All Episodes
The Financial Symphony — 112 episodes
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