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
  • Top Mistakes Retirees Make in Retirement

    Top Mistakes Retirees Make in Retirement
    Jan 31 2026
    In this episode, we identify the most frequent financial missteps that can jeopardize an otherwise secure retirement, from underestimating healthcare costs to miscalculating sustainable withdrawal rates. We discuss how emotional decision-making during market swings often leads to permanent losses and why failing to account for inflation can erode your purchasing power over time. Tune in to learn how to spot these common pitfalls early and the proactive steps you can take to protect your nest egg for the long haul.
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    Less than 1 minute
  • Five Pillars for Retirement

    Five Pillars for Retirement
    Jan 17 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.
    Jan 10 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
  • Getting Financially Ready for 2026

    Getting Financially Ready for 2026
    Dec 13 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
  • Mitigating Risk for Your Retirement

    Mitigating Risk for Your Retirement
    Nov 15 2025
    Retirement success isn't just about accumulation—it's about effectively mitigating the diverse risks that threaten your long-term security. This episode breaks down the seven major threats to a successful retirement. We discuss the history of taxes and why it's important.
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    Less than 1 minute
  • What I Wish I Knew Before — and After — Loss

    What I Wish I Knew Before — and After — Loss
    Nov 8 2025
    This sensitive episode offers vital financial guidance for navigating the overwhelming period both before and after the loss of a loved one. We discuss the often-neglected practical steps, such as updating beneficiaries, securing crucial documents, and understanding probate to protect surviving family members. Tune in for advice on managing unexpected expenses, applying for benefits, and setting up a clear financial path forward during a time of grief.
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    Less than 1 minute
  • So, You’re a Decade From Retirement

    So, You’re a Decade From Retirement
    Nov 1 2025
    During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.
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    Less than 1 minute