All Episodes

The Retirement Tax Trap No One Talks About

When Inflation Hits the Gas Pedal Near Retirement

The Hidden Risks Lurking Behind the 4% Rule

When Wall Street Buys and Main Street Hesitates

Your Tax Refund Isn’t the Win You Think It Is

When Gold Breaks Out, What Should Investors Really Watch?

The Retirement Risk Most People Miss: Cash

Is Inflation Breaking Your Retirement Plan?

RMDs: The Retirement Puzzle You Can’t Ignore | How One Move Can Change Your Entire Financial Game | Turning Tax Obligations into Planning Power

Is Your Retirement Plan Leaking Money? | Gold Rush or FOMO Trap: What’s Your Strategy? | The Hidden Costs Sabotaging Your Retirement Income

Retirement Rules You Should Break—And Why | Don’t Let Fed Headlines Derail Your Future | The 4% Myth: Rethinking Retirement Planning

Is Fear Sabotaging Your Retirement? | Medicare Choices: What You Don’t Know Could Cost You | Unlocking Confidence: Spend Smarter in Retirement

Why Warren Buffett Is Going All-In on Cash—and What It Means for You

The Roth Conversion Playbook: Turning Losses into Tax-Free Gains Part 2

The Roth Conversion Playbook: What Most People Get Wrong Part 1

Mastering Tax Strategies for Retirement

Navigating Financial Red Flags in Retirement

Investing 101 Part 2

Investing 101 Part 1

Navigating Retirement Taxes: What You Need to Know

The Tariff Talk: What You Need to Know

Common Mistakes in Asset Protection

The Role of Annuities in Retirement Income

Navigating the Challenges of Aging Parents

Common Misconceptions About Social Security

Living Your Retirement Dreams

Tax Changes Under Trump's Presidency

New Year, New Financial Resolutions

Qualified vs Non-Qualified Money

Navigating Financial Chaos

Navigating the Corporate Transparency Act

What is a 401(k)?

Navigating Financial Advisory: Insights from Travis Shepherd

The Financial Lab Podcast Trailer

Portfolio Allocation: Is 60/40 still real?

The Trump Tax Cuts end in 2026... then what?

You Can Have Risk, and also Protect and Grow your Money!

Have you saved enough to retire?

How you can WIN at retirement!

The Stock Market IS NOT a Retirement Plan!

The Order of Taking Funds in Retirement

The "gotcha" expense in retirement!

Don't Let Uncle Sam Ruin Your Retirement!

Are We in a Recession? If so, how can you protect your money?

Is the 4% Rule Still Relevant?

President Biden addresses Inflation and our Economy

What does a diversified portfolio look like?

Should You Pay off Your Mortgage before Retiring?

How to Thrive in an Uncertain Economy

Avoiding Financial Planning Mistakes

Should you Convert your 401K to a Roth?

Actor Bill Murray says Saving is only Half of the Retirement Equation

How can you stop your 401K from losing money?

The Stock Market Ticks Up - Is a recession off the table?

The #1 Financial Fear Is...

Former VP Pence on Life After the Whitehouse!

Inflation Proof Your Income Plan!

What you can control in a volatile market?

Want lifetime income?

Myths about Estate Planning

The Anti-Bucket List of Retirement Planning

Delaying Divorce May Increase Your SS

Get ahead of inflation NOW and Creating Lifetime Income

7 Financial Spring Cleaning Tips for Your Finances

Jason Aldean joins the show, hear what the guys have in common!

How "shrinkflation" can Impact Your Income Plan!

Does the 4% Rule Apply Today?

It's Time to Spring Clean Your Finances!

Is being Comfortable More Important than Saving Money?

Securing A Strong Retirement Act

Fees Could be Eating Away at Your Retirement!

Beat Market Volatility with a Financial Lab!

How to Beat Inflation in Retirement!

Have you saved enough?

Don't Fail at Retirement - Work with a Financial Advisor NOW!

Keeping Up with Inflation in Retirement

Protect Your Money from the Greedy Government!

When Should You Rebalance Your Retirement Account?

Are we headed for another recession?

President Biden's Tax Hikes

Hell is coming - are you ready?

Are you a part of the annuity puzzle?

Claiming your RMDs the RIGHT way

Is another recession on the way?

Replacing your Income in Retirement

How often do you check your retirement account?

The Guide to Recovering from Ida

Smart Tax Planning = More Money for You NOT Uncle Sam!

More Options for Your Retirement Assets

Mistakes that can cost you your retirement!

Tax Friendly Options in Retirement

President Biden's Tax Changes and the Impact it WILL Have on YOU!

Bitcoin and Cryptocurrencies - Yay or Nay?

Would You Move to Have Lower Taxes?

What if Your Retirement Paid in Bitcoin?

David and Travis can Replace Your Paycheck!

Plan and Control Your Taxes

Biden To Raise Taxes on the Wealthy

Income Planning is NOT a DIY Project

Being Proactive & Hybrid Insurance

How Much Money Do You Need to Retire with Confidence?

How We Can Help You NOT Outlive Your Money!

A New Proposal for Your 401k

Bolster Your Retirement Portfolio

It's a bird! It's a plane! It's.... an Annuity!

What's the future of YOUR taxes?

Squeeze Box, Trains and The Financial Lab!

If You're Creative - Your Retirement is at Risk!

How to Manage Your Health and Your Wealth!

Christmas Lists & Controlling Fees

Congress Is Considering Changing Your Retirement

Election 2020 & Your Money

Preventing "Woulda Coulda Shoulda's" In Your Future

Learning From Past Market Plunges

Getting Through Storm of 2020