All Episodes
Retirement Results — 100 episodes
Podcast Extra: Avoiding the October Scaries
Podcast Extra with Jean Chatzky: Turning Retirement Savings into a Forever Paycheck
Podcast Extra: Emergency Funds in Retirement
Podcast Extra: Back-to-School Finances: Saving Money and Teaching Smarter Habits
Podcast Extra: 99 Smart Ways to Save Money in Today's Economy
Podcast Extra — Medicaid Changes and Cancer Treatment: What's at Stake?
Podcast Extra: Hearing Loss with Dr. Ryan Potter
Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
Podcast Extra: Financial Literacy Month
Podcast Extra: Financial Spring Cleaning
Is Your Portfolio Ready for the Next Market Drop?
Podcast Extra: How AI Is Reshaping Work for Older Americans — Insights from AARP’s Carly Roszkowski
Stop Guessing: Let’s Plan Your Retirement in Advance!
Podcast Extra: How to Build a Recession-Ready Budget
Podcast Extra: Emergency Savings Strategies—Building a Safety Net Without Feeling Overwhelmed
Podcast Extra: Important Tax Changes for the 2026 Filing Season
How to Maximize Your Social Security Benefits in 2026
Start the New Year with an Improved Retirement Plan
Facing a Layoff? Here’s Your Financial Gameplan
How an 88-Year-Old Lost His Pension
Podcast Extra—Inflation, Tariffs, and Dupe Culture: How We’re Shopping This Holiday Season
Podcast Extra: The Proper Steps to Take for a Successful Retirement
Scary Retirement Mistakes and How to Avoid Them
Bonus Interview: The Hidden Respiratory Risk for Retirees with Dr. Leonard Friedland
Lock In Gains, Not Worries – Smart Planning for Retirees
Social Security Updates & The Government Shutdown
Retire Smarter, Not Harder
Bonus Interview: New Tax Changes - with Mark Steber
Smart Strategies to Avoid Running Out of Money in Retirement
Bonus Interview: Protecting Your Digital Life After 50—Insights from AARP’s Tom Kamber
Market Corrections Happen: Is Your Plan Ready?
Retirement Planning in a Changing World
A Smarter Alternative to Bank CDs
Habits That Could Wreck Your Retirement Dreams
Protecting Your Retirement Income from Volatility and Inflation
Retirement Tax Traps: How to Avoid Costly Mistakes
Volatility-Proof Your Retirement: Minimizing Risk & Maximizing Confidence
Ready, Set, Retire!
Important Changes that Will Impact Retirees
No Pension, No Problem!
How the Big Beautiful Bill Changes Social Security
Ask the Advisors: We Answer Your Questions!
Protect Your Assets & Your Family with an Estate Plan
How to Navigate Social Security Like a Pro (With 2 Registered Analysts!)
Why Your Income Strategy is the Key to Retirement Success
Improve Your Retirement Plan This Summer!
Improve Your Plan & Live Comfortably During Retirement
Protect Your Investments and Create Income for Life
Bonus Interview: Healthy Eyes, Healthy Lives: Vision Tips from the National Eye Institute
Is Your Investment Strategy Age Appropriate?
How to Turn Your Portfolio Into a Pension
Find Out If You Can Retire Today!
How a Life Insurance Settlement Could Boost Your Retirement
Bonus: Check-In Before You Clock-Out: Schedule a Retirement Plan Review
Gain Control of Your Money Before It Controls You
How To Protect Your Retirement as the Market Drops
Bonus: Tick Tock—Beat the Tax Deadline Before It Bites
Bonus Interview: Spring Clean Your Finances for America Saves Week
Why You Need to Have Your Retirement Plan Inspected
Spring Cleaning for Your Financial Plan
Managing Market Volatility: How We Help Our Clients
Is Your Retirement Plan in Writing?
Improving Your Retirement Income Plan
How We Help People Navigate Retirement Challenges
How Taxes Work in Retirement
Volatility Happens – How to Protect Your Retirement
Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
Solutions for Common Financial Risks in Retirement
Five Common Retirement Mistakes We Can Help You Avoid
When Should You Start Taking Social Security?
Bonus Interview: Collegiate Athletics Facing Major Changes in 2025
How to Leave a Legacy: Estate Planning for Your Retirement
Our Financial Checklist for 2025 & What Retirees Fear Most
Why You Need a Retirement Portfolio Inspection
Bonus Interview: Hospital patients are even safer today than they were in 2019… with Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association
How to Build a Smart Retirement Plan
Invest in a Personal Pension & Satisfy Your Required Minimum Distributions
Protecting Your Retirement from Inflation & Solving Problems for Our Listeners
Plan Your Path & Protect Your Retirement!
Bonus Interview: Happy Veteran's Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America
What Donald Trump’s Victory Means for Your Retirement Plan
Fixing Problems Inside Your Retirement Plan
Replace Your Bonds & Bank CDs for a Better Retirement
Reduce Risk, Not Returns: Smart Investing for Your Retirement
Social Security Announces Lowest Cost of Living Adjustment in Four Years
The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
Protect & Grow Your Savings with Smart-Safe Investments
Interview with Bonnie Dobbs: Important Medicare Changes You Need to Know
Protecting Yourself from Scams & Data Breaches with Michael Bruemmer, Experian
Interview with Gunnery Sergeant Jessie Jane Duff, Veterans for Trump
Bringing Your Retirement Vision to Life
Inspect What You Expect: Avoiding Mistakes with Your Retirement Plan
How Much Risk Are You Taking with Your Retirement?
Responding to the Market’s Wild Week
Timing is Everything: How and When to Reduce Financial Risk
Better Alternatives for Your Bonds & Bank CDs
Help Wanted? Hire a Veteran | Special Guest Ryan Burgos
Protect Your Retirement from Ongoing Inflation
How to Take Advantage of Trump’s Tax Cuts Before It’s Too Late
Trump Debates Biden: How the Election Will Affect Retirees