All Episodes

The Pre-Tax Penalty 10-24-26

The Tax Tumor in Your Retirement 10-10-26

The Fund That Never Runs Out 9-19-26

What $40 Trillion in Debt Means for Your Retirement 9-12-26

Pre-tax Retirement and the Widow’s Penalty 8-22-26

The New Retirement Red Zone (and Happiness Dividend) 8-15-26

Retirement Under Pressure 7-11-26

Should I pay Voluntary Tax? 6-20-26

The Retirement Confidence Recession Why Americans Are More Worried Than Ever 6-13-26

The Confluence of Retirement Goals 6-6-26

Retirement Goal Confluence 5-23-26

The 2026 Retirement Reality Check 5-16-26

9 Myths That Can Turn the Golden Years Blue 5-2-26

The Quest for Max Income 4-11-26

The IRMAA Ambush 4-4-26

Navigating the RRZ 3-29-26

The Essential 7 Keys to Your Estate Plan 3-21-26

13 Successful Money Habits 3-7-26

8 Truths Wall Street Won’t Tell You About Your Retirement 2-21-26

(Asset) Location, Location, Location! 2-7-26

8 Keys to Roth Conversions 1-31-26

2026 Retirement Rules Changes 1-24-26

Modern Long-term Care Planning 1-17-26

Focus on the P.L.A.N. 1-10-26

Family Wealth and Harmony 12-20-25

5 Core Retirement Income Principles 12-13-25

The Great Wealth Transfer & Your Family Legacy 12-6-25

9 Big Retirement Updates for 2026 11-22-25

Avoid These Spooky Retirement Mistakes 10-25-25

The 7 Keys to Wise Financial Stewardship 10-11-25

Tax-free Planning vs Inflation 10-4-25

Common Questions, Uncommon Answers 9-20-25

Micro vs Macro View 9-13-25

Hidden Potential 9-6-25

Tax-free Income Planning Throughout Retirement 8-23-25

Getting Your Retirement to Behave 8-16-25

7 Key Social Security Updates and 7 Claiming Strategies 8-9-25

Exploring the Engine of a Life Insurance Retirement Plan 8-2-25

Tax Diversification & The Tax Columns 7-26-25

Is the OBBBA Really Beautiful? 7-19-25

Implications of The One Big Beautiful Bill Act (OBBBA) 7-12-25

7 Essential Elements of Your Estate Plan 6-28-25

The One Big Beautiful Bill and the Tax Scorecard 6-21-25

Tax Free Retirement: What’s Legal, What’s Smart 6-14-25

The Other Side of the Pre-tax Equation 6-7-25

Social Security Planning 5-31-25

Money Misconceptions 5-24-25

The Happiness Dividend 5-17-25

Finding Your IPA (Income Production Ability) 5-4-25

Estate and Legacy Planning 4-26-25

Tariff Markets and Retirement 4-19-25

First Day of Finance Class 3-22-25

Income Planning with Guaranteed Annuities 3-15-25

Asset Based Long-term Care 3-1-25

Retirement Destination 2-22-25

4 Streams of Tax-free Income 2-15-25