Episodes

  • The Cost of Being a Grandparent

    The Cost of Being a Grandparent
    Feb 14 2026
    During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.
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    Less than 1 minute
  • Medicare Part B Will Be Pricier in 2026

    Medicare Part B Will Be Pricier in 2026
    Jan 31 2026
    During this episode, we’ll be discussing the rise in Medicare Part B costs as well as other Medicare changes coming in 2026.
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    Less than 1 minute
  • Be Careful: The Top 5 Scams

    Be Careful: The Top 5 Scams
    Jan 24 2026
    In this episode, we expose the most sophisticated financial threats of 2026, from AI-generated voice cloning to the growing danger of QR code phishing. We break down the "Top 5 Scams" currently draining bank accounts, detailing how fraudsters use extreme urgency and high-tech impersonation to bypass even the most cautious investors. Tune in to learn the essential verification steps you must take before clicking a link or moving money, ensuring your hard-earned savings remain secure from these evolving digital traps.
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    Less than 1 minute
  • Tax Preparation vs. Tax Planning

    Tax Preparation vs. Tax Planning
    Jan 17 2026
    In this episode, we break down the critical distinction between tax preparation—the backward-looking process of filing your annual return—and tax planning, which is the proactive strategy of minimizing your tax burden over a lifetime. We explore how simply "doing your taxes" in April focuses on compliance, while true planning involves year-round decisions like Roth conversions and income timing to keep more of your hard-earned money. Tune in to learn why moving from a reactive mindset to a forward-thinking plan is one of the most effective ways to accelerate your path to financial independence.
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    Less than 1 minute
  • New Year Financial Planning Checklist

    New Year Financial Planning Checklist
    Jan 10 2026
    As you kick off 2026, this episode provides a comprehensive New Year Financial Planning Checklist to ensure your foundation is rock-solid for the year ahead. We break down the most impactful moves you can make right now, from rebalancing your investment portfolio to auditing your recurring subscriptions and debt strategy. Join us as we move beyond vague resolutions and provide the concrete actions you need to achieve financial clarity and confidence this year.
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    Less than 1 minute
  • Gratitude and Year-End Planning

    Gratitude and Year-End Planning
    Nov 29 2025
    This episode blends the power of gratitude with the necessity of smart, proactive year-end financial planning to set you up for success in the new year. We discuss key year-end actions, including strategies for tax-loss harvesting, maximizing retirement contributions, and making final charitable donations to minimize your tax bill. Tune in for a comprehensive guide to finishing the current year strong and aligning your financial actions with your personal values and goals.
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    Less than 1 minute
  • Why You Need an Emergency Fund

    Why You Need an Emergency Fund
    Nov 15 2025
    An emergency fund is the financial foundation you need to survive unexpected crises without derailing your long-term goals or accumulating high-interest debt. This episode breaks down exactly how much cash you should set aside, the best place to keep that money to ensure liquidity, and the common pitfalls to avoid when building your savings. Learn how to recession-proof your personal finances and gain invaluable peace of mind with a fully funded safety net.
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    Less than 1 minute
  • Market Update with Keith Gangl

    Market Update with Keith Gangl
    Nov 8 2025
    This episode features a timely Market Update with our guest, veteran Portfolio Manager Keith Gangl. Keith analyzes the most recent economic releases and central bank decisions, detailing exactly how these factors are influencing market movements across stocks and bonds. Tune in for his expert perspective on current volatility, and the practical investment strategies he recommends for positioning your portfolio today.
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    Less than 1 minute