All Episodes
Vision Wealth: A New View on Retirement — 43 episodes
When DIY Retirement Planning Gets Expensive
Inflation: The Quiet Force Reshaping Retirement and Everyday Life
The Retirement Windows You Don’t Get Back Once They Close
Informed Consent and the Ethics of Retirement Planning
Persuasion vs. Stewardship: Rethinking Financial Decisions
When “Safe” Money Becomes the Riskiest Choice
The Retirement Side Hustle That Can Cost You More Than You Think
Six Streams: Are You Missing a Key Source of Retirement Income?
The Hidden Habits Draining Your Wealth
Timing Is Everything: The Power of Deferral in Your Financial Plan
From RMDs to Roths: Smart Moves Before the Ball Drops
Cutting Through the Fine Print: What’s Draining Your Portfolio?
Is the American Dream Still Achievable?
The Cost of Waiting: Long-Term Care Realities
Money Talk Is Marriage Talk
The discontinuation of the penny and obsolete portfolio items
Wrexham's major value increase and lessons on managing returns from a big sale
Nick Saban and the spark of a great partnership
Shedeur Sanders’ being prank-called: sniffing out a scam and how an advisor can help
Five tools for planning for market volatility
The importance of mindset in tumultuous financial times
Defensive and offensive strategies in the five years before and after starting retirement
The right kind of control and sticking to a plan
How to react to a rough S&P 500 forecast
Several do's and don'ts with taxes in retirement
Best ROI on renovations when selling a house
What people who retire regret the most
Warren Buffett’s five estate-planning tips
Five ways longevity risks arise and five ways to fight them
Money is not the key to joy in retirement
The biggest threat to your money may be in the mirror
Retiring early - by choice or not
What seniors looking back wished they had done better
Top Retirement Locations
The Hidden Costs of Retirement Planning
Navigating a Volatile Market
Navigating Retirement Planning as a Married Couple
Planning for a Long Retirement
Taking Control of Your Retirement Savings
Vision Wealth Podcast Trailer
The Benefits of Seeking a Second Opinion
Living Within Your Means: Indulging vs. Thriftiness
Money as a Tool: Creating a Healthy Relationship