All Episodes
Safe Money and Retirement — 285 episodes
Plan With Confidence
Social Security Timing and Optimizing
The Rule of 100
American Savings Survey 2026
Trends And Challenges | June 2026 Update
Is Social Security Your Missing Link
Low Tax Income Planning
Life Insurance Secondary Market
Having The Right Annuity Contract
Disappearing Pension Trends
Level Of Liquidity
Tax Diversification
Sequence Risk | February 2026 Update
Long-Term Care Coverage | Choosing Your Team
Financial Security | Peace Of Mind
Managing Multiple Accounts | January 2026 Update
Beneficiary Designations | December 2025 Update
Portfolio Management During Volatility
Longevity Risk | December 2025 Update
An Educated Retirement | Replay
Being Ready For Retirement
Roth IRA Basics
Social Security Retirement Strategies
Tax Efficient Distributions and Too Many Accounts
Financial Home Makeover
Social Security Basics
Alleviate The Anxiety
Investing Styles
IRA Distributions
Allocation Time Horizon
Indexed Annuities | Replay
Organizing Your Assets | Replay
Roth IRA Rules
Distributions And Income Streams
When To Take Social Security
Transitioning Into Retirement
Procrastination and Common-Sense Planning | Replay
Destination Retirement
The Lost Secret Of Retirement Planning
Your Money Working For You
Retirement Insecurity
Plan For Health Care Costs
Risk Capacity And Tolerance
The Long-Term Care Dilemma
Roth IRA Conversions
Stages Of Retirement
Plan For Long-Term Care | Replay
Financial Literacy And Wellness
Psyched To Retire And Inherited IRAs
Balanced Portfolio Risk
Rollovers And Rollups
Playing The Long Game
Don't Fail To Plan
Simple Building Blocks
Retirement Income Generation
Turning Assets Into Income | Replay
Caregivers | Replay
Retirement Money Questions
Time Horizons
Getting A Second Opinion
Longevity Concerns | Moving Accounts Properly
Planning You Deserve | Replay
Risk And Fee Awareness
Do You Have Financial Independence?
The Art Of Annuity Planning
Don't Hope So, Make A Plan | Replay
Roth Rules
6 Losses To Avoid
Keeping Your Retirement Plan Current | Replay
Account Consolidation
Imagine Retirement Budget Fun
A Protected Portfolio and Proper Rollovers
Just Start Planning | Replay
Asset Allocation Safety
Year End Tax Strategies
The Future Of Retirement Planning
Colors Model Of Investing
An Educated Retirement | Replay
Turning Assets Into Income
Too Much At Risk
Mistakes To Avoid
Tax Plans | Knowing The Journey
Retirement Account Consolidation Options | Replay
Roth IRA Advantages | Planning Considerations
Planning Steps Timing
Trends And Challenges
Are You Ready For Retirement?
Paying For Health Care Costs
Surviving Spouse Plans | Boomer Accounts
Multiple Account RMDs | Sequence Risk
Questions In The Chaos
Avoiding Running Out Of Money In Retirement | Replay
Retirement Insecurity
Is An Annuity Right For You
Adjustable Planning
True Diversification Is Vital
The Color Of Money
Retirement Plan Checklist
Rollover Rules
Getting Retirement Planning Started
What Is Financial Independence
Income Generating Annuity
Preserving Qualified Money
RMD Planning
Withdrawal Strategies For Retirement
Are You Retirement Ready? Roth Conversions
Retirement Planning Mistakes
The Art Of Retirement Tax Planning
Recession Protection
Funding Long-Term Care
The Importance Of Diversification
Planning For A Rollover
Benefits Of Annuities
Retirement Tax Considerations
Accounts Review
Keeping Your Plan Fine Tuned
Don't Hope So, Make A Plan
Procrastination Versus Common-Sense Planning
Implementing An Income Plan
Retirement Decision Factors
Retirement Risk Awareness
Caregivers
The Lost Secret Of Planning
Life Insurance Uses-QCDs
Rollover And Distribution Decisions
Mitigating Longevity Risk
Indexed Annuities
IRA Distributions And Life Insurance
Savings And Withdrawl Strategies
The Retirement Future For Women
Secure Act 2.0 Hodgepodges
Inheriting Qualified Accounts
Longevity Risk
Women Taking On Financial Planning
Coloring Your Money
Consider A Rollover
Investing Today And Tax Planning
A Place For Annuities
Claiming Social Security Benefits And Life Insurance
The Retirement Income Puzzle
Employer Sponsored Plan Options
Involving Family In Legacy Planning
Timing Risks
Time To Start Planning
Secure Act Of 2019 Reminders
Retirement Risk Tolerance
The Color Of Money
Social Security Claiming Variables
Qualified Plan Potpourri
Common Retirement Concerns
Savings And Income Protection
Sequence Risk
Just Start Planning
Filling The Income Gap
For The Love Of Taxes
Roth Conversions
Financial Independence
Keeping Your Retirement Plan Current
Life Insurance
Managing Multiple Accounts
Facts Are Facts
Top Topics Of 2022
Not Running Out Of Money
Retirement Earnings Test
Avoid Tax Traps
Bringing It All Together
Knowing Your Income Sources
Using Life Insurance
Long-Term Care Awareness
Lost Secret Of Planning
Boomers And Qualified Plans
Planning For Long Term Care
Women Taking On Financial Planning
Managing Inflation
Being Prepared For Volatility
Social Security
Volatility Planning
Involving Family In Legacy Planning
The Future Of Taxation
The Income Gap
Avoiding Planning Mistakes
The Truth About Inflation
Where Do RMDs Go
Listener Rollover Questions
Hope Is Not A Plan
Sequence Risk Explained
Diversification Imperative
Helping You Avoid The Big Mistakes
Planning Procrastination
Planning Your Legacy
Social Security Timing
Attaining Financial Independence
How Much Risk Is Too Much
Inflationary Adjustments
Monitoring A Retirement Plan
Organizing Your Assets
Retirement Risk Management
Paying For Long-Term Care
Roth IRA Conversion
Tax Planning For Retirement
IRA Risk Tolerance
Family Matters
Goal Setting For Retirement
Beneficiary Designations
Tax Categories
The Income Gap
Longevity Risks
Sequence Of Returns Risk
Tax Smart Strategies
Employer Sponsored Plan Rollovers
Advisor Compatibility - A Few Risks
Resolute Planning
Medicare And Insurance Are Part Of The Plan
Plan For The Changes
Is An Annuity Right For You
Account Types - Life Insurance
Rollover Talk
3 Plan Dimensions
Planning Vitals
Diversify Against Risk
Planning A Rollover
Roth Conversion-Inflation
Hidden Fundamental Risks
Managing Multiple Accounts
Balancing Questions
Retirement Risk Questions
Retirement Planning Mistakes
Roth IRA Pros And Cons
6 Steps to Retirement Planning
Retirement Plan Options
Managing Liquidity
Life Insurance
Balancing Risk
Retirement Income Strategies
Your Own Worst Enemy
Qualified Account Considerations
Key Decisions For Retirement
Common Retiree Problems
Annuity Awareness Month
Inflation Risk
How Long Should You Work
Income Protection
Important Questions
Know What You Have Where It Is And Have A Plan
Know Where You Are Now - Dead Money
Separate Fact From Fiction
Helping You Avoid The Big Mistakes
Growing Realization
Accelerating Time
Tailored Advice - Coordinate Your Sources
Retirement Earnings Test
Getting Control - SS Distribution
Beneficiary Designations- Accumulating For Retirement
Being A Boomer - Qualified Distributions
Guaranteed Income Sources For Retirement
Keeping Your Retirement Plan Current
Retirement Planning Process Steps
Best of Safe Money
Risk vs Reward - Tax Efficient Planning
The Retirement Planning Journey
Structured Annuities - Risk Control
Retirement Tax Planning
Taxes Roth Diversification Risk
Planning You Deserve
Indexed Annuities
Procrastination - Common Sense Planning
Do You Have Enough For Retirement?
How Long Should You Work?
Being Prepared For Volatility Timing
Inherited IRA & 401K Rules
Planning For Future Changes
2 Point Plan Foundation
ABC Model Of Investing
Diversifying Retirement Accounts
Goal Setting For Retirement
401k Rollovers - Retirement Plan First Steps
Avoiding Running Out Of Money In Retirement
Essential Planning For Retirement
Retirement Plan Risks
Future Risk Preparation
How Long Should You Work?
Goal Setting In Retirement Planning
Monitoring A Retirement Plan
How The SECURE Act Affects Beneficiary Distributions
Emotional Preparedness - Early Retirement - Life Settlements