All Episodes
What Your Money Would Say — 81 episodes
Roth Conversion Window
Retirement Income Planning
Healthcare Heist
Creating Dependable Retirement Income
Marathon of Her
New Retirement Reality 2.0
Retirement Tightrope
Balance Your Retirement Portfolio Now
Risks in Retirement
Acting Your Age
Reasons to Fire Your Advisor
Retirement Income Planning
Four Questions About Retirement
Retirement Optimism - February 14, 2026
Rebalance Your Retirement Portfolio Now - February 7, 2026
Acting Your Age - January 31, 2026
Retirement Income Blueprint - January 17, 2025
Preparing for Market Volatility - January 10, 2026
Running Out of Money in Retirement - January 3, 2026
Financial Check-Up - December 20, 2025
Make Your Money Work for You - December 13, 2025
Highly Appreciated Asset Disposal Strategies - December 6, 2025
Taking Control of Retirement - November 22, 2025
Taking Control of Retirement - November 22, 2025
Elevate Savings-New Retirement Reality - November 15, 2025
Preserving and Optimizing your 401k - November 8, 2025
Strategies To Help Maximize Your Retirement Income - November 1, 2025
Retirement Checklist - October 25, 2025
Protected Income - October 18, 2025
Estate and Legacy Planning - October 11, 2025
Think Fast 5 - October 4, 2025
Growing Government Debt - September 27, 2025
Four Retirement Unknowns - September 20, 2025
Falling Interest Rates - September 13, 2025
The Longevity Challenge - August 23, 2025
The Reality of Retirement Spending - August 16, 2025
Active vs. Passive Investing - August 2, 2025
Tax-Savvy Retirement Strategies - June 21, 2025
Retirement Income Blueprint - June 14, 2025
5 Financial Stages of Life - June 7, 2025
Behavioral Finance and You - May 31, 2025
Creating Dependable Income - April 19, 2025
Retirement Income Faces Tax Challenges - April 12, 2025
Helping Protect Your Retirement from Hidden Obstacles - March 5, 2025
Retirement Planning for Women - March 15, 2025
Optimizing Social Security - March 8, 2025
Boomers Up to Bat - March 1, 2025
401k IRA Decisions - February 1, 2025
Financial Literacy - January 18, 2025
Rebalance Your Retirement Portfolio Now
Election Reaction
Falling Interest Rates
Preserving Optimizing 401k
Making Ret Money Last
Take Control of Money
Risks in Retirement
Estate and Legacy Planning
Top 5 Things to Avoid When You Retire
Taxes in Retirement
Who Killed 60 40 Rule
Four Questions
Creating a Lasting Legacy
Four Questions About Retirement
Retirement Puzzle Cube
Retirement for Small Business Owners
Make Your Money Work for You
Protected Income
Behavioral Finance and You
Creating a Lasting Legacy
Four Retirement Unknowns
All About Annuities
4 Retirement Unknowns
Protected Income-MB12
Boomers Up to Bat
Money Challenges-Naughty or Nice
Confessions of Financial Advisor
Identity Theft Script-Finding a Good Advisor
All About Annuities
Four Questions About Retirement
Financial Check-up
Do You Need Life Insurance (Guest Caleb Guiliams)