All episodes

Episode 1377: IRS Form 5498 and Its Importance to Roth Conversions | S1E26 Winning at Life

Episode 1376: Roth Conversion Considerations Pt. 2 | S1E25 Winning at Life

Episode 1375: Roth Conversion Considerations | S1E24 Winning at Life

Episode 1374: The Fall Roth Conversion Checklist | S1E23 Winning at Life

Episode 1373: Demystifying Roth Conversions: What You Need To Know | S1E22 Winning at Life

Episode 1372: Planning for Social Security Part 2 | S1E21 Winning at Life

Episode 1371: Planning for Social Security | S1E20 Winning at Life

Episode 1370: Does Your Spouse Know What To Do When You Pass? | S1E19 Winning at Life

Episode 1369: Common Misconceptions About Annuities | S1E18 Winning at Life

Episode 1368: The Mid Year Financial Checklist | S1E17 Winning at Life

Episode 1367: Blending Investments and Annuities | S1E16 Winning at Life

Episode 1366: A Deeper Dive Into Trump Accounts Pt. 2 | S1E15 Winning at Life

Episode 1365: The Business of Land Acquisition | S1E14 Winning at Life

Episode 1364: A Deep Dive into Trump Accounts | S1E13 Winning at Life

Episode 1363: How Social Security Calculates Retirement Benefits | S1E12 Winning at Life

Episode 1362: The Color of Money: Why Asset Allocation Matters | S1E11 Winning at Life

Episode 1361: Finance Tips For Life & Business From a CPA | S1E10 Winning at Life

Episode 1360: The 4% Rule: Guidelines for Retirement Income | S1E9 Winning at Life

Episode 1359: Roth IRA Playbook for Tax-Free Retirement | S1E8 Winning at Life

Episode 1358: Get the Most from Your Old 401(k) | S1E7 Winning at Life

Episode 1357: The Rubber Duck Rule and Tax Planning | S1E6 Winning at Life

Episode 1356: Retirement Regrets You Can AVOID | S1E5 Winning at Life

Episode 1355: A Deep Dive Into Annuities | S1E4 Winning at Life

Episode 1354: Common Risks to Your Ideal Retirement | S1E3 Winning at Life

Episode 1353: Invest 50/50 Rule: Balancing Risk in a Healthy Portfolio | S1E2 Winning at Life

Episode 1352: Finding Purpose in Financial Planning | S1E1 Winning at Life Podcast

Episode 1351: The Weekly Wrap 03.14.26

Episode 1350: The Weekly Wrap 02.28.26

Episode 1349: The Weekly Wrap 02.21.26

Episode 1348: The Weekly Wrap 01.31.26

Episode 1347: The Weekly Wrap 01.17.26

Episode 1346: The Weekly Wrap 12.20.25

Episode 1345: The Weekly Wrap 12.13.25

Episode 1344: The Weekly Wrap 11.15.25

Episode 1343: The Weekly Wrap 11.1.25

Episode 1342: The Weekly Wrap 10.25.25

Episode 1341: The Weekly Wrap 10.11.25

Episode 1340: The Weekly Wrap 09.20.25

Episode 1339: The Weekly Wrap 09.27.25

Episode 1336: The Weekly Wrap 07.12.2025

Episode 1335: The Weekly Wrap 06.28.25

Episode 1334: The Weekly Wrap 06.14.25

Episode 1333: 06.07.25 Weekly Wrap - 15th Anniversary Episode!

Episode 1332: The Weekly Wrap 05.31.25

Episode 1331: The Weekly Wrap 05.17.2025

Episode 1330: The Weekly Wrap 05.10.25

Episode 1329: The Weekly Wrap 03.29.25

Episode 1328: The Weekly Wrap 03.22.25

Episode 1326: The Weekly Wrap Replay 03.08.25

Episode 1325: The Weekly Wrap 2.8.25

Episode 1324: The Weekly Wrap 2.1.25

Episode 1323: The Weekly Wrap 1.11.25

Episode 1321: The Weekly Wrap 12.21.24

Episode 1320: The Weekly Wrap 12.7.24

Episode 1319: The Weekly Wrap 11.23.24

Episode 1317: The Weekly Wrap 11.9.24

Episode 1316: The Weekly Wrap 11.2.24

Episode 1315: The Weekly Wrap 10.26.24

Episode 1314: The Weekly Wrap 10.12.24

Episode 1313: The Weekly Wrap 10.5.24

Episode 1312: The Weekly Wrap 9.21.24

Episode 1311: Weekly Wrap Replay 9.7.24

Episode 1310: The Weekly Wrap 8.24.24

Episode 1309: The Weekly Wrap 8.17.24

Episode 1308: The Weekly Wrap 8.10.24

Episode 1307: The Weekly Wrap 8.3.24

Episode 1304: The Weekly Wrap 6.8.24

Episode 1303: The Weekly Wrap 6.1.24

Episode 1300: The Weekly Wrap 4.27.24

Episode 1299: The Weekly Wrap 4.13.24

Episode 1298: The Weekly Wrap 4.6.24

Episode 1295: The Weekly Wrap 2.24.24

Episode 1294: The Weekly Wrap 2.3.24

Episode 1293: The Weekly Wrap 1.27.24

Episode 1292: The Weekly Wrap 1.13.24

Episode 1290: The Weekly Wrap 12.9.23

Episode 1289: The Weekly Wrap 11.8.23

Episode 1288: The Weekly Wrap 11.11.23

Episode 1287: The Weekly Wrap 10.28.23

Episode 1286: The Weekly Wrap 10.21.23

Episode 1285: The Weekly Wrap 10.14.23

Episode 1284: The Weekly Wrap 9.30.23

Episode 1283: The Weekly Wrap 9.23.23

Episode 1282: The Weekly Wrap 8.26.23

Episode 1281: The Weekly Wrap 8.12.23

Episode 1280: The Weekly Wrap 8.5.23

Episode 1279: The Weekly Wrap 7.22.23

Episode 1278: The Weekly Wrap 7.15.23

Episode 1277: The Weekly Wrap 7.8.23

Episode 1276: The Weekly Wrap 6.24.23

Episode 1275: The Weekly Wrap 6.10.23

Episode 1274: The Weekly Wrap 6.03.23

Episode 1273: The Weekly Wrap 5.20.23

Episode 1272: The Weekly Wrap 5.13.23

Episode 1271: The Weekly Wrap 5.6.23

Episode 1270: The Weekly Wrap 4.29.23

Episode 1269: The Weekly Wrap 4.8.23

Episode 1268: The Weekly Wrap 04.01.23

Episode 1267: The Weekly Wrap 3.18.23

Episode 1266: The Weekly Wrap 3.11.23