Episodes

  • What 2026 Could Mean for Retirees

    What 2026 Could Mean for Retirees
    Feb 7 2026
    During this episode, we’re going to look at some of the financial signs that retirees should be aware of in 2026.
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    Less than 1 minute
  • When Not To Play It Safe

    When Not To Play It Safe
    Jan 31 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
  • 2026 Retirement Strategies

    2026 Retirement Strategies
    Jan 17 2026
    During this episode, we’re going to discuss what you need to know about catch-up and retirement strategies in 2026.
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    Less than 1 minute
  • Five Pillars for Retirement

    Five Pillars for Retirement
    Jan 10 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
  • Emergency Fund 101

    Emergency Fund 101
    Dec 20 2025
    During this episode, we’re going to discuss the importance of an emergency fund and how you can build one of your own.
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    Less than 1 minute
  • 2026 May Boost Your Retirement Income

    2026 May Boost Your Retirement Income
    Dec 6 2025
    During this episode, we’re going to consider changes that are coming to IRAs, 401(k)s, and HSAs in 2026 that may keep more money in your pocket.
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    Less than 1 minute
  • Getting Financially Ready for 2026

    Getting Financially Ready for 2026
    Nov 29 2025
    During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.
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    Less than 1 minute
  • Interview with Jake Merrick

    Interview with Jake Merrick
    Nov 8 2025
    Welcoming former State Senator and radio host Jake Merrick, this episode explores the complex interplay between policy, politics, and your personal finances. We dive into the fiscal consequences of state and federal legislation, including specific tax and regulation changes that are impacting small businesses and families. Tune in as we get an inside look at how political decisions on key issues like spending and economic policy ultimately affect your wallet and investment outlook.
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    Less than 1 minute