All Episodes
Saving for Saturday — 97 episodes
Inflation Trending Upward
Tackling the Twin Threats of Taxes and Inflation
Retirement Income Blueprint
Roth Conversions
Highly Appreciated Asset Disposal Strategies
The Reality of Retirement Spending
Make Your Money Work for You
Retirement Income Planning
The Retirement Tightrope
Preparing for Market Volatility
Retirement Paycheck Predicament: Your 401(k) Balance Isn’t a Plan
A True Retirement Savings Crisis
Highly Appreciated Asset Disposal Strategies
The New Retirement Reality
Retirement Income Blueprint
Retirement Optimism
Retirement Optimism
Make Your Wishes Known
Make Your Money Work for You - February 1, 2026
Making Your Retirement Money Last - January 18, 2026
Preparing for Market Volatility - January 11, 2026
Creating a Lasting Legacy - January 4, 2026
2026 New Year’s Resolutions - December 28, 2025
Christmas Guide to Retirement - December 21, 2025
The Cost of Retirement - December 14, 2025
Running Out of Money in Retirement - December 7, 2025
Creating Dependable Retirement Income - November 23, 2025
The Reality of Retirement Spending - November 16, 2025
Tackling the Twin Threats of Taxes and Inflation - November 9, 2025
The New Retirement Reality - November 2, 2025
The Longevity Challenge - October 26, 2025
Planning for Large IRAs - October 19, 2025
Make Your Money Work for You - October 12, 2025
Roth Conversions - October 5, 2025
Retirement for Small Business Owners - September 21, 2025
The Three Pillars of Financial Stability - September 14, 2025
Tackling the Twin Threats of Taxes and Inflation - September 7, 2025
The Reality of Retirement Spending - August 31, 2025
Big Beautiful Bill Act - August 24, 2025
Creating a Lasting Legacy- August 17, 2025
The Longevity Challenge - August 10, 2025
The Reality of Retirement Spending - August 3, 2025
Make Your Money Work for You - July 27, 2025
The Longevity Challenge - July 20, 2025
Planning for Large IRAs - July 13, 2025
Tax-Savvy Retirement Strategies - July 6, 2025
Preserving Your Retirement from Taxes - June 29, 2025
Retirement for Small Business Owners - June 22, 2025
Make Your Money Work for You - June 15, 2025
Active vs. Passive Investing - June 8, 2025
Tax-Savvy Retirement Strategies - June 1, 2025
Protected Income - May 25, 2025
Reasons to Fire Your Advisor - May 18, 2025
Balance Your Retirement - May 11, 2025
Medicare Maze - May 4, 2025
Plan for the Worst & Hope for the Best - April 27, 2025
5 Tips for a Happy Retirement - April 20, 2025
Three Risks That Might “Sink Your Ship” in Retirement - April 13, 2025
Creating a Lasting Legacy - April 6, 2025
Make Your Money Work for You - March 30, 2025
401k and IRA Decisions - March 23, 2025
Preserving Your Taxes from Retirement - March 16, 2025
Think Fast! - March 9, 2025
Three Risks - February 23, 2025
Retirement Planning for Women - February 16, 2025
Reasons to Fire Your Advisor - February 9, 2025
Timeline of Federal Debt - February 2, 2025
Protected Income - January 26, 2025
Taxes in Retirement - January 19, 2025
Retirement for Small Business Owners - January 12, 2025
Retirement Preparedness Manual - January 5, 2025
Make Your Money Work for You - December 29, 2024
Creating a Lasting Legacy
401k and IRA Decisions
Retirement Naughty or Nice List
Plan for the Worst Hope for the Best
Build Your Financial House
Preserving and optimizing your 401k
Balance Your Retirement
Falling Interest Rates
Plan for the Worst, Hope for the Best
Medicare Maze
Taking Control of Your Retirement
Retirement Planning for Women
Make Your Money Work for You
Creating a Lasting Legacy
Build Your Financial House
Retirement for Small Businesses
Preserving Your Retirement from Taxes
401k and IRA Decisions
Reasons to Fire Your Advisor
Behavioral Finance and You
The Five Financial Stages of Life
Who Killed 60/40 Rule?
Summer Travel 2024
Getting to Know You
The Client Experience