Episodes

  • The Pillars of a Comprehensive Retirement Plan

    The Pillars of a Comprehensive Retirement Plan
    Mar 22 2026
    In this episode, we break down the critical shift from wealth accumulation to sustainable distribution, ensuring your nest egg lasts as long as you do. Our experts dive into the "tax-efficient bucket" strategy to help you minimize the IRS's share of your withdrawals while maintaining a consistent lifestyle. Finally, we explore how to stress-test your portfolio against inflation and healthcare costs to build a truly resilient retirement foundation.
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    Less than 1 minute
  • 13 Habits for a Successful Retirement

    13 Habits for a Successful Retirement
    Mar 15 2026
    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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    Less than 1 minute
  • When Not To Play It Safe

    When Not To Play It Safe
    Mar 8 2026
    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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    Less than 1 minute
  • Tax Strategies to Save You Money

    Tax Strategies to Save You Money
    Mar 1 2026
    In this episode, we break down the most overlooked tax credits and deductions that could significantly lower your annual tax bill. We sit down with expert CPAs to discuss how shifting your income and timing your expenses can lead to immediate savings for both individuals and small business owners. Tune in to learn actionable strategies you can implement today to keep more of your hard-earned money out of the IRS's hands.
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    Less than 1 minute
  • Retirement: When Should You Wait?

    Retirement: When Should You Wait?
    Feb 15 2026
    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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    Less than 1 minute
  • Five Pillars for Retirement

    Five Pillars for Retirement
    Feb 8 2026
    During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
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    Less than 1 minute
  • Retiring Early? Here’s What You Need To Know.

    Retiring Early? Here’s What You Need To Know.
    Feb 1 2026
    During this episode, we’ll examine some of the things you need to know about retiring early.
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    Less than 1 minute
  • Tax Strategies to Save You Money

    Tax Strategies to Save You Money
    Dec 28 2025
    This episode breaks down the massive financial shifts following the passage of the "One Big Beautiful Bill Act," detailing how permanent tax bracket updates and record-high standard deductions will affect your bottom line. Tune in for essential year-end strategies.
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    Less than 1 minute