Episodes

  • What I Wish I Knew Before — and After — Loss

    What I Wish I Knew Before — and After — Loss
    Nov 8 2025
    This sensitive episode offers vital financial guidance for navigating the overwhelming period both before and after the loss of a loved one. We discuss the often-neglected practical steps, such as updating beneficiaries, securing crucial documents, and understanding probate to protect surviving family members. Tune in for advice on managing unexpected expenses, applying for benefits, and setting up a clear financial path forward during a time of grief.
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    Less than 1 minute
  • So, You’re a Decade From Retirement

    So, You’re a Decade From Retirement
    Nov 1 2025
    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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    Less than 1 minute
  • Avoid These Spooky Retirement Mistakes

    Avoid These Spooky Retirement Mistakes
    Oct 25 2025
    During this show, we’re going to walk through some of the most frightful retirement mistakes and how you can avoid them.
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    Less than 1 minute
  • Top Financial Concerns Facing Today’s Retirees & Near-Retirees

    Top Financial Concerns Facing Today’s Retirees & Near-Retirees
    Oct 18 2025
    From rising healthcare costs to persistent inflation and the uncertainty surrounding Social Security, today's retirees and near-retirees face a complex financial landscape. This episode breaks down the three biggest threats to retirement security and the critical planning mistakes people are making right now. Learn proactive strategies, including tax-efficient withdrawal methods and effective inflation hedges, to help ensure your nest egg lasts as long as you do.
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    Less than 1 minute
  • The Great Wealth Transfer and You

    The Great Wealth Transfer and You
    Oct 11 2025
    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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    Less than 1 minute
  • What the Fed’s Rate Cut Means For You

    What the Fed’s Rate Cut Means For You
    Oct 4 2025
    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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    Less than 1 minute
  • Beneficiary 101

    Beneficiary 101
    Sep 13 2025
    During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.
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    Less than 1 minute
  • The Tax Implications of the OBBBA with Ed Slott

    The Tax Implications of the OBBBA with Ed Slott
    Aug 23 2025
    Joining a tax guru like Ed Slott, this episode is a must-listen for anyone navigating the new financial landscape. We'll explore the specific tax implications of the "One Big Beautiful Bill Act" (OBBBA) and uncover the strategies you need to minimize your tax burden. From retirement accounts to investment opportunities, Ed Slott provides his signature, easy-to-understand advice on how the new legislation will impact your financial future.
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    Less than 1 minute