Latest Episodes
October 16, 2026
121: Why Year-End Tax Planning Is Critical to Your Retirement Plan
When it comes to taxes, one of the biggest mistakes you can make is waiting until it's time to file your return to start...
00:19:20
September 25, 2026
120: Oil Prices, Inflation, Market Volatility, and the Midterms: What It Means for Your Portfolio
Rising oil prices, changing interest rates, geopolitical tension, and the midterms can create a lot of noise for investors. When markets move from day...
00:21:15
September 10, 2026
119: Creating Your Retirement Paycheck: Cash Flow, Taxes, and Social Security Planning
Life is about cash flow. While you're working, you know where your paycheck is coming from every month. But retirement creates an entirely different...
00:25:59
September 01, 2026
118: How To Protect Yourself From Scams and Identity Theft
Scammers are becoming far more sophisticated, and the unfortunate reality is that seniors and retirees are often among their biggest targets. From impersonating family...
00:39:58
August 11, 2026
117: Estate Planning Details That You Can't Afford to Overlook
An estate plan can provide peace of mind by making your wishes clear and helping the people you leave behind understand exactly what you...
00:25:57
July 29, 2026
116: Cash Is King, But How Much Is Too Much?
Cash can certainly provide stability, flexibility, and peace of mind during retirement. It can also help cover emergencies, upcoming expenses, and periods of market...
00:22:02