PODCAST · business
Pinnacle Perspectives: Money, Family, and Retirement
by Kevin Gerbers and Christopher King
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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26
How Much Monthly Retirement Income is Enough?
During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.
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25
Gen X Retirement Strategies
During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.
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24
Retirement Savings: Is Yours on Track?
During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement.
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23
A Different Way to Budget
During this episode, we discuss the anti-budget — a simpler, more sustainable approach to managing money — and connect it to the broader goal of financial freedom.
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22
Yes, You Can Spend During Retirement
During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.
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21
Long-Term Care Myths and Facts
During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.
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20
Follow Your Social Security Signs
During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.
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19
Retirement Taxes and Money Moves
During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.
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18
13 Habits for a Successful Retirement
During this show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want.
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17
What 2026 Could Mean for Retirees
During this episode, we’re going to look at some of the financial signs that retirees should be aware of in 2026.
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16
Five Pillars for Retirement
During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
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15
Three Retirement Windows
During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.
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14
When Not To Play It Safe
During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.
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13
Life Insurance? Roth IRA? What You Need to Know!
On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.
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12
So, You’re a Decade From Retirement
During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.
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11
Getting Financially Ready for 2026
During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.
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10
Managing Financial Risk During a Market Downturn
During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.
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9
Retirement: When Should You Wait?
In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.
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8
How To Protect Your Retirement Savings
During this episode, we’re going to have a conversation about techniques and steps that may help you protect more of your retirement savings.
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7
Emergency Fund 101
During this episode, we’re going to discuss the importance of an emergency fund and how you can build one of your own.
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6
The Great Wealth Transfer and You
During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.
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5
What the Fed’s Rate Cut Means For You
During this show, we’re going to discuss the Fed’s recent rate cut and what it might mean for your financial strategy.
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4
The New Budget Bill and You
During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.
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ABOUT THIS SHOW
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
HOSTED BY
Kevin Gerbers and Christopher King
CATEGORIES
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