All Episodes
That Financial Guy — 68 episodes
What A Good Financial Plan Actually Looks Like
Financial Trade Offs Nobody Talks About
You Don't Have an Investment Problem... You Have a Planning Problem!
Retirement Strategies We Love To Hate
Client Q&A: Savings Rates, Retirement Moves, and Inherited IRAs
The Middle Class Millionaire Formula
Live, Adjust & Repeat: Pillar 7
Turn Savings Into Income: Pillar 6
Pay Less Taxes Over Time - The Fifth Pillar
Invest With A Purpose - The Fourth Pillar
Protect The Plan - The Third Pillar
Build A Strong Foundation - The Second Pillar
Clarify Your Goals and Priorities - The First Pillar
The Plan First Financial Path - 7 Pillars
2025 Year In Review
Why A Written Plan Changes Behavior
The Complete Guide To Inheriting An IRA
Money Lessons Across Generations
The First 10 Years of Retirement Matter More than the Last 20
The Hidden Tax Traps In Retirement
Lessons Learned from 2025
Why Income Planning Matters More Than Growth
Money, Marriage, and Miscommunication — Why Love and Finance Don’t Always Speak the Same Language
Social Security Timing: Spousal and Survivor Benefits You Can't Afford To Get Wrong!
Why Maxing Out Your 401k Isn't Enough!
5 Retirement Myths Busted!
In Your 40's And Nothing Saved!
How To Invest In Different Accounts
The Psychology of Spending in Retirement
Are Roth Conversions Overrated? Real Stories You Need to Hear
What Your 70 Year Old Self Wants You To Know About Retirement
Do This 5 Years Before Retirement
8 Signs You Are Ready to Retire
The One Big Beautiful Bill: What It Really Means for Your Money
The Bottom Line - The Garage
The 3 Conversations Every Couple Needs to Have Before Retirement
The Retirement That Almost Wasn't
What Seinfeld, The Office, and Star Wars Teach Us About Money
The Hidden Stories Shaping Your Financial Decisions:Money Scripts
When Helping Hurts: How to Support Your Kids Without Sabotaging Your Retirement
Ep#28 Stock Market Down! 7 Things to do
Ep# 27 Break The Rules!
EP# 26 Accounts For Kids
EP#25 What to Do With That 401k When You Retire?
Ep#24 HSA, The Right Way!
This Will Kill Your Retirement!!
Ep# 23 New Year, New Changes
#22 Long Term Care: With Kelly Augspurger
Ep# 21 New Rules: Inherited IRA's
EP# 20 Annuities: Are They Right For You?
EP#19 Tips From A Financial Advisor
EP#18 Is Life Insurance A Scam
Ep#17 Core Financial Planning
Ep #16 Taxes in Retirement
Ep#15 Want to Retire Early? Consider this First!
EP#13 Custodial Accounts For Kids
EP #12 Financial Mistakes to Avoid
EP #11 Praising Arizona!
Retirement Planning Checklist in Your 50's!
24 Year Old Wants To Retire At 50!
Ep #8 Case Study: Conversions oh my!! Roth, Term, and debt reduction.
EP#7 What to do with $1,000!
EP #6 Get Serious with your Money
Ep #5 Big Changes Are Coming To Your Retirement Plan!
Ep #4 Do this now, before the end of the year!
Ep #3 Max out your 401k? Not so fast!
EP #2: Emotional Investing
Making Sense of Financial Planning