All Episodes
The Retirement Message — 104 episodes
Turning Confusing Retirement Jargon Into Clear Decisions
Best Of: The Cost of Care: Are You Ready for the Reality of Long‑Term Care?
Why Stress‑Testing Your Retirement Plan Matters
The Retirement Risk That Hits When Markets Turn
Preventative Planning vs. Retirement Emergency Surgery
Why Yesterday’s Safe Money Choices May Fall Short Today
What You Can Control When the Markets Feel Unstable
Best Of: Phases of Retirement and Shaq's Annuities
Letting Your Retirement Plan Simmer Like a Good Chili
Why the Most Dangerous Retirement Risk Is Timing
Turning a Nest Egg Into Income Without Guesswork
Why Saving Well Doesn’t Automatically Create a Paycheck in Retirement
You Can’t Buy Certainty—But You Can Plan for It
Best Of: Bridging the Gap
The Cost of Care: Are You Ready for the Reality of Long‑Term Care?
Best Of: A Conversation about Market Guard with Brad Jenkins
The Real Retirement Checklist
Best Of: You Might Need a Bigger Boat: Is Your Retirement Plan Enough?
Best Of: Retirement: Permission to Spend and Enjoy
Cushion, Rebalance, Repeat: Building a Smoother Ride to Retirement
Tax Time Bombs: How to Defuse Retirement’s Biggest Surprise
A Conversation about Market Guard with Brad Jenkins
Why Income Planning and Inheritance Go Hand in Hand
Best Of: Tax Traps, Market Swings, and the Power of Planning
Why Simplifying Your Finances Could Save Your Future
Are You Fumbling Your Retirement at the Goal Line?
One More Year: The Secret to a Stronger Retirement
Is Social Security Just a “Gimme Putt” in Retirement?
Don’t Let Your Retirement Become a Box Office Flop
Bridging the Gap
Retirement: Permission to Spend and Enjoy
Tax Traps, Market Swings, and the Power of Planning
Legacy, Passwords, and Planning for the Unexpected
Best Of: Annuities, Buffers, and the Sequence That Can Sink You
Why Timing the Market Could Cost You More Than You Think
Is Your Retirement Plan Stuck in the Past?
Best Of: Is Your Retirement Plan Built Like an Ark—or a Raft?
From Pilot’s License to Fishing Trips: Retirement That Fits You
The Wile E. Coyote Moment: Is Your Retirement Plan at Risk?
You Might Need a Bigger Boat: Is Your Retirement Plan Enough?
The Retirement Plan That Actually Fits Your Life
Best Of: Summer checkup
Best Of: Spending plans and considering Roth IRAs
Annuities, Buffers, and the Sequence That Can Sink You
Is Your Retirement Plan Built Like an Ark—or a Raft?
Annuities X-Ray and Social Security claiming
Annuities help with longevity risk
Best Of: Super Powers and Time of Year to Retire
Summer checkup
Spending plans and considering Roth IRAs
Your retirement is not your grandparents' or even your parents' retirement
Pesky fees are wreaking havoc in retirement plans
Best Of: The "Golden" Age of Annuities and How Long Will My Retirement Be?
Astronauts, Annuities and Ed Slott
A personalized plan is better than any trend or app
Addressing the negativity around fees and annuities
Best Of: Social Security and When to Take It
Annuities and Volatility in the Market
Best Of: Trump Tax Cuts?
The "Golden" Age of Annuities and How Long Will My Retirement Be?
Super Powers and Time of Year to Retire
Best Of: Flag on the play: penalties in your retirement plan
Phases of Retirement and Shaq's Annuities
Lazy Money: Starbucks and Giftcards
Social Security and When to Take It
Trump Tax Cuts?
Best Of: Annuities for a Secure Retirement
Flag on the play: penalties in your retirement plan
Best Of: Emotionless Financial Planning
Best Of: The Harmony of Music and Financial Planning
Annuities for a Secure Retirement
Best Of: Stress Testing Your Retirement Plan for Success
Annuities Then Vs. Now
Best Of: The Holidays are Coming. What does that mean for your financial plan?
Emotionless Financial Planning
Remodeling Your Home and Your Retirement Plan
The Holidays are Coming. What does that mean for your financial plan?
The Harmony of Music and Financial Planning
Mastering Year-End Financial Planning
Stress Testing Your Retirement Plan for Success
Best Of: Why People Switch Financial Advisors
Understanding the Risks of Retirement
Best Of: The Shift Towards Wealth Preservation in Retirement
Best Of: The Potential Impact of a Federal Reserve Interest Rate Cut on the Stock Market
Best Of: Interest Rate Cuts and Fixed Products
BEWARE of Fees!
Best Of: Early Retirement Income Strategies and Market Volatility
The Potential Impact of a Federal Reserve Interest Rate Cut on the Stock Market
Why People Switch Financial Advisors
Best Of: Mitigating Market Risk in Retirement
The Shift Towards Wealth Preservation in Retirement
Interest Rate Cuts and Fixed Products
Best Of: The Clock is Ticking: Changes to the Tax Code
Best Of: Optimizing Social Security Benefits: When to Start Receiving.
Best Of: Common Mistakes in Retirement Planning
Mitigating Market Risk in Retirement
The Clock is Ticking: Changes to the Tax Code
The Impact of Fathers on Careers and Life
Early Retirement Income Strategies and Market Volatility
How Will the Election Affect Retirement?
Common Mistakes in Retirement Planning
Optimizing Social Security Benefits: When to Start Receiving.
Is 65 still considered the age to retire?
Will the government abolish 401(K) plans?