All Episodes
Retirement GPS - Navigated by Zynergy — 40 episodes
“How Do I Retire With” – $5 Million in Investable Assets
How Financial Advisors Get Paid – What You Need to Know Before You Choose One
Retirement, Answered — Should I Consolidate My Investment Accounts?
“How Do I Retire With” – $4 Million in Investable Assets
Current Events – What It Means for Your Retirement
Retirement, Answered — What Happens to My Plan If the Market Drops 20%?
“How Do I Retire With” – $3 Million in Investable Assets
“How Do I Retire With” – Thinking About Retirement at Different Asset Levels
Retirement, Answered — Making the Pension Decision: Lump Sum vs. Monthly Income
Retirement, Answered — Investing After You Retire: How Much Risk Is Enough?
Retirement, Answered — NJ Tax Relief Guide: Senior Freeze, ANCHOR, and What to Do Now
Retirement, Answered — How Much Can I Spend Each Year Without Running Out of Money?
Retirement, Answered — Social Security Timing: File Early or Hold Out?
Retirement, Answered — Mortgage in Retirement: Pay It Off or Let It Ride?
Pleasure, Passion, Purpose – The Blueprint for a Joyful Retirement
Medicare – What They Don’t Tell You at 65
Retirement Landing – Navigating the Transition into Retirement
Tax Strategies Series: Qualified Charitable Distributions — Giving from Your IRA, Not Your Tax Return
Tax Strategies Series: Donor-Advised Funds — Giving with Intention, Flexibility, and Impact
Tax Strategies Series: Tax-Loss Harvesting — Finding Opportunity When Markets Feel Uncomfortable
Starting Strong – Five Financial Strategies for 2026
GODS – Setting Intentional Goals for a Purposeful 2026
RMDs – Turning Tax Rules into Retirement Opportunities
Semi-Retirement — Work a Little, Live a lot
Social Security — Claim Smart at 62, 67, or 70?
Long-Term Care – Long-Term Control
Shock Absorbers – Do I Need Bonds in My Portfolio?
Charting Your Course – Living Off Investments with Confidence
Roth Conversions – How to Decide, How Much, and When?
Legacy in Motion – Estate Planning that Protects What Matters Most
Building Bright Futures – Smart Strategies for Education Planning
Navigating Taxes – It's About What You Keep
Protecting the Journey – Risk Management & Insurance
Retirement Readiness (Part 2) – Saving Smart in Your Younger Years
Retirement Readiness (Part 1) – Are You Within 5 Years of Retiring?
Investing with Intention – Navigating Market Risk in Retirement
Roadside Assistance – Building Your Emergency Reserves
Fueling the Journey – Mastering Cash Flow & Budgeting in Retirement
Your Retirement Destination – Goal Setting that Matters
Welcome to Retirement GPS - Your Roadmap to a Successful Retirement