All Episodes

My Investments Underperformed the Market - Should I Fire My Advisor?

Pension Payout Decision: The Break-Even Analysis Most People Miss

Volunteering: The Best Investment You Might Make In Retirement

5 Reasons To Retire Before 62 With $3.2M in a 401(k)

The Surprisingly Hard Part of Retirement Nobody Warns You About

Moving With $3M in a 401(k)? What Nobody Tells You

Getting Your Spouse Involved in Planning

You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?

Your Retirement Claiming Strategy is Probably Backwards (Here's Why)

Give Me 8 Minutes And I'll Explain Why Everyone’s Claiming Early

Tax Implications on Inherited Accounts

New Health Insurance Rules Just Created a Hack For Early Retirees

Should You Buy More Company Stock?

The Retirement Tax Strategy Most People Overlook Completely

Financial Gifts for Grandkids: Smart Moves or Costly Mistakes?

The 5 Levels of Retirement Wealth in 2026

Storm-Proof Your Retirement Plan

The 5 Retirees Who Should NOT Hire A Financial Advisor

The Gray Areas That Actually Matter in Retirement

Why People Dumber Than You Retire Before 60 & You Don't

Selling an Inherited Home: The Tax Fear That Stops Families

I am 57 With $4,000,000 in Savings. How Much Can I Spend in Retirement?

Mailbag: Forced to Retire Early- Now What?

Buy These 3 Things And Your Retirement Will Never Be The Same

Mailbag: Can an Inheritance Replace Long-Term Care Insurance?

The Hidden Wealth Trap: Why These 5 “Safe” Assets Are Quietly Making You Poor

Financial Myths That Can Quietly Wreck a Retirement Plan (Part 2)

Most Retirees IGNORE This Social Security Truth...

Financial Myths That Can Quietly Wreck a Retirement Plan (Part 1)

The 401k Change That COMPLETELY Changes Early Retirement

Legacy Planning Without Overpaying the IRS: Retirement Tax Strategies

The ACA Medicare Hack That Makes Early Retirement Feel Easy

Financial Gifting: What Retirees Need to Know

How Much You Really Need to Retire Early (55/60/65)

How 2025 Changed Your Financial Plan: Year In Review

5 Smart Reasons to Start Social Security at 62

Shiny Object Syndrome: What Smart Investors Avoid

The Surprising Cost of Delaying Retirement Past 55...

Why Better Questions Build Better Retirements

Less Than You Think? Savings 10, 5 and 1 Year Before Retirement

5 Financial Advisor Red Flags You Can’t Ignore

Why Everything Changes Once You Save $2.5M In Retirement Savings

The Truth About Downsizing in Retirement

Retire at 55 vs 65: How Life Actually Looks Different

What It’s Really Like to Be a Client of a Financial Advisor

4 Things To Know If You're Retiring With A Pension in The US

Should You Have More Than One Financial Advisor?

My Honest Advice To Anyone Working Past 60... RETIRE NOW

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