Episodes

  • How Does Your Retirement Savings Stack Up?

    How Does Your Retirement Savings Stack Up?
    May 16 2026
    During this episode, we'll explore where Americans actually stand when it comes to retirement savings, what the data tells us about how different age groups are tracking, and practical strategies that could help close the gap between where you are and where you want to be.
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    Less than 1 minute
  • Retirement Savings: Is Yours on Track?

    Retirement Savings: Is Yours on Track?
    May 9 2026
    During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement.
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    Less than 1 minute
  • Is Your Family Financially Prepared for the Unexpected?

    Is Your Family Financially Prepared for the Unexpected?
    May 2 2026
    During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.
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    Less than 1 minute
  • Is a Roth Conversion Right for You?

    Is a Roth Conversion Right for You?
    Apr 25 2026
    During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.
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    Less than 1 minute
  • How Much Monthly Retirement Income is Enough?

    How Much Monthly Retirement Income is Enough?
    Apr 18 2026
    During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.
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    Less than 1 minute
  • A Different Way to Budget

    A Different Way to Budget
    Apr 11 2026
    During this episode, we discuss the anti-budget — a simpler, more sustainable approach to managing money — and connect it to the broader goal of financial freedom.
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    Less than 1 minute
  • Yes, You Can Spend During Retirement

    Yes, You Can Spend During Retirement
    Mar 21 2026
    During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.
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    Less than 1 minute
  • Long-Term Care Myths and Facts

    Long-Term Care Myths and Facts
    Mar 14 2026
    During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.
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    Less than 1 minute