All Episodes
Smart Money Radio — 72 episodes
Helping Protect Your Retirement from Hidden Obstacles
3 Pillars of Financial Stability
Your 401k Is Not a Retirement Plan
Mailbag Questions 39
The Retirement Paycheck Predicament
Habits of the Quietly Wealthy
The Roth Conversion Window
The Retirement Tax Shock
Mailbag Questions 31
The Marathon of Her Life: Helping Secure a Woman's Financial Future
Retire the Smart Way: Risk and Reward
The Retirement Tightrope: Will your Nest Egg Survive?
Mailbag Questions 29
Legacy Planning
Retirement Tightrope
Retirement Paycheck Predicament
Your 401k is Not a Plan
Retire Smarter, Not Harder
The Smart Way to Retire as a Couple
Retirement Optimism - February 7, 2026
Asset Allocation: “Acting Your Age” - January 17, 2026
Battling Inflated Prices - January 10, 2026
The Ghosts of Retirement Past, Present & Future - December 20, 2025
Running Out of Money in Retirement - December 13, 2025
Avoiding Financial Pitfalls - December 6, 2025
Preparing for a Confident 2026 - November 29, 2025
Thanksgiving Special - November 22, 2025
The Retirement Realities & Think Fast - November 15, 2025
Highly Appreciated Asset Disposal Strategies - November 8, 2025
New Retirement Reality - November 1, 2025
Roth Conversions - October 18, 2025
Optimizing Retirement Income - October 11, 2025
Strategic Steps to Help Elevate Your Retirement Savings - October 4, 2025
Making Retirement Money Last - September 20, 2025
Falling Interest Rates - September 13, 2025
Estate and Legacy - August 30, 2025
The Reality of Retirement Spending - August 9, 2025
The Longevity Challenge - August 2, 2025
Think Fast! - 7 26, 2025
Headlines & Creating a Lasting Legacy -July 19, 2025
Active vs Passive Investing - July 5, 2025
Headlines The Big Beautiful Bill - July 12, 2025
Headlines and Mailbag Questions - June 28, 2025
The Three Pillars of Financial Stability - June 21, 2025
Clearing Up 6 Common Myths About Retirement - June 14, 2025
Tax-Savvy Retirement Strategies - June 7, 2025
Tips from Real Retirees - May 17, 2025
Retirement Tips from Real Retirees - April 26, 2025
Taking Control of Retirement - April 19, 2025
Make Your Money Work for You - April 12, 2025
Creating Dependable Income - March 5, 2025
Helping Protect Your Retirement from Hidden Obstacles - March 29, 2025
Creating Lasting Legacy - March 22, 2025
Protecting Income from Volatile Markets - March 15, 2025
Taxes in Retirement - March 8, 2025
Boomers Up to Bat - March 1, 2025
Risks in Retirement - February 22, 2025
Creating a Lasting Legacy - February 15, 2025
Four Retirement Unknowns - February 8, 2025
Retirement Puzzle Cube - January 11, 2025
NY Resolutions - January 4, 2025
Taking Control of Retirement - December 28, 2024
Mailbag Questions - December 21, 2024
Make Retirement Money Last - December 14, 2024
Tax Trivia- Naughty or Nice List - December 7, 2024
Protected Income - November 30, 2024
Balance Your Retirement Portfolio Now - November 23, 2024
Growing government debt - November 16, 2024
Behavioral Finance and You - November 9, 2024
Retirement for Women - November 2, 2024
Rebalance Your Retirement Portfolio - October 26, 2024
Falling Interest Rates - October 19, 2024