Episodes

  • What Happens When You're Gone

    What Happens When You're Gone
    Nov 7 2026
    Estate planning is about more than deciding who gets what. It’s about protecting your loved ones and ensuring your wishes are carried out. In this episode, we explore why estate planning is an essential part of retirement planning and the steps you can take today to protect your legacy and give your family peace of mind.
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    Less than 1 minute
  • The Retirement Treehouse of Horrors

    The Retirement Treehouse of Horrors
    Oct 31 2026
    Some of the scariest threats to retirement aren't the ones you see coming. In this Halloween-themed episode, we uncover overlooked financial risks, including supporting adult children, expensive hobbies, aging homes, and the challenges of managing digital assets after death. We discuss how anticipating these hidden expenses and incorporating them into your financial plan can help keep your retirement from becoming a real-life house of horrors.
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    Less than 1 minute
  • 5 Moves to Make BEFORE You Retire

    5 Moves to Make BEFORE You Retire
    Oct 24 2026
    The five years leading up to retirement can be some of the most important for securing your financial future. We discuss five key moves to make before you retire, including maximizing retirement contributions, building cash reserves, preparing for healthcare costs, managing debt, and developing a reliable retirement income plan. We also explore how thoughtful tax planning and strategic financial decisions during this critical window can help create greater flexibility and confidence throughout retirement.
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    Less than 1 minute
  • What Could Going it Alone Cost You?

    What Could Going it Alone Cost You?
    Oct 17 2026
    Managing your investments is one thing, but turning those savings into a sustainable retirement income requires a different approach. We discuss the potential pitfalls of planning for retirement on your own, including Social Security timing, tax-efficient withdrawals, and protecting a surviving spouse. We also explore how a comprehensive financial strategy and professional guidance can help retirees make more informed decisions, maximize their resources, and gain greater peace of mind.
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    Less than 1 minute
  • Moves Every Retiree Should Make Before the Ball Drops

    Moves Every Retiree Should Make Before the Ball Drops
    Oct 10 2026
    As the year-end deadline approaches, we walk through key moves retirees should make now rather than waiting until December, including required minimum distributions and charitable giving strategies. We also explore how qualified charitable distributions can potentially reduce taxable income and affect Medicare premiums and Social Security taxation, along with when Roth conversions may make sense as part of a longer-term retirement and legacy strategy. The bottom line: don't let year-end deadlines sneak up on you—proactive planning can help avoid costly mistakes and make the most of your retirement strategy.
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    Less than 1 minute
  • What Are You Really Leaving Your Kids?

    What Are You Really Leaving Your Kids?
    Oct 3 2026
    The greatest wealth transfer in our nation's history has begun. You need to make sure you are doing what's right for you and your family. We talk about major tax mistakes to avoid and strategies to help you and your family.
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    Less than 1 minute
  • Social Security - Is the Math Working?

    Social Security - Is the Math Working?
    Sep 26 2026
    With the looming possibility of trust fund depletion and potential reductions in projected Social Security benefits, we examine whether standard retirement income strategies can withstand these upcoming changes. We break down the real-world impact of potential benefit cuts on a typical retiree's budget and explore why relying solely on pre-tax accounts can leave you vulnerable. Join us as we share strategic adjustments—including Roth conversions and income diversification—to help ensure your financial plan remains resilient no matter what lies ahead.
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    Less than 1 minute
  • How Do You Know When To Stop Going it Alone?

    How Do You Know When To Stop Going it Alone?
    Sep 12 2026
    While self-directed investing during your working years is relatively straightforward, managing distributions in retirement requires a far more complex set of ongoing financial decisions. We explore why even successful investors must shift their strategies to navigate taxes, medical expenses, and long-term income protection effectively. Learn how partnering with dedicated financial professionals can safeguard your nest egg and help ensure your retirement plan stays on track for the long haul.
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    Less than 1 minute