All Episodes
Your Retirement Highway — 161 episodes
The Biggest Threat to Your Retirement
Surviving Market Highs and Lows
College, AI, and the Real ROI
Don't Be Among the 62%: The Legacy Planning Wake-Up Call
Family, Budgets & the Caste System: When Retirement Hits Home
The Price of Care: Navigating the Hidden Costs of Retirement
Buy, Hold, or Defend Your Retirement
Risk, Returns, and Retirement: The Real Equation
Planning, Not Products: Retirement Without Regrets
The Tax Trap No One Warned You About: Inside the Real Retirement Planning Playbook
The Bright Side of Your Retirement Highway
Retirement Freak-Out Moments Unpacked
Navigating Market Noise and Family Moments
Mapping Your Retirement: Plans vs. Products
Retirement Risks in a Tech-Driven Market
The Hidden Cost of Retirement Health Care
Is Your Retirement Plan Ready for the Unexpected? Steering Through Volatility Without Panic
Risk, Roadblocks & Red Flags: Navigating Today’s Markets
Market Volatility: Are You Prepared to Pivot?
The Mirage and the Money: Unexpected Turns on Your Retirement Road
Blueprints, Junk Drawers, and Retirement Roads: Building Your Future with More Than Just Tools
Frothy Markets & Mozzarella Sticks: The Real Secret to Retirement
What’s Your Enough Number? Surprises and Strategies on the Retirement Road
Headlines, Highways, and the Next Generation: Navigating Your Financial Future
From Gridiron to Gold: Lessons in Retirement and Teamwork
The Quiet Millionaire’s Roadmap: Wealth Without the Spotlight
Inflation, Shrinkflation, and the True Spirit of Retirement—Holiday Edition
Buckets, Blunders, and Building Your Roth: Year-End Moves for Your Money
Safe Havens & Holiday Temptations: Navigating Your Retirement Road
Trading Time: The Real Currency of Retirement
Beyond the Portfolio: Secrets the Wealthy Don’t Share
DIY or Done for You? Navigating the Retirement Road Ahead
Beyond the Paycheck: Retirement Roadblocks & Breakthroughs
Longevity: The Retirement Curveball You Never Saw Coming
Shutdowns, Drumfish, and Dollars: Navigating Retirement in Uncertain Times
Roth Road Trip: Navigating Taxes & Timing on Your Retirement Highway
Finding Your Co-Pilot: The Adventure of Choosing a Financial Advisor
More Than Money: Building Your Retirement Game Plan
Advisor or DIY? Unpacking the Retirement Dilemma
Retirement Roadblocks: Avoiding Pitfalls on the Highway to Your Future
Charting the Course: Navigating Market Turns and Retirement Challenges
From Disney Zombies to Financial Zest: Navigating Your Road to Retirement
Charting Your Course to Retirement Bliss
Navigating the 401(k) Maze: Secrets to Supercharge Your Retirement
"Navigating Your Retirement Highway: The Art of Financial Freedom"
Navigating the Seasons of Retirement
Navigating Retirement's Winding Roads
Navigating the Maze: Tax Strategies for Your Retirement Journey
Retirement Planning Essentials: Guiding Your Financial Journey
Navigating Tariffs and Retirement Strategies
Navigating Life's Transitions
Navigating Emotions and Financial Resilience
Maximizing Your Retirement Savings and Tax Strategies
Balancing Risks and Rewards: Strategic Financial Planning
Navigating Market Volatility and Retirement Planning
Retirement Strategies for a Longer Life
Weathering Market Storms and Assessing Risk Tolerance
Smart Retirement Moves and Social Security Strategies
Navigating Longevity Risk and Emotional Aspects of Retirement Planning
Offense vs Defense In Your Portfolio
Inflation and Tariffs
Conversations You Should Have With Your Financial Advisor
The 4% Rule. Why It May No Longer Be Valid.
Portfolio Stress Test - Is It Time To Rebalance?
A Portfolio Year End Review
Financial Scams and How to Avoid Them!
Teaching the Next Generation About Money
The Election is Over. So How Will That Impact Your Retirement?
The Most Common Things People Forget When Setting Up An IRA/401K
Will The Election Impact The Market?
Retirement Terms Defined
Interest Rates Dropped. Now What?
Inflation And You
Taxes and Interest Rates
401(k)s and Taxes
Market Volatility And How To Prepare For It
Special Market Update
Why You Need A Plan
Taxes and Inflation
Inflation And The Impact On Retirement
The New Retirement Equation
Retirement Goals and How to Be Financially Independent
Surprise Retirement Expenses
Things To Think About Before You Retire
Dinner Seminars - What to Watch Out For
Ways to Save For Retirement
401K Allocation
How Will the National Debt Impact Your Retirement?
Retirement Savings and Taxes
Retirement Cashflow
401Ks, Roth IRAs, and Tax Law Changes
The 5 Ways To Make Retirement Income Last Longer
Why You Need an Advisor
The Market and AI
Fixed Income
Aging In Place Part 2
Aging In Place Part 1
How Do You Choose an Advisor?
Social Security and YOU
Getting To Know Matt and Kyle
Retirement Forecast
Long Term Care.
Changes Are Coming to Social Security! Are YOU Ready?
New Year. New You
Reasons Why You Should Have a Financial Advisor
The 8 Percent Rule?
Getting To Know Matt and Kyle
Long-Term Care - How Will You Pay For It?
The Best and Worst Retirement Systems: Where Does The US rank?
Changes Are Coming to Social Security!
Estate Planning
Government Shutdown Averted...For Now
Connecting the Dots - From Tax Hikes To Tailored Retirement Planning
5 Things You Should Do 5 Years Before You Retire
Retirement Planning Red Flags part 2
Retirement Planning Red Flags part 1
Housing In Retirement
Inflation and Taxes
The Consumer and the Market
The Market and How the US Debt Could Impact You
Should I Rollover My 401k?
How to Evaluate Your Financial Advisor
Long Term Care
Financial Independence
Retirement Income
Inflation and Financial Independence
Baby Boomers and Retirement Planning
Introducing Matthew Allgeyer and a Look at the Markets
Investment Planning VS Retirement Planning
Navigating Uncertainty
Could a Good Credit Score Actually Hurt You?
Who we are and what we do! Plus, a quick look at the current economy.
Three Questions That Can Preserve Your Savings During Market Volatility
Retirement Bracket!
Could The Debt Limit Crisis Derail Your Retirement?
Five Retirement Tax Surprises
The High Price Retirees Pay for Collecting Social Security Too Early
State of the Economy Address
Overlooked Strategies for Boosting Retirement Income
Lessons learned from Wealthy People Who Pay No Taxes
Dispelling Costly Social Security Myths
Top 3 Retirement Risks And Ways To Manage Each
Protecting Your Retirement Assets from Cognitive Decline as You Age
Retiring Planning Tips For Women
Avoiding a Rollercoaster Retirement
Navigating Market Volatility
What Wall Street Doesn't Understand About You
Inflation, Recession, and Other Falling Dominoes
Playing with Retirement Fire
Tactics for Retirement Planning Success
What Wall Street Doesn't Understand About You
Inflation, Recession, and Other Falling Dominoes
Retirement Tradeoffs
Recession Proofing Your Retirement Income
Interview with former US Comptroller General Dave Walker
Are You Ready For Retirement? 5 things you should think about first
The Retirement Rule of Thumb That’s Mostly Wrong
Interview with former US Comptroller General Dave Walker
Protecting Your Retirement Assets from Cognitive Decline as You Age
Are You Ready For Retirement? 5 things You Should Think About First
Key Retirement Dates and Ages