All Episodes
The Money Captain Podcast — 31 episodes
Tax Season
The Warren Buffett Strategy That Could Save Your Retirement
Invest Like Buffett, Spend Like a Planner — Avoiding Emotional Trades & Retirement Runout
Gameplan to Win Retirement — Offense, Defense & the Red-Zone Plays
Income, Options & Peak-65 Planning — Discipline, Flexibility & the Retirement Playbook
Rethinking Retirement Rules — 4%, 60/40 & Social Security in a Volatile Market
SECURE 2.0 Highlights — Roth SEPs/SIMPLE, RMDs at 73, New Penalty Exceptions
Stop Waiting — How to Start Retirement Planning (Myths, Excuses & First Steps)
Retirement Red-Zone Checklist — What to Do 10→0 Years Out
Polls, Panic & Planning — How to Calm Retirement Anxiety and Catch Up
Cash Flow First — Income Rules, Spending Plans & Behavioral Finance for Retirement
New-Year Retirement Playbook — Audit Beneficiaries, HSAs, RMDs & Roth Moves
What People Actually Know About Retirement — Street Smarts, Annuities & Income Plans
What Hollywood Gets Wrong About Money — Movie Lessons for Your Retirement
Top Retirement Planning Mistakes — Inflation, Longevity & Unrealistic Returns
Top Financial Planning Questions — Advisors’ Answers for Retirement
ESG, Red Flags & Retirement Readiness — Protect Your Nest Egg
Designing Retirement Income — Annuities, Social Security & Distribution Strategy (with Nick Swisher)
Designing Retirement Income — Easing into Distributions, Sequence Risk & Guaranteed Cashflow
Distribution Playbook — How to Turn Savings Into Sustainable Retirement Income
Anticipating Retirement Risks: Budgets, Buffers & Health Costs (with Chris Drew)
Don’t Outlive Your Money — Retirement Income with Chris Drew
Tax Traps & Milestones — Protecting Retirement from RMDs, Social Security Taxes & More
SECURE 2.0 Decoded — Catch-Ups, RMD Changes, Auto-Enrollment & a Planning Checklist
Retirement Tips for a New Year — Save More, Manage Risk & Plan for Health Costs
The Red-Zone — Year-End Tactics for 5–10 Years Out (Catch-Ups, 401(k) Fixes & Roth Moves)
Working Past 70 — RMDs, Social Security Timing & Making Your Income Last
+ 2022-12-03 Drew 59
Tax-Savvy Retirement Moves — Roths, Social Security Timing & Practical Cost Cuts
Plan for the Storm — Inflation, Taxes & Practical Moves to Protect Retirement
First-Year Retirement Surprises — Needs, Wants, & Your Income Roadmap (with Chris Drew)