All Episodes

My Investments Underperformed the Market - Should I Fire My Advisor?

Volunteering: The Best Investment You Might Make In Retirement

What People Really Google About AI and Retirement (and What's True)

Tax Season Hits Different When You're Retired

Should You Sell Your Business to Retire?

Inheriting a House? Here's What You Need to Know About Taxes

Would You Trade $600 a Month to Protect Your Spouse?

What's Changing in 2026 (And Why It Matters To Your Money)

Year-End Mailbag: Your Biggest Retirement Questions Answered

I'm 62... Should I Claim Social Security?

Why Better Questions Build Better Retirements

The Giving Playbook: Smart Moves for Lasting Impact

Fidelity's 2025 Report: Health Care Costs Just Jumped Again

Year-End Strategic & Tactical Planning Meetings

Reacting To Unfiltered Retirement Takes from YouTube

The Hidden Medicare Penalty You Might Be Paying

Football & Finance: Don't Panic, Stick to the Plan

Mailbag: Renting, Dividends, and Social Security

Gain an Edge in Investing with the 3 Factor Model

Big Beautiful Bill Myths Debunked

Target-Date Funds: Smart Strategy or Lazy Investing?

Football & Finances: Details Matter

Hiring Your Spouse & Kids: Big Opportunities and Big Mistakes to Avoid

Football & Finance: Simulated Pressures in Retirement

Mailbag: Volatility, Rebalancing, and Buying the Dip

What Should You ACTUALLY Do When The Market Drops?

Key 2025 Tax Breaks & Adjustment Opportunities

Bracket Busters and Stock Flops: The Risky Game of Picking Winners

Presidential Wisdom For Your Retirement Plan

What Do Proposed Tariffs Mean For Your Portfolio?

Social Security Claiming Tips for Unique Situations

How To Change Your Money Attitude In 2025

The Art of Rebalancing

Most Americans Are Forced to Retire Early - Are You Ready?

Mailbag: Inherited IRAs and 401k Investing

Could Big Changes Be Coming To Social Security?

Kim Kardashian's Advice Could Save Your Retirement: Unlikely Financial Wisdom

5 Common Regrets Retirees Have in Their 70s

The Magic 8 Ball's Guide to Retirement Planning

Your Guide To Medicare's Open Enrollment Period

The 'How Do You Know?' Questions in Retirement Planning

What the Heck is a HECM?

College Financial Planning Insights For Grandparents

Retirement Travel Planning Tips & Strategies

Yogi-isms: Retirement Wisdom from Yogi Berra

Long-Term Care and Life Insurance: The Basics You Must Know

Retiree Health Insurance: The Basics You Must Know

Steering Clear of Retirement Stress

Expectation vs. Reality: The Truth About Retirement Planning

How Is Technology Redefining Retirement Planning?

Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

Working With Client Idiosyncrasies

How One Overlooked Issue Can Sink Your Retirement

Will the Economy Boom or Bust in 2024?

2024's Retirement Landscape: What You Need To Know

Answering Your Questions: Taxes with Charitable Donations, Retiring with $500k, & More!

Questions You Must Ask Your Financial Advisor

Santa's Naughty or Nice Investment Guide

The Ultimate Retirement Planning Mixtape

Retirement Planning for High-Net-Worth Individuals

Retirement Planning's "Hidden" Questions

Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid

Are There Universal Retirement Truths?

Retirement: Ready Or Not, Here It Comes

Building An Estate Plan With No Regrets

Mastering Retirement Cash Flow: Understanding Income (Part 2)

Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses

Mailbag: Is My Advisor's Fee Too High?

Bad Money Habits Could Spoil Your Retirement Party

Ep 39: Unsure, Confident, or Certain: Retirement Planning Next Steps

Ep 38: Retiring With Honors: Financial Planning Lessons From The Classroom

Ep 37: Top Social Security Myths, Part 2

Ep 36: Top Social Security Myths, Part 1

Ep 35: Mailbag: Should I Push My Retirement Date Back?

Ep 34: Retirement Savings Basics: What's The Purpose Of All My Accounts?

Ep 33: The Incomplete Financial Plan

Ep 32: Top Tax Questions For Retirees In 2023

Ep 31: 5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?

Ep 30: Rookie Mistakes Even Experienced Investors Make

Ep 29: Mailbag: Which Type Of Life Insurance Is Right For Me?

Ep 28: The Top 5 401(k) Mistakes You Need To Avoid

Ep 27: Are You Thankful For The Financial Advice You Receive?

Ep 26: Level Up Your Financial Knowledge

Ep 25: Most Common Retirement Planning Questions About Taxes

Ep 24: The Money Gridiron: What Football Teaches Us About Retirement Planning

Ep 23: Mailbag - Strategies For College Savings

Ep 22: Getting It Right: Irreversible Financial Decisions

Ep 21: Planning For Retirement's Uncertainties

Ep 20: Should You Follow These Popular Retirement Rules of Thumb?

Ep 19: Mailbag: When Should I Work With An Advisor?

Ep 18: What They're Saying: Analyzing Advice On Surviving A Bear Market

Ep 17: Do You Concur? Picking Sides In Important Financial Debates

Ep 16: Investors Beware - Advisor Red Flags

Ep 15: Mailbag - Did I Take Social Security Too Early?

Ep 14: What To Do As You Count Down The Days To Retirement

Ep 13: Reasons You SHOULD Get Life Insurance

Ep 12: Understanding Financial Jargon - Investment Terms You Should Know

Ep 11: Guessing In Retirement

Ep 10: How Baseball Principles Also Score Financial Runs

Ep 9: Mailbag - How Much Company Stock Should I Have In My Portfolio?

Ep 8: Do You Have A Money Bias? How Much Is It Costing You?

Ep 7: Seven Deadly Estate Planning Mistakes To Avoid

Ep 6: 8 Strategies On How To Pay For Long Term Care

Ep 5: Savvy Retirement Tax Strategies

Ep 4: 5 Steps To Figuring Out How Much You Need To Retire

Ep 3: The Secrets Of How To Navigate A Recession In Retirement

Ep 2: Taxes On Your IRA And Roth Conversions

Ep 1: How To Dodge The Top 5 Most Easily Avoidable Retirement Blunders