Episodes

  • What if You Don't Bounce Your Last Check

    What if You Don't Bounce Your Last Check
    Sep 6 2025
    This thought-provoking episode challenges the conventional wisdom of leaving a financial legacy. We explore the "die with zero" philosophy and the strategies you can use to spend your wealth on a fulfilling life, rather than saving for an uncertain future. Learn how to balance saving for retirement with enjoying your golden years and ensure your final check truly is your last.
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    Less than 1 minute
  • Checklist for the Year of Retirement

    Checklist for the Year of Retirement
    Aug 30 2025
    Embarking on retirement is a major life transition, and this episode provides a vital roadmap to ensure a smooth journey. We'll walk you through a comprehensive financial checklist for your final year of work, covering everything from optimizing Social Security to reviewing your investment strategy. Tune in to learn how to avoid common pitfalls and make the crucial decisions that will set you up for a secure and enjoyable retirement.
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    Less than 1 minute
  • Financial Changes and Questions

    Financial Changes and Questions
    Aug 16 2025
    This episode tackles the most pressing financial changes and listener-submitted questions. Tune in for practical answers to your biggest money questions, providing clear, actionable advice to help you navigate your personal financial journey.
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    Less than 1 minute
  • Surprise Expenses in Retirement

    Surprise Expenses in Retirement
    Aug 9 2025
    In this episode, we tackle the unexpected financial hurdles that can arise in retirement. We'll discuss common "surprise" expenses, from healthcare costs to home repairs, and how they can derail even the best-laid plans. Join us as we provide actionable strategies to budget for the unpredictable and protect your golden years from financial shocks.
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    Less than 1 minute
  • Beneficiaries: Are You Leaving a Blessing or a Burden?

    Beneficiaries: Are You Leaving a Blessing or a Burden?
    Jul 19 2025
    Who you designate as a beneficiary for your assets can have significant consequences, turning a thoughtful inheritance into an unexpected problem. This episode will guide you through crucial considerations to ensure your legacy is a blessing, not a burden, for your loved ones. We'll explore common pitfalls and provide actionable steps to help you make informed decisions about your beneficiaries.
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    Less than 1 minute
  • What's In The Big Beautiful Bill?

    What's In The Big Beautiful Bill?
    Jul 12 2025
    In this episode, we break down the complexities of the recently passed legislative bill. Join us as we uncover the key provisions, significant financial allocations, and potential impacts on your wallet and the economy. We'll help you understand what this "big beautiful bill" truly means for you and the nation.
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    Less than 1 minute
  • The Independence Plan

    The Independence Plan
    Jul 5 2025
    Join us as we demystify investing, budgeting, and wealth creation, offering actionable strategies for every stage of your financial journey. Tune in to gain the knowledge and confidence you need to take control of your money and achieve true financial independence.
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    Less than 1 minute
  • Are You Ready to Live to 100?

    Are You Ready to Live to 100?
    Jun 28 2025
    This week, we dive into the fascinating world of longevity and its surprising impact on your financial plans. Join us as we explore how a potentially longer lifespan changes the game for retirement savings, healthcare costs, and even intergenerational wealth transfer. Discover actionable strategies to ensure your money lasts as long as you do, no matter how many candles are on your centennial cake.
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    Less than 1 minute