Episodes

  • Protect Yourself: Scam Prevention Tips

    Protect Yourself: Scam Prevention Tips
    Dec 28 2025
    As financial fraud becomes increasingly sophisticated, this episode explores the critical red flags you need to recognize to keep your hard-earned assets safe from modern predators. We break down the latest tactics used by scammers, including AI-powered voice cloning and complex investment "pig butchering" schemes that often hide in plain sight. Tune in for actionable prevention strategies and a clear step-by-step guide on the immediate actions you should take if you suspect your personal information has been compromised.
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    Less than 1 minute
  • Monthly Pension or Lump Sum? How to Decide

    Monthly Pension or Lump Sum? How to Decide
    Dec 21 2025
    This episode tackles one of the most critical decisions retirees face: whether to accept a steady monthly check or take a single upfront payment. We break down the key factors that influence this choice, including life expectancy, inflation protection, and personal investment goals. Tune in as we provide a framework to help you evaluate which option aligns best with your long-term financial security and lifestyle needs.
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    Less than 1 minute
  • The Boring Path to Wealth: Simple Habits That Actually Work

    The Boring Path to Wealth: Simple Habits That Actually Work
    Dec 14 2025
    This episode embraces the often-overlooked truth that building lasting wealth rarely involves high-risk schemes or overnight sensations, focusing instead on simple habits that actually work. Tune in to learn why consistency and patience are your greatest financial assets on the truly boring, but incredibly effective, path to financial freedom.
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    Less than 1 minute
  • Invest Like a High Earner

    Invest Like a High Earner
    Dec 7 2025
    We break down advanced investment strategies—like sophisticated tax planning, real estate syndication, and diversifying concentrated stock positions—that are essential for those in the top income brackets. Learn how to optimize your capital and create long-term, multi-generational wealth by implementing the same financial tactics used by highly successful individuals.
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    Less than 1 minute
  • Retiring Next Year? Your 2026 Retirement To-Do List

    Retiring Next Year? Your 2026 Retirement To-Do List
    Nov 30 2025
    This essential episode is a definitive checklist for anyone planning to retire in 2026, outlining the financial and logistical steps you must take in the next twelve months. We detail critical deadlines for things like Medicare enrollment and Social Security filing, and explain how to finalize your withdrawal strategy to minimize tax impact. Tune in to ensure your final year before retirement is structured, stress-free, and financially sound.
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    Less than 1 minute
  • Navigating the 2026 Social Security Changes

    Navigating the 2026 Social Security Changes
    Nov 23 2025
    This episode provides a critical, in-depth guide to all the major Social Security adjustments taking effect in 2026, including the announced Cost-of-Living Adjustment (COLA) and increases to the maximum taxable earnings limit. We explain how the new, higher income limits under the earnings test will impact retirees who plan to work part-time while receiving benefits, especially those approaching the Full Retirement Age (FRA). Tune in to understand the net impact on your monthly check, considering factors like rising Medicare premiums, and learn actionable strategies to maximize your benefits under the new rules.
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    Less than 1 minute
  • 10 Years from Retirement? Here’s Your Financial Checklist

    10 Years from Retirement? Here’s Your Financial Checklist
    Nov 16 2025
    If retirement is a decade away, now is the crucial moment to finalize your financial strategy and solidify your future. This episode provides an essential 10-year checklist, covering everything from maximizing catch-up contributions to stress-testing your investment portfolio against potential market downturns. We break down the key decisions you must make now regarding Medicare, Social Security filing, and long-term care to ensure a smooth and secure transition into your post-work life.
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    Less than 1 minute
  • Avoid Costly Mistakes: Keep Your Beneficiaries Up to Date

    Avoid Costly Mistakes: Keep Your Beneficiaries Up to Date
    Nov 9 2025
    This often-overlooked administrative task is one of the most critical to your financial legacy, as outdated beneficiary forms can derail your entire estate plan and cause serious legal complications for your heirs. We discuss the crucial times you must review and update beneficiaries—such as after marriage, divorce, or the birth of a child—for accounts like IRAs, 401(k)s, and life insurance policies. Tune in to learn how to avoid a costly and emotionally draining probate process and ensure your assets are distributed exactly as you intend.
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    Less than 1 minute