All Episodes
The Confident Retirement — 170 episodes · page 1 of 2
Episode 171: 2026 Tax Law Changes Explained
Episode 171: 2026 Tax Law Changes Explained
Episode 170: New 401k Catch Up Rules 4 High Earners
Episode 170: New 401k Catch Up Rules 4 High Earners
Episode 169: If Jerry Maguire was a Wealth Advisor - Part II
Episode 169: If Jerry Maguire was a Wealth Advisor - Part II
Ep 168 If Jerry Maguire was a Wealth Advisor - Part I
Ep 168 If Jerry Maguire was a Wealth Advisor - Part I
Ep 167: Great Money Moves for Young Careers
Ep 167: Great Money Moves for Young Careers
Ep 166: One Big Beautiful Bill - Need to Knows
Ep 166: One Big Beautiful Bill - Need to Knows
Ep. 165: College Planning for HENRYs
Ep. 165: College Planning for HENRYs
Ep 164: Building A Financial Legacy HENRYs
Ep 164: Building A Financial Legacy HENRYs
Ep 163: Lifestyle Inflation HENRYs
Ep 163: Lifestyle Inflation HENRYs
Ep 162: Building Wealth Through Investing - HENRYs
Ep 162: Building Wealth Through Investing - HENRYs
Ep 161: Financial Pitfalls for Henry's
Ep 160: Demystifying Diversification
Ep 159: Emergency Fund Basics
Ep 158: Estate Planning 101: The Basics
Ep 157: 2025 Economic Outlook
Ep 156: Moderna Equity Awards - YES
Ep 155: Systematic Withdrawals in Retirement
Ep 154: Retirement Plan Changes SMH
Ep 154: Retirement Plan Changes SMH
Ep 153: Pension Plan Payout Options
Ep 153: Pension Plan Payout Options
Ep 152: Roth IRA Conversions 101
Ep 152: Roth IRA Conversions 101
Ep 151: Holy Buckets! The Other Retirement Income Strategy
Ep 151: Holy Buckets! The Other Retirement Income Strategy
Ep 150: Inherited & Stretch IRA Basics
Ep 150: Inherited & Stretch IRA Basics
Ep 149: Tax Efficient Investing Tips
Ep 149: Tax Efficient Investing Tips
Ep 148: Financial Wellness Programs
Ep 148: Financial Wellness Programs
Ep 147: Social Security Basics
Ep 147: Social Security Basics
Ep 146: Roth vs. Traditional IRA
Ep 146: Roth vs. Traditional IRA
Ep 145: Tax Saving Tips 101
Ep 145: Tax Saving Tips 101
Ep 144: Budget Basics Lead to Bliss
Ep 144: Budget Basics Lead to Bliss
Ep 143: Aviation Travel Delay Compensation Under International Law
Ep 143: Aviation Travel Delay Compensation Under International Law
Ep 142: Moderna RSU Stock Options Workshop
Ep 142: Moderna RSU Stock Options Workshop
Ep 141: Moderna 401K Workshop
Ep 141: Moderna 401K Workshop
Ep 140: Supporting Clients' Goals with Tailored Financial and Emotional Guidance
Ep 140: Supporting Clients' Goals with Tailored Financial and Emotional Guidance
Ep 139: Digital-First Journalism in Evolving Landscape
Ep 139: Digital-First Journalism in Evolving Landscape
Ep 138: 2024 Economic Outlook
Ep 138: 2024 Economic Outlook
Ep 137: Building Trust: The Foundation of Client-Attorney Relationships
Ep 137: Building Trust: The Foundation of Client-Attorney Relationships
Ep 136: Secret Systems to Strategic Planning
Ep 136: Secret Systems to Strategic Planning
Ep 135: What Are Your Options For Excess Cash with Kris Flammang
Ep 135: What Are Your Options For Excess Cash with Kris Flammang
Ep 134: In Tax Disputes, Experience Matters
Ep 134: In Tax Disputes, Experience Matters
Ep 133: Estate Plans for Medical Pros and Families Who Want to Avoid Time Clocks
Ep 133: Estate Plans for Medical Pros and Families Who Want to Avoid Time Clocks
Ep 132: Maximizing Your Retirement Confidence
Ep 132: Maximizing Your Retirement Confidence
Ep 131: Complex HNW Family Law
Ep 131: Complex HNW Family Law
Ep 130: Three Biggest Retirement Mistakes to Avoid
Ep 129: Divorce Advocacy Done Right
Ep 128: What does a Great Benefits Offering Entail?
Ep 127: Straight Forward Injury and Insurance Claim Advocacy
Ep 126: From Doubt to Confidence: A Guide to Stress Free Legal Processes
Ep 125: Sticking Together as You Are Coming Apart
Ep 124: From Prosecutor Dreams to Trial Lawyer
Ep 123: Proactive Financial Planning for a Secure Future
Ep 123: Proactive Financial Planning for a Secure Future
Ep 122: There’s No Substitute for the Right Business Attorney
Ep 121: Getting Paid for the Work You Do
Ep 120: Estate And Incapacity Planning After Divorce
Ep 119: Overcoming Common Divorce Mistakes
Ep 118: Taking Financial Control After a Divorce
Ep 118: Taking Financial Control After a Divorce
Ep 117: Advocating for Injured Clients: A Unique Perspective
Ep 117: Advocating for Injured Clients: A Unique Perspective
Ep 116: Divorce’s Impact on the Workplace
Ep 116: Divorce’s Impact on the Workplace
Ep 115: Where Injury, Bankruptcy and Estate Planning Intersect
Ep 115: Where Injury, Bankruptcy and Estate Planning Intersect
Wp 114: Empathy and a Sounding Board for Injured Clients
Wp 114: Empathy and a Sounding Board for Injured Clients
Ep 113: A Commitment to Client Justice
Ep 113: A Commitment to Client Justice