All Episodes
Smart Wealth and Retirement — 103 episodes
How to Handle Health Insurance Before Medicare Kicks In
Should You Stop Maxing Out Your 401(k)?
Are You Prepared for a 40% Market Drop?
Should You Put Gold in Your IRA?
4 Ways People Fail at Retirement (And How to Avoid Them)
What to Do With Your Old 401(k): Your Options Explained
6 Retirement Moves to Make Right Now
Should you buy an annuity ? What Retirees Need to Know
10 Smart Money Moves the Wealthy Make
Should You Work Part-Time in Retirement?
How to Retire and Travel Without Running Out of Money
Weatherproofing Your Retirement: How to Prepare for Life’s Financial Storms
How to Plan for Retirement If You’re Single or Widowed
Should You Really Max Out Your 401(k)?
The Retirement Tax Window: Preparing for 2025 Filing and Planning Ahead for 2026
Do You Really Need a Financial Advisor? Here’s How to Decide
Retiring Before 60: What It Really Takes to Make It Happen
Caring for Aging Parents Without Sacrificing Your Retirement
When One Spouse Is Ready to Retire — and the Other Isn’t
7 Retirement Investment Myths That Could Cost You
Should You Own Bonds in Retirement? Here’s What to Know
The Biggest Retirement Mistakes—and How to Avoid Them
Staying Sane in a Nervous Market: How Smart Investors Keep Their Cool
Your 10-Step Year-End Financial Checklist
Long-Term Care 101: What You Need to Know Before You Retire
Rental Properties in Retirement: Smart Investment or Stress Trap?
Do You Really Need $1.5 Million to Retire? Breaking Down the Myth.
Healthcare in Retirement 101
Hidden Retirement Risks: How to plan for them.
Downsizing in Retirement: Smart Move or Mistake?
Why a Roth IRA Might Hurt Your Retirement (Yes, Really)
How will falling rates impact your retirement?
Estate Planning 101 for Your 50s & 60s
Can You Retire on $750K? How long will it really last?
Smart 401(k) Moves for Your Final Working Years
Simplifying Retirement: How to Make Money and Life Less Complicated
The 8 Retirement Mistakes That Could Derail Your Plan
The SmartWealth System: A Roadmap for Your Retirement
How Much Risk Is Right in Your 50s & 60s?
Social Security Questions Answered for Retirement: Part 2
Making Social Security Work for You - Part 1
The Truth About Annuities: What Retirees Need to Know
Strategies for Steady Income After You Retire
How Working with a Fiduciary Can Save Your Retirement
5 Investments Every Retiree Should Know About
The Simple Steps to Becoming a Millionaire
Retire Smart: The First-Year Retirement Checklist
How Much Should Be in Your 401(k) by Age? Let’s Compare
No: The Secret Weapon in Smart Retirement Planning
Mastering RMDs: Smart Strategies for Your Retirement Nest Egg
Are You Ready to Retire? Answer These 3 Questions First
Your Top Retirement Questions Answered
Understanding the Four Key Stages of Retirement
5 Retirement Planning Pitfalls to Avoid
Choosing the Best Financial Advisor: Secrets to Success
Where to Retire? Does it make sense to relocate in retirement?
Navigating a down market in retirement
Tax Breaks for Retirees: How to Plan Like the Wealthy
How the Bucket Strategy Can Transform Your Retirement Game
Should You Ever Use Your Roth IRA? (Hint: Yes!)
Rethinking Retirement: How a Hybrid Retirement Can Change Your Future
Top 5 retirement regrets and how to avoid them.
How could Trump impact your retirement plans?
Retirement Emotions: Making smart decisions with your wealth
What should I do with my old 401k?
Retirement Pitfalls: The Top 5 Mistakes You Must Avoid!
Why you need a financial plan and how to build one for retirement!
The Million Dollar Question: Do I Need a $1M to Retire?
Target Date Funds: A Safe Bet or a Retirement Risk?
Unexpected Early Retirement - Are you prepared?
The Lurking Tax Time Bomb in Your Retirement Portfolio
Addressing Long Term Care in your retirement plan.
Are you planning to downsize your house? Think again!
Is this the future of healthcare?
Animal Instincts vs. Financial Strategy: Who Wins?
2024 Year End Financial Checklist
The Pros and Cons of a Financial Freedom Account
Is the 60/40 portfolio right for your retirement?
Should you use AI to replace your advisor?
Are you on-track for your retirement? Learn how you stack up against your peers.
"Die Broke" - Is this the right financial planning philosophy for you?
The Simplest Way to Build Wealth and Enjoy Retirement
Maximizing the Benefits of Health Savings Accounts (HSAs) in Retirement
Top Three Financial Mistakes to Avoid for Retirement Success
Navigating Life Insurance: Ensuring Financial Security for Your Family
Want to maintain your lifestyle in retirement? Start preparing now!
5 Game-Changing Lessons for Retirement Success
Should you invest 100% of your money in stocks?
Should You Invest in Rental Properties for Retirement?
Optimizing Your 401(k): A Guide to Smarter Investing
Can you really save too much money for retirement?
Surviving Market Volatility: A Retiree’s Guide
Getting your estate plan in order before you retire
The National Debt: What Retirees Need To Know
Maximizing Your Retirement: The Ultimate 401(k) Podcast
What to do when your net worth hits one million dollars plus
Do I really need a budget in retirement? Tips to make budgeting super simple!
What do I do with my old 401k?
Taking Control of Your Financial Life: Strategies for Six Figure Earners
Gen X Prosperity Blueprint: Planning for your retirement in your 50s
5 Steps to retire early!
Building a stress free retirement plan
Smart ways to create more income in retirement