All Episodes

#97: How to Balance Spending, Giving, and Saving Your Money

#96: How to Have Financial Freedom - The Right Way.

#95: Financial Plan Changes - What Do We Do Now?

#94: Checking In on New Year’s Resolutions: Habits, Goals, and Staying Motivated All Year

#93: Tax Time Tips: Getting Organized for Retirement and Avoiding Common Filing Mistakes

#91: Integrating Tax, Lega, and Financial Advice for Better Retirement Outcomes

#92: Navigating Back Taxes and Filing Mistakes for Retirement Readiness

#90: Avoiding Reckless Decisions: Real-Life Strategies for Pursuing Big Retirement Goals

#89: Should You Pay Off Debt Before Retirement? Navigating Interest Rates and Loans

#88: Should You Choose Roth or Traditional Contributions for Your 401k?

#87: Kickstarting Your Financial Future: Investment Strategies Explained

#86: Kickstarting Your Financial Future: Estate Planning Tips for Ages 25 to 35

#85: Understanding 401k, HSA, and More for Retirement Readiness in Your 20s and 30s

#84: Shatter Your Fishbowl: Recognizing and Overcoming Self-Limiting Beliefs

#83: Financial Kickstart Program: Cash Flow & Debt Management

#82: How to Get the Most Out of Shatter Your Fishbowl and Live Your Two-Comma Life®

#81: From Dreams to Plans: How to Set and Achieve Personal and Financial Goal

#80: Shattering the Fishbowl: Family, Faith, and Living the Two Comma Life®

#79: Financial Kickstart Program: Money Management for Young Professionals

#78: Shattering the Fishbowl: How Breaking Barriers Creates Ripple Effects Across Generations

#76: Stress vs. Strategy: How to Navigate Life’s Financial Crossroads with Confidence

#75: Rethinking Wealth: Why True Retirement Readiness Means More Than Just Money

#74: Retirement Road Trips: Embracing Adventure and Flexibility on the Open Road

#73: Employee Stock Ownership: Special Guest Laura Rudzinski

#72: Redefining Retirement: How to Build a Meaningful Semi-Retired Life

#70: Financial Planning: From Building Wealth to Spending in Retirement

#69: Managing Retirement Finances During Economic Downturns

#68: The Sandwich Generation - Caring for Kids and Aging Parents

#67: Navigating Retirement and Estate Planning in Blended Families

#65: Embracing Change for a Better Retirement Life

#64: Your Essential Guide to Choosing the Right Financial Advisor

Protect Your Digital World: Cybersecurity Strategies for Retirees

New Year, New Financial Goals: A Fresh Take for 2025

Cryptocurrency in Retirement: What You Need to Know

Smart Holiday Spending: Budgeting Challenges and Solutions

Navigating the AI Revolution in Wealth Management

Thoughtful Decision-Making: The Key to Smart Tax Planning Before Year-End

Navigating Family Finances: Communication, Planning, and Transparency for a Cohesive Legacy

Building Strong Financial Foundations: College Planning and Effective Money Management Strategies | Retirement Readiness, Episode 56

Financial Planning Needs for Different Clients | Retirement Readiness, Episode 55

Entrepreneurship in Retirement Success Stories | Retirement Readiness, Episode 54

Do You Need a Financial Advisor After Retiring? | Retirement Readiness, Episode 53

How Can I Become Independently Wealthy? | Retirement Readiness, Episode 52

Retirement Readiness, Episode 51: The Financial Planning Journey

Retirement Readiness, Episode 50: Entrepreneurship in Retirement

Retirement Readiness, Episode 49: Living the Two Comma Life in Retirement

Retirement Readiness, Episode 48: Retirement and Grandparenting

Retirement Readiness, Episode 48: Retirement and Grandparenting

Retirement Readiness, Episode 47: Navigating Cognitive Health in Retirement

Retirement Readiness, Episode 46: What is Longevity Planning?

Retirement Readiness, Episode 45: How Can You Stay Active in Retirement?

Retirement Readiness, Episode 44: How Can You Balance Risk and Reward in Your Retirement Investments?

Retirement Readiness, Episode 43: What Does Health Look Like (and How Can You Be Healthy)?

Retirement Readiness, Episode 42: Creating Financial Stability in Retirement: The Power of Annuities

Retirement Readiness, Episode 41: Exploring the World of Franchising with Jason Markowicz

Retirement Readiness, Episode 40: What is an Estate Plan (And Do You Need One)?

Retirement Readiness, Episode 39: Giving Back and Supporting Foster Care Children with CASA

Retirement Readiness, Episode 38: Grow and Protect Your Savings with a Diversified Portfolio

Retirement Readiness, Episode 37: Maintaining Physical and Mental Health As You Age

Retirement Readiness, Episode 36: The Power of Compound Interest – How compound interest can work in your favor when saving for retirement

Retirement Readiness, Episode 35: How to Maximize Your Social Security Benefits

Retirement Readiness, Episode 34: Navigating Medicare – Understanding the ins and outs of Medicare and how it affects your retirement healthcare

Retirement Readiness, Episode 33: Investing in Real Estate for Retirement

Retirement Readiness, Episode 32: Balancing Rest, Activity and Purpose in Retirement

Retirement Readiness, Episode 31: Traveling on a Budget

Retirement Readiness: Episode 30: Coping with the Loss of a Spouse in Retirement

Retirement Readiness, Episode 29: Don't Get Ripped Off: 10 Steps for Choosing the Right Financial Planner

Retirement Readiness, Episode 28: Part-time Work in Retirement

Retirement Readiness, Episode 27: Traveling in Retirement

Retirement Readiness, Episode 26: Tips and Strategies for Saving and Investing In Your Future

Retirement Readiness, Episode 25: The Difference Between Social Influencers and Financial Advisors

Retirement Readiness, Episode 24: Estate Planning in Retirement

Retirement Readiness, Episode 23: Credit Clean-Up Tips to Get Your Kids Ready for College

Retirement Readiness, Episode 22: Downsizing and Simplifying in Retirement

Retirement Readiness, Episode 21: Tax Advantages of Installing Solar Panels on Your Home

Retirement Readiness, Episode 20: The Roadmap of Financial Disaster

Retirement Readiness, Episode 19: Financing Retirement Through Social Security, Pensions and Personal Savings

Retirement Readiness, Episode 18: 7 Clever Ways to Save an Extra $100 Every Month

Retirement Readiness, Episode 17: Pros and Cons of Early Retirement

Retirement Readiness, Episode 16: Kevin McGee of Smith Senior Living

Retirement Readiness, Episode 15: Shielding Yourself From the Effects of Inflation

Retirement Readiness, Episode 14: A Five-Minute Overview of Today's Economy

Retirement Readiness, Episode 13: 401(k) vs. IRA

Retirement Readiness, Episode 12: The Stock Market New Year’s Resolutions

Retirement Readiness, Episode 11: Traditional vs. Roth

Retirement Readiness, Episode 10: How To Pay for Long-term Care

Retirement Readiness, Episode 9: Does Physical Wellness Impact Financial Wellness?

Retirement Readiness, Episode 8: 9 Things to Do in a Bear Market

Retirement Readiness, Episode 7: Finding Significance Through Service

Retirement Readiness, Episode 6: Where to Live in Retirement

Retirement Readiness, Episode 5: How to Not Outlive Your Money in Retirement

Retirement Readiness, Episode 4: How to Fund Your Retirement

Retirement Readiness, Episode 3: What does it mean to have significance in retirement?

Retirement Readiness, Episode 2: How to Find Your Purpose in Retirement

Retirement Readiness, Episode 1: What Does Retirement Readiness Mean?