All Episodes

The Roth Conversion Window

Tough Financial Truths

The Confidence Gap

Risks in Retirement

Are You in the Danger Zone

The Marathon of Her Life: Helping Secure a Woman’s Financial Future

Consumers Under Pressure

Your 401(k) Balance Isn’t a Retirement Income Plan

Cost of Retirement

A True Retirement Savings Crisis

Running Out of Money in Retirement

Your 401(k) is Not a Retirement Plan

When the Market Tests Your Plan

Behavioral Finance and You

Make Your Wishes Known

Behavioral Finance and You

Investing in 2026 - January 25, 2026

Running Out of Money in Retirement - January 18, 2026

Four Retirement Unknowns - January 11, 2026

The New Retirement Reality - January 4, 2025

Tackling the Twin Threats of Taxes and Inflation - December 28, 2025

Preparing for a Confident 2026 - December 7, 2025

Creating Dependable Retirement Income - November 30, 2025

Financial Check-up - November 23, 2025

The New Retirement Reality - November 16, 2025

Retirement Income Blueprint - November 9, 2025

Preserving and Optimizing Your 401k - November 2, 2025

Market Volatility - October 26, 2025

Estate and Legacy Planning - October 19, 2025

Preserving and Optimizing Your 401k - October 12, 2025

Active vs. Passive Investing - October 5, 2025

Financial Check-Up - September 28, 2025

Tackling the Twin Threats of Taxes and Inflation - September 21, 2025

Falling Interest Rates Threatens Retirement Income - September 14, 2025

Three Risks - September 7, 2025

Plan for the Worst and Hope for the Best - August 31, 2025

Preserving Your Retirement from Taxes - August 24, 2025

Creating Dependable Retirement Income - August 17, 2025

Four Retirement Unknowns - August 10, 2025

The Longevity Challenge - August 3, 2025

The Reality of Retirement Spending - July 27, 2025

Retirement Preparedness Manual - July 20, 2025

Retire Before 65 - July 13, 2025

Tackling the Twin Threats of Taxes and Inflation - July 6, 2025

Get Your Financial Check-Up - June 29, 2025

Rebalance Your Retirement Portfolio - June 22, 2025

Tax-Savvy Retirement Strategies - June 15, 2025

The Three Pillars of Financial Stability - June 8, 2025

Making Your Retirement Money Last - June 1, 2025

Active vs. Passive Investing - May 25, 2025

Build Your Financial House - May 18, 2025

Retirement Income Blueprint - May 11, 2025

Maximize Your Retirement Income - May 4, 2025

Retirement Income Faces Tax Challenges - April 27, 2025

Helping Protect Retirement from Obstacles - April 20, 2025

Boomers Up to Bat, Gen X On Deck - April 13, 2025

Creating Dependable Retirement Income - April 6, 2025

Making Retirement Money Last - March 30, 2025

Four Retirement Pillars - March 23, 2025

Three Risks - March 16, 2025

All About Annuities - March 9, 2025

Taking Control of Retirement - March 2, 2025

Making Your Retirement Money Last - February 16, 2025

Creating a Lasting Legacy - February 9, 2025

Preserving and Optimizing Your 401k - February 2, 2025

All About Annuities - January 26, 2025

Estate and Legacy Planning - January 19, 2025

Tackling the Twin Threats of Taxes and Inflation - January 12, 2025

Communication About Money with Family - January 5, 2025

Boomers Up to Bat, Gen X On Deck - December 29, 2024

Mistakes on IRA - December 22, 2024

Bitcoin and Your Retirement Portfolio - December 15, 2024

Balance Your Retirement Portfolio - December 8, 2024

Inheritance on Hold? The Expense of Probate - November 24, 2024

Taking Control of Retirement - November 17, 2024

Election Reaction - November 10, 2024

Rebalance Your Retirement Portfolio - November 3, 2024

Falling Interest Rates - October 27, 2024

Making Your Retirement Money Last - October 20, 2024

Estate and Legacy Planning - October 6, 2024

Retirement Planning for Women - September 29, 2024

Retirement Puzzle Cube - September 22, 2024

Taxes in Retirement - September 15, 2024

Interview with Tom Siomades - September 8, 2024

401K and IRA Decisions - September 1, 2024

Protected Income - August 25, 2024

Behavioral Finance and You - August 18, 2024

Bonds are Sinking - August 11, 2024

What Happens to My Pension? - August 4, 2024

5 Ways to Avoid Going Broke - July 14, 2024

Plan for the Worst, Hope for the Best - June 30, 2024

Planning for the Future as a Family - June 23, 2024

Mid-Year Check on Your Retirement Plan - June 16, 2024

Mailbag Questions - June 2, 2024

Make Your Money Work for You - May 26, 2024

Regrets in Retirement - May 19, 2024

Financial Literacy - May 12, 2024

The National Debt - May 5, 2024

Timeless Advice - April 28, 2024

Money Challenges in Retirement - April 21, 2024

5 Social Security Myths - April 7, 2024

5 Reasons to Work with an Advisor - March 31, 2024

4 Retirement Unknowns - March 24, 2024

Mailbag Questions - March 17, 2024

Grandparenting in Retirement - March 10, 2024

5 Stages of Retirement - March 3, 2024

Preserving Your Retirement from Taxes - February 25, 2024

10 Investing Commandments - February 18, 2024

Retirement Checklist - February 11, 2024

Why Hire (or Fire) a Financial Advisor? - February 4, 2024

8 Big Retirement Lessons - January 28, 2024

Financial Renovation - January 21, 2024

Empowering Women in Retirement Planning - January 21, 2024

Portfolio Stress Testing - January 14, 2024

Beatlemania Boomer Crisis - January 7, 2024

Welcome to the Financial Symphony - January 7, 2024