All episodes

#173: Pensions; Is the lump sum a good choice?

#172: Is Social Security a Good Investment? The Mental Side of Retirement

#171: Understanding Diversification and the True Costs of Owning Mutual Funds

#170: Inflation... The Silent Killer

#169: 11 IRA Blunders and How to Avoid Them

#168: How to Say I Love You With Life Insurance

#167: Retiring at 65, Dealing with Social Security and Medicare

#166: Retiring Soon? How Do You Handle Your 401k? One Wrong Move Can Cost You!!

#165: The importance of Estate Planning

#164: 2026 Tax Updates & How to Build a Portfolio Designed for Lifetime Income

#163 Health, Wealth and Freedom. Starting off right in 2026

#162: Long Term Care; What is it? Do I need it? How much will it cost?

#161: Social Security. When do you start? Social Security changes in the first 6 months of Trumps Administration

#160: The problems with the 4% rule and my planning philosophy

#159: How to Leave a Legacy and talk to your kids and grandkids about money.

#158 - Social Security, AI Stocks and Tesla

#157: 4 Phases of Retirement & Life

#156 My Favorite Portfolio for Clients

#155. The Masters & Markets

#154 DOGE, Tariff's & Taxes

#153 Tariff's, Bumpy Markets & Budgets

# 152 Taxes and Backdoor Roth Conversions

# 151. Taxes

#150 Eliminate Taxes on Social Security Benefits? Windfall Elimination Provision Eliminated!! LA Fires and Insurance Issues

#149 Happy New Year!!!

#148 Caregiving for Loved Ones and End of the Year RMD's; 10 Must Do's

#147 3 Steps You Need to Take Before Retiring.

#146 End of the Year Tax Planning & What to Know Before You Start Social Security

#145 The 4 Phases of Retirement and End of the Year Tax Planning

#144 Elections: Who Does the Market Love More, Democrats or Republicans?

#143 Tax Plans: Harris vs Trump, Walk to get Fit and Real Estate

#142 How to stay safe using Public wifi and creating a Healthcare "Preventative" Budget

# 141 Cyber Security & How to Live on a Fixed Income During High Inflation and Crazy Markets

# 140 4 Keys to Generational Planning

#139 The 4 Keys to Understanding & Planning for Long Term Care

#138 How to Have Tough Conversations with the Ones You Love: Guide to Caregiving

#138 What do I do with my 401k when I'm done working?

#137 Medicare Planning & the Top 6 Scams to Avoid in 2024

#136 Planning for Social Security

#135 Cash Management Month: 4 Ways to Increase Savings

#134 Cash Management Month: Cash Flow Traps & How to Avoid Them

#133 Cash Management Month: Building a Liquidity Fund

#132 Cash Management Month: How to Assess Your Cash Needs and Plan For Inflation

#131 Risk Management Month: The month in review

#130 Risk Management Month: Do You Love or Hate Annuities? My RLA X-Ray Planning System

#129 Risk Management Month: Do You Still Need Life Insurance & Why a Dividend Portfolio Works Better

#128 Risk Management Month: Understanding Medicare & Why the 4% Rule Doesn’t Work

#127 Risk Management Month: Planning Ahead for Long Term Care & Investing for Income vs Growth

#126 Estate Planning Month: Using Life Insurance in Estate Planning

#125 Estate Planning Month: Powers of Attorney and Health Care Directives

#124 Estate Planning Month: What is Probate?

#123 Estate Planning Month: What is a Trust & Why Do You Need One?

#122 Retirement Goals and Values Month: Values and Legacy

#121 Retirement Goals and Values Month: Beliefs About Planning

#120 Retirement Goals and Values Month: What does money mean to you?

#119 Retirement Goals & Values Month; Goals, Government Defaults and 5 Reasons to NOT Fund a Roth

#118 Retirement Planning Month: Post - Retirement Planning; What to do now that your retired.

#117 Retirement Planning Month: What to do when SS cuts your check by 20% in 11 years

#116 Retirement Planning Month: How to rollover your IRA without the IRS taking 50% of it!

#115 Retirement Planning Month: Retirement Mindsets

#114 Retirement Planning Month: Pre-Retirement Planning

#113 Investment Concepts Month - How to Build a Bullet Proof Investment Plan

#112 Investment Concepts Month - Investing For Retirement vs Investing In Retirement

#111 Investment Concepts Month - The Different Types of Investments

#110 Investment Concepts Month - 3 Rules for Successful Investing

# 109 Cash Management Month - 4 Ways to Increase Savings

#108 Cash Management Month - Cash Flow Traps & How to Avoid Them

#107 Cash Management Month: Building a Liquidity Fund

#106 Cash Management month of February! Assessing Your Cash Position

#105 Do You Need Life Insurance in Retirement?

#104 How to Plan for Long Term Care so you don’t go bankrupt in Retirement!

#103 How to Add Annuities to Your Financial Plan

#102 Heading into the end of the year and planning for 2023

#101 Getting adjusted, Stupid 4 percent rules and it’s time to get outside

#100 My Body’s Talking, It May Be The End of The World, and Tax Free Cash

#99 Side Sleepin, Term Insurance and Not Waiting Until it’s Too Late!

#98 Keeping it Simple, Life Insurance and Getting Dirty!

#97 Inflation Reduction Act, Pillows, Dumb Investment Strategies and Going to the Movies

#96 Chicken Costs Dropping, Whoop Whoop, Roth Conversions & Hooking Up Online!!

#95 Government spending, sports tracking and preparing ahead of time for retirement

#94 5 Expert Tips For Staying Fit in Retirement

#93 Social Security, Hydration and how to not get bored in retirement

#92 Steppin it up, debt free & dating your spouse

#91 Where’s the Best Place to Stash Your Cash?

#90 Russia Invades

#89 I Feel Like I’m Taking Crazy Pills

The Number One Cause of Bankruptcy in Retirement and How to Avoid It..!!

What Issues Should I Consider During a Recession or a Market Correction?

The Markets Are Going Down... Is It The End of The World?

Welcome to the Retirement Lifestyles Podcast

Inflation: Should you change your investements?

Big Issues with Social Security

Inflation and Market Crashes

Are Roth IRA's a Good Idea

How to Avoid Tax Scams During a Pandemic

How to Control Your Emotions and Ignore the Media for Investment Success

Should You Invest in Crypto currency in Retirement

Who's on Your Team

The Top 5 Planning Areas of Retirement

Should I Change My Investments Because of Future Inflation?