All Episodes
The Retirement Solution — 401 episodes · page 2 of 5
Three Talks Every Couple Needs Before 65
The Retirement Trap: Why One More Year Could Cost You Everything
Is Your 401(k) Ripping You Off?
Is Your 401k About to Get Risky?
Should You Work One More Year?
OBBA, Social Security & the Retirement Tax Shift
The Bond Market Wake-Up Call for Retirees
The Penny Problem: What Else in Your Portfolio Doesn’t Add Up?
Buy the Dip, But With a Tax Twist
The 3-Bucket Plan That Could Save Your Retirement
Retirement Isn’t a Vacation—Plan Like It Matters
The Retirement Milestone Map: What to Do at Every Key Age
The Role of Financial Coaches
Warren Buffett’s Timeless Rules Meet Modern Retirement Challenges
What Happens to Your Wealth When You’re Gone? Lessons from Celebrities
Are You Prepared for Retirement During a Recession?
Are You Positioned Well for Retirement?
Is Your Retirement Plan Built on Outdated Rules?
Retirement Readiness: Are You Really Prepared?
Retirement Simplified: The 3 Bucket Strategy
Can You Bulletproof Your Portfolio During Trump’s Trade War?
Remove Target Date Funds From Your Retirement Portfolio
Forced Retirement Amid Layoffs: Turning Uncertainty into Opportunity
Stagflation? Recession? Strategies For Protecting Income Streams in Retirement
How Market Risks Impact Your Retirement | Navigating Economic Uncertainty
Tariffs and Market Unpredictability | Are We in a “Soft” Recession?
Is Your 401k Ready for Retirement? | Diversify Beyond the S&P 500
How to Thrive in a High-Interest Rate Environment | The Fed is “On Hold”
Are Your Retirement Assumptions Putting You at Risk?
Is Your Retirement Safe From AI’s Market Volatility?
The Fed Paused Interest Rates: Should You Prioritize Growth or Security?
Avoiding Tax Traps in Retirement Planning
How Can You Safeguard Your Retirement in a Volatile Market?
Embracing Market Volatility: Don’t Try to Time the Market
Will The Bullrun Continue in 2025?
Ignore the 4% Rule in Retirement: Focus on This Instead
How to Make a Lasting Impact in Your Retirement
Protecting Your Nest Egg: Smart Strategies For Tax Efficiency
The Secure Act 2.0 is Bringing Changes to Your 401(k) in 2025
Being Financially Prepared for Trump’s Second Term
Is Retiring Early Right For You?
The Reason Why Legacy & Estate Planning Matters
Protecting Your Life Savings in Retirement
Mastering Tax Strategies for Retirement
Gold Bars From Costco: A Modern Investment Strategy?
Finding Purpose in Retirement Beyond Work
Tax Strategies for a Secure Retirement
Opportunities Amidst Interest Rate Cuts and Inflation
Navigating Your Retirement and Financial Future
Understanding Tax Loss Harvesting & Capital Gains Harvesting
The Irony of IRS Employees Failing to Pay Taxes
Avoiding Mistakes with 401(k) Funds
The Impact of the Magnificent Seven Stocks
Preparing for Market Volatility and Recessions
The Impact of the Fed Cutting Interest Rates
Sustaining Your Retirement Plan
The Potential For A Market Downturn
Decades Of A Good Time: The Goal For Retirement
Managing Risk In Retirement
Long-term Care And Estate Planning In Retirement
The Five Pillars Of Retirement Planning
Over Planning For Retirement And Strategies For Reducing Taxes
Impact Of Tax Rates On Retirement Savings
Strategies For Retirement Income Streams
Wall Street’s Concerns About Government Spending
Murray Bros. Interview From The Caddyshack Charity Golf Tournament
The Five Commandments Of Retirement
Don’t Fear About Running Out Of Money In Retirement
What If The Fed Doesn't Cut Interest Rates This Year?
Inverted Yield Curve: Is A Recession Coming?
The Dangers Of Cutting Interests Rates Too Early
Dreaming For The Retirement You Really Want
Tax Bracket Myths In Retirement
The Limitations Of The Four Percent Rule In Retirement
Interview with Lainey Wilson
Don't Let The Next Recession Ruin Your Retirement
Retirement Tax Trap: Don’t Make A Million Dollar Mistake
Hidden Fees Could Crush Your Retirement Dreams
Don't Stress the $5 Million Myth, Focus On Retirement Income Strategies Instead
Escape Tax Prison (Without Moving!): Strategies To Help Slash Retirement Taxes
Small Business Exit Strategies: Are You Ready to Retire
You’re Finally Making Money on Bonds and CDs- Now, Prepare to Pay Taxes
A “No Mulligan” Retirement Plan
Strategies For A “Tax-Smart” Retirement
Navigating Financial Horizons: Decoding Interest Rates & Market Realities
Strategic Financial Moves for Year-End Wealth Building
Decoding Healthcare Costs in Retirement
The Dangers of Blanket Advice: Can You REALLY Afford an 8% Withdrawal Rate IN Retirement
Navigating Inflation: Defending Your Retirement Income in Uncertain Times
What’s Monopoly Got To Do With It? - Strategies To Increase Retirement Success
Navigating “Funflation”: Strategies for a Fulfilling Retirement
Interview with David Foster and Katharine McPhee
What Does The Inverted Yield Curve Mean For Your Retirement Portfolio
If Target Date Funds (TDF's) Had Never Been Invented, Would Retirement Investors Be Better Off
Ticking Tax Time Bomb: Strategies That May Reduce Your Taxes in Retirement
How Can RMDs Create Opportunities In Your Retirement Plan
Don't Wait To Retire: Lessons From My Father
Looking At Retirement Investments Through A University Endowment Lens
Looking At Retirement Investments Through A University Endowment Lens
Are The Market And Economy No Longer Connected? Changing Your View On Stocks For Retirement