is An Annuity the Best Option?
Two Biggest Components of Our Wealth
The Fed's Flip Flop
Pretty Trees with an Awful Estate Plan
Time to Adjust Summer Plans?
What a 1958 TV Set Can Teach Us About Finances
Time to Prepare for a Recession?
Is an Annuity a Option to Hedge Inflation?
Is There a Silver Lining to Higher Interest Rates?
Getting More From Your Retirement Plan
Questions We Are Afraid to Ask Our Advisors
Finding Weakness and Exposure in Your Plan