All Episodes
The Retirement Redzone — 230 episodes
Preparing for Retirement Before It’s Forced on You
Why Your “Moderate” Portfolio May Be Riskier Than You Think
Best Of: Are You Really Ready? The Retirement Checklist for 2026
The Tax Traps That Catch Retirees by Surprise
Best Of: The End of One-Size-Fits-All Advice
Why AI Advice Can Miss the Mark in Retirement
Why Headline‑Driven Decisions Can Hurt Retirement
Why You Know Your Bracket Better Than Your Retirement
Retiring Solo: The Challenges No One Talks About
Why a Million Dollars Isn’t Always a Million Dollars
The “One More Year” Trap
Your Retirement Income Is There—You Just Can’t Reach It
If Retirement Were a Recipe, These Are the Ingredients That Matter
Best Of: Plan B for Your Nest Egg: Why Flexibility Beats Certainty
The Million‑Dollar Myth
Best Of: Is Your Retirement Plan Ready for the Next Market Shakeup?
Are You Really Ready? The Retirement Checklist for 2026
The End of One-Size-Fits-All Advice
Best Of: Is Your Portfolio a Haunted House of Clutter?
Best Of: DIY Retirement: Are You Setting Yourself Up for Trouble?
Social Security Math: Why Simplicity Wins in Retirement Planning
Best Of: Family, Fees, and the Power of Getting Organized
Best Of: From Overwhelmed to Empowered: Navigating Retirement Decisions
Plan B for Your Nest Egg: Why Flexibility Beats Certainty
Best Of Retire or Rewire? Navigating Work, Income, and Meaning
Can You Save Too Much for Retirement?
Is Your Retirement Plan Ready for the Next Market Shakeup?
The Three Tax Traps That Could Derail Your Retirement
Is Your Portfolio a Haunted House of Clutter?
The “One More Year” Trap
DIY Retirement: Are You Setting Yourself Up for Trouble?
Family, Fees, and the Power of Getting Organized
From Overwhelmed to Empowered: Navigating Retirement Decisions
Retire or Rewire? Navigating Work, Income, and Meaning
Best Of: The Super Bowl Ticket That Grew Tax-Free
Best Of: Ready to Retire Yesterday? Let’s Talk Reality
Best Of: Forget the Magic Number: Here's What Retirement Really Takes
Don’t Be Buffett: Legacy Planning Mistakes to Avoid
The Super Bowl Ticket That Grew Tax-Free
The Debt Trap You Didn’t See Coming
Ready to Retire Yesterday? Let’s Talk Reality
Best Of: You’re Eating Your Poké Out of the Wrong Bowl: Retirement Missteps to Avoid
Forget the Magic Number: Here's What Retirement Really Takes
Best Of: Drew Barrymore can't believe she's 50 and neither can we
Best Of: Don't borrow against your retirement funds and Social Security misconceptions
Best Of: Stuck in space but don't be stuck in retirement
You’re Eating Your Poké Out of the Wrong Bowl: Retirement Missteps to Avoid
Best Of: Bore-Out & Taxes, Taxes, Taxes
Best Of: Best Time of Year to Retire and Lessons from Bill Gates
Drew Barrymore can't believe she's 50 and neither can we
Retirement lessons from The Kid
Don't borrow against your retirement funds and Social Security misconceptions
Bore-Out & Taxes, Taxes, Taxes
Best Of: Starbucks and Fees
Best Of: Beards and Annuities
Stuck in space but don't be stuck in retirement
Playing a concert at the Sphere and the Iditarod
Cleaning up waste in your retirement portfolio and retiring without kids
An Interview with Scotty Hasting
Beards and Annuities
Best Time of Year to Retire and Lessons from Bill Gates
Best Of: Flag on the play: retirement penalties to look out for
Age milestones in retirement
Snow in Florida??
Gift Cards: Dead and Lazy Money
Starbucks and Fees
Best Of: Clarity in Your Finances
Flag on the play: retirement penalties to look out for
Best Of: Lessons in Retirement from Bon Jovi and Jason Bergey
Best Of: Creating a Fulfilling Retirement
Financial Barriers to the American Dream
Clarity in Your Finances
Best Of: Don't learn the hard way... like Al Pacino
The Legacy of a Christmas Tree and Your Retirement Plan
Football, Family and Retirement
Potentials and Pitfalls of Social Security
Don't learn the hard way... like Al Pacino
Lessons in Retirement from Bon Jovi and Jason Bergey
Best Of: The Emotional Journey of Retirement
Best Of: Navigating Market Uncertainty: The Impact of the Election
Creating a Fulfilling Retirement
Best Of: Finding Your Purpose in Retirement
The Fed Rate Cuts
The Emotional Journey of Retirement
Best Of: Financial Mistakes of NFL Players: Lessons Learned
Best Of: Changing Financial Advisors: When and How
Finding Your Purpose in Retirement
Best Of: Financial Freedom in Retirement
Navigating Market Uncertainty: The Impact of the Election
Financial Mistakes of NFL Players: Lessons Learned
Changing Financial Advisors: When and How
Best Of: The Potential Impact of Rate Hikes on the Economy
Best of: Creating a Sustainable Income Stream
Best Of: The Importance of Having a Tax Plan in Retirement
Financial Freedom in Retirement
The Importance of a Mid-Year Financial Checkup
The Potential Impact of Rate Hikes on the Economy
The Advantages of Early Retirement Planning
The Role of Annuities in Retirement Planning
Creating a Sustainable Income Stream
The Importance of Having a Tax Plan in Retirement
Finding the Right Financial Advisor
The Importance of a Budget for Retirement
How does an election year affect the market?
Ron White's Tax Plan in Retirement!
Taking advantage of interests rates in retirement
Removing luck from your retirement plan
How will the 2024 election affect retirees?
Financial boxes you need to check before the end of the year
What can war do to the market?
How can a war affect your retirement?
The best gift you can give yourself in retirement
Should you payoff your mortgage before retirement?
When should you collect social security?
Why are baby boomers retiring with less money?
Is your portfolio outdated?
The definition of rich
Can you walk away from work today?
Investing with your morals
Is social security going away?
Quarterback Jalen Hurts shares tips on how to save
What could sink your retirement
Can your retirement outlive a Twinkie?
What caused the SVB collapse?
Is tipping getting out of control
The top states to retire in and Special Guest Bill Bergey
Anticipating the direction of the market
The 3 signs you are ready to retire
Other options than a 401(k)
Can you retire now
Putting your portfolio on autopilot
What does a Social Security adjustment mean for you
Have we seen the end of inertest rate hikes
When will we see the bottom of the market
Can you protect yourself from the market right now
Who will actually be paying off student loans
Is right now a good time to retire
Pickleball and tuning out the noise
Cutting costs in retirement
The probability of a recession
Do you have a retirement coach
The challenges of retiring in a bear market
Can you retire in a recession
What will taxes look like in retirement
What can you control in the markets
Creating a retirement lifestyle with Bill Murray
Do you have an income plan
How much risk should you have in your portfolio
How can medical bills affect your retirement
Should you delay your social security benefits
Can you collect your way into retirement
When should you get out of the market
How much money should be in your emergency fund
What challenges do women face in retirement
Understanding your tax liabilities
Which direction are taxes heading
Should you make a cost of living adjustment
How important is it to have an advisor?
End of year tax planning
Going from Saver to Spender
Life Hacks to Maximize Your Money
The #1 Expense in Retirement
Test driving your retirement
Market volatility continues
Driving towards retirement
A healthy dose of skepticism
Optimizing your taxes
Pension Problems and Roth Conversions
Financial Foresight
When to rebalance your portfolio
Where should you keep your emergency fund?
Timing your withdrawals in retirement
Achieving your retirement goals
Financial Happiness - How much does it take?
How long will retirement last?
Where should you keep your savings?
Inflation on the rise
Where are your taxes going?
Then Only Difference in Retirement is Not Working
Replace You Paycheck in Retirement
Don't DIY your retirement
Are your finances secure?
What is the largest expense in your retirement?
Is it time to take money off the table?
Tax Questions and a Healthy Financial Diet
It takes a team to retire properly
Eagles Hall of Famer, Bill Bergey
Finding the Path to Retirement
Protect your Portfolio for the Future
Are your life savings at risk?
Bouncing Back from 2020
Collecting income in retirement
What can we learn from the ultra-wealthy about tax planning?
How Long Will My Retirement Last?
Unplugging From the Politics
Post-Election Moves
Finding Your Purpose
What Happens After Tuesday?
50 Cent’s Beef With Biden
Record Low Taxes & Interest Rates
The Lesson from Trump’s Tax Returns
The Biden Tax Plan That Could Affect Your 401(k) Savings
Politics & The Pandemic
Hang On ‘Til 2021!
Lessons on Work Ethic from 2 NFL Greats
California Democrats Are At It Again!
Financial Concerns This Fall
Tales from Alaska & The Joe Burrow Income Plan
Don’t Stop Dreaming About Retirement!
What’s Ahead for the Market & Health Care
The Pandemic Effect on Pennsylvania Taxes & Pensions
A Bobby Bonilla-Style Retirement
Addressing Your Retirement Fears
Trying Times & Crazy Tax Deductions
They’re Using Stimulus Dollars for What?!
Betting on Stocks?
The Long-Term Impact of the Coronavirus Crisis
Quarantine Questions & Gronk Comes Out of Retirement
Quarantine Bets & Regrets
Houston, We Have a Problem!
The Economic Recovery from the Coronavirus Crisis
The Coronavirus Crisis: Should You Rebalance?
The Coronavirus Crisis: Our New Normal
Why the Coronavirus is Not Another 2008
Secondhand Advice & The Big Green Chrysler Cordoba
Like Father, Like Son
Market Melt-up?
Recession Obsession
What Comes Last? The Chicken or the Egg?
The Kickoff