All Episodes
The Retirement Blueprint — 151 episodes
The national debt just crossed $40 trillion -- what it could mean for mortgage rates, taxes, and retirement paychecks down the road
Retirement's sneaky expenses--and how to make savings last with smart withdrawal strategies
Millennials say they'll skip caregiving for aging parents
What it means for anyone trying to protect a nest egg
A new analysis breaks down exactly how much a couple needs to retire in every state.
Why 80% of retirees leave their nest eggs untouched too long — and a shrinking tax break that rewards early withdrawals.
Medicare is about to start covering weight-loss drugs.
Testing your knowledge of Social Security
Social Security just hit a historic milestone — and it directly affects your retirement date
Imagine working into your 90's because a clerical error denied you a pension.
When retirement is not your choice.
Testing your knowledge of Social Security.
Best of episode.
Is the retirement you want, the one you'll get?
The Great Wealth Transfer is underway.
What does comfortable really mean to most Americans and do we still believe we can live that way in retirement?
What would you say has been the worst year to retire in the last century?
It's costing more to fill the tank and not only for our cars.
What has America's retirement more vulnerable that it was in the past?
Gold prices are down. We'll get into what might be behind the slump.
Federal Reserve Committee meeting vote to keep rates steady for the second time in a row.
Six years and counting for the Social Security Trust Fund.
How a tax plan could help stop you from blowing up your savings.
Is Medicare funding in more trouble than we thought?
Does the 4% rule still hold up in 2026?
How much do you need for a comfortable retirement?
Elon Musk has some unconventional advice about saving for retirement.
Everything old is new again, so this time around are you going to play?
Do you know where all your 401K accounts are?
Move aside 60-40 and make way for TPA.
Income or wealth? Would you favor one or the other in retirement?
Overview of thematic ETF's.
What you don't know can hurt you.
Americans are living longer. Are you financially prepared to celebrate your 100th birthday?
Which would make you the happiest? Saving money or spending money?
Could passive income be the answer to achieving a successful retirement?
Avoiding retirement disenchantment.
Discussing the national debt
When the great wealth transfer involves the family business.
Why one laid off government worker says he's living the dream.
The Social Security COLA for next year. It's a bit higher than expected but is that good news?
Social Security and taxes.
How much have we saved for retirement?
Estate planning.
Travel tips for retirees.
How a government shutdown could affect your investments.
Why so many seniors choose to work in retirement.
The top city to retire in 2025!
If the Fed cuts interest rates, can we expect mortgage lenders to do the same?
An interest rate cut could be on the way!
Social Security turns 90.
The latest estimate on how much healthcare could cost you in retirement.
Still working with a 401K. Stay tuned for an important update on a significant change that could be just a signature away.
Latest estimate cuts 9 months off Social Security solvency and what to do.
Could 90 be the new 60?
Forced into retirement
Putting retirement in jeopardy...divorce after 50
We will spend some time investing in gold
Best of episode.
Some options for re-investing your RMD's.
What the One Big Beautiful bill could do for you.
Best of episode.
Knowing when its time to find a more personal financial relationship.
If you own a small business, what's your exit plan?
A new take on tariffts.
When retirement isn't a choice.
How comfy is your cash cushion?
Preparing for recession.
Protecting things that are most important to you.
A dizzying walk on Wallstreet...is it time to re-balance your portfolio?
The gold rush...why are central banks stockpiling gold? Is there an opportunity for us here too?
Big changes just announced for Social Security, what you need to know.
Recovery this year, next year. We'll get into the stock market correction.
Did you know the government has a reserve of helium? We'll tell you what else the President wants to stockpile.
Social Security...from job cuts to taxes, what you need to know.
The latest report on how long a million dollars will last in retirement.
De-constructing target-date funds.
You thought working was hard, try retiring!
New tariffs on our neighboring countries, how we will feel the effects.
Is the new administration about to make changes to the way Social Security is taxed?
Retiring next year? Why you should have a retirement tax plan now.
The most expensive state for retirees and the most affordable.
Retirement isn't what it used to be.
The Best of the Retirement Blueprint
Taking a look back at 2024
Investors went crypto crazy this year.
Could a Santa rally be on the way?
An early holiday gift, possibly paying less taxes whether you're on the naughty or nice list.
The cost of your Thanksgiving dinner may have been a little less this year, very little.
Buy now or pay more later? It's a question of tariffs.
Taking advantage of the holidays to talk about the inevitable
New math for retirement savings
What 4 million dollars can get you in this economy
Is silver the new gold?
Why your dream retirement home could come with one nightmare of a problem
The hot topics for seniors in this presidential election
Wall Street and the October effect
The Fed cut interest rates, now what!
Wall Street had a great week, Berkshire Hathaway not so much
The Peace in Retirement Blueprint
The Best of The Retirement Blueprint
How much money is enough to feel wealthy?
The Wall Street fear meter was running hot in August, we'll check the current temperature
Is it possible to create a recession proof portfolio?
Rate cuts could be coming in September, so why isn't Wall Street celebrating?
The fallout on Wall Street
How this bull market compares to bull markets past
The presidential election and taxes
Why chat GPT gives the worst financial advice
His and hers retirement accounts
More records for the NASDAQ
Opening up about money
What we've got that AI doesn't
Huey Lewis & the retirement news
“BlackRock Billionaire Larry Fink says we should think more like Aussies”
If you want to retire in 2025, here's what you need to know
Forecast whiplash...cut, hike, cut, hike...where interest rate predictions fall this week
Social Security isn't running out of money as fast as we thought
Where's the trust? Are you holding onto a secret bank account?
Aging in the wrong place, we will explore some options
Already estimating the Security COLA for 2025
The first five years of retirement & money moves you must make
What to know about rolling over a 401K to an IRA
Money mistakes to avoid in your first year of retirement
7 times you should not pay off a mortgage before retiring
Costly mistakes that people make entering into retirement
Twelve questions retirees often get wrong about taxes in retirement
Retirement income strategies for lifetime wealth
What baby boomers need to know about turning 65.
Debunking 6 Social Security myths
"FINOs" - Fiduciaries in name only.
Tax changes when the Trump tax cuts expire
12 hard truths about retirement
What happens if you really do run out of money in retirement?
The Economic Outlook for 2024 - Are we seeing the light at the end of the tunnel?
Making an annual financial planning checklist
A holiday year-end checklist
The ins and outs of bonds
The level of risk involved with different investments
Alternatives to the broken 60/40 Stock/Bond portfolio mix
Hidden fees in 401Ks and sequence of returns risk
Taxes, Taxes,Taxes!
Social Security and Medicare changes coming in 2024
5 strategies you need to know if we enter into a recession
Tips to help your finances last as long as you do
Twelve retirement mistakes that even well-informed people make
Mutual Funds versus Exchange Traded Funds - Which is right for you?
Understanding investment risks and how to mitigate them
Taking ownership of your retirement
You have more retirement options than you think
The maiden voyage into retirement