Episodes

  • Real Life Stories, Real Life Issues Part 2

    Real Life Stories, Real Life Issues Part 2
    Feb 7 2026
    In this episode, we dive into the high-stakes world of mixing money with blood and brotherhood to see if the potential returns are worth the personal risks. We share cautionary tales of handshake deals gone sour and provide a practical framework for setting professional boundaries without ruining Sunday dinner. Whether you’re considering a joint real estate venture or funding a cousin’s startup, learn how to protect your portfolio and your peace of mind.
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    Less than 1 minute
  • Real Life Stories, Real Life Issues Part 1

    Real Life Stories, Real Life Issues Part 1
    Jan 31 2026
    In this episode, we explore the potential pitfalls of purchasing life insurance through a friend or acquaintance without a formal financial plan. We share cautionary tales of how casual agreements can lead to inadequate coverage and strained relationships when the "friend" lacks a comprehensive understanding of your long-term goals. Finally, we highlight the essential value of consulting a professional advisor to ensure your policy is objectively vetted and strategically integrated into your overall financial security.
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    Less than 1 minute
  • Accumulation vs Distribution: Why Retirement Feels So Different

    Accumulation vs Distribution: Why Retirement Feels So Different
    Jan 17 2026
    This episode explores the psychological and mathematical shift required when moving from the accumulation phase of building wealth to the distribution phase of spending it. We discuss why the aggressive saving strategies that served you for decades can actually become liabilities once you begin navigating the complexities of withdrawal rates and tax planning. Tune in to learn how to pivot your mindset and your portfolio to ensure your nest egg provides a reliable income for the rest of your life.
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    Less than 1 minute
  • America's IRA Expert - Ed Slott

    America's IRA Expert - Ed Slott
    Dec 27 2025
    In this high-stakes episode, we are joined by the legendary Ed Slott, widely regarded as America's leading authority on IRA distribution and retirement tax planning. Ed reveals how to defuse the "retirement tax time bomb" by navigating complex RMD rules and leveraging the long-term benefits of Roth conversions while tax rates remain at historic lows. Tune in to learn how to avoid common distribution traps and ensure you keep more of your hard-earned money for yourself rather than the federal government.
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    Less than 1 minute
  • 2026 COLA Numbers

    2026 COLA Numbers
    Dec 13 2025
    The official 2026 Cost-of-Living Adjustment (COLA) numbers for Social Security have been announced, and this episode breaks down exactly what the 2.8% increase means for your retirement income. We analyze how this modest rise compares to the actual rate of inflation seniors are experiencing, and discuss the critical impact of rising Medicare Part B premiums on your net monthly check. Tune in for actionable strategies to adjust your retirement budget, minimize tax exposure, and ensure this COLA increase truly helps you maintain your purchasing power.
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    Less than 1 minute
  • What’s Your Financial Appetite? Understanding Investment Risk at the Thanksgiving Table

    What’s Your Financial Appetite? Understanding Investment Risk at the Thanksgiving Table
    Nov 22 2025
    This holiday-themed episode uses the dynamic of a Thanksgiving dinner to help you assess and articulate your true financial appetite for investment risk. We explore how different family members' spending habits and risk tolerances—from the conservative planner to the speculative relative—mirror various investing styles in the market. Tune in for practical tips on understanding your own comfort level with volatility and using that knowledge to make more informed, confident investment decisions.
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    Less than 1 minute
  • Year End Financial Planning Checklist

    Year End Financial Planning Checklist
    Nov 15 2025
    The year-end is the most crucial time for financial action, and this episode provides your comprehensive checklist for finishing the year strong and setting up 2026 for success. We walk you through must-do steps like maximizing retirement contributions, strategically using tax-loss harvesting, and taking your Required Minimum Distributions (RMDs) before the deadline. Don't leave money on the table: tune in to ensure all your tax-advantaged accounts and investment portfolios are fully optimized before the calendar flips.
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    Less than 1 minute
  • The Difference Between Risk and Fear: Part 2

    The Difference Between Risk and Fear: Part 2
    Nov 8 2025
    Picking up where Part 1 left off, this episode deepens our discussion on the critical difference between quantifiable risk and paralyzing emotional fear in your financial life. We explore how cognitive biases lead investors to make costly, irrational decisions, often causing them to sell low and miss out on long-term gains. Tune in to learn advanced techniques for building a strong behavioral defense, ensuring your investment strategy is driven by logic, not by market anxiety.
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    Less than 1 minute