All Episodes
Retirement With/On Purpose — 51 episodes
Fueling Purpose: How Nutrition and Long-Term Care Planning Support an Active Retirement
Childhood Joy to Everyday Kindness: Unlocking Purpose and Well-Being in Retirement
Retirement Realities: Navigating Time Management, Intentional Saving, and Personal Inflation
Inheriting the Vacation Home: 5 Strategies for Tax-Efficient Estate Planning
RMD Timing Strategies: Maximizing Your Retirement Distributions
Cracking the Code on Estimated Tax Penalties
Beyond the 529: Navigating College Savings Alternatives
Defeating the Double Whammy: Strategies for Sequence Risk
The Mattering Span: Retirement’s Hidden Crisis
Communicating Your Estate Vision
Building a Self-Sufficient Retirement
Strategic Retirement for Child-Free Adults
The Six Habits of 401(k) Millionaires
10 Sneaky Retirement Expenses You May Not See Coming
Don't Forfeit Your Future: Planning for Your 401(k) Beneficiaries
Navigating Your 401(k) After Retirement: The Three Main Options
Social Security Do-Overs: Fixing Your Claim Mistakes
Top Retirement Destinations: Where Should You Retire?
The Retirement Savings Question: How Much Do I Need to Retire?
Is an Annuity Right for You? A Deeper Look
Understanding Annuities: A Guide to the Basics
2025 Mid-Year Market Outlook: Navigating Geopolitical Shifts and Volatility
Why We Underestimate Our Lifespan: Cognitive Biases and Social Security Decisions
The "I Knew It All Along" Effect: Understanding Hindsight Bias in Investing
The Big, Beautiful Bill: Unpacking Trump's Latest Tax and Spending Legislation
Overcoming Recency Bias in Your Investment Decisions
Beware High Watermark Thinking: Understanding Cognitive Biases in Investing
The Investor's Triangle: Balancing Growth, Liquidity, and Safety
Planning for Your Future: A Look into Continuing Care Retirement Communities
Paying for Long-Term Care: Smart Strategies to Protect Your Retirement
Long-Term Care Expenses: What to Expect and How to Plan
What Is Long-Term Care and Why is It Important?
Living Inheritance: Pros, Cons, and What to Consider
5 Estate Planning Steps to Make Life Easier for Your Heirs
6 Ways a Financial Advisor Can Add Value to Your Retirement
Should I Max Out My 401(k)? A Fresh Look at an Old Rule
The Top 5 Regrets of the Dying—And How to Avoid Them in Retirement
The Retirement Spending Gap: How to Start Enjoying Your Savings
How Much Should I Spend on Vacation?
Be Aware of Mimetic Desire
PERMA Framework: What is It and How Does It Apply to Retirement?
Pension Options for State & Local Government Employees
Non-Financial Risks To Retirement
What is the Sequence of Returns Risk and How Do I Plan For It?
Financial Risks To Retirement
I Think I'm Ready to Retire, Now What?
What Should I Look for When Hiring a Financial Advisor?
Do I Need Life Insurance in Retirement?
Should I Be Worried About My Social Security Benefit Going Away?
Your Retirement Journey: Planning, Purpose, and Prosperity
Welcome To Retirement With/On Purpose