All Episodes
Retirement Planning Happy Hour — 135 episodes
Money, Marriage & Retirement: Conversations Every Couple Should Have
How Hidden Expenses Are Impacting Your Financial Future
The Truth About Technology, Investing & Financial Planning
Is Social Security Really Sustainable?
What is "Enough" For Retirement?
Things You Should Know About Insurance
Habits That Keep You Broke
Scams You Must Avoid to Protect Your Money
Retirement Isn’t About Saving - It’s About Living
Do I Really Need This Insurance?
Markets Reacting to Geopolitics
The Mistakes Young People Make in Financial Planning
Why Money Won’t Make You Happy
Nobody Knows Anything
Dividends & Annuities: The Real Cost of Passive Income (Part 2)
Passive Income Myths: Real Estate, Risk & Reality (Part 1)
What Really Matters More Than Money
The Value of Financial Planning
The Emotional Mistakes That Derail Investors
The Truth About Alternative Investments
More Things To Know Prior to Retirement - Part 2
Fear-Based Financial Products: What’s Real and What’s a Scam
Things To Know Prior to Retirement - Part 1
Are Roth Conversions Worth It?
Why Won't the Market Crash Already?
Mistakes We See from DIYers: The Hidden Costs of Going It Alone
Why We Hate the Term Financial Advisor
How Does the Big Beautiful Bill Affect Your Retirement?
Money Mistakes: The Hidden Traps in Financial Planning
Where Do We Actually Learn About Money?
Why Annuities are the Used Car of the Financial Industry
How to Handle Inheritances
Will A.I. Really Take All the Jobs?
How Do You Diversify When Everything's Correlated?
All the Ways to Diversify in a Portfolio
How Do You Use Cash and Emergency Funds in Retirement?
Why We Must Talk about Estate Planning
The Dangers of Recency Bias
Some Truths About Real Estate Investing
Insurance: The Overlooked Key to Security
Retirement Planning Happy Hour - Importance of Portfolio Consolidation
Retirement Planning Happy Hour - Let's Talk Tariffs
Trading vs. Investing...Which is Right for You?
What is our Risk Off Retirement Strategy?
Is the 4% Rule a Retirement Disaster?
What Are the Different Types of Financial Advisors?
Why Should You NOT Wait to Retire?
Why You Should Use a Financial Advisor
Are Financial Advisors Worth It?
Why Insurance Salesmen are NOT your Financial Advisor
Consuming Media is Not Research
How does the Secure Act 2.0 affect RMD?
2023 Market Predictions
Is it worth paying for a financial advisor?
Is the 60/40 portfolio still relevant?
Stay Away from Financial Hearsay!
Money Puzzle TV Show: Why is it important to have a personalized Income Strategy?
How often should you talk about risk with your advisor?
Money Puzzle TV Show: Do we believe what the media is saying about recession possibilities?
Money Puzzle TV Show: Where are we going to see inflation affect us the most?
What are some positives that come with market lows?
Money Puzzle TV Show: What are sources of Permanent Predictable Income?
Should Retirees worry about Inflation?
Money Puzzle TV Show: How do Taxes fit into my Retirement Plan?
What do we do in response to record inflation?
Is The Federal Reserve forcing us into a recession?
How to Structure Retirement Income
Are We Seeing the Beginning of a Recovery?
Why is insurance so important? - featuring Heather McCormick
Is there anything good about a recession?
Thoughts on the Market through the first half of the year
Money Puzzle TV Show: Call-in Show with Brian & Eric
What are alternative investments?
Money Puzzle TV Show: What are common Myths about Retirement?
How does inflation affect my retirement plan?
Money Puzzle TV Show: How do you account for inflation in your portfolio?
How do I plan for Inflation?
Money Puzzle TV Show: How has retirement changed over time?
Crypto in Retirement Plans
The Money Puzzle TV Show: What are the phases of Retirement?
What To Do with Cash?
Money Puzzle Podcast: Taxes 2
Money Puzzle: Federal Reserve
Money Puzzle Tv Show: Meet our advisors
The Money Puzzle TV Show: DIY Mistakes
The Money Puzzle TV Show: Call-in show 2
The Money Puzzle TV Show: Call-in Show 1
The Money Puzzle TV Show: Permanent Predictable Income
The Money Puzzle TV Show: Inflation
The Money Puzzle TV Show: Estate Planning
The Money Puzzle: Taxes
Money Puzzle: Russian/Ukraine Market Impact
Money Puzzle: DIY Planning Mistakes
Mistakes of DIY Investors
Puzzle Piece: Market Corrections
Welcome to The Money Puzzle
Market Corrections
Organized Estate Planning
The Benefits of a Team
Owning Real Estate in Retirement Accounts
Considerations for Unmarried Couples
Powers of Attorney and Why You Need Them
How Much Cash Do You Need?
Inflation Everywhere
What To Do With Your Mortgage in a Hot Real Estate Market
June Market Commentary
Should an Annuity be a Part of My Retirement Plan?
What Is Going On With Meme Stocks?
The Government as a Client
Beware the Financial Media
Market Commentary - May 2021
I Left My Employer, What Are My Options?
Taking Advantage of Your Employer Benefits
What Moves Can I Make Before the Tax Deadline?
Crazy Investment Statistics
Ins and Outs of Charitable Giving
The First Building Block of Estate Planning
Should I Contribute to my 401k
New Year, New Office, New Studio
How To Protect Your Children (Young and Old)
Sabotaging Your Own Financial Success
The US Dollar vs. the new "Credit Society"
Non Qualified Accounts and Why You Need Them
Best Practices for Asset Titling and Reviewing Beneficiaries
The Different Types of Advisors
All Things Term Life Insurance
What's Your Retirement Number?
Debunking Popular Retirement Myths
The True Cost of Education
Should You Pay Off Your Mortgage Early?
What Does it Actually Cost You to Own a Car?
When Is It a Good Idea to Refinance?
What You Can Take Advantage Of Now
Money Moves to Make in Times of Volatility
Mistakes Investors Make During Market Volatility