Podcast Episodes

The 30-Year Tax Strategy: Optimizing What You Keep in Retirement

Ask people what their biggest expense in retirement will be, and you’ll often hear healthcare, housing, or travel. But for many retirees, the real an…

an hour ago

Family Confidence in Retirement

You'd think people without children — who don't pay for childcare, tuition, or all the costs that come with raising a family — would feel the most co…

4 weeks ago

Retirement Paycheck Predicament

Your parents or grandparents retired with a pension—a guaranteed check every single month for the rest of their lives. The company handled the invest…

4 weeks ago

The Medicare Scare

If you've been following retirement news recently, you may have seen some pretty scary headlines about Medicare Part D. Words like "cuts," "slashed,"…

1 month, 3 weeks ago

5 Strategic Steps to Help Elevate Your Retirement Savings

Retirement isn’t just about stepping away from work; it’s about keeping the life you love and planning for a confident future. On this episode of Wea…

2 months, 1 week ago

The Hidden Healthcare Costs in Retirement & How to Be Prepared

Episode 214

Fidelity Research says a 65-year-old will need about $170,000 for out-of-pocket healthcare spending over the course of their retirement. If that numb…

2 months, 3 weeks ago

Retirement Planning for Women: What You Need to Know

Episode 213

When most people picture retirement, they imagine reaching the finish line after decades of hard work. But for many women, retirement is actually the…

2 months, 4 weeks ago

What a New Federal Reserve Chairman Means for Your Retirement

Episode 212

There's a new Chairman at the Federal Reserve, and he's already shaking things up. At his very first meeting, Chairman Kevin Warsh made the promise t…

3 months ago

Are You Acting Your Age with Your Asset Allocation?

Episode 211

For years, you've worked hard, saved consistently, and watched your retirement accounts grow. But once retirement gets closer, your financial strateg…

3 months, 1 week ago

How to Protect Your Retirement from Rising Inflation

Episode 210

The latest consumer report shows an inflation rate of over 4.2% in the past year – the highest annual rate we've seen in three years. So what does th…

3 months, 2 weeks ago