All Episodes
The Retirement Playbook — 73 episodes
Annuities: Bad Reputation or Bad Understanding?
The One Retirement Decision That Changes Everything
Why Retirement Isn’t About the Number Anymore
When Retirement Expectations Meet Reality
The Retirement Risk Most People Miss Until It’s Too Late
The Retirement Assumptions That Can Catch You Off Guard
Are You Prepared for Retirement Paychecks and Tax Surprises?
The Retirement Deadlines Too Many People Miss
Can Your Retirement Plan Bend Without Breaking?
Planning for the Long Run: Income, Markets, and Modern Retirement
The Medicare, Social Security, and Work-Longer Questions No One Warns You About
The Real Shift That Happens at Retirement
The Decisions That Quietly Define Retirement
When Open Enrollment Decisions Shape Your Retirement
Are You Prepared for 2026’s Shifting Retirement Landscape?
The Overlooked Moves That Strengthen Your Retirement Plan
Retirees vs. Markets: Why Your Perspective May Need a Reset
Navigating Medicare: What You Need to Know
Medicare, Taxes, and Solo Retirees: What You Need to Know
Why Timing Could Make or Break Your Retirement
Special Bonus Episode - Interview with Trisha Yearwood
Medicare, Timing, and Risk: Are You Ready for Retirement?
The Hidden Cost of Cashing Out: Are You Risking Your Retirement?
Medicare, Taxes, and Care: The Hidden Choices That Shape Your Future
The Hidden Tools of a Smart Retirement
Tricks, Treats, and Financial Truths
Medicare, Annuities, and the Retirement Puzzle
Haunted by Retirement? Budgeting, Medicare & Social Security Unmasked
Gen X and the Retirement Reality Check
Medicare, Annuities & Interest Rates; What’s Changing?
Roth Conversions: A Smart Move or Risky Business?
The Hidden Tools of a Smart Retirement
Longevity vs. Your Portfolio: Who Wins?
The Role of Medicare in Retirement
The Patience Payoff: Rethinking Retirement Timing
Medicare, Markets & Money: What You Need to Know
Roth Conversions and the Medicare Surprise
The One Thing Your Retirement Plan Might Be Missing
Roth IRAs, Social Security, and the Power of Patience
Did Social Security Just Get More Expensive?
The Retirement Wake-Up Call: Income, Social Security & Strategy
Retirement Rules Are Changing—Here’s What You Must Do Now
Is Your Retirement Strategy Built for Today’s Economy?
Why Your 401(k) Isn’t Bouncing Back—and What to Do About It
The Retirement Threat No One’s Talking About
More Than Money: Finding Purpose After the Paychecks Stop
Balancing Risk and Security in Portfolios
Income Planning in Retirement
What are you doing to create income?
You don't want to try to time the markets
The 4% Rule: Is It Still Relevant?
Medicare can be very confusing
Navigating the 401k Maze
Social Security is rental money
Taxes and Income in Retirement
Fees and commissions vary, and both have their benefits
The Role of Annuities in Retirement Income
Gifting strategies can help manage the upcoming wealth transfer
Understanding the 60-40 Portfolio
Diversification is key to protecting retirement assets
The 4% rule doesn't apply to everyone
Navigating the New Reality of Retirement
Gifting strategies can help manage the upcoming wealth transfer
Retirement Myths Debunked
Do you trust the government completely?
Claiming Social Security Benefits With A Strategy!
It's not just about making money; it's about keeping it.
Navigating Medicare and Financial Strategies
Market Trends and Investment Strategies
Navigating Medicare: What You Need to Know
Understanding Medicare Options
Medicare Changes: What You Need to Know
The Risks of Early Withdrawals