All Episodes

Planning for the 2026 Tax Season

Estate Planning & Family Conversations

Ask Peg Anything

Should I Claim Social Security At 62 and Invest It?

Career Pivots

Boosting Career Growth

Market Review & Forecast

Helping Children Build Healthy Money Habits

Financial Health Check

Five Reasons to Work With a Financial Advisor

Resolution: New Year, No Bad Debt

Meaningful Conversations & Common Sense Investing the Wealth Enhancement Way (Part II)

Tax-Wise Charitable Giving Strategies

Holiday Spending Without the Guilt

Using AI For Everyday Financial Planning

Honoring Our Veterans: Financial Planning Tips for America's Heroes

Real Wealth: Common Sense Investing the Wealth Enhancement Way

Smart Year-End Tax Planning Moves

Cybersecurity and Your Money in the AI Era

Ask Bruce and Peg Anything

Should You Tell Your Adult Children How Much You Have?

Will the OBBA Change Your Estate Plan?

How Are You Feeling About Money? (No, Really)

5 Things You Should Know About the “One Big Beautiful Bill” Act (OBBBA)

Serving Investors Needs: AI’s Evolving Role in Personalizing Advice

8.17.25- Managing Cash Flow Is Like Planning a Summer Vacation

8.10.15- 10 Tips for Your Successful, Happy Retirement

8.3.25- No Regrets Exit Planning

Market Review and 2H Forecast

You’ve Received a Windfall. Now What?

The Pursuit of Happiness

Mid-Year Is Here: Action Plan

06.22.2025 I Biggest Mistakes People Make with Money

06.15.2025 I Tough Conversations With Your Kids

12.29.24 - Resolutions vs. Enduring Truths

12.22.24 I 2024 Market Review, and Looking Ahead

12.15.24 I Start Now: The Transformative Power of Saving Early

12.08.24 I Ask Bruce and Peg Anything

12.01.24 I End-Of-Year Financial Planning Moves

11.24.24 I Reasons To Be Thankful

11.17.24 I The Election Is Finally Over. Now What?

11.10.24 I Empowering Your Future

11.03.24 I Ask Bruce and Peg Anything

10.27.2024 | An Update on Social Security for 2025

10.20.2024 I End-of-Life Care Planning

10.12.2024 I Charitable Giving: QCD, DAF, and Tax Benefits

10.6.2024 I Ask Bruce Anything

9.22.2024 I Highlights from WEG's Retirement Lifestyle Survey

9.8.2024 I Real Wealth: Five Uses of Money

9.1.2024 I How To Protect Yourself From Cyberattacks

8.25.2024 I Ask Bruce Anything

8.18.2024 I Market and Strategy Update

8.11.2024 I Are Big Tech Stocks Getting Too Hot?

8.4.2024 I Reducing Your Investment Risk

7.28.2024 I The Tax Cuts and Jobs Act Sunsets in 2025

7.21.2024 I Financial Independence

7.14.2024 I Financial Wellness

7.7.2024 I Ask Bruce and Peg Anything

6.30.2024 I 529 College Savings Plans

6.23.2024 I What WEG's Roundtable Can Do for You

6.16.2024 I How to Assemble a Team of Advisors

6.9.2024 I Avoiding Lifestyle Creep

6.2.2024 I Ask Bruce and Peg Anything

5.19.2024 I What's it Like to Work with a Financial Advisor?

5.12.2024 I Woman and Wealth

5.5.2024 I Ask Bruce and Peg Anything

4.28.2024 I Don't Treat Your 401(K) Like an ATM

4.21.2024 I What Your Tax Return Can Teach You

4.14.2024 I Train Your Brain to Make Better Money Decisions

4.7.2024 I Ask Bruce and Peg Anything

3.31.2024 I Squaring Values with Your Investments

3.24.2024 I Women's Retirement Roadmap

3.17.2024 I Where's My Stuff?

3.10.2024 I Retirement for Non-Traditional Careers

2.25.2024 I Ask Peg Anything

2.18.2024 I What is a Fiduciary? Do I Need One?

2.11.2024 I Is Being a Saver or Spender Wrecking Your Marriage?

2.4.2024 I Tax Season Planning with Your Advisor and CPA

1.28.2024 I Unpacking Retirement Accounts

1.21.2024 I The 4% Withdrawal Myth

1.14.2024 I Your Money Matrix

1.7.2024 I Your 2024 Action Plan

12.31.2023 I Year-End Review and Forecast