All episodes
Spouses on the Same Page
What Scares Investors More Than Halloween?
Pensions
In a Galaxy Far, Far Away…
Logan's Financial Campaign
Types of Risk
Being the Executor of the Will
IRA FAQ
Investment or Not?
Back to School
Who Needs an Advisor (And Who Doesn't)
Truth Bombs
Baby Boomers
The Financial Closet
Toy Story and Retirement Planning
Easy Ways to Ruin Retirement
Fireworks and Financial Planning
Financial Planning at the Movies
Risk Tolerance and The Weather
Building Your Financial House
Risk Management Across the Ages
Common Mistakes
Retirement Planning with Walt Disney
An Oscar-Winning Retirement
Financial Planning with Mom
Investing for Geniuses
Tax Mistakes for New Retirees
Questions for your Advisor
Retirement Lifestyle
And the Oscar Goes To...
Financial Windfalls
Financial Planning at the Olympics
Mutual Funds
7 Deadly Sins of Retirement Planning
Not Ready to Retire
How You Grew Up
How Advisors Make Money
New Year Checklist
What's Changing in the New Year?
Giving Season
The Retirement Barista
Mental Blocks
Retirement Sabotage
Retirement Constants
The Friendly Skies of Retirement Planning
Financial Fables
Periodic Reviews
Retirement Variables
Don't Screw it Up!
Financial Fortune Cookies
The Retirement Golf Course
Scandal-Free Retirement
Financial Disasters
Beatlemania: Lyrics with Financial Wisdom
Retirement Realities
Financial Book Club: I Will Teach You to be Rich by Ramit Sethi
Planning Your Vacation
The Retirement Restaurant
Wimbledon & Retirement Planning
Dangerous Mindsets
Financial Proverbs
DIY Financial Planning
What Retirement Means
Doing Your Research
Gifting: Now or Later
The Retirement Game Show
Celebrating Mom
Financial Book Club: The Psychology of Money
Opportunities in the Crisis
International Investing
Retiring Amidst Volatility
April Fools
Early Retirement
Financial Advisor Survey
Game Night
Retirement Demographics
Your Retirement Foundation
Retirement Planning with Andy Reid
Side Gigs
Retirement Planning with Dolly Parton
Snowbird Season
Unasked Questions
Financial Half-Truths
End of Year Planning
Lies We Tell Ourselves
Peak 65
Financial Stress
Unasked Questions
Retirement Planning with Dorothy Parker
Retirement Pitfalls
What Is "Lazy Money?"
Social Security Variables
Delayed Gratification
Ready for Retirement
Multiple Choice Quiz
Questions You Didn't Know to Ask
Investment mistakes
Family Matters
Spousal Disagreements
Financial Planning with Ernest Hemingway