Episodes

  • How Much Money Do You TRULY Need to Retire?
    Aug 2 2025
    This episode challenges the common belief that you need a flat $1 million to retire comfortably. We'll explore why that "magic number" is often misleading and irrelevant to your personal situation. Instead, discover how a personalized approach, factoring in your lifestyle, expenses, and other income sources, can reveal your true retirement needs.
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    Less than 1 minute
  • To Advise or Not to Advise
    Jul 26 2025
    This episode dives into the crucial decision of whether or not to hire a financial advisor. We'll explore the benefits, such as expert guidance and tailored planning, alongside potential drawbacks like fees and relinquishing some control. Tune in to weigh the pros and cons and decide if a financial advisor is the right choice for your investment journey.
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    Less than 1 minute
  • Traditional IRA vs Roth IRA
    Jul 19 2025
    Confused about where to stash your retirement savings? This episode breaks down the crucial differences between a Traditional IRA and a Roth IRA. We'll explore their unique tax benefits, contribution rules, and withdrawal implications to help you decide which account best suits your financial future. Tune in to optimize your retirement strategy!
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    Less than 1 minute
  • Financial Wealth
    Jul 12 2025
    In this episode, we tie together the concepts from our "Mental Wealth" and "Physical Wealth" discussions, offering practical strategies to maximize your money and overall well-being. Discover how a holistic approach to your finances can empower you to live a richer, more fulfilling life. Tune in to learn how to align your financial decisions with your personal values and life goals.
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    Less than 1 minute
  • Physical Wealth
    Jul 5 2025
    This episode connects your active lifestyle today with a healthier, wealthier retirement tomorrow. We explore how prioritizing physical fitness isn't just about feeling good now, but about investing in a future where you can truly enjoy your golden years. Tune in to discover the powerful link between a vibrant body and a financially secure, fulfilling retirement.
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    Less than 1 minute
  • Mental Wealth
    Jun 28 2025
    In this episode, we discuss practical strategies for cultivating a resilient mindset, helping you navigate market volatility with confidence and make sound decisions under pressure. Discover how mastering your financial psychology is just as crucial as understanding the numbers, leading to true and lasting mental wealth.
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    Less than 1 minute
  • Managing Your Investments - Objectives and Risks
    Jun 14 2025
    In this episode, we dive into the crucial first steps of building a robust investment strategy. We'll explore how to clearly define your financial objectives, whether they're for retirement, a down payment, or something else entirely. Then, we'll unpack the various risks associated with investing and how understanding them is key to making informed decisions.
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    Less than 1 minute
  • Market Talk with Matt Anderson
    Jun 7 2025
    Matt Anderson joins the show to break down the latest inflation data and what it means for your wallet. We'll discuss the potential impact on interest rates and share actionable strategies to navigate these uncertain economic times. Tune in to understand how current market shifts could affect your long-term financial planning.
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    Less than 1 minute