All Episodes
Retirement Coffee Talk — 19 episodes
IPOs vs. Income Buckets: Are You Chasing Flashy Stocks?
The First Five Years: Why Most Do-It-Yourself Retirement Plans Fail
DIY Disasters: The Tax and Target-Date Pitfalls You Should Watch For
Your Grandpa’s Portfolio Won't Work: Retiring by Design
Retiring by Design: Ditching Cookie-Cutter Financial Advice
Is Your Retirement Strategy Stuck on Autopilot?
The AI Stock Illusion: Is Your Retirement Portfolio at Hidden Risk?
Beyond the Budget: The Real Cost of Unplanned Retirement Splurges
The "Permission to Spend" Portfolio
The DIY Retirement Trap: Is Your Portfolio Outliving Your Planning?
Saying Uncle to Uncle Sam: Outsmarting Retirement Tax Traps
Why Retire Just to Spend Less? The Math No One Questions
Why Are You Still Writing Checks to the IRS in Retirement? | Can Your Portfolio Handle the Next Market Drop?
The Hidden Expenses That Sneak Up on Retirees
Is Capping Social Security the Smart Fix—or a Distraction?
Why Taking the “Wrong” Retirement Withdrawal Can Cost More Than You Think | New Social Security Ideas Keep Surfacing—Here’s Why
Why “Buying the Dip” Can Work Against Retirees | The Retirement Costs Nobody Warns You About
What Can Get in the Way of Your Retirement Timing
Avoid These 5 Mistakes Before Retirement