All Episodes

#200 – Market Correction Fire Drill – Step 1

#199 – Market Correction Fire Drill Starts Here

#198 – What a 34 Year-Old Can Teach You About Retirement

#197 – How to Take Your Retirement Travel to the Next Level

#196 – How to Manage Retirement Risks

#195 – Organizing Your Financial Resources for Retirement

#194 – Dream Up Your Ideal Retirement

#193 – How to Avoid This HUGE Threat to Your Retirement

#192 – Should You Worry About a Market Crash?

#191 – What Your Financial Advisor Should Be Doing

#190 – How much you should have saved for retirement by now

#189 – How Indexes and Bear Markets Can Make a Bad Mix

#188 –  Worried about the Equifax Data Breach? Here’s Your Protect Your Credit Action Plan

#187 – Should My Advisor Have Access to My 401(k)? And Other Listener Questions

#186 – Retirement Travel – One Way to Fund Your Dreams

#185 – Don’t Be Like Wimpy! How Spending Can Ruin Your Retirement

#184 – Passive Investing: What You Should Understand

#183 – How Pre-tirement Could Save Your Retirement

#182 – Want a Great Retirement?

#181 – Stop Financial Stress Now!

#180 – Should You Retire Overseas?

#179 – A Simple Tool to Estimate Retirement Spending

#178 – The Science of Index-Based Asset Allocation

#177 – The 5 Ps of a Good Investment Philosophy

#176 – The Role of Asset Allocation in Retirement Planning

#175 – Market Forecasting: Who Can You Trust To Tell You What to Expect During Retirement?

#174 – Does the Institutional Approach to Asset Allocation For Retirement Work These Days?

#173 – Investment Risk Management for Regular People

#172 – Building A Strong Foundation For Your Retirement Investments

#171 – J. David Stein on How Not To Gamble Your Retirement Away

#170-Learn From Your Mistakes To Create A Great Retirement

#169 – A Business Exit Strategy That Creates Family Legacy With Randy Long

#168 – Using Your HSA To Slay The Health care Dragon

#167 – Should I Use Social Security Income To Fuel My Retirement Investments?

#166 We’ve got retirement planning all wrong

#165 – Retirement Crisis: Why Work You Love Might Be The Answer

#164 – My advisor stole my money! A simple way to avoid investment fraud.

#163 Will The Trump Bump Continue?

#162 – The Problem with Retirement Planning and How to Fix It

#161 – Simple Living In Retirement

#160 – Certainty Is Absurd: How To Deal With Uncertainty.

#159 – Make your net worth work for your retirement not against it!

#158 – How Binary Thinking Can Ruin Your Retirement Goals

Mitigating Retirement Risks as You Plan For Your Future (Retirement Plan Live Session 3)

#156 – How Your Personal Net Worth Statement Can Inform Your Retirement Decisions – Retirement Plan LIVE Ep. 2

#155 – Retirement Wishes Start With Good Planning (Retirement Plan LIVE 2017)

#154 – Introducing Kim and Joe, the Couple Planning For Retirement via Retirement Plan LIVE.

#153 – Real Life Personal Growth And Finance Stories with P.T. Money

#152 – Financial Forecasting: 2017 Predictions And The Impact They Have On YOU

#151 – Setting Retirement Goals and Working Toward Them: How One Couple Is Doing It

#150 – Dealing With Failure By Seeing It As Feedback

#149 – How The Temptation of Hyperbolic Discounting Can Bite You In the End.

#148 – Maximizing Social Security For Your Best Retirement Ever!

#147 – Avoid The Retirement Crisis By Building Retirement Dreams

#146 – The Strength of the Dollar, The Forex Market, and Listener Questions About Asset Allocation

#145 – Year End Financial Issues You Should Consider

#144 – The Power of Reading For Life, Success, and A Better Retirement.

#143 – Sunk Cost Bias and How It Makes YOU Your Biggest Retirement Obstacle

#142 – How Do Financial Markets React To Presidential Election Cycles?

#141 – Why Longevity Makes Retirement a Whole New Game

#140 – Do You Have The Courage To Color Outside the Lines?

#139 – The #1 Fear About Retirement: Losing My Mind

#138- 10 Powerful Book Recommendations For Investing And Personal Growth

#137 -How To Become A Better Decision Maker, Even In The Small Things

#136 – Decision Making: Getting It Right For Retirement (and the rest of life)

#135 – Why People In The Financial Services Industry Are Freaking Out!

#134 – Is Economic Growth Always A Good Thing?

#133 – Economic Growth, the Upcoming Election, Life Satisfaction!

#132 – How Personal Values Can Impact Your Level Of Happiness In Retirement

#131 – How To Detect Burnout and Fix The Cause Of It, with Dr. Clark Gaither

#130 – Retirement Age Is Approaching! Are You Going to Be Secure In Your Older Years?

#129 – How to Avoid the Trap of Emotional Investing, with Dr. Daniel Crosby

#128 – Here’s How Technology Will Help You Combat Loneliness in Retirement

#127 – Here’s How Technology Will Impact Your Mobility During Retirement

#126: Here’s to the Future: How Technology Will Change Your Retirement

#125 – 5 Things You Should Do in a Post-BREXIT World for Your Retirement

#124 – Why You Should Say YES More

#123 – How to Make the Most of Social Security with Emily Guy Birken

#122 How the Wisdom of Chess Can Make You a Grandmaster of Investing With Doug Goldstein

#121 – What You Should Know About Risk Management and Insurance

#120 – How to Use the Sharing Economy in Retirement

#119 – What You Need to Know to Invest in Bonds

#118 – 3 Action Steps to Maximize Your Social Security Benefits.

#117 – How to Break Free and Live a Life True to YOU

#116 – 6 Mistakes You Need to Avoid in Retirement

#115 How to Decide Whether to Rollover Your 401(k) to an IRA

#114 What You Need to Know About the World Economy

#113 – How Your Personality Affects Your Money Decisions

#112 – What you Should Know About Investing in Real Estate

#111- Why You Shouldn’t Fall into the Market Timing Trap

#110 – What You’d Better Understand About Diversification and Indexes

#109 – How to Make a Successful Career Pivot with Mike Kim

#108 – This is What the Market Thinks About Presidential Elections

#107 – Why You Should Stop Worrying So Much

#106 – This Market SUCKS: What to Expect for the Rest of the Year

#105 – Why You Should Ignore All Market Predictions

#104 – Is tax deferral really the best way to save for retirement?

#103 – How Will You Manage These Risks in Retirement?

#102 – Want to Retire? Stop Watching the Markets, Watch This

#101 – How to Dream Up Your Ideal Retirement

#100 – How to Become a Super Saver in 2016

#99 – Five Reasons to be Thankful Interest Rates are Going Up

Is Your Asset Allocation All Wrong During Retirement?

#97 – How to Take Your Wealth Building to the Next Level with Todd Tresidder

#96 – How to Evaluate When to Take Your Pension

#95 – Make Sure You Know This About Your Inherited IRA

#94 – Simple Year End Tax Strategies That Could Pay for Christmas

#93 – How to Be Happy: It’s Easier Than You Think

#92 – Bye Bye File and Suspend: What You Need to Know

#91 – Chris Hogan Wants You to Know This About Retirement

#90 – How to Answer The Question, “When Can I Retire?”

#89 – 5 Impacts Longevity Could Have on Your Retirement

#88 – The 6 Biggest Expenses During Retirement

#87 – 4 Myths That Could Ruin Your Retirement and How to Avoid Them

#86 -You Are Enough For Today

#85 -9 Books to Help You Live a Great Life AND Invest Smarter

#84 Learn How to Career Pivot to a More Independent Life During Retirement

#83 When You Feel Like Your Plan to Retire is Screwed

#82 Don’t Let Bad Markets Change a Good Plan

#81 How to Find a Good Charity in Your Community

#80 Why Smart People Can Be Stupid with Money, Too

#79 Want to Start a Business? Learn How to Fail Forward

#78 See, Retirement Planning Can Be Fun!

#77 How Not to Be a Terrible Husband

#75 Starting a Family and Planning for Retirement? I Got This.

The Mid Year Outlook for Investing

#73 Don’t Make This Stupid Retirement Investment

#72 From High School Sweethearts to Retirement

#71 Dying Ain’t Cheap: The Emotional & Financial Costs of End of Life Care

#70 Don’t Miss Your Life While Planning for Retirement

#69 WARNING: Investment Talk Radio May Be Hazardous to Your Retirement

#68 Retirement Means the Freedom to Do What I Want, When I Want

#67 Intentional Decisions Can Lead to a Great Retirement

#66 Yes, 27 Year-Olds Think About Retirement, Too

#65 Jen’s Retirement Journey: Rising From the Ashes

#64 Rick’s Journey to Retirement has Been Steady as It Goes

#63 Aaron Walker Wants You to Be Extraordinary

#62 Tell Your Money & Retirement Story

#61 Want to Retire? Why Smart Isn’t Enough

#60 Should I Take a Company Buyout Package? with Marc Miller

#59 You Can’t Frugal Your Way to Retirement with Paula Pant

#58 Solving Your Retirement Puzzle: Bill & Sally Webinar Preview

#57 NO Ideal Retirement for YOU, Bill & Sally

#56 Bill & Sally Created a Net Worth Statement. Have You?

#55 How to Dream Big About Your Retirement with Bill and Sally

#54 Buy Cars Better With James Kinson

#53 What Do You See for YOUR Retirement?

#52 A Kitchen Table Talk with Carl & Jane About Retirement

#51 Listener Questions From the Can Carl Retire? Webinar

#50 Will You Leave a Mess When You Die? Step 4 Organizing Your Estate

#49 I Want to Retire, But What About…?!?: Step 3 How to Manage Risk in Retirement

#48 Step 2 Identify and Organize Your Financial Resources

#47 Step 1 Dream Up Your IDEAL Retirement

#45 Can Carl Retire? See the Retirement Planning Process in Action

#44 How to Launch Yourself to a Great Retirement [Podcast]

#43 Stop Watching the Market and Create a Great Life [Podcast]

#42 7 Super Simple Tasks to Complete Before You Rock in the New Year [Podcast]

#41 3 Habits to Help You Make Smart Money Choices [Podcast]

#40 How to Ride the Rapid Towards Retirement [Podcast]

#39 7 Investing Lies We Tell Ourselves and How to Avoid Them

#38 My #1 Retirement Planning Tool to Help People Find Balance [Podcast]

#37 Kary Oberbrunner Wants You to Ignite Your Soul [Podcast]

#36 7 Steps to Help Fight Through a Market Correction [Podcast]

#35 4 Benefits of Forest Fires and Market Corrections [Podcast]

4 Myths That Could Ruin Your Retirement and How to Avoid Them

4 Myths That Could Ruin Your Retirement and How to Avoid Them

4 Myths That Could Ruin Your Retirement and How to Avoid Them

#34 Healthcare Options Before Age 65 [Podcast]

#33 5 Steps to a Healthier Life [Podcast]

#32 Career Pivot: How to Change Careers When You’re in Your 50s

#31 What You Can Learn From the Retiree Next Door [podcast]

#30 How to Invest in Your Marriage with Jackie Bledsoe [podcast]

#29 Should I Convert to a ROTH IRA? A Talk with Ed Slott [Podcast]

#28 4 Strategies for Beating Retirement Planning Stress [Podcast]

#27 Screw Retirement Goals, Here’s a Better Way [Podcast]

#26 What You Need to Know Before Investing in Real Estate [Podcast]

#25 How to Organize Your Financial Records [Podcast]

#24 Strategies for Handling Market Corrections [Podcast]

#23 7 Ways to Screw Up Your Retirement [Podcast]

#22 Invest Wisely: LPL’s Investor’s Almanac: Mid-Year Outlook [Podcast]

#21 How to Accept the Worry and Start Planning for Retirement [Podcast]

#20 Unwrapping Medicare: The Basics [Podcast]

#19 Hate Keeping a Monthly Budget? Here’s an Easier Way [Podcast]

#18 Deal with Death By Celebrating Life [Podcast]

#17 How to Manage Your Cash Flow During Retirement [Podcast]

Second-Act Careers: The Benefits of Working During Retirement [Podcast]

Jeff Goins Doesn’t Want You to Miss Out on Your Life [podcast]

14: Jon Chevreau: Discusses His Book Findependence Day and Host Roger Whitney Talks About a Recent Cyber Attack on His Practice [podcast]

How to Plan for Housing During Retirement [Podcast]

Do You Have a Question About How to Plan for Retirement? [Podcast]

Do You Make These Mistakes When You Invest? [Podcast]

How to Plan Your Walt Disney World Vacation with Lou Mongello [Podcast]

How to Pay for College with Celest Horton [Podcast]

Lauren Gaggioli Discusses Preparing for the SAT and Selecting the Right College [Podcast]

10 Things to Consider BEFORE You Purchase a RV [Podcast]

Finding a Financial Advisor: 15 Questions to Ask a Financial Advisor Candidate [Podcast]

Do I Have Enough Money to Maintain My Lifestyle in Retirement? [Podcast]

INVEST in Your Health: The Financial Benefits of Living Healthy in Retirement [Podcast]

Episode #3 Rethinking Amazon Prime & The Importance of the Emergency Fund [Podcast]

#2: How to Use Your Net Worth Statement to Manage Your Financial Life [Podcast]

Episode #1 Creating an ICE Plan and 4 Reasons Why You Should Ignore Market Predictions [Podcast]