All Episodes

RL244 — Global Stagflation: Protect Your Retirement Now

RL243 — Celebrating Financial Literacy Month!

RL242 — Conference Season: Insights from Value Invest New York

RL241 — Geopolitical Tensions and Market Volatility: What Investors Should Know

RL240 —Navigating the Software Sector Decline

RL239 —Important Money Decisions: Taxes, Investing, and Benefits

RL238 —2026 Market Outlook: Where the Real Opportunities Are

RL237 — 2025 Recap: Retirement Lifestyle Show

RL236 — 10 Things People Value in Retirement

RL235 — End-of-Year Success: Reflect, Adapt & Prepare for 2026 with Financial Strategies

RL234 — East Coast Journey: Exploring Alternative Investments

RL233 — Simple Ways to Build Wealth & Security

RL232 — Top Market Alerts Investors Watch

RL231 — How to Manage Monthly Expenses for a Better Financial Future

RL230 — 2025 Market Outlook: Equities, Bonds, Crypto & What’s Next For Investors

RL229 — Wall Street? White House. Main Street!

RL228 — Law of the Land: Financial Edition

RL227 — Economic Rollercoaster: Smart Moves for Every Cycle

RL226 — The 4 Pieces to Achieving Personal Success

RL225 —How to Find Great Investments in Unpredictable Markets

RL224 — Kickstart Your 2025 Financial Journey

RL223 — How to Overcome Challenges and Achieve Your Goals

RL222 — 2025 Market Outlook: Trends, Strategies, and the Magnificent Seven

RL221 — Financial Psychology: Biases That Impact Your Life

RL220 — Artificial Intelligence: Opportunities, Risks, and Market Trends for 2024

RL219 — Smart Financial Strategies to Close the Year Strong

RL218 — 2024 Presidential Election: Key Investment Insights for Your Portfolio

RL217 — Personalized Financial & Investment Planning: Beyond the Numbers

RL216 — Investing in Turnaround Companies: What You Need to Know

RL215 — Mastering Sell Discipline: Key Strategies for Smarter Investing

RL214 — 5 Quick Tips to Boost Your Lifestyle: Control, Humor, Hobbies, Challenges & Goals

RL213 — Escape the Herd: Key Investing Lessons from Howard Marks

RL212 — Small Company Stocks: Bear vs Bull Case

RL211 — Long-Term Treasuries: Fed Rate Cuts, Risks & Recession Signals

RL210 — Mastering Market Ups and Downs: Investor Tips

RL209 — Are You On Track? 8 Essential Financial Planning Categories

RL208 — Bull Market Stages: Where are we now?

RL207 — 2024 Mid-Year Market Outlook

RL206 — Generative AI: Boom or Bubble?

RL205 — 10 Financial Rules To Know

RL204 — Energy Sector Investment Guide

RL203 — Buffett's Wisdom: Insights from Berkshire Hathaway Annual Meeting

RL202 — The Ultimate Guide to Artificial Intelligence Investing

RL201 — Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2

RL200 — Celebrating 200 Episodes: Our Top 10 Playlist!

RL199 — Peter Lynch's Golden Rules for Investing: Smart Strategies

RL198 — Buffett Wisdom: Investing, Business, Wealth

RL197 — Financial Guide for a Better Tomorrow

RL196 — Small Cap Insights: Key Investment Takeaway

RL195 — How to Supercharge Your Problem-Solving Skills?

RL194 — The Bull and Bear Investment Debate

RL193 — 2023 Key Events and Lessons

RL192 — Market Outlook 2024

RL191 — 10 Practical Steps to Wealth Building Success.

RL190 — Balancing Finances in Life, Career, and Retirement

RL189 — Erik’s Big Announcement

RL188 — The Rulebook for Trading and Investing Success

RL187 — Exploring Oil, Inflation, and the Secrets of Blue Zones

RL186 — Breaking Down the Impact of 'Higher for Longer' Interest Rates

RL185 — 11 Year-End Financial Planning and Investing Tips

RL184 — The Essential Component for Planning Your Retirement Explained

RL183 — 10 Financial Beliefs Debunked

RL182 — Facing the Realities of Retirement Head-On

RL181 — Crucial Investment Takeaways Amid Recent Markets

RL180 — 5 Tools For Your Self Care Toolkit with Jill Daniels Myers of Yodaya Wellness

RL179 — 5 Investing Mega Trends

RL178 — Exploring the Art vs. Science Debate in Investing

RL177 — Lessons For A Successful Retirement

RL176 — 2023 Recession Debate

RL175 — Financial Confidence And Banking Expertise

RL174 — Comparing Commercial Real Estate Sectors and Investment Options in 2023

RL173 — The Power of Few: Exploring the Impact of Narrow Market Rallies

RL172 — Transforming lives and communities through impact investing with David Simms

RL171 — Artificial Intelligence (AI) & The Banking Sector Revisited

RL170 — Inflation Conundrum: Assessing the Economic Landscape

RL169 — Banking Crisis Opportunities: Key Metrics for Smart Decisions

RL168 — The Debt Ceiling Crisis: What You Need to Know

RL167 — Trimming the Budget Fat: 13 Tips for Success

RL166 — Stages of a bear market and where are we now

RL165 — 2023 Market and Economic Update

RL164 — Long Term Care, Psychology of Money, and De-Dollarization

RL163 — Longevity And Retirement Income Planning

RL162 — Exploring the Role of Venture Capital in Impact Investing with Wesley Lyons

RL161 — Silicon Valley Bank Collapse: Lessons Learned and Actionable Steps for Investors

RL160 — Unlocking the Hidden Potential of Reverse Mortgages

RL159 — Bring Your Own Topic: "The Outsiders," ChatGPT, and Smarter Giving

RL158 — 15 money milestones

RL157 — The Art of Long-Term Investing, Part 2: Key Business Factors to Consider

RL156 — The Art of Long-Term Investing: Tips for Identifying Stocks to Hold Forever

RL155 — Factor-Based Investing

RL154 — The Federal Reserve, Interest Rates, and Money Supply with Economist Bryce Gill

RL153 — 10 Ways to Use SECURE Act 2.0 To Your Benefit

RL152 — 2023 Market Outlook

RL151 — 2023 Economic Outlook

RL150 — Dividend Growth vs High Dividends Now?

RL149 — 2022 Episode Year In Review

RL148 — Fundamental vs Technical Trading, Taxation of Bonds, Market Outlook

RL147 — Review My Portfolio

RL146 — Active vs Passive Investing

RL145 — Tax loss harvesting strategies

RL144 — How to Reduce Taxes on Mutual Funds

RL143 — Understanding Medicare Open Enrollment

RL142 — What history tells us about today’s economy and markets

RL141 — Is The 60/40 Portfolio Dead

RL140 — 16 Financial Steps to Take before Year End

RL139 — Economy & Market Expectations

RL138 — Alternative investments—is there an opportunity in private markets

RL137 - 7 Frequently Asked Client Questions

RL136 - Battle of the Financial Plans V

RL135 - Inflation and Market Outlook

RL134 - Six Major Life Events And Your Financial Plan

RL133 - Insights from Where the Money Is by Adam Seessel

RL132 - How to improve investment performance

RL131 - Aging in Place

RL130 - The Crypto Market Update with Jeremey Epstein

RL129 - How to Lower the Cost of Education

RL128 - Retirement Planning: Avoid These Three Mistakes

RL127 - Covered Calls Explained

RL126 - Stopping Forced Labor in the Solar Panel Industry with Reginald Smith

RL125 - 2022 Mid-Year Review and Outlook

RL124 - Six Common Scams Against Seniors

RL123 - Bullish or Bearish

RL122 – Healing from the Past with Jeff Konfara

RL121 - Walking the Way of St. James with Greg Alexander

RL120 - Generosity and Charitable Giving with Jeffrey Wallace

RL119 – 8 Strategies to Take Advantage of Market Declines

RL118 - Stock Market Declines: What Should You Do Now?

RL117 - Special Needs Planning with Ken Piercey, JD

RL116 - Navigating the New IRA Required Minimum Distribution (RMD) Maze

RL115 - The Fed, Mortgage Rates, and Home Price Expectations

RL114 - Best Password Manager

RL113 - Investing when inflation runs hot

RL112 - Saving for retirement may get easier—SECURE Act 2.0?

RL111 - Dealing with difficult times. Inflation, Rate Hikes, War

RL110 - Tax planning: Game Winning Strategies!

RL109 – Fed Effects, Hormesis, and Investment Expectations

RL108 – Are we in a stock, bond, and real estate bubble today?

RL107 – Behavioral Finance Explained: How biases can harm your investing

RL106 – How does war impact the stock market?

RL105 – Modern Monetary Theory with Luigi Zingales and Bethany McLean

RL104 – How To Freeze Your Credit

RL103 – Battle of the Plans – Software Edition

RL102 – NFT: Non-Fungible Tokens Explained

RL101 – From Success to Significance with Sunshine Nut Co. Don Larson

RL100 – Celebrating Episode 100

RL099 – Annuities with DPL's David Lau

RL098 – 2022 Economic and Market Outlook

RL097 – 2021 What A Year Indeed

RL096 – The Future of Crypto, with Jeremy Epstein

RL095 – Will my bonds lose money? 23 Ideas

RL094 – How to reallocate your assets in response to market cycles

RL093 – Can I Retire Now? The Right Spending Plan May Be The Difference

RL092 – Will The Housing Market Crash?

RL091 – Wellness during the Holidays with Jill Daniels Myers

RL090 – Understanding Value Investing

RL089 – Biden's Build Back Better tax and spending proposal

RL088 – How to get ready for Medicare open enrollment

RL087 – What is technical analysis

RL086 – 20 Money moves to make before the end of the year

RL085 - The Stock Market's Most Volatile Months Of The Year

RL084 - What should I do when stock prices drop?

RL083 – How To Be Prepared For The Unexpected

RL082 – How can you protect your personal information online?

RL081 – Beyond Money: How To Build A Happier Retirement

RL080 - Should You Use a Target Date Fund?

RL079 - Why own bonds when rates are low and inflation is high?

RL078 - Best Places To Retire In The World

RL077 - Retirement Lifestyle: How much do Olympic athletes make?

RL076 - Retirement Lifestyle: Million Dollar Portfolio — The Good, The Bad & The Ugly

RL075 - Retirement Lifestyle: Lightning Round: 9 Financial Planning / Investing Questions Answered

RL074 - Retirement Lifestyle: Impact Investing with Dignity Coconuts and Erik D. Olson

RL073 - Retirement Lifestyle: Growth vs. Value—Titanic Struggle or False Narrative?

RL072 - Retirement Lifestyle: Tips for a Healthy Lifestyle from Integrative Nutrition Health Coach Jill Myers

RL071 - Retirement Lifestyle: 9 foundational rules for financial success

RL070 - Retirement Lifestyle: Stock market bubble? - What you need to know.

RL069 - Retirement Lifestyle: The secrets of endowment-style investing revealed

RL068 - Retirement Lifestyle: Impact Investing BAM with Buddy Rathmell

RL067 - Retirement Lifestyle: Biden’s Tax Plan. Winners and Losers.

RL066 - Developing an Investment Philosophy—Examples from Our Journeys, Part 2

RL065 - Developing an Investment Philosophy—Examples from Our Journeys, Part 1

RL064 - Retirement Lifestyle: Tax-Efficient Investing, Part 2. What These 5 Client Cases Show About Tax-Smart Asset Allocation

RL063 - Retirement Lifestyle: Tax-Efficient Investing, Part 1

RL062 - Retirement Lifestyle: 7 Questions to Consider about Inflation and Your Portfolio

RL061 - Retirement Lifestyle: Values-Based Investing with Jason Myhre, Director of Advocacy, Eventide Funds

RL060 - Retirement Lifestyle: Retirement Paycheck Smackdown!

RL059 - Retirement Lifestyle: Financial Finish Lines

RL058 – Retirement Lifestyle: Options 101: Portfolio hedges, or instruments of self-destruction?

RL057 – Retirement Lifestyle: How Smart Investors Use Roth Conversions To Supercharge Tax-Free Wealth

RL056 – Retirement Lifestyle: Investing aligned with your values

RL055 - Retirement Lifestyle Battle of the Plans III, Part 2—Investments

RL054 - Retirement Lifestyle: Battle of the Plans III, Part 1

RL053 - Retirement Lifestyle: Investing, Trading, Speculating

RL052 - Retirement Lifestyle: 10 Cybersecurity Tactics to Wall Off Your Data

RL051 - Retirement Lifestyle: Smart Education Planning For Children and Grandchildren

RL050 - Retirement Lifestyle: Crypto Wall Street: Bitcoin, Blockchain and Crypto

RL049 - Retirement Lifestyle: 12 Points From Biden's American Rescue Plan Explained

RL048 - Retirement Lifestyle: 2021 Economic and Market Outlook

RL047 - Retirement Lifestyle: How To Win The Healthy Living War In 2021 With Jill Myers

RL046 - Retirement Lifestyle: No Holds Barred Look at 2020

RL045 - Retirement Lifestyle: Navigating The Current Seller's Market In Housing

RL044 - Retirement Lifestyle: 8 Dynamic Outlooks On Financial Independence

RL043 - Retirement Lifestyle: 7 Tax Secrets Of Smart Givers

RL042 - Retirement Lifestyle: The Pros And Cons Of Working Longer

RL041 - Retirement Lifestyle: 101 (Almost) Homerun Gift Ideas For Kids

RL040 - Retirement Lifestyle: 5 Savvy Year-End Tax Strategies

RL039 - Retirement Lifestyle: What You Must Know Before Building Your Incapacity Plan With Alfred Lee

RL038 - Retirement Lifestyle: Medicare Open Enrollment - What To Consider?

RL037 - Retirement Lifestyle: We React To 6 Early Retirement Lies

RL036 - Retirement Lifestyle: Happy Hour or Hangover? How This Election May Affect Your Portfolio

RL035 - Retirement Lifestyle: Battle of the Plans 2 part 2

RL034 - Retirement Lifestyle: Battle of the Plans 2 part 1

RL033 - Retirement Lifestyle: Jim Stanard Journey From Insurance Executive to Musician

RL032 - Retirement Lifestyle: Divorce Mediation with Robin Graine

RL031 - Retirement Lifestyle: How To Be A Smart Car Buyer

RL030 - Retirement Lifestyle: 6 Tips To Invest In Retirement

RL029 - Retirement Lifestyle: Battle of the Plans 1

RL028 - Retirement Lifestyle: Choosing Your Investing Building Blocks (2 0f 2)

RL027 - Retirement Lifestyle: Opportunistic Approaches For The Election

RL026 - Retirement Lifestyle: Defensive Strategies Before The Election

RL025 - Retirement Lifestyle: Choosing Your Investing Building Blocks (1 of 2)

RL024 - Retirement Lifestyle: Portfolio Adjustments Before The Election

RL023 - Retirement Lifestyle: Market and Economic Implications of A Democratic Sweep (part 2 of 2)

RL022 - Retirement Lifestyle: Market and Economic Implications of A Democratic Sweep (part 1 of 2)

RL021 - Retirement Lifestyle: Financially Savvy Kids

RL020 - Retirement Lifestyle: Social Security

RL019 - Retirement Lifestyle: Estate Planning with Alfred Lee

RL018 - Retirement Lifestyle: Are You Ready To Retire?

RL017 - Retirement Lifestyle: Should I Invest Now?

RL016 - Retirement Lifestyle: Seven Retirement Questions

RL015 - Retirement Lifestyle: Real Estate Lifestyle Decisions

RL014 - Retirement Lifestyle: Peace of Mind

RL013 - Retirement Lifestyle: Erik's Financial Plan?

RL012 - Retirement Lifestyle: Is This Recovery Real?

RL011 - Retirement Lifestyle: Turn Your Vision Into Goals

RL010 - Retirement Lifestyle: Building Your Vision For Retirement

RL009 - Retirement Lifestyle: The Five Stages of Retirement

RL008 - Retirement Lifestyle: Staying Healthy During The Lockdown

RL007 - Retirement Lifestyle: Emergency Readiness

RL006 - Retirement Lifestyle: Transition Into Retirement with Dee Cascio

RL005 - Retirement Lifestyle: Dynamic Spending

RL004 - Retirement Lifestyle: Should I Refinance My Mortgage?

FI208: Savings

FI207: Expenses

FI206: Income

RL003 - Retirement Lifestyle: Market Volatility Part 3

FI205: Debt - Mortgages, Consumer Loans, Credit Cards, Student Debt

FI204: Insurance

FI203: Inputting Financial Data

RL002 - Retirement Lifestyle: Market Volatility Part 2

RL001 - Retirement Lifestyle: Market Volatility

FI202: Assumptions Used In Your Plan

FI201: Develop Your Vision

FI009 – Your Money or Your Life Chapter 9 Review

FI008 – Your Money or Your Life Chapter 8 Review

FI007 - Your Money or Your Life Chapter 7 Review

FI006 - Your Money or Your Life Chapter 6 Review

FI005 – Your Money or Your Life Chapter 5 Review

FI004 – Your Money or Your Life Chapter 4 Review

FI003 - Your Money or Your Life - Chapter 3 Review

FI002 - Your Money or Your Life - Chapter 2 Review

FI001 - Your Money or Your Life - Chapter 1 Review