All Episodes
Strategic Planning Podcast — 170 episodes
Three Questions From People Thinking About Retiring In 2026
You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?
A New Proposal Might Cap Your Social Security Payments
Mailbag: Extra Cash, Early Retirement Health Insurance & Retirement Taxes
Tax Mistakes New Retirees Make
Inherited a House — Are the Taxes Really That Bad?
Reacting To Controversial Financial Takes
Financial Myths That Can Quietly Wreck a Retirement Plan
2026 Money Updates You Can’t Ignore
Answering Your 2025 Financial Questions (Part 2)
Answering Your 2025 Financial Questions (Part 1)
Why Better Questions Build Better Retirements (Part 2)
Why Better Questions Build Better Retirements (Part 1)
Two Advisors, Twice the Confusion?
Will a Government Shutdown Ruin My Retirement?
The 5 Must-Do’s In Year One of Retirement
The Hidden Medicare Penalty You Might Be Paying
Back To School Retirement Planning Quiz
5 Signs You’re Richer Than You Think
Should You Gift Money While You’re Alive or Leave A Legacy?
I Just Turned 62- Now What Do I Do?
Planning for Retirement When You’ll Never Have an Empty Nest
Retirement Breaking News: The 4% Rule Gets a Makeover
Common Financial Terms Explained (And Why It Matters More Than You Think)
Mother’s Day Special: The Gift of Financial Security
Turning Savings Into A Real Retirement Plan
Is 2025 A Bad Time To Retire?
Presidential Missteps & Retirement Planning: What NOT to Do
Spring Cleaning for Your Finances: A Marie Kondo Approach to Money
If You’re a Smart Investor, Do You Really Need a Financial Advisor
What Do Proposed Tariffs Mean For Your Portfolio?
What Dolly Parton Can Teach You About Smart Money Moves
The Snowbird Retirement: Is a Seasonal Move Right for You?
Transform Your Money Mindset in 30 Days (2025 Method)
Most Americans Are Forced to Retire Early - Are You Ready?
Why Retirement is Harder Now
Reasons You Might NOT Need An Advisor
Social Security Shake-Up: How Raising the Retirement Age Could Impact You
Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom
Retirees In Their 70s Regret These 5 Things
The Magic 8 Ball’s Guide to Retirement Planning
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 2)
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 1)
Lies You Might Be Telling Yourself About Money (Part 2)
Lies You Might Be Telling Yourself About Money (Part 1)
Noah's Ark & Retirement Planning: Lessons in Preparing Ahead
Take the Fork: Yogi’s Wisdom on Making Financial Choices
Common Executor Mistakes To Avoid
Practical Steps After Losing a Loved One
Your Financial Wellness Check-Up
Is Retiring at 65 Crazy?
Retirement Planning Is Harder Than It Used To Be (Part 2)
Don’t Make These Income Planning Mistakes
Retirement Planning Is Harder Than It Used To Be (Part 1)
How One Overlooked Issue Can Sink Your Retirement
Are Your Good Money Habits Holding You Back?
Biggest Retirement Changes in 2024
Patience Pays: The Power of Delayed Gratification
End of the Year Planning Considerations
End of Year Financial Planning For 2023 (Part 2)
End of Year Financial Planning For 2023 (Part 1)
Money Mistakes You’ll Regret and How to Avoid Them
Retirement Planning’s “Hidden” Questions
Are There Universal Retirement Truths? PART 2
Are There Universal Retirement Truths? PART 1
Harvesting Wisdom: The Garden Guide To RMDs
Do Americans Need a $233K Salary and $1.3 Million For Retirement to Feel “Comfortable?”
Understanding the 2023 Social Security Changes, Part 2
Understanding the 2023 Social Security Changes
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Bad Money Habits Could Spoil Your Retirement Party
The 5 Biggest Money Mistakes In Retirement Planning
A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 2
A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 1
Retirement Expenses For Which You Forgot To Plan
Moving Your Retirement Goalposts: Is It Worth The Risk?
Medicare 101: What You Need To Know About Medicare Before Retirement
Top Ten Tax Questions For Retirees In 2023
5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?
2023 Edition: Checklist For Retirement Preparedness
The Top 5 401(k) Mistakes You Need To Avoid
Preparing For Market Volatility In 2023
The Retirement Marathon: Finishing The Race
Level Up Your Financial Knowledge: Stock Market Topics
How Bonds Work: What Retirees Need To Know
Getting It Right: Irreversible Financial Decisions
How Money Ads Catch Your Attention
How Procrastination Dooms Your Financial Future
Should You Follow These Popular Retirement Rules of Thumb?
Analyzing Advice On Surviving A Bear Market
Can You Get An A+ On Our Retirement Planning Quiz?
Why Retirement Planning Ain’t What It Used To Be
Can I Retire At 55?
Budgeting and Home Building
Common Housing Questions From Retirees
The Most Important Birthdays In Retirement Planning
Murky Issues That Make Retirement Planning Harder
How To Recognize Your Own Voice of Greed & Fight Against It
Home Run Retirement Planning: How Baseball Principles Also Score Financial Runs
Why Values Based Planning Is Essential
Planning For Things We Can’t Predict
Retirement Potpourri: Fill In The Blank
Don’t Fumble Your Retirement In The Financial Red Zone
Retirement Is As Easy As A Jigsaw Puzzle
3rd Quarter 2021 Market Update
Retirement Pyramid
Things That Your Advisor Should Be Doing
Risk Averse: Explaining The Buzzword
How Overconfidence Can Lead To Financial Ruin
Financial Mistakes Couples Often Make
Mind The Gap
How Age & Wisdom Play Into Financial Planning
What Makes Your Financial Advisor Tick?
The Things That Don’t Matter… Until They Do
5 Things You Must Know About Decumulation To Retire Successfully
Not Your Father’s Retirement
Learning Through Uncommon Sense
Mailbag Questions
Where Crisis & Opportunity Meet
Are You Flirtin’ With Disaster?
What Basketball Teaches Us About Retirement
Revealing The Financial World’s Dirty Little Secrets
This Is Why You Never Assume
How Women Can Make Sure They’re Involved In Financial Decisions
Explaining GameStop’s Meteoric Stock Rise And Lessons Learned From A Wild Wall Street Week
The American Dream Isn't Dead
What Are The Three Qualities Of Money?
Lessons From The Market Crash Hall Of Fame
A 5 Question Retirement Preparedness Quiz
Is Diversification For Suckers?
Secure Act 2.0
Financial Forecaster
Financial Commandments
This One’s On The House
Long Term Care
The Truth About Longevity Risk
Financial Issues That Are Particularly Challenging For Women
4 Milestones That Say You’re Ready For Retirement
Lessons From Keyboard Warriors
Cracking Open The Financial Dictionary
Investing Like A Genius
Financial “Strategies” That Just Don’t Work
Financial Terms You Should Know During The Pandemic
Coronavirus Update - The Cares Act
Solid Financial Truths
Market Update (3/9/2020)
How To Set Financial & Retirement Goals
Basis Points
Where To Find Bias In Financial Media
Stretch IRA Update
Avoiding Critical Estate Planning Mistakes
Which Excuses Keep You From Retiring?
Finding Silver Lining In Unfortunate Financial Situations
Sabotaging Your Own Retirement
What Will The Next Market Crash Look Like?
What Flying Teaches Us About Retirement
Even Responsible Savers Make Mistakes
3rd & 4th Quarter Planning To-Do List, Part 2
3rd and 4th Quarter Planning To-Do List, Part 1
You Need To Avoid These Portfolio Disasters
What Does Financial Security Mean To You?
Recent News Headlines & Storytime
“Fake News” Impacting Your Finances
Don’t Utter These Famous Last Words
In The News & Email Questions
Conventional Wisdom Isn’t Always So Wise
Mailbag - Life Insurance And Rolling Over A 401(k)
The 6 Things Wasting Away In Your Financial Junk Drawer - Part 2
The 6 Things Wasting Away In Your Financial Junk Drawer - Part 1
Coming Soon - An Introduction To The "Strategic Planning Podcast"