All Episodes
Wealth Guardians Radio — 431 episodes
August 29, 2026 - Retirement Plan Must-Knows: Part 2
August 22, 2026 - How Well Do You Know Your Retirement Plan?
August 15, 2026 - How Age Shapes Your Financial Decisions
August 08, 2026 - Why Retirement Plan Customization Is King
August 01, 2026 - Answering Listener Submitted Questions
July 25, 2026 - When DIY Investing Gets Complicated
July 18, 2026 - Financial Lingo Explained: What Common Market Sayings Really Mean
July 11, 2026 - Countdown Clarity: Timing Your Retirement Prep
June 20, 2026 - What the Major Market Indices Tell Investors
June 13, 2026 - Social Security Caps and Smarter Annual Reviews
June 06, 2026 - Answering Listener Submitted Questions
May 30, 2026 - Why Spending In Retirement Is Harder Than It Sounds
May 16, 2026 - Answering Listener Submitted Questions
April 25, 2026 - Why the Best Retirement Advice Lives in the Gray Area
April 18, 2026 - Budgeting and 401(k) Choices Before Retirement
April 11, 2026 - 10 Retirement Myths Too Many People Believe
April 04, 2026 - Answering Listener Submitted Questions
March 21, 2026 - Common Tax Mistakes New Retirees Make
March 14, 2026 - 10 Most Misleading Things in Finance: Avoiding the 'Shiny Object Syndrome'
March 07, 2026 - Answering Listener Questions
February 28, 2026 - How Better Questions Lead to Better Retirement Plans
February 21, 2026 - Do You Need More Than One Financial Advisor?
February 14, 2026 - Do Your Feelings Belong In Your Financial Plan?
February 07, 2026 - Answering Listener Submitted Questions
January 24, 2026 - 6 Questions You’re Afraid to Ask Your Financial Advisor (But Should)
January 17, 2026 - 5 Things You Should Do In Year One of Your Retirement
January 10, 2026 - Answering Listener Submitted Questions
December 20, 2025 - The Christmas Trivia Show
December 13, 2025 - The Hidden Medicare Penalties You Might Be Paying
November 29, 2025 - Is Fuzzy Math Sabotaging Your Financial Future?
November 22, 2025 - 8 Warning Signs You May Have Picked the Wrong Financial Advisor
November 15, 2025 - 5 Signs You're In Better Financial Shape Than You Thought
November 01, 2025 - Think You Know Social Security? Think Again.
October 18, 2025 - Six Retirement Planning Topics Retirees Often Misunderstand
October 11, 2025 - You Can’t Invest Your Way Out of This Retirement Mistake
October 04, 2025 - Answering Listener Submitted Questions
September 27, 2025 - 6 Things Retirees Fail to Consider
September 20, 2025 - Two Retirement Planning Scenarios: Do Either Fit You?
September 13, 2025 - Answering Listener Submitted Questions
August 30, 2025 - 10 Signs You're on the Right Track for Your Retirement
August 23, 2025 - Dave Ramsey’s 9 Point Retirement Plan: Agree or Disagree?
August 16, 2025 - Back to School Retirement Planning Quiz
August 09, 2025 - Debunking Myths: 'Big Beautiful Bill'
August 02, 2025 - Answering Listener Submitted Questions
July 26, 2025 - The 4% Rule: What You Need to Know
July 19, 2025 - What Retirees Need to Know About the 'Big Beautiful Bill'
July 12, 2025 - Answering Listener Submitted Questions
June 28, 2025 - Financial Planning Steps and Advice For New Graduates and Young Adults
June 21, 2025 - We're Setting the Record Straight About Retirement Planning
June 14, 2025 - Questions You Should Ask in a Volatile Market
June 07, 2025 - Answering Listener Submitted Questions
May 24, 2025 - Credit Scores: How They're Calculated and Why They Rise and Fall
May 17, 2025 - Silent Retirement Killers
May 03, 2025 - Answering Listener Submitted Questions
April 26, 2025 - 2025 Tax Changes Investors Should Know About
April 19, 2025 - 5 Things You Need to Do Before You Retire
April 12, 2025 - How Social Security Planning Can Shape Your Retirement
April 05, 2025 - Answering Listener Submitted Questions
March 29, 2025 - Don't Be An April Fool: Avoiding Retirement Rules of Thumb
March 22, 2025 - How We Account for Inflation and Life Expectancy
March 15, 2025 - Things Retires May Not Know about Social Security
March 08, 2025 - Answering Listener Submitted Questions
March 01, 2025 - Quick Actions You Can Take To Secure Your Retirement Finances
February 22, 2025 - Changing Your Money Mindset for 2025
February 15, 2025 - Answering Listener Submitted Questions
February 08, 2025 - How to Prepare for an Unexpected Retirement
February 01, 2025 - The Most Dangerous Temptations Facing Retirees and How to Avoid Them
January 25, 2025 - 7 Questions You Should Have Answers For as You Approach Retirement
January 18, 2025 - Old Habits That Make for Poor Investment and Retirement Planning Decisions
January 11, 2025 - Answering Listener Submitted Questions
December 21, 2024 - What Financial Advisors Wish Others Knew
December 14, 2024 - Answering Listener Submitted Questions
December 07, 2024 - The Difference Makers: What Sets Our Financial Planning Process Apart
November 30, 2024 - Answering Listener Submitted Questions
November 23, 2024 - Retirement Planning for Couples: A Team Effort
November 16, 2024 - Raising the Retirement Age: What It Could Mean for You
November 09, 2024 - Answering Listener Submitted Questions
November 02, 2024 - Why We Do What We Do
October 26, 2024 - Top Regrets Retirees Make and How to Avoid Them
October 19, 2024 - Magic 8 Ball: Retirement Rules of Thumb
October 12, 2024 - Fears, Phobias, and Your Financial Plan
October 05, 2024 - Answering Listener Questions
September 28, 2024 - What Do Your Favorite Team's Jersey and Your Retirement Plan Have in Common?
September 21, 2024 - How Do You Know? – Navigating Retirement Planning Questions Part 2
September 14, 2024 - How Do You Know? – Navigating Retirement Planning Questions
August 31, 2024 - Top 401k Frequently Asked Questions in 2024
August 24, 2024 - Answering Listener Submitted Questions
August 17, 2024 - Beware of Retirement Half Truths
August 10, 2024 - Why a Good Retirement Plan Doesn't Have to be Complicated
August 03, 2024 - Elder Law and Estate Planning with Dennis Toman
July 27, 2024 - Answering Listener Submitted Questions
July 20, 2024 - Common Mistakes People Make When Choosing a Financial Advisor
July 13, 2024 - 5 Lies You May Be Telling Yourself About Money
June 29, 2024 - Answering Listener Submitted Questions
June 22, 2024 - Your Financial Wellness Check-Up
June 08, 2024 - Steering Clear of Stress When Planning for Retirement
June 01, 2024 - Retirement Expectations vs. Reality
May 25, 2024 - Investing/Retirement Questions Each Generation Has
May 18, 2024 - Common Retirement Planning Income Mistakes
May 11, 2024 - Mailbag: Answering Listener Submitted Questions
May 04, 2024 - Four Client Financial Planning Success Stories
April 27, 2024 - Common Topics All Retirees Have in Back of Their Mind
April 20, 2024 - Can You Score an A+ on Our Retirement Planning Quiz?
April 13, 2024 - The Many Components of Wholistic Financial Planning
April 06, 2024 - Mail Bag: Answering Listener Questions
March 30, 2024 - Retirement Planning is Harder than it Used to Be
March 23, 2024 - Why Financial Planning Should Be Different for Women
March 16, 2024 - Are Good Money Habits Holding You Back?
March 09, 2024 - Mail Bag: Answering Listener Questions
March 02, 2024 - Questions You May Ask of Your Financial Advisor
February 24, 2024 - Patience Pays: The Power of Delayed Gratification
February 17, 2024 - Easy Wins in Personal Finance
February 10, 2024 - How to Successfully Climb the Retirement Mountain
February 03, 2024 - Mail Bag: Answering Listener Questions
January 27, 2024 - Money Mistakes to Avoid
January 20, 2024 - Retirement Planning for High Net Worth Individuals
January 13, 2024 - Retirement Planning Hidden Questions
January 06, 2024 - Apocalyptic Economic Predictions for 2024
December 23, 2023 - Mail Bag: Answering Listener Questions
December 16, 2023 - How the Financial Fundamentals of Retirement Are Changing and Why It Matters
December 09, 2023 - Navigating Finances After Losing a Spouse
November 25, 2023 - Answering Listener Submitted Questions
November 18, 2023 - Tax Minimization Strategies: A Case Study
November 11, 2023 - Universal Truths in Retirement Planning: Part 2
November 04, 2023 - Are There Universal Truths in Retirement Planning?
October 28, 2023 - Mailbag: Answering Listener Submitted Questions
October 21, 2023 - Real Estate in Your Retirement Portfolio?
October 14, 2023 - Continuing to Expose Retirement Planning Complaints
October 07, 2023 - Exposing Common Retirement Planning Complaints
September 30, 2023 - Navigating the Transition to a New Financial Advisor
September 23, 2023 - Mistakes Pre-Retirees Make and More
September 09, 2023 - Spotting Problematic Personalities of Rogue Advisors
September 02, 2023 - Answering Listener Submitted Questions
August 26, 2023 - Typical Disputes Couples Face Regarding Finances in Retirement
August 19, 2023 - A Countdown to Clarity: Timing Your Retirement Preparations
August 12, 2023 - Mitigating Long Term Care Risk with Insurance
August 05, 2023 - How to Master Cashflow in Retirement
July 29, 2023 - Answering Listener Submitted Questions
July 22, 2023 - Why Would You Not Invest in a 401k?
July 15, 2023 - Bad Money Habits that Could Spoil Your Retirement Party
July 01, 2023 - How The Wealth Guardians Came to Be
June 24, 2023 - Understanding Changing Expenses in Retirement
June 17, 2023 - Financial Planning Lessons from the Classroom
June 10, 2023 - 10 Point Checklist for Retirement Preparedness
June 03, 2023 - Answering Listener Submitted Questions
May 27, 2023 - The Biggest Money Mistakes in Retirement Planning: Part 2
May 20, 2023 - Next Steps To Take in Your Retirement Planning Journey
May 13, 2023 - The Biggest Money Mistakes in Retirement Planning
May 06, 2023 - Answering Listener Submitted Questions
April 29, 2023 - How Age and Wisdom Impact Financial Planning
April 22, 2023 - When and How to Rebalance Your Portfolio
April 15, 2023 - Talking Social Security with Expert Hamilton Morales
April 08, 2023 - Dispelling Common Social Security Myths
April 01, 2023 - Answering Your Retirement Questions
March 25, 2023 - Unexpected Expenses in Retirement You've Not Planned For
March 18, 2023 - Silicon Valley Bank Failure: What Does it Mean For You?
March 11, 2023 - How Does Golf Relate to Your Retirement Planning?
March 04, 2023 - What Purpose Do Your Specific Retirement Accounts Serve?
February 18, 2023 - Main Financial Fears for Retirees
February 11, 2023 - Key Takeaways from the State of the Union
February 04, 2022 - Four Ways the SECURE Act 2.0 May Impact You in 2023
January 28, 2023 - Answering Listener Submitted Questions
January 21, 2023 - Rookie Mistakes Made by Experienced Investors
January 14, 2023 - 10 Point Checklist for Retirement Preparedness
January 07, 2023 - What Can We Expect in 2023?
December 31, 2022 - Answering Listener Submitted Questions
December 24, 2022 - Five 401k Mistakes to Avoid
December 10, 2022 - Preparing for Market Volatility in 2023
December 03, 2022 - Stock Market Topics You Need to Know About
November 26, 2022 - Answering Listener Submitted Questions
November 19, 2022 - Making Smart Financial Decisions During Major Life Events
November 12, 2022 - Is the Grass Always Greener on the Other Side?
October 29, 2022 - Everything and Anything Social Security
October 22, 2022 - What Football Can Teach Us About Retirement Planning
October 15, 2022 - Update on the Markets
October 08, 2022 - Controlling Greed, Fear, and Other Emotions When Planning for Retirement
October 01, 2022 - Retirement Planning Aint What It Used to Be
September 24, 2022 - Read the Fine Print
September 17, 2022 - How Procrastinating Can Ruin Your Financial Future
September 10, 2022 - Taxes and Retirement Planning
September 03, 2022 - Irreversible Financial Decisions
August 27, 2022 - Taxes in Retirement
August 20, 2022 - Unravelling the Inflation Reduction Act
August 13, 2022 - Answering Listener Submitted Questions
August 06, 2022 - Answering Listener Submitted Questions
July 30, 2022 - Our Retirement Planning Process
July 16, 2022 - Answering Listener Questions
July 02, 2022 - Investors Beware of Red Flags When Choosing an Advisor
June 25, 2022 - Picking Sides in Important Financial Debates
June 18, 2022 - Answering Listener Submitted Questions
June 11, 2022 - Retirement Statistics that Matter to You
June 04, 2022 - Market Movement and What It Means for You
May 28, 2022 - Don't Miss These Important Retirement Planning Birthdays
May 21, 2022 - Unravelling Financial Jargon
May 14, 2022 - Countdown to Retirement Checklist
April 16, 2022 - Answering Listener Questions
April 09, 2022 - Housing Considerations in Retirement
April 02, 2022 - Is Your "Money Bias" Holding You Back?
March 26, 2022 - Answering Listener Submitted Questions
March 19, 2022 - Advisor Credentials Matter: Here's Why
March 12, 2022 - Introducing Garrett Ray to the WG Family
March 05, 2022 - How Much Risk is Too Much?
February 19, 2022 - Mail Bag: Answering Listener Questions
February 12, 2022 - What We're Seeing in the Markets for 2022
February 05, 2022 - Have a Financial Planner in Your Corner
January 29, 2022 - Don't Let Your Advisor Drop the Ball
January 22, 2022 - The Retirement Red Zone
January 15, 2022 - Overcoming Obstacles in Retirement Planning
January 08, 2022 - Economic Predictions for the New Year
January 01, 2022 - The Best of 2021 Show
December 18, 2021 - Unreasonable Retirement Planning Requests
December 11, 2021 - Market Update and Listener Questions
December 04, 2021 - Getting to Know Doug and Brice
November 27, 2021 - Thankful Client Outcomes in 2021
November 06, 2021 - Social Security Survivor Benefits
October 30, 2021: Protecting Your Retirement from Inflation
October 16, 2021 - Drilling Down on Social Security
October 09, 2021 - Important Financial Decisions Couples Make
October 02, 2021 - Retirement Planning: Things to Put Off and Not
September 25, 2021 - Factors We Consider When Meeting with Potential Clients
September 18, 2021 - Mail Bag: Listener Questions Answered
September 11, 2021 - A Visit with the Money Doctors
September 04, 2021 - What Makes the Guys "Tick" as Advisors?
August 28, 2021 - Listener Questions Answered
August 21, 2021 - Keeping It Light: Financial Advisor Jokes
August 07, 2021 - Answering Listener Questions
July 03, 2021 - Understanding the Three Worlds of Money
June 19, 2021 - Market Update
June 12, 2021 - Listener Questions and Answers
May 29, 2021 - What Do Advisors Mean When They Say That?
May 15, 2021 - Listener Questions and Answers
May 08, 2021 - Learning from Will Rogers Quotes
May 01, 2021 - Market Warning Signs
April 24, 2021 - Listener Questions and Answers
April 03, 2021 - Mistakes We See New Clients Making
March 27, 2021 - Listener Questions and Answers
March 13, 2021 - Tax Season and Changes You Need to Know About
March 06, 2021 - Common Financial Questions
February 27, 2021 - Squishy Markets and What It Means for You
February 13, 2021 - Alternative Investments
February 20, 2021 - All About Interest Rates
February 06, 2021 - Answering Listener Questions
January 30, 2021 - Understanding Financial Terminology
January 23, 2021 - Taxes in Retirement and Listener Questions
January 09, 2021 - Your Retirement Lifestyle
December 12, 2020 - Listener Questions and Answers
December 19, 2020 - Things Nobody Says in the Financial World
December 05, 2020 - Diversification: What It Is and Isn't
November 21, 2020 - Answering Listener Questions
November 07, 2020 - Life Insurance As An Asset Class
October 17, 2020 - Unplanned Expenses in Retirement
October 03, 2020 - Social Security Deep Dive
September 19, 2020 - Eye-Opening Stats on How Americans Save for Retirement
September 05, 2020 - Listener Questions and Headlines
August 29, 2020 - Steps Three and Four of Our Financial Planning Process
August 22, 2020 - Financial Decisions Made During the Pandemic
August 15, 2020 - How to Handle Market Volatility
August 08, 2020 - Answering Listener Questions
August 01, 2020 - Bring Your Retirement Plan Into the 21st Century
July 25, 2020 - Portfolios: How Complex or Not?
July 18, 2020 - Answering Listener Questions
July 04, 2020 - Financial History 101
June 27, 2020 - Financial Famous Last Words
June 20, 2020 - Making Sense of Financial Definitions and Terms
June 13, 2020 - What Shape Will Our Recovery Be?
June 06, 2020 - Answering Listener Questions
May 30, 2020 - Wanted to Wait for Retirement But COVID-19 Had Different Plans?
May 23, 2020 - Which Way Will the Recovery Go?
May 09, 2020 - Glad You Asked!
May 02, 2020 - The Advice of Dave Ramsey... The Good, The Bad, and The Ugly
April 18, 2020 - Why You Shouldn’t Put Retirement Planning on Hold
April 11, 2020 - Market Volatility: Is This Our New Normal?
April 04, 2020 - Small Business Administration Steps Up
March 28, 2020 - A Second Opinion Will Serve You Well
March 21, 2020 - We Are In a Bear Market
March 14, 2020 - COVID-19 and the Stock Market
February 28, 2020 - Coronavirus and the Stock Market
February 22, 2020 - Conventional Wisdom Misconceptions
February 15, 2020 - Social Security Benefits and the Importance of Timing
February 01, 2020 - 2020 Taxes and Their Impact
January 25, 2020 - Financial Mistakes to Avoid in 2020
January 18, 2020 - What Your Advisor Doesn't Know Could Hurt You
January 11, 2020 - The SECURE Act and What It Means for You
December 14, 2019 - Getting Rid of Required Minimum Distributions
December 07, 2019 - Are You a "Good Saver"?
November 16, 2019 - How Do You Find the Right One?
November 09, 2019 - Year End Crunch Time
October 26, 2019 - Are You Scared?
October 12, 2019 - What Happens to Your Retirement Plan When Your Spouse Passes Away?
October 05, 2019 - Key Dates and Ages Related to Your Retirement
September 28, 2019 - It's About More Than Money
September 14, 2019 - Is Retiring Early a Mistake?
September 07, 2019 - It's Back to School Time for Your Retirement Planning
August 31, 2019 - What Your Advisor Doesn't Know Can Hurt You
August 24, 2019 - The Many Different Faces of Risk in Retirement
August 17, 2019 - Five Factors that Contribute Social Security Benefits
August 03, 2019 - There’s More to Preparing for Retirement Than the Money
July 27, 2019 - Should You Roll Over or Not?
July 20, 2019 - What Your Advisor Doesn't Know Can Hurt You
July 13, 2019 - Will You Achieve Financial Independence in Retirement?
June 29, 2019 - Ensuring Your Money Lasts as Long as You Do
June 22, 2019 - Are You Taking Unnecessary Risks?
June 15, 2019 - Leave Memories, Not Problems
June 01, 2019 - Are You Saving Properly for a Successful Retirement?
May 25, 2019 - Question of the Month: Roth Conversions
May 18, 2019 - Mothers and Women and Their Retirement
May 11, 2019 - The New World of Retirement Planning
April 27, 2019 - It’s Not How You Look; Just That You Win
April 20, 2019 - Are You "Trust"worthy?
April 13, 2019 - Survive and Advance
March 30, 2019 - Critical Retirement Decisions
March 23, 2019 - How to Save Tax Dollars with New Tax System in Place
March 16, 2019 - 401K Mistakes to Avoid
March 09, 2019 - The Future of Social Security
March 02, 2019 - Retirement Realities
February 16, 2019 - Are You Able to Retire?
February 09, 2019 - New Year, New Rules
January 19, 2019 - Should You Be Worried About the Markets?
January 12, 2019 - Bob Rinear: The Markets and Politics
December 22, 2018 - Questions and Answers
December 15, 2018 - Retirement Traps to Avoid
December 01, 2018 - The Stock Market in 2018
October 27, 2018 - How to Maximize Your Retirement Accounts
October 13, 2018 - Trade Wars and Markets
October 20, 2018 - Questions and Answers Show
September 29, 2018 - Uncle Sam and Your Retirement
August 11, 2018 - The Sandwich Generation
August 25, 2018 - 2018 Deadlines to Know
August 18, 2018 - Questions and Answers
June 30, 2018 - Maximizing Social Security Benefits
July 28, 2018 - Remembering the Great Recession and Its Lessons
June 23, 2018 - Estate Planning: What You Need to Know
May 19, 2018 - Unique Financial Challenges Faced by Women
May 26, 2018 - Target Date Funds and Your 401K
May 05, 2018 - The Impact of 2018 Tax Law Changes
April 07, 2018 - Questions and Answers Show
April 14, 2018 - Stock Market Volatility
March 31, 2018 - To Roll Over or Not?
March 24, 2018 - Retirement: Survive and Advance
March 17, 2018 - Are You 401k Smart?
March 10, 2018 - Threats to Your Retirement Budget
February 24, 2018 - Question and Answer Show
February 10, 2018 - The New World of Retirement Planning
February 03, 2018 - Retirement Decisions and Risks You Face
January 27, 2018 - Commonly Asked Tax Questions
January 13, 2018 - Financial Case Studies
January 06, 2018 - Implications of The New Tax Law
December 23, 2017 - Moves To Consider Regarding the New Tax Bill
December 16, 2017 - Time Is Running Out: Upcoming Financial Deadlines
November 18, 2017 - Retirement Traps to Avoid
November 04, 2017 - Big Changes Coming to Social Security
November 11, 2017 - Recharacterization of a Roth IRA
October 07, 2017 - Using Retirement Savings for College Education
September 09, 2017 - Making the Right Decisions in Retirement
September 02, 2017 - How to Maximize Your Retirement Accounts
August 19, 2017 - What's Causing This Rally?
August 26, 2017 - Retirement Rules That No Longer Apply
August 05, 2017 - Tax Reform
July 15, 2017 - The Fiduciary Standard
June 24, 2017 - A Bite Out of Your Retirement: What's the Answer?
July 22, 2017 - Making Your Money Work for You
May 20, 2017 - Bulls vs. Bears
June 17, 2017 - Riding the Current 'Up Wave' on Its Way Down
May 06, 2017 - Are We In a Bubble?
April 29, 2017 - Real Life Case Studies for a Successful Retirement
April 22, 2017 - Bull or Bear: A Current Market Perspective
April 08, 2017 - 6 Critical Milestones for a Happy Retirement
March 25, 2017 - Competitive Returns on Tax Free Income
March 18, 2017 - Biggest Concerns for Retirement
March 04, 2017 - 401k and Happily Ever After?
February 18, 2017 - Brexit, a New President, and You
February 11, 2017 - What's a Fiduciary?
January 21, 2017 - The Tale of Two Retirements
January 14, 2017 - Doug's Outlook on 2017
December 03, 2016 - What Your Advisor Doesn't Know Could Hurt You
December 10, 2016 - Annuities in Your Retirement Portfolio
November 19, 2016 - Roth Conversions
November 05, 2016 - Michelle Rademacher of Hope for the Warriors
November 12, 2016 - Taking Advantage of Your Investments Under a Trump Presidency
October 29, 2016 - Retirement Can Be Spooky But It Doesn't Have to Be
October 01, 2016 - Social Security Expert Hamilton Morales
October 15, 2016 - Doug Discusses Everything 401(k) Related
September 17, 2016 - How to Keep More of Your Hard Earned Money
September 10, 2016 - Are You Timing Your Retirement Correctly?
August 27, 2016 - Common Holes and Pitfalls of Retirement Plans
August 20, 2016 - How the Presidential Candidates View Retirement Issues
August 06, 2016 - Taxing Social Security Benefits
July 23, 2016 - Current State of the Markets
July 16, 2016 - Bob Rinear, Author of "Invest Yourself"
July 02, 2016 - 7 Steps to Financial Independence
June 04, 2016 - Doug's Thoughts on the Economic Recovery
May 14, 2016 - The Biggest Risk to Your Retirement
April 30, 2016 - Maximizing Your Social Security Benefits
April 23, 2016 - Cash Flow is KING!
April 09, 2016 - Important Social Security Filing Strategies
April 02, 2016 - It Ain't Your Daddy's Retirement
March 19, 2016 - Identifying Risks in Retirement Planning
March 05, 2016 - Latest Changes to Several Social Security Filing Strategies
February 27, 2016 - Does a Financial Advisor Cost You Money or Make You Money?
February 20, 2016 - Mastering Your Plan for Retirement
February 13, 2018 - Have Things REALLY Changed?
January 09, 2016 - Financial Fundamentals for the New Year
December 12, 2015 - Economic and Market Updates
December 05, 2015 - IRAs and Your Retirement Plan
November 14, 2015 - Explaining Recent Social Security Changes
October 31, 2015 - Preparing for Unexpected Retirement Roadblocks
October 17, 2015 - Tips for Claiming Social Security Benefits
August 15, 2015 - Josh Bernstein. Spokesperson for Association for Mature American Citizens
August 01, 2015 - Tax Efficient Retirement Income Planning
July 25, 2015 - Philip Romero, Author of “Your Macroeconomic Edge”
July 18, 2015 - David McKnight, Author of “The Power of Zero"
June 27, 2015 - Alexandra Macqueen, Co-Author of “Pensionize Your Nest Egg”
July 04, 2015 - Tim Wood, Editor of Cycles News and Views
May 09, 2015 - Estate Planning 101
June 20, 2015 - Laurence Kotlikoff, Author of “Get What’s Yours"
April 25, 2015 - The Secrets to Maxing Out Your Social Security
April 25, 2015 - Financial Advisor Van Mueller
April 18, 2015 - Richard London, Author of "A Handbook for Life"
March 21, 2015 - The Benefits of Trusts and Estate Planning
March 14, 2015 - Why Some Diets Work and Others Don't
March 07, 2015 - What Happens When the Debt Bubble Pops?
February 28, 2015 - Maximizing Your Social Security Benefits
February 21, 2015 - Tax Advantages of Owning Real Estate
February 14, 2015 - Small Steps to Improve Heart Health
February 07, 2015 - OPEC and the Price of Oil
February 01, 2015 - The Importance of Income Planning
January 24, 2015 - Explaining The Mediterranean Zone Diet
January 18, 2015 - Social Security: Why It Pays to Wait
January 05, 2015 - Understanding Charitable Trusts And Options
December 22, 2014 - Inherited Collectibles: Obstacles and Opportunities
December 16, 2014 - Long Term Care: The Psychology of Denial