Episodes

  • The Great Wealth Transfer and You

    The Great Wealth Transfer and You
    Oct 19 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 12 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
  • How to Protect Your 401(k)

    How to Protect Your 401(k)
    Oct 5 2025
    During today’s show, we’ll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.
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    Less than 1 minute
  • These Habits Aren’t Just for the Wealthy

    These Habits Aren’t Just for the Wealthy
    Sep 21 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
  • Life Insurance? Roth IRA? What You Need to Know!

    Life Insurance? Roth IRA? What You Need to Know!
    Sep 7 2025
    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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    Less than 1 minute
  • Retirement Rules You Need to Know About

    Retirement Rules You Need to Know About
    Aug 31 2025
    From savings strategies to withdrawal rules, this episode is your guide to a secure retirement. We'll cover essential rules like the 4% withdrawal rule, required minimum distributions, and how to maximize your Social Security benefits. Get ready to learn the key financial milestones and strategies you need to know to make your money last a lifetime.
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    Less than 1 minute
  • Beneficiary 101

    Beneficiary 101
    Aug 24 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
  • So, You Want to Retire Soon?

    So, You Want to Retire Soon?
    Aug 17 2025
    During this show, we’re going to consider steps you can take right now to prepare yourself for a near-horizon retirement.
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    Less than 1 minute