All Episodes
Your Successful Retirement — 144 episodes
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
The Power of Living Trusts: A Journey from Misunderstanding to Empowerment
The Green and Brown of It: Unraveling the Complexities of ESG Investing
The Dark Side of Financial Advising: A Guide to Safeguarding Your Wealth
From Medieval Times to Retirement Times: The Fascinating History of Wills
Embracing the Opposite: A Rebel’s Guide to Navigating Financial Turmoil
Hold Your Horses on That Side Hustle: Lessons from an Equine Therapy Business
From Weight Loss to Wealth Gain: Improving Your Finances Through Incremental Change
Decoding Cognitive Biases: The Dunning-Kruger Effect in Financial Decision-Making
Navigating the Financial Maze: Unraveling 529 Plans and College Expenses!
Campus Confidential: The REAL College Experience Unveiled!
Unveiling the Hidden Truths: A Fresh Perspective on Living Standards and Corporate Taxes
The Hidden Strategy to Maximize Your Retirement Wealth
The Importance of Spring Cleaning Your Finances
How to Prepare for a Recession
Retirement in 1993 versus today—the new reality
What Nana’s Mac & Cheese Says About Your Retirement Prep
I Bonds — Are they really worth the hype?
An Insider’s Look at Big Banks, Small Banks, and Credit Unions
Why George Costanza Might Be An Investment Genius
The Secret to a Content Retirement (Among Other Adventures)
Why College is Unaffordable
When a “Fix” Breaks More Than it Helps
What a Free, Discontinued Pen Teaches About Your Retirement
How Your Plan Can Be Ahead of 87% of New Retirees
The Truth About Retirement Expectations Versus Reality According to Retirees
Two Similar Couples — Two Very Different Outcomes
A Personal Message From the Future
What a Golf Course Hazmat Crew Can Teach About Your Finances
3 Portfolio Lessons From a Tragic Night in 1892
How to Be Smarter Than the Cable News Talking Heads
The Real Cost of “DIY Anything”
Should I Collect Social Security Early?
Real Stories of a Spendthrift Retirement
Uncovering the Jones’s Secret
My Controversial Take on AARP
5 Keys to Protect Your Future From Layoffs
Are Pensions Really Dead?
What a School Bus Driver’s Lawn Says About Retirement
4 Questions to Help You Choose Where to Retire
What an Old-Timey Shovel Means for Your Retirement
How to NOT Be an Easy Target for Unscrupulous Advisors
The Invisible Prison Keeping People From the Life they Want
Why the “Cheap Gas Effect” Gives False Hope
The Tough Habit We Must Master For Retirement Success
When & Why You Should Call Your Financial Advisor
“Fool’s Gold” that keeps folks miserable (and how to avoid it)
Common Misconceptions About Fiduciaries That Work Against You
Real Talk About Following Your Passion and Changing Careers
The “Recession Talk” Nobody’s Having
The Secret to Buying Low and Selling High
How Adult Children Factor Into Retirement Planning
The Keys To a Safe, Secure & Fulfilling Verizon Retirement Package
What To Do When Verizon Makes You an Offer
How To Build a Successful + Rewarding Life After Verizon with Bob Grenier
Health Care Options After Verizon
What Pro Athletes Can Teach You About A Successful Retirement
Case Study: How a Former Verizon Employee Charted a Rewarding Career Path
The Simple Secret To Navigating Your Retirement Planning Journey
How Much Should I Save For Retirement?
The Single Biggest Retirement Mistake Verizon Employees Make – And How To Fix It!
What’s Changed in 30+ Years of Verizon Benefits – And What You Need To Know MOST Today!