All Episodes

How much you should have invested by age

Money for Nothing

Wealthspan - Assets to Last a Lifetime

When Can You Really Retire?

Frauds and Scams, part 2 - Some of the newer AI scams

Scams and Frauds, what to look our for, Part 1

4 Silent Killers of Retirement

Know where your money is - The ProVest Style of Active Management

Understanding Annuities

The Bear Market Survival Guide

I'm retired, now what?

The Happiest Retirees

The Future of ProVest

The Month you Retire matters

5 Steps to a Written Retirement Plan

Best Places to Retire

What it Takes to be a ProVestor

How Retirement is the Ultimate Vacation

5 Things to do before Retirement

Retirement Trifecta, part 2 - FAQs of SS, RMDs and taxes

Retirement Trifecta, FAQs on SS, RMDs and taxes Part 1

The 1-2-3s of RMDs

Biased Investing

5 Critical Questions to Answer before filing for social security

5 Retirement Planning Resolutions

Christmas Stories Around the Fireplace

The AI Bubble - Are we getting Gifts or Coal?

Keeping the Magic of Christmas without Breaking the Bank

Mental Money Mistakes

When Can You Really Retire

How to Survive a Financial Disaster

6 Steps to Achieve Financial Independence

Straight Talk from the Top, part 2

Straight Talk from the Top, part 1

Critiques of the FIRE Movement

When Emotions Take Over

Psychology of Wealth

Investing 101, part 2

Investing 101, part 1

Dividends vs Annuities

What is Wealthspan

Getting to Know Us

11 Common Retirement Mistakes, and how to avoid them

Golden Years Fears

10 Potential Sources of Retirement Income

5 Things to do before you Retire

The True Value of a Financial Advisor

7 Warning Signs of an Untrustworthy Advisor

15 Interview Questions to ask any Advisor before hiring them

Why Talk to a Financial Advisor

Short Take - Don't be hurried

Short Take - Experience

Uncertain how to Reach your Financial Goals? ProVest, from Aspiration to Achievement

Short Take - Secret Accounts

Struggling to grow your wealth? The ProVest Wealth Toolkit can help

Short Take - We fit your schedule

Worried about annuity pitfalls? Secure your income and keep control

Short Take - Tactical Investing

Tired of Financial Headaches? ProVest Simplifies your Money Management

Aesop's Financial Fables

Short Take - Investment Risks

Yogi Berra's Financial Wisdom

Short Take - The Cost of Advice

Newton's Laws of Money

Short Take - Explaining the Market

Lombardi's Winning Financial Gameplan

Short Take - Completing First Year

Shakespeare on Wealth

Short Take - Fixing the Economy

How Emerging Trends are Changing Investing

Short Take - The Awful Feeling of a Market Downturn

Understanding Interest Rate and Bond Yields like a Pro

Short Take - Tariffs

Understanding Different Investment Types

Short Take - Trust

Wall Street Jargon Explained: Making Sense of the Stock Market

Short Take - 7 Valuable Questions

The Latest Scams you need to know

Short Take - Are We in Recession?

Fortress Finances - Protecting your wealth from scams

Short Take - Be not Afraid

Inbox Infiltration - Investment Scams Exposed

Short Take - The Richest People

Scam Proof your Retirement

Short Take - Sequence of Returns2

Retirement has changed; Have you kept up?

Short Take - Awaken the Giant

The Truth about Annuities, part 3

Short Take - Always have a Backup Plan

The Truth about Annuities, part 2

Short Take - Rate of Return Matters

The Truth About Annuities, part 1

Retire Early, Make More Money

Short Take - Resolutions

3 Essential Keys to Mastering your Retirement Plan

Short Take - Looking Forward

The Best Places to Retire

Short Take - 1985

Hiring the Right Advisor

Short Take - The Innkeeper

Getting Right with your Financial Mindset

Year-End Financial Tune Up

Retirement Pitfalls Exposed: Mistakes you can't afford to make

Short Take - Making Money in the Stock Market

Avoiding Retirement Pitfalls: Don't make these Devastating Mistakes

Short Take - Good Debt vs Bad Debt

I'm retired.....Now What?

Short Take - 529 Plans

Get Ready to Die - Here's How

Short Take - Trust