All Episodes
Retirement Roundtable — 78 episodes
The Final Retirement Myths to Rethink
Retirement Myths Built on Fear
Starting Retirement Planning Later Than Expected
Why Overreacting Can Be the Real Risk
Why Singles and Doubles Win in Retirement
Who Really Owns Your Retirement Money?
When Independence Meets Retirement Risk
When Hope Isn’t a Strategy
Retirement Myths That Refuse to Die
The Most Overlooked Phase of Retirement Planning
The Hidden Risks of Inheriting Money
Couples, Social Security, and Financial Tension
Is Your Retirement Number Totally Wrong?
Is the American Dream Really Still Alive?
Three Retirement Traps That Catch Everyone Off Guard
Four Pillars of Preservation: Balance, Liquidity, Purpose, Review
Tax Changes, Tough Choices, and the Debt Dilemma
Beyond Resolutions: The Real Steps to Financial Security in 2026
Trisha Yearwood Talks Money, Family, and Holiday Magic
From Stage Lights to Christmas Nights with Trisha Yearwood (Bonus Episode)
What If Your Social Security Check Shrinks Overnight?
Replaced Overnight: The True Cost of Waiting to Retire
DIY Retirement: Are You Missing Hidden Risks?
Spendophobia: Why Retirees Fear Their Own Money
RMDs, Roths, and Resilience: Navigating Sudden Change
Are You Winging Your Retirement—or Planning for It?
Diversified or Duped? The Overlap Trap in Your 401(k)
Trick or Treat: The Surprises Lurking in Your Retirement Plan
Melt-Up Mayhem: Can Your Retirement Survive the Hype?
Gen X and the Lotto: Why Winning Isn’t Enough
Is Your American Dream at Risk?
Three Questions That Will Change Your Retirement Forever
Grey Divorce & the Million-Dollar 401(k): What’s at Stake?
The Difference Between Financial Advice and Self-Management
Roth Conversions, Social Security & Second Opinions: What You Need to Know Now
Vacation vs. Retirement: Are You Planning Backwards?
The 3 Retirement Income Tools You Need to Know
Retirement Planning: Why Five Years Out Matters Most
Time Optimists Beware: Why Retirement Planning Starts Today
The Golden Age of Annuities: Are You Missing Out?
Why Market Timing Might Be Hurting Your Retirement
Timing the Market? Why That Could Cost You More Than You Think
Bucket Lists, Bonds, and the Cost of Regret
The Risks of Ignoring Retirement Planning
Decoding Financial Advisors: Who Do You Need?
The Importance of Stress Testing Financial Portfolios
Facing Retirement Fears: A Comprehensive Guide
Navigating Roth Conversions and Tax Strategies
Navigating the World of Financial Advisors
Navigating Market Volatility in Retirement
Rich vs. Wealthy: What’s the Difference?
Unlocking Retirement Income: The Power of Annuities
Navigating Market Volatility in Retirement Planning
The Risks Associated with Bonds
The Nuances of Annuities
The New Rules of Retirement Planning
Navigating the Transition to Retirement
Navigating Market Volatility in Retirement
Understanding Social Security Benefits
Navigating the Risks of DIY Retirement Planning
Living to 100: Are You Prepared?
The Retirement Bucket Strategy
Annuities and Social Security Benefits
Maximizing Your Retirement Income
Navigating Retirement: Overcoming Financial Anxiety
Unlocking the Secrets of Annuities
Mastering Retirement: Key Strategies for Confidence
Managing and Adjusting Financial Portfolios
Technology In Financial Planning
Navigating New Year Goals and Financial Planning
Navigating Financial Futures: The 2025 Outlook
Understanding Mailbox Money for Retirement
Unlocking the Secrets of Annuities
Navigating Retirement: Strategies for Preservation
Election Aftermath
Navigating the Election Aftermath
Navigating the National Debt Crisis
Annuities in Retirement