All Episodes
Secure Your Retirement — 317 episodes
Episode 381 - The Coming Retirement Tax Problem Roth Conversions, RMDs and Medicare IRMAA
Episode 380 - A Great Investment Can Become A Dangerous Retirement Risk
Episode 379 - How to Build a Retirement Plan That Actually Fits Your Life
Episode 378 - Trump Accounts Explained - Part 2
Episode 377 - Trump Accounts Explained Eligibility - Benefits - Rules and How They Work
Episode 376 - Concentrated Stock Positions How to Diversify and Minimize Capital Gains Taxes
Episode 375 - The ROUTE to Retirement - A Complete Evaluation of Your Retirement Plan
Episode 374 - Markets, Rates, and Retirement A Mid-Year Economic Check-In
Episode 373 - GLP-1 Medications and Medicare - What Retirees Need to Know
Episode 372 - Why So Many Retirees Feel Financially Stressed - Even with Millions
Episode 371 - The SpaceX IPO and Retirement Smart Opportunity or Risky Chase
Episode 370 - How to Lower Taxes in Retirement Before the End of 2026
Episode 369 - What Happens Financially When One Spouse Passes Away
Episode 368 - Why Reviewing Your Beneficiary Designations Could Protect Your Family
Episode 367 - Will I Pay Tax on the Sale of My Home?
Episode 366 - Self-Employed Retirement Accounts
Episode 365 - W-2 to 1099 - What to Know Before Consulting
Episode 364 - Risk Management Is More Than Investments
Take Social Security Early or Wait? – How to Make the Right Decision
Medicare and Prior Authorization - What Retirees Need to Watch Closely
Retirement & the Economy - Risks, Opportunities, and What’s Ahead
How a Retirement Plan Should Evolve Once You Stop Working
Geopolitical Risk and Your Money: Smart Investment Moves for 2026
Mega Backdoor Roth 401(k): How to Build a Tax-Free Retirement Wealth
Stock Market Outlook Risks - Opportunities, and What to Do Right Now
How Much Cash Is Too Much Cash in Retirement?
Stocks - ETFs - Mutual Funds - Which Is Best?
Why Retirement Stress Is Not About Just the Market
The Peace of Mind Pathway – Our New Book
Portfolio and Economic Update
5 Ways People Run Out of Money in Retirement – and How to Avoid It
Smart Tax Moves to Make Early in the Year – Before You Miss Your Chance
Medicare in 2026 – New Rules, Costs, and Coverage Updates
Market Update and Investment Strategies
Vanguard Announcement – Why It Matters to You
Year-End Retirement Tax Checklist
Can We Retire Early With 2 Million?
Don’t Let Scammers Steal Your Peace of Mind
Market Update and Strategies for Volatility
How to Build an Income That Lasts in Retirement
4 Tax Strategies to Lower Your 2025 Tax Bill
Alternative Investments Explained – Lowering Risk and Improving Portfolio Balance
Market Update and Tax Efficient Portfolio Management
4th Quarter 2025 Economic Update
Understanding How Annuities Fit in Retirement
The Benefits of Life Insurance - Tax Planning - Legacy - Long Term Care
One Big Beautiful Bill – Part 2
The Fed Just Cut Rates - What It Means for Your Retirement
Is It Possible to Leave Work Before 65?
The One Big Beautiful Bill Act: What It Means for Your SALT Deductions
Medicare Advantage Brokers and You – Staying Safe & Asking Smart Questions
The One More Year Trap – Knowing When It's Time to Retire
The Big, Beautiful Bill – The Standard Deduction Expansion
Investing Before Versus During Retirement
Should I Take My Pension as an Annuity or Lump Sum?
NUA 101 – Understanding Net Unrealized Appreciation in Your 401K
I’m 55 and Saved $2 Million – Here’s What Retirement Really Looks Like
Patient Advocacy for Retirees and Caregivers
Mid - Year Economic Update
Triple Tax-Free – The HSA Advantage
Transitioning into Retirement: Key Steps for a Smooth Shift
How to Handle an Inherited IRA Step-by-Step for Beneficiaries
What You Need to Know About Medicare Part D Changes
Beyond the Nest Egg – Crafting Your Life Plan
The Good Life Abroad
The Peace of Mind Pathway – Step 3 – Nurture
The Peace of Mind Pathway – Step 2 – Implementation
The Peace of Mind Pathway – Step 1 – Your Roadmap
Retirement Hobbies and Activities - What Today's Retirees Love to Do
2025 1st Quarter Economic Update
Life in Focus – Preserving Memories in the Modern Age
Required Minimum Distributions – RMDs
Estate Planning Explained: Executor Duties
Tariffs – What They Are – How They Work – How They Impact You
The Retirement Checklist Challenge
Why Private Equity and Alternative Investments Matter
The High Net Worth Guide to Secure Your Retirement
Considering Retirement Planning Goals
Navigating Retirement - Inflation, Market Volatility and Social Security
2024 Tax Filing Made Easy - Key Documents & Expert Filing Tips
2025 - Economic Update with Andrew Opdyke
Travel Smarter - Insider Advice on Curating Once-in-a-Lifetime Trips
2025 Considerations About the Economy
5 Things to Know About Medicare Advantage Open Enrollment Period for Retirement
2025 - Common Deductible Charitable Gifts in Retirement
2025 - Important Financial Numbers in Retirement
What Issues in Retirement Should I Consider at The Start of the Year
How to Retire at 62 - All the Numbers You Need to Know
Navigating Life After Losing a Spouse: Financial and Emotional Steps
How to Retire at 62 in 2026 With Peace of Mind
Nationwide Monument Advisor For Tax Planning Strategies in Retirement
The Four Phases Of Retirement
How Much Money Do I Need Saved to Spend 10,000 Per Month in Retirement?
Annuities in Retirement as an Asset Class
Estate Planning 101 - The Importance of a Letter to Your Heirs in Retirement
Medicare AEP in Retirement - 5 Things You Need to Know
Andrew Opdyke - 2024 - 3rd Quarter Economic Update for Retirement
Long-Term Care in Retirement - Annuity and Life - Side by Side
Retirement and The Power of FDIC Coverage and Competitive Rates
Long-Term Care Solutions in Retirement - Hybrid Life Insurance
Retirement Long-Term Care Solutions - Hybrid Annuity
Long Term Care Insurance Options in Retirement
Retirement Tax Withholding - Tips for Avoiding Tax Surprises
Navigating Your Social Security Retirement Benefits
De-Risking Your Investment Portfolio as You Approach Retirement
401K Rules in Retirement After Reaching Age 50
What Documents Should I Keep on File in Retirement?
Social Security Spousal Benefit in Retirement
Is Your Annuity Working For You in Retirement? - Key Reasons to Reevaluate Now
2025 Medicare Part D Overhaul in Retirement- Key Changes in Prescription Drug Coverage
Social Security at 62 vs 67 in Retirement
Andrew Opdyke - 2nd Quarter Economic Update for Retirement
Understanding Holistic Wealth Management in Retirement– Beyond Just Investments
How Much Income Do I Need in Retirement?
How to Avoid Scams in Retirement - Practical Tips for Preventing Fraud
Form 5498 Demystified - Essential Tax Information for Retirement
Annuitization Versus Deferred Annuities in Retirement
What's The Difference Between FDIC and SIPC in Retirement?
Turning 65 in Retirement - What To Do for Medicare
Aging Gracefully at Home in Retirement
Downsizing In Retirement
Why Savvy Savers Should Spend More in Retirement - Part 2
Why Savvy Savers Should Spend More in Retirement
Do You Have All Your Eggs In One Basket in Retirement?
2024 1st Quarter Economic Update for Retirement
Sequence of Returns - How It Could Affect Your Retirement Plan
Navigating Tax Withholding - A Guide for Retirees
Investing in Uncertain Times During Retirement – Election Edition
How To Keep Your Mobility in Retirement
Retirement Tips For Gifting and Loaning Money to Children
Harnessing the Power of Step-Up in Basis in Retirement
Closing the Gap Strategies for Coping with Medicare's Doughnut Hole in Retirement
Beneficiary Best Practices in Retirement – A Yearly Check-In
Preparing To File Your 2023 Taxes in Retirement
Cybersecurity Safety in Retirement
Don't Gamble Your Retirement
529 Plans to Roth IRA - How it Works in Retirement
Understanding Medicare Advantage Open Enrollment in Retirement
What Are You Getting for the Fee You Are Paying in Retirement?
Reviewing 2023 in your Retirement
Important 2024 Tax Numbers in Retirement
End Of Year Issues to Consider in Retirement
Anne Rhodes – Estate Planning in Retirement – Simplified
Rae Dawson - The Basics About a CCRC in Retirement - Part 2
Andrew Opdyke - 2023 End-of-Year Economic Update
Rae Dawson – The Basics About a CCRC in Retirement
The Art of a Risk-Adjusted Portfolio in Retirement
Roth IRA - 5-Year Rule - Your Retirement - Part 2 with Denise Appleby
Roth IRAs - 5-Year Rule and Conversions in Retirement
Required Minimum Distributions in Retirement - Monthly, Quarterly, or Annually?
Social Security Taxation – How it Works in Retirement
QCDs and Donor Advised Funds in Retirement Planning
Practical Tips for a Successful RV Lifestyle when you Retire
Mastering Medicare Planning in Retirement
What's The Difference Between an EA and a CPA in Retirement?
Integrated Wealth Management Experience in Retirement
5 Financial Planning Topics That Need to Be Discussed Annually
Long-Term Care Planning Options in Retirement
Protecting Against Cybersecurity Threats
2023 IRMAA Update - Will You Have a Surcharge for Medicare Part B and D?
Andrew Opdyke - 2023 Mid-Year Economic Update for Retirement
Should You Consider a Franchise as a Part of Your Retirement Plan?
Annuities or CDs - What You Should Consider
Using a Health Savings Account (HSA) for Medical and Retirement Planning
You Have Enough to Retire, but How Do You Create an Income
What To Consider If Your Spouse Has Passed Away After Retirement
Mid-Year Tax Planning - Why So Important in Retirement?
What If You Need Long-Term Care in Retirement?
Does The Rule 100 Work in Retirement?
How To Manage Risk in Volatile Markets
Important Age Milestones in Retirement
Why You Need a HIPAA Authorization
What Issues Should You Consider Before You Retire?
Maximizing Tax Benefits by "Bunching" Charitable Contributions
2023 1st Quarter Economic Update
Retirement Withdrawal Strategy
Why Review Beneficiary Designations Annually in Retirement?
Social Security Spousal Benefit in Retirement
Implementing Your Retirement Plan
I'm 66 - Can I Retire?
Do You Need a Trust in Retirement?
How Secure Act 2.0 Could Affect Your Retirement
The Retirement Planning Process
Planning For Taxes in Retirement
10 Reasons Everyone Needs a Power of Attorney in Retirement
Clifton Corbin – Teaching Kids About Money & Retirement
Looking Ahead for 2023 in Retirement
Secure Act 2.0 – How Your Retirement Plan is Affected
Navigating The Decision to Retire Now or Work Longer
10 Retirement Tax Tips for The Beginning of 2023
Retirement Planning Considerations to Begin in 2023
Looking Back - Taxes - Retirement Planning – Annuities
MAGI Versus AGI - What is the Difference?
Andrew Opedyke - The Economic Update For 2022
Fixed Annuities - Best Rates in Over a Decade
Structured Notes - Frequently Asked Questions
Steven Jarvis, CPA - 2022 End-of-Year Tax Strategies
Tax Planning Should Be a Part of Your Retirement Plan
Having a Fun Fund in Retirement
3 Questions to Ask Yourself About Retirement
How to Invest in a Volatile Market in Retirement
Federal Reserve and Inflation in Retirement
Why You Should Use a Fiduciary
Will I Avoid IRMAA Surcharges on Medicare?
The GPS Retirement System
Beneficiary Designations - What You Need to Know
Dr. Doug - Hormone Optimization Therapy
Peace of Mind Wealth Management Process
I Bonds - How They Work
Jen Smith - Frugal Is Not a Bad Word
Diane Omdahl - How Does Medicare Work?
Ellen Leonard – Dealing with Stress in Retirement
Where Is My Episode?
Andy Murphy - Securing Yourself Online and at Home
Dr. Doug Lucas – How to Reverse Osteoporosis
Nick Espinosa – Cybersecurity
How to Plan for Inflation in Retirement
Steven Jarvis - Mid-Year Tax Strategies
401k Versus IRA
How Required Minimum Distributions and QCDs Work?
6 Considerations for Your Estate Plan
When is Cash Good?
Tax Planning Versus Tax Preparation
The Retirement Bucket Strategy
Lynne Bowman - Brownies for Breakfast
Wine Down - Social Security Questions Answered
Roderick Spann – 5 Medicare Mistakes to Avoid
Bonds Versus Bond Alternatives
Evie Brooks - Real Estate Investing in Panama
Wine Down - 3 Questions on Investing In 2022
What's The Difference Between a Mutual Fund and an ETF?
Marcia Miller – Alternatives for Assisted Living
Jaime Ramirez - Protecting Against Cyber Attacks
Wine Down - 5 Retirement Planning Questions
Risk-Adjusted Portfolio How It Works
Angelina Carlton - Designing Your Legacy
Norm Robillard Ph.D. – Digestive Health
Wine Down – Retirement Planning Options
2022 Tax Guide and Updates
Andrew Opdyke - 2022 and the Economy
2022 Retirement Issues to Consider
Dan Sheeks – A Teenager's Guide to Achieving Financial Freedom
What To Consider About Long-Term Care
Wine Down - Secure Your Retirement Podcast Memories
Retirement Before Medicare
How to Create an Estate Plan Without the Stress
How to Have Peace of Mind During Troubled Times
Steven Jarvis - Tax Planning for Retirement
Federal Reserve, Inflation and the Economy
Laurence Kotlikoff – Money Magic
Considerations For Charitable Giving
Wine Down - Tips and Lessons Learned - Continuous Care Retirement Communities - CCRC
Should I Consider an Annuity in My Financial Plan?
Shellee Howard - College Ready - Without Losing Your Mind or Money
The Market Is High Should I Sell
Jennifer Pilates - How Pilates Can Reform Your Body
IRAs - Required Minimum Distributions
Allan Milham - Transition into The Third Act of Life
Inflation And Your Retirement
Myra Oliver - Down Home Money
How To Protect Against Being Scammed
Wine Down - Tips and Lessons Learned for Retirement Planning
4 Questions to Help Your Income Plan
Diane Pleuss - Finding a New Career After Age 50
4 Steps to a Healthy, Financially Secure Retirement
Andrew Opdyke - The Economy-Inflation-Unemployment-Evergrande
Protect Against Identity Theft and Fraud
Steve Moskowitz – Small Business Tax Planning
8 Mistakes to Avoid When Choosing an Advisor
Wine Down - Mortgages - Fear Selling - Getting Hacked
10 Step Layoff Survival Guide
Chess Griffin - Special Needs Trust - What You Need to Know
Fees, Commissions, and Being a Fiduciary
Lynn Cherry - Learning the Game of Pickleball
What Should You Consider If Your Spouse Passes Away?
Paul Moore - Secrets of The Super Wealthy
4 Costly Misconceptions About Retirement Planning
Wine Down - Power of Attorney - 401Ks - Social Security
College Planning Using a 529 Plan
Andy Robin - How To Have a Tapas Life
Avoid 4 Retirement Investment and Planning Rip-Offs
Julie Herres - Potential Tax Changes Coming
Secure Your Retirement - Introducing Our New Book
Social Security Strategies
What Happens to My Money if Something Happens to My Advisor?
Holley Kelley - Aging Greatfully Into Retirement and Beyond
Tax Strategies for Non-IRA Brokerage Accounts
Wine Down - Taxes, Roth Conversion, Market Correction and Inflation
What Is the Process to Move from One Advisor to Another?
Andrew Opdyke -The Economy - 2nd Quarter Update 2021
How Do I Break Up with My Current Advisor?
Renee Hillman – Buying and Selling Real Estate in a Hot Market
Having A Team Approach in Retirement
Scott Oots – How to Buy a Rental Property
Life Insurance in Retirement
Wine Down – 5 Common Retirement Questions
What Is a Robo-Advisor?
Uwe Dockhorn - Liberating Your Life for Retirement
How To Have A Successful Retirement Plan
Coach Chris – How to Travel on A Budget
Should You Invest in Cryptocurrency?
Karen Duncum - How to Live Vibrantly
What is an Exchange Traded Fund (ETF)?
Wine Down - We Need Your Help
How Do Financial Advisors Get Paid?
Kevin Huston - How Does Medicaid Planning Work?
How to Know Your Advisor Is Not a Bernie Madoff
Chess Griffin - Do You Need a Trust?
How Does a Variable Annuity Work?
Dean Ogan - Grill Like a Chef
How To Leave Money To The Next Generation
Vix Munro - Is A Financial Coach Right For You?
Should You Pay Off Your Mortgage?
Wine Down - Estate Planning - Long Term Care and More
How To Convert an IRA to a Roth IRA
Andrew Opdyke - The Economy After The First Quarter 2021
How Does Inflation Affect Retirement?