All Episodes
The Financial Symphony — 120 episodes
Legacy Planning
2026 Mid-Year Check-In
The Retirement Tax Shock
The Early Exit
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