All Episodes
Your Successful Retirement — 159 episodes · page 1 of 2
How Do Required Minimum Distributions (RMDs) Work?
How Do You Know Your Tax Bracket and Why Does It Matter?
How Healthcare, Taxes, and Government Policies Could Affect Your Retirement (Ep. 144)
Is It Worth It To Convert Your IRA To A Roth?
How Often Should I Check My 401(k)?
How to Buy Your Next Car Without Overpaying (Ep. 143)
Should You Contribute To Your 401(k) On a Roth Basis?
How Much Money Do I Need For Retirement?
How to Filter Market Noise and Focus on What Really Matters
What Is a Trust?
Should I Put My House in an Irrevocable Trust?
Estate Planning Mistakes That Can Burden Your Family (Ep. 141)
What Is Probate?
Do You Need a Will?
Don’t Trust the Easy Answer: How Bad Information Can Hurt Your Financial Decisions
Should I Be Doing This Annuity?
What Happens If We Have Another Recession?
What Families Need to Know About College Planning Today
What Is An Index Fund?
What Are Asset Allocations?
Understanding Social Security: Myths, Mechanics, and What Happens Next
What Does “Fiduciary” Really Mean?
Should You Pay Someone to Manage Your Money?
How to Protect Yourself From Scams and Identity Theft in Retirement
What Does CFP® Really Mean? (And Why It Matters)
What Is Comprehensive Financial Planning? (It’s Not a Binder)
Strategic Tax Planning: What You Need to Know Before Filing
Voluntary Retirement Offers: What You Need to Know Before Deciding
Can AI Really Replace Human Financial Guidance?
Protecting Your Money from Modern Scams
Long-Term Care: The Most Overlooked (and Misunderstood) Part of Financial Planning
Your Guide to Layoffs, Severance, and Retirement Decisions
Are Roth IRAs Worth It?
Care Options for Older Americans
Investments You May Want To Avoid
Why is Healthcare So Expensive?
Elderly Planning: What You Need To Know
How To Financially Support Your Adult Children, Without Enabling Them (Part 2)
How To Financially Support Your Adult Children, Without Enabling Them (Part 1)
How Debt Can Derail Your Retirement
Funding College Without Breaking the Bank
Greed vs. Fear: Managing Emotions in Your Investment Portfolio
Outsmarting Instincts in Market Chaos
How Inflation Shapes Your Financial Strategy
Overcome Financial Anxiety and Retirement Fears
Are We Headed for Another Real Estate Crash?
Unlock the Secrets of Living Trusts
Financial Planning Unveiled: What You Need to Know for a Secure Future
Financial Wellness: Your First Meeting with an Advisor
The Pros and Cons of Automated Investment Services
Estate Planning Mistakes That Could Cost You Everything
Managing Healthcare Costs During Retirement
How to Keep Your New Year’s Financial Resolutions
Supercharge Your Retirement Savings!
How To Empower Your Children With Money Skills
7 Tax Myths
The Importance of Specialization
Retirement Roadblocks
Presidential Economic Policies: How Will The Election Affect My Finances?
Why I Hate School
Habits of Secret Millionaires
How To Weather The Sensationalism Storm
Why High Interest Rates Aren’t So Bad (Ep. 100)
Is Social Security Going Bankrupt?
Economic Opinion: Why The Immigration Policy Needs To Change
The Association of BellTel Retirees with Thomas Steed (Ep. 97)
Are You Watching Your 401(k) Enough?
How To Pick Your Financial Advisor
Are You FED Up?
Rescuing Your Abandoned 401(k)s
Estate Planning Unveiled: Snowstorms, Fresh Bread, and Future-Proofing Your Life
Beyond the Paycheck- Mastering the Art of Stress-Free Retirement
Beyond Budgets: Uncovering the Hidden Leaks in Your Financial Ship
The Untold Truth About College Education: Strategies for a Debt-Free Degree
Weathering Financial Storms: Unconventional Wisdom for Retirement Planning
Busting Financial Myths – What’s REALLY True in Today’s Economic Climate
Reality TV Meets Retirement: Unconventional Financial Wisdom from an Unlikely Source
Safeguarding Your Future: Essential Tips Against Investment Fraud
Rethink Your Credit: Insights Beyond Traditional Financial Wisdom
Rethinking Retirement: The Surprising Power of Roth Accounts
The Hidden Side of Economic Indicators: What They Really Tell Us
Investment Illusions: Debunking the Myths of Modern Portfolio Strategies
Ditch the New Year’s Resolution: Smart Financial Moves for a Prosperous Year Ahead
Unwrapping Financial Wisdom: Navigating Year-End Tax Strategies
Beyond Luck: Real Stories of Financial Fumbles and How to Avoid Them
401(k) or Bust: The Shifting Sands of Telecom Retirement
The Hidden Bias That’s Messing With Your Retirement Plans
The Surprising Connection Between Car Washes and Hedge Funds: A Financial Deep Dive
Mortgage Mystery: Are We On The Brink Of Another Housing Crisis?
Disney World Breakdowns & Economic Insights: A Must-Hear Adventure!
Unmasking AI’s Role in Finance: A Journey from the ’80s to Now
Planning for Prosperity: Navigating the Risks and Rewards of Financial Planning
Navigating Life’s Transitions: Making Sound Financial Decisions During Job Changes
The Power of Specialization: Why Generalists Aren’t Always Enough
Protecting Your Digital Footprint: A Guide to Dodging Scams and Telemarketers
Guarding the Golden Years: How to Protect Seniors from Financial Scams
Navigating 401k Withdrawals: Your Retirement Lifeline Explained
Your Legal Compass: How to Choose the Right Attorney for Estate Planning
Navigating Your 401k: A Guide to Smart Retirement Investments
Demystifying Power of Attorney: Your Legal Shield Explained