All Episodes
Take Point on Retirement — 100 episodes
The Tax-Efficient Retiree - Smart Strategies to Protect Your Nest Egg, Master RMDs, and Maximize Your Wealth
Podcast Extra: Avoiding the October Scaries
Podcast Extra with Jean Chatzky: Turning Retirement Savings into a Forever Paycheck
Retirement – Your Next Financial Chapter - Taxes, Income, Healthcare & the Decisions That Shape Your Retirement Future
Podcast Extra: Emergency Funds in Retirement
Are You Really Ready to Retire? - The Money, Income and Market Risks That Can Make—or Break—Your Retirement
Social Security Is Too Valuable to Leave Unplanned - Claiming Strategies, Spousal Benefits & Survivor Income
Retirement Readiness Check - How to Make Sure Nothing Slips Through the Cracks Before and During Retirement
Podcast Extra: Financial Mistake – Failing to Invest in Real Estate
Podcast Extra: 99 Smart Ways to Save Money in Today's Economy
The Four Biggest Questions Financial Advisors Hear Every Day—and the Answers That Can Shape Your Financial Future
Annuities Without the Hype - A Clear, Practical Look at Guaranteed Income, Retirement Planning, and the Role Annuities Can Play
Retirement Crossroads 2033 - What the Social Security Deadline, Market Volatility & Inflation Mean for Your Future
Retirement Without Regret - The Truth About Annuities, Markets, and Income Security
Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
The Retirement Intelligence Report - Advanced Strategies for Income, Taxes, and Legacy
Estate Planning: The Beneficiary Mistake That Can Cost You Everything
Guest Michael Forslund with Fairway Home Mortgage talks with Erick and James
Tactical vs. Passive in Retirement
5 Tips for a Happy Retirement
Key Habits of Upper Class Retirees
The Markets
The Next Chapter: A Christmas Guide to Retirement
The Top 5 Financial Stages of Life
Key Habits of Upper-Class Retirees
The Longevity Challenge
Steps to Help Your Retirement Savings
Volatility
Estate & Legacy Planning
Creating a Lasting Legacy
Creating a Lasting Legacy
Estate and Legacy Planning
Estate and Legacy Planning
5 Strategic Steps to Help Elevate Your Retirement Savings
The Longevity Challenge
Preserving & Optimizing Your 401K
The Longevity Challenge
The Longevity Challenge
5 Strategic Steps to Help Elevate Your Retirement Savings
5 Strategic Steps to Help Elevate Your Retirement Savings
Retirement Income Blueprint
Taxes in Retirement
Retirement Income Blueprint
Creating a Lasting Legacy
Retirement Income Blueprint
Stagflation
Taxes in Retirement
Retirement Income Blueprint
Prepare for a Possible Recession
Top 5 Ways to Stay Active in Retirement
The Five Financial Stages
Prepare for a Possible Recession
Taxes in Retirement
Creating a Lasting Legacy
Tackling the Twin Threats
The Five Financial Stages
Taxes in Retirement
Tackling the Twin Threats
The Rising Trend of Early Retirements
The Ultimate Retirement Income Plan
The Rising Trend of Early Retirements
The Five Financial Stages
Creating a Lasting Legacy
Retirement Unknowns
Retirement Planning Mind Shift
Four Retirement Unknowns
Creating A Lasting Legacy
The Ultimate Retirement Income Plan
Being Prepared for Retirement
The 5 Financial Stages
Preserving & Optimizing Your 401K
The Ultimate Retirement Income Plan
The Five Financial Stages
401K & Estate Planning
Creating A Lasting Legacy
The Ultimate Retirement Income Plan
Planning for Large IRA's
Summary Retirement Planning Crisis
401K & Estate Planning
Financial Stages of Retirement
Decisions 2024
Creating A Lasting Legacy
10 Ways to Reduce Taxes in Retirement
The Five Financial Stages of Life
Don’t Worry, Retire Happy: How to Plan for a Successful Retirement
Updated Online Budgeting Trends - Interview with Robin Growley
The Biggest Retirement Mistakes You Want to Avoid
Important Social Security Decisions for Married Couples
Many Americans are Unprepared for Retirement – Are You?
Healthcare for Heroes: Options & Benefits for Veterans
Ten Steps You Can Take to Retire in Ten Years or Less
How to Minimize Taxes & Fees in Your Retirement Accounts
Avoid These Mistakes with Your 401(k)
Taxes in Retirement: How to Optimize Your Golden Years
Planning Ahead to Protect Your Financial Retirement Future
Sports and Apparel Companies are Facing a Rough Holiday Season
Protecting Your Retirement from Inflation and a Volatile Economy
Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings
Retirement Redefined: Reverse Mortgages - Interview w/ Michael Forslund
From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning