All Episodes

Is $5 Million Enough to Retire in 2026?

When Should You Do a Roth Conversion?

Psychology of Money

Outdated Money Rules? What Still Works Today

Whole Life Insurance: What Most People Get Wrong

Is Retirement Planning Outdated? What Most Plans Miss

Time in the Market vs. Timing the Market

Is Social Security Running Out?

What You Need to Know Before Claiming Social Security

Social Security Mistakes Couples Can’t Afford to Miss

Hidden Tax Traps in Retirement

When Should You Claim Social Security? Common Mistakes to Avoid

How to Build a Freedom Plan

Investing with a 5-Year Time Horizon

Cash Flow Mistakes That Are Delaying Your Retirement

How to Retire 10 Years Early (If You Plan Ahead)

Five Habits of Financially Independent Individuals