Episodes

  • Social Security: Preparing for the Unknown

    Social Security: Preparing for the Unknown
    Nov 15 2025
    During this show, we’re considering whether you should apply early for Social Security given the program’s somewhat uncertain future.
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    Less than 1 minute
  • The Great Wealth Transfer and You

    The Great Wealth Transfer and You
    Nov 1 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
  • These Habits Aren’t Just for the Wealthy

    These Habits Aren’t Just for the Wealthy
    Oct 25 2025
    On this show, we’ll discuss 13 traits common among wealthy people, that anyone can utilize in their own financial strategy.
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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 18 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
  • Managing Financial Risk During a Market Downturn

    Managing Financial Risk During a Market Downturn
    Oct 11 2025
    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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    Less than 1 minute
  • Beneficiary 101 – Inherited IRA’s

    Beneficiary 101 – Inherited IRA’s
    Oct 4 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
  • How to Truly Enjoy Your Retirement

    How to Truly Enjoy Your Retirement
    Sep 27 2025
    During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.
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    Less than 1 minute
  • The Cost of Being a Grandparent

    The Cost of Being a Grandparent
    Sep 20 2025
    During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.
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    Less than 1 minute