All Episodes

Balance Your Retirement Portfolio Now

New Retirement Reality 2.0

Planning for Large IRAs

Creating Dependable Income

Building Essential Retirement Income

The Reality of Retirement Spending

Longevity Challenge

Running Out of Money in Retirement

Legacy Planning

Preparing for Market Volatility

Act Your Age (Asset Allocation)

The Three Pillars of Financial Stability

Make Your Money Work for You

February Updates

Longevity Challenge

Act Your Age (Asset Allocation) - February 7th

The Longevity Challenge - January 31st

New Year, New Listener Mailbag Questions - January 24th, 2026

New Retirement Reality 2.0 - January 17th

2026 Financial Outlook - January 10th, 2026

Top Financial News of 2025 - January 3rd, 2026

Planning for Large IRAs - December 27, 2025

Retirement Checklist - December 20, 2025

Preparing for Market Volatility - December 13th, 2025

Retirement Income Planning - December 6, 2025

Happy Thanksgiving - November 29, 2025

Retirement Checklist - November 15th

Medicare Decoded - November 8th, 2025

The Reality of Retirement Spending - November 1, 2025

New Retirement Reality - October 25th, 2025

Financial Literacy - October 18th, 2025

Top 5 Tips for a Happier Retirement - October 11th, 2025

Creating Dependable Retirement Income - September 20, 2025

Behavioral Finance and You - September 13, 2025

Behavioral Finance and You - September 6, 2025

The Reality of Retirement Spending - August 30, 2025

The Longevity Challenge - August 23, 2025

Make Your Money Work for You - August 16, 2025

Retirement Planning for Women - August 9, 2025

Maximize Your Retirement Income - August 2, 2025

The Longevity Challenge - July 26, 2025

The Reality of Retirement Spending - July 19, 2025

Make Your Money Work for You - July 12, 2025

Planning for Large IRAs - June 28, 2025

Four Retirement Unknowns - June 21, 2025

Tax-Savvy Retirement Strategies - June 14, 2025

Creating a 5-Star Retirement Plan - June 7, 2025

The Three Pillars of Financial Stability - May 31, 2025

Creating a Lasting Legacy - May 24, 2025

Retirement Income Blueprint - May 17, 2025

Taxes in Retirement - May 10, 2025

Four Questions About Retirement - May 3, 2025

Tackling the Twin Threats of Taxes and Inflation - April 26, 2025

Helping Protect Your Retirement from Hidden Obstacles - April 19, 2025

Taking Control of Retirement - April 12, 2025

Creating Dependable Retirement Income - April 5, 2025

Helping Protect Your Retirement from Hidden Obstacles - March 29, 2025

Retirement Income Faces Tax Challenges - March 22, 2025

Making Retirement Money Last - March 15, 2025

Four Retirement Unknowns - March 8, 2025

Psychology of Money - March 1, 2025

Creating a Lasting Legacy - February 22, 2025

Retirement Checklist - February 15, 2025

Taxes in Retirement - February 8, 2025

Mailbag Questions - January 4, 2025

Think Fast! - December 28, 2024

Growing Government Debt Threatens Higher Taxes in Retirement - December 21, 2024

Risks in Retirement - December 14, 2024

Psychology of Money - December 7, 2024

5 Signs You Need a New Advisor - November 30, 2024

Preserving and Optimizing your 401k - November 23, 2024

Retirement Checklist - November 16, 2024

Election Reaction - November 9, 2024

Four Questions About Retirement - November 2, 2024

Time Machine 1980 - October 26, 2024

Falling Interest Rates Threaten Retirement Income - October 19, 2024

Taking Control of Retirement - October 12, 2024

Get Your Financial Checkup - October 5, 2024

Estate and Legacy Planning - September 21, 2024

Taxes in Retirement - September 14, 2024

Mailbag Questions - September 7, 2024

Creating a 5-Star Retirement Plan - August 31, 2024

Retirement for Small Business Owners - August 17, 2024

Plan Ahead for Taxes - August 10, 2024

Psychology of Money - August 3, 2024

Make Your Money Work for You - July 27, 2024

Planning for Large IRAs - July 20, 2024

Retirement Construction Zone - July 13, 2024

Creating a Lasting Legacy - July 6, 2024

Maximize Your Retirement Income - June 22, 2024