All episodes
Celebrity Estate Plans/ National Debt and Your Retirement (August 17, 2024)
A Stress-Free Retirement/Medicaid Planning (August 10, 2024)
Probate Law Changes (Part 2)/Changes in Retirement Issues (August 3, 2024)
When Should You Plan to Retire?/ New Probate Laws (July 27, 2024)
Retirement for Women/Multitasking While Estate Planning (July 20, 2024)
What Happens to Your Assets When You Die/Taxes and Your Retirement (July 13, 2024)
The Truth About Bitcoin/Questions to Ask About Your Will (July 6, 2024)
Reconciling Advice/National Debt and Your Retirement (June 29, 2024)
How Much Money Will You Need to Retire/Estate Planning Teambuilding (June 22, 2024)
What to Know About a Nursing Home/How the National Debt Will Affect Your Retirement (June 15, 2024)
The Estate Planning Two-Step/Supplementing your 401K (June 8, 2024)
What to Do With the Documents You Have/When to Begin Drawing Social Security (June 1, 2024)
Retirement Savings: Perception and Reality/Assumptions and Presumptions (May 25, 2024)
Family Protection (May 18, 2024)
Retirement Resilience/The Downside of Joint Ownership
Death Protection/Getting More from Your Retirement Plan (May 4, 2024)
Washington, Wall Street and Your Retirement/Asset Protection (April 27, 2024)
Preparing for a Crisis/How will November Elections Affect Your Portfolio? (April 20, 2024)
Three Steps to Your Retirement Plan/Protecting Aging Parents (April 13, 2024)
Three Steps to a Complete Plan (April 6, 2024)
Adversity in the Stock Market/The Cost of Planning vs. the Cost of Not Planning (March 30, 2024)
Connecting Your Assets/Aggressive or Conservative Investment Strategies (March 23, 2024)
Choices Have Consequences/Investing in a Volatile Market (March 16, 2024)
Death and Stuff/Inflation-Proof Your Retirement (March 9, 2024)
Choosing a Financial Advisor for Retirement or Elder Law Attorney (March 2, 2024)
Types of Trusts/Simplifying Your Retirement Plan (February 24, 2024)
Inflation and Experience (February 17, 2024)
Why Probate?/State of Social Security (February 10, 2024)
Shielding Savings from Bad News/Estate Plan Check-Up (February 3, 2024)
You Never Know/Your 401K and Your Heirs (January 27, 2024)
Tax Deferral, a Contrary View/Not My Type (January 20, 2024)
Putting an "engine under the hood" of your estate vehicle (January 13, 2024)
Grandparenting By the Numbers (January 6, 2024)
You Can't Duck the New Year (December 30, 2023)
The 5 Ds of Retirement Planning/The Keys to Asset Protection (December 23, 2023)
What Happens to My Stuff?/Charitable Giving (December 16, 2023)
Freaky Saturday (December 9, 2023)
Social Security Upon Retirement/Estate Planning for Your Brady Bunch (December 2, 2023)
Inflation's Effect on Retirement; Trust and Taxes (November 25, 2023)
What Elder Law and Retirement Planning Have in Common; Predicting the Duration of Your Retirement (Nov. 18, 2023)
Retirement Plan Warning Signs/Why Retirement Planning and Estate Planning Go Together (November 11, 2023)
Beneficiary Designation/More Common Retirement Mistakes (October 28, 2023)
Common Retirement Mistakes/Why We Hate to Wait (October 21, 2023)
Just Do That Then/Retirement Surprises (October 14, 2023)
How Estate Planning and Special Needs Work Hand-in-Hand (October 7, 2023)
Losing a Loved One/Avoiding Retirement Mistakes (September 30, 2023)
Shaping Your Financial Future/Home Matters
Taking the Worry out of Retirement/Preparing for Life's Surprises
The Color of Money/A Complete Estate Plan
Safety in Your Retirement Planning
Pets Are People Too/Choosing a Financial Advisor (August 26, 2023)
Will Your Money Outlive You?/Estate Planning Myths (August 19, 2023)
Mistakes With IRA Conversions/The One Word That Means Everything (August 12, 2023)
One Word Means Everything/ Roth IRAs, Accumulation vs. Distribution (August 5, 2023)
Joint Ownership and Avoiding Common IRA Mistakes (July 29, 2023)
Hollywood and Estate Planning/More on Taxes in Retirement
Taxes in Retirement/The One Thing No One is Talking About (July 15, 2023)
Tax Forecast: 2026/Access: How, When and Why
Documents, Documents, Documents/Taxes and Retirement (July 1, 2023)
Investment Volatility in Retirement/Elder Law and Education (June 24, 2023)
How and Why to Avoid Probate, Retirement the Perfect Taxation Storm (June 17, 2023)
What to Do Before You're Gone/When Should You Draw Social Security (June 10, 2023)
Difference Between Investing and Planning (June 3, 2023)
Are You Prepared? Will You Outlive Your Savings? (May 27, 2023)
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