All Episodes
Wisdom for Your Wisdom Years — 42 episodes
What Happens to Your IRA When You Die
What Growth Really Means for an Organization
What Rory's 2026 Masters Win Can Teach Us About Investing
Market Volatility: Turning Stress Into Opportunity
How Smart People Get Scammed
Before You Can Advise Others, You Have to Understand Yourself
Is Your Advisor Asking the Right Questions?
The Myth of Integrated Financial Advice
Tax Planning for Roth Conversions with Abbie McGuire, CPA
Tax Advice Is Not Tax Planning
Who Owns Your Financial Plan?
Your Permission Slip to Spend In Retirement
When the Paychecks Stop: One Year of Clarity at Benetas Wealth
Two Mistakes That Can Break Your Financial Plan
The Hidden Risks of Chasing Liquidity
It's Not 2020 Anymore: Interest Rate Risk Is Back
How to Avoid the Retirement Income Snowball
How to Get Started Investing Pt. 3: Indexes, Mutual Funds & ETFs, Active vs Passive Investing
How to Get Started Investing Pt. 2: Risk, Target Date Funds, & Consistency
How to Get Started Investing Pt. 1: Stocks, Bonds, and Asset Allocation
Everything You Need to Know About Trusts: An Estate Attorney's Guide
Are Annuities Worth It? 5 Questions to Ask Before You Buy | Pt. 3
How Annuities Work: Uncovering the Hidden Fees, Risks, and Fine Print | Pt. 2
The Truth About Annuities: Types of Annuities & How They Work | Pt. 1
Personal Finance 101: What You Need to Know in Your 20's and Beyond
How Do Investment Funds Work? Understanding ETF's, Mutual Funds, and More with Jeromey Thornton of Avantis Investors
Understanding Medicaid and VA Benefits in Retirement with Estate Attorney Jodi Murphy
Tackling the Big Beautiful Bill with CPA Abbie McGuire
How to Find a Trustworthy Advisor: Know Your Fiduciaries!
Bringing Kids and Families Together Through Golf: US Kids Golf with John Kim
How is Social Security Taxed? How the BBB Changes SS and Retirement Tax Strategy
Don't Be Like Prince! Planning Wisely for the End with Estate Attorney Jodi Murphy
What Does Benetas Mean Anyway? Financial Wellness Put Into Practice
How the "Big Beautiful Bill" Will Affect Roth Conversions and Your Taxes in Retirement
The "Big Beautiful Bill:" What You Need to Know for Your Retirement
Golf, Common Bonds, and Commonwealth with Kyle Martin, CFP
Rethinking the 4% Rule: How Much Money Do You Really Need to Retire?
Roth Conversions & Qualified Charitable Distributions (QCD's)
Your Physical 401k: Starting Strength Coach Pete Troupos Explains Why Strength Training Is the Most Important Physical Skill In Retirement
Tariffs, Trade Wars... What Does It Mean for Your Portfolio?
How to Manage Your Cash Flow in Retirement
Living Your Wisdom Years to the Fullest