All Episodes

The 30 Year Retirement Plan/Do I Really Need a Will or a Trust? (October 10, 2026)

Is Your Financial Advisor On Your Team?/What Can a Revocable Trust Do? (October 3, 2026)

Keeping Track of Your Stuff/Active vs. Reactive Retirement Plans (September 26, 2026)

Generic Retirement Plans/The Risk of Growing Older (September 19, 2026)

Planning That Matters to Everyone/Charitable Giving (9/12/26)

Chat-GPT and Your Estate Plan/The Right Tool for the Proper Retirement (9/5/26)

Avoiding Investment Mistakes/How a Trust Can Protect You and Your Family (August 29, 2026)

Protecting Your Retirement from Market Volatility/Do You Make Too Much for Medicaid? (August 22, 2026)

When Do You Not Need a Trust?/Are You Leaving Money on Your Retirement Table? (August 15, 2026)

Helping Your Parents/Investing for Women (August 8, 2026)

Beneficiary Designation/Investing for Women (August 1, 2026)

Charity Through IRA/Wish I Would Have Met You $100,000 Ago (July 25, 2026)

Got Title?/Building Retirement Income (July 18, 2026)

Roth IRA/Nursing Home Facts and Fiction (June 13, 2026)

Advice from the Right Source/Establishing Retirement Cash Flow (June 6, 2026)

Don't Panic!/Is Probate a Big Deal (May 30, 2026)

Estate Planning to Avoid Taxation/Retirement Needs for Men vs. Women (May 23, 2026)

Working Insurance Costs Into Your Retirement Plan/Questions to Ask Your Elder Law and Estate Planning Attorney (May 16, 2026)

The Time is Now/Living Older, Investing Wiser (May 9, 2026)

Your Financial Fortress/Importance of Title (May 2, 2026)

Avoiding Probate/Ensuring Tax-Free Retirement Income (April 25, 2026)

Avoiding Disappointment with your Retirement Paycheck/Basics of Estate Planning (April 18, 2026)

What Can You Do, and What DID You Do?/What's Going On With Your Retirement (April 11, 2026)

Taking a Chance/Is Your Retirement Porridge Just Right? (April 4, 2026)

When Elder Law and Estate Planning Meet/Not All Retirement Dollars Are Created Equal (March 28, 2026)

The Right Tools for the Right Job/Will vs. Trust (March 21, 2026)

Will Your 401K Fund Your Retirement?/Consequences That Follow Advice You Follow (March 14, 2026)

Keeping Emotion Out of Your Retirement Planning (March 7, 2026)

Taxes, Trusts and IRAs/Do You NEED a Financial Planner? (February 28, 2026)

Is Your Loved One Headed to a Nursing Home?/Retirement is a System, Not a Number (February 21, 2026)

Do You Own Your Retirement?/How Much Does a Will Cost? (February 14, 2026)

A Plan for the Unthinkable/Where Should Your Money Be? (February 7, 2026)

What if Every Day Was Saturday?/Some Things Never Change (January 31, 2026)

Great Big Beautiful Law Regarding Estate Planning/Are You Ready to Grow Old? (January 24, 2026)

Kevin the Grinch on Gifting/Minimizing Stress While Planning Retirement (January 17, 2026)

John Grisham Has Wills All Wrong; Your Retirement Two-Legged Stool (January 10, 2026)

What Does an Elder Law Attorney Do?/What Isn't Your Financial Advisor Telling You? (December 6, 2025)

Giving Thanks/Retirement Plans and Market Volatility (September 29, 2025)

The Pitfalls of Joint Ownership/Piloting Through Market Volatility (November 22, 2025)

Four-Legged Beneficiaries/Planning Wiser When Living Longer (November 15, 2025)

Turning a Nest Egg Into Retirement Income/An Estate Plan is an Expression of Love (November 8, 2025)

The Perfect Person for the Perfect Job/Outliving Your Money (November 1, 2025)

Adjusting Your 401-K/Special Needs: Conservatorship vs. Guardianship (October 25, 2025)

Finding the Right Financial Planner/3 Things You'll Need if You Need a Nursing Home (October 18, 2025)

Special Needs Month Continues/Preserving Your 401K (October 11, 2025)

Choices (October 4, 2025)

Planning for Post-Retirement Income/Influence of Grandparents on Estate Planning (September 27, 2025)

Diagnosis is Not Your Destiny/Retirement Planning for Women (September 20, 2025)

Fluctuating Spending in Retirement/Who's in Charge of Your Estate Plan? (September 13, 2025)

Is There a Nursing Home in Your Future?/Thriving, Not Just Surviving, in Retirement (September 6, 2025)

The Rollercoaster of Retirement/Best Beneficiary for Your Estate (August 30, 2025)

Elder Law Planning for the Average Guy/Avoiding Retirement Blunders (August 23, 2025)

The Big, Beautiful Law (August 16, 2025)

Things That Matter/Making Your 401-K Last Longer (August 9, 2025)

Phases of Retirement Planning/Misunderstandings Heard from Kevin's Clients (August 2, 2025)

Seasons of Retirement Planning/How Kevin and Gary Work Together (July 26, 2025)

Guaranteeing Access/Navigating Market Tides (July 19, 2025)

A Primer on Probate/How Much Can You Afford to Lose? (July 12, 2024)

Longevity/Trust in Blended Families (July 5, 2025)

Rebalancing your Investment Portfolio/Are You Already Protected? (June 28, 2025)

Is Your IRA or 401K Protected?/Avoiding Emotional Investing (June 21, 2025)

Different Money Muscles/Taxes and Estate Planning (May 24, 2025)

Type of Trust Does Not Always Guarantee Protection/How Widows Can Get Back on Track (May 10, 2025)

Don't Make Assumptions/Power of the Personal Letter (May 17, 2025)

What Kind of Investor Are You?/Keep Ownership of Your Property (May 3, 2025)

Can You Protect Your Assets From a Nursing Home/Investing in Your 70s (April 26, 2025)

Tax-Free Income for Your Retirement/What Sets Kevin's Advice Apart from Others? (April 19, 2025)

Conflicts of Interest/Building Your Financial Dream Home (April 12, 2025)

Who Are Kevin's Clients/Retirement Plans for Women (April 5, 2025)

Why Do You Need an Attorney?/Financial Planning for Ladies (March 29, 2025)

Your Retirement and Long-Term Care/What Does an Elder Law Attorney Do? (March 22, 2025)

Rebalancing Your Portfolio/Elder Law Nuggets (March 15, 2025)

Gifting/Top Retirement Planning Blunders (March 8, 2025)

When to Take Social Security/Cost of Estate Planning ... and Not (March 1, 2025)

The Cost of Estate Planning/401Ks and Pension Plans (February 25, 2025)

Your Will is Not Enough/How to Build Capital in Your Retirement Portfolio (February 15, 2025)

What the National Debt Means to You (February 8, 2024)

What to Do When Something Happens/Inherited 401Ks (January 18, 2025)

All About Elder Care/Inherited 401Ks (January 11, 2025)

Who is Advising You?/New Years Resolutions (January 4, 2025)

Estate Plan Wishes/More on IRAs and 401Ks (December 28, 2024)

Why Would They Tell Me That?/Required Distributions Explained (December 21, 2024)

How Much of Your Portfolio is Tax-Free?/The Steps to a Complete Estate Plan (December 14, 2024)

Processing Conflicting Information/Keeping Your 401K in Balance (December 7, 2024)

Don't Be That Person/Providing for Grandchildren (November 30, 2024)

Effects of the Election on Your Retirement Plan and Estate Planning Strategies (November 23, 2024)

The Best Thing Done in the Wrong Way/Will a Roth Help With Retirement Taxes? (November 16, 2024)

Descending the Mountain/Being Prepared for Long-Term Care (November 9, 2024)

Common Estate Planning Mistakes/Crises in Retirement Income (November 2, 2024)

Connecting Title to Documents/Interest Rates and Your Retirement (October 26, 2024)

Look Back Setbacks/Are You Getting All You Can From Your Social Security? (October 19, 2024)

Special Needs Month (October 12, 2024)

Planning for the Rest of Their Lives/How Strong is Your 401K? (October 5, 2024)

What Happens to My Stuff?/Where Did You Put Your Retirement Plan? (September 28, 2024)

Providing for Special Needs Family Members (September 21, 2024)

Outlasting Your Money/Caring for Surviving Children (September 14, 2024)

What's Going to Happen to My Stuff?/Avoiding Panic Investing (September 7, 2024)

Labor Day: Getting Your Estate Plan and 401K to Work for You! (August 31, 2024)

Is Your Fiscal House in Order?/Why Do You Need a Trust? (August 24, 2024)

Celebrity Estate Plans/ National Debt and Your Retirement (August 17, 2024)