Episodes

  • The 2026 Retirement Roadmap

    The 2026 Retirement Roadmap
    Jan 25 2026
    This episode kicks off the new year by outlining the essential milestones and regulatory updates for your 2026 retirement strategy. We dive into the latest IRS contribution limits and tax law adjustments that could significantly impact your savings potential over the next twelve months. Whether you are decades away from the finish line or just months from retiring, this roadmap provides the actionable steps needed to keep your financial future on track in this year's economic landscape.
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    Less than 1 minute
  • The 2026 Retirement Reality Check

    The 2026 Retirement Reality Check
    Jan 11 2026
    As we step into 2026, this episode provides a necessary reality check on how the current economic landscape has shifted the goalposts for a secure retirement. We break down the latest tax law updates and the lingering effects of 2025's market volatility to help you determine if your "retirement number" is still truly on track. Join us as we provide actionable steps to shore up your strategy and ensure your financial vision remains resilient against the unique challenges of the mid-2020s.
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    Less than 1 minute
  • The Year-End Checklist

    The Year-End Checklist
    Dec 21 2025
    In this episode, we walk through the essential financial moves you should consider before the calendar turns. We cover a comprehensive range of year-end tasks designed to optimize your tax situation, review your investment allocations, and maximize your retirement contributions. Join us as we provide a clear roadmap to help you tie up loose ends and start the new year on the strongest possible financial footing.
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    Less than 1 minute
  • Ten Ways to Start Saving

    Ten Ways to Start Saving
    Dec 14 2025
    This episode dives into ten practical and immediate ways you can kickstart or dramatically improve your personal savings habit right now. We cover a mix of passive strategies—like automating transfers and negotiating lower bills—and active methods, such as embracing the 30-day rule and using the envelope system. Tune in for simple, actionable advice to help you quickly build an emergency fund and begin moving closer to your long-term financial goals.
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    Less than 1 minute
  • Understanding About Alzheimer's and the Caregivers Role

    Understanding About Alzheimer's and the Caregivers Role
    Dec 7 2025
    This episode offers a crucial and compassionate look at the substantial financial challenges presented by an Alzheimer's diagnosis and the subsequent caregiver role. We detail the staggering costs associated with long-term care, specialized facilities, and home health aides, providing strategies for planning and funding this expensive journey. Additionally, we discuss the financial and career sacrifices often made by caregivers and explore available resources to help support both their loved one and their own financial well-being.
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    Less than 1 minute
  • Alzheimer's and More

    Alzheimer's and More
    Nov 23 2025
    This episode addresses the critical and costly financial implications of an Alzheimer's diagnosis and other serious cognitive diseases. We detail the staggering financial burdens—from long-term care facilities to in-home aid—and discuss how to proactively budget for these potential expenses in your retirement plan. Tune in to learn about crucial legal documents like Power of Attorney, and essential financial tools, including long-term care insurance, that can protect your family's assets and peace of mind.
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    Less than 1 minute
  • Even MORE Things to Know Before and After You Retire

    Even MORE Things to Know Before and After You Retire
    Nov 16 2025
    This episode builds upon our popular retirement series, diving into an expanded list of critical financial, legal, and lifestyle considerations for both pre-retirees and those already enjoying life after work. We cover overlooked essentials like how to properly update beneficiary designations and the unexpected costs of travel and leisure that can strain a fixed income. Tune in for practical, actionable advice that ensures you are prepared for every phase of a long, financially secure retirement.
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    Less than 1 minute
  • 12 Things You Need to Know Before and After you Retire Part 2

    12 Things You Need to Know Before and After you Retire Part 2
    Nov 2 2025
    We dive into the critical financial moves you must make immediately after you punch out for good. Learn how to transition from an accumulation mindset to a strategic distribution plan, including the crucial decisions about your withdrawal strategy and tax-efficient account sequencing. We cover the post-retirement checklist: from reassessing your budget to updating your estate plan and managing market risk when every dollar counts.
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    Less than 1 minute