Podcast Episodes
Back to SearchSteps For Success In The Year Ahead
Season 2025 Episode 1220
In this video, we explore practical steps to approach retirement and how to organize different aspects of life during this stage. The focus is on planning, making thoughtful choices, and understandin…
Published on 6 hours ago
The Pillars To Your Retirement Blueprint
Season 2025 Episode 1213
A retirement blueprint can be a helpful way to think about the different areas that shape life in later years. This video looks at several pillars people commonly use to organize their thoughts, such…
Published on 1 week ago
Preparing For Launch
Season 2025 Episode 1206
This video explores the process of getting ready for retirement and the different elements that can shape that transition. It looks at how people think about long-term planning, future priorities, an…
Published on 2 weeks, 1 day ago
The Value Of An Advisor
Season 2025 Episode 1129
In this episode, we explore the role of a financial advisor and how their guidance can help clarify complex money matters. From budgeting and investing to planning for long-term goals, we discuss the…
Published on 3 weeks ago
Constructing Your Retirement Plan
Season 2025 Episode 1119
In this episode, we take a broad look at how to think about and organize your long-term financial future. The video offers general perspectives on approaching retirement planning and invites you to c…
Published on 1 month ago
Giving Financial GIfts
Season 2025 Episode 1111
Giving money can be nice, but giving a financial head start is even better. In this video we explore smart ways to give meaningful financial gifts such as 529 college savings plans, custodial Roth IR…
Published on 1 month, 1 week ago
Tax Strategies
Season 2025 Episode 1104
In this episode, we discuss how taxes influence retirement planning and explore strategies to manage their impact. The conversation covers how different retirement accounts are taxed, the role of Rot…
Published on 1 month, 2 weeks ago
End Of Year Planning
Season 2025 Episode 1101
As the year wraps up, it's a good time to take stock of your financial situation and consider any adjustments before heading into the new year. In this video, we discuss practical year-end planning s…
Published on 1 month, 2 weeks ago
Avoiding A Trick Or Treat Retirement
Season 2025 Episode 1025
Halloween and retirement might have more in common than you'd think. This video explores the parallels between the two from the "tricks" that can catch people off guard, like unexpected expenses or p…
Published on 1 month, 3 weeks ago
10 Steps To Prepare For Retirement
Season 2025 Episode 1018
This video explores 10 practical steps to prepare for retirement, offering a straightforward look at the key financial and lifestyle considerations that can shape your later years. Rather than focusi…
Published on 2 months ago