Podcast Episodes
Back to SearchFixed Incomes & Interest Rates
Season 2025 Episode 913
In this episode, we take a general look at how interest rates connect with fixed incomes, especially in the context of retirement. The discussion touches on the ways rate changes can relate to financ…
Published on 9 hours ago
Leaving A Legacy
Season 2025 Episode 906
Ever wonder what becomes of the things you’ve worked hard for after you’re gone? This episode takes a closer look at the idea of legacy planning and why it matters. We’ll talk about the importance of…
Published on 1 week ago
Labor Day
Season 2025 Episode 830
As Labor Day approaches, it's a fitting time to think about the future. In this episode, we explore some important aspects of retirement planning. Whether you're early in your career or approaching r…
Published on 2 weeks ago
Defensive Strategies
Season 2025 Episode 823
This episode dives into defensive financial strategies—practical ways to protect your money and stay financially stable during times of uncertainty. Instead of focusing on high-risk, high-reward tact…
Published on 3 weeks ago
Market Volatility
Season 2025 Episode 816
Market volatility can feel unsettling, especially when you’re thinking about your retirement savings. In this video, we break down what market ups and downs really mean in the context of long-term re…
Published on 4 weeks ago
Planning In Market Volatility
Season 2025 Episode 809
When markets are unpredictable and headlines are filled with uncertainty, it can be hard to know how to move forward with your financial goals. This video explores how to plan confidently during time…
Published on 1 month ago
5 Pillars Of Planning
Season 2025 Episode 802
Retirement isn’t a finish line—it’s a transition that calls for structure, reflection, and long-range thinking. “5 Pillars of Planning for Retirement” explores key components that often shape a stabl…
Published on 1 month, 1 week ago
Big Beautiful Opportunities
Season 2025 Episode 726
In this video, we take a broad look at some of the more interesting and often overlooked opportunities that can emerge during tax season. From shifting perspectives to timely strategies that are gain…
Published on 1 month, 2 weeks ago
One Big Beautiful Show
Season 2025 Episode 719
In this video, we take a closer look at the “Big Beautiful Bill” and what it could mean for your retirement. We break down the real-world implications this legislation might have on your future incom…
Published on 1 month, 3 weeks ago
The Second Half
Season 2025 Episode 712
As we move into the second half of the year, it's a good time to pause and reassess—not just where the markets are headed, but where we are in our own lives and plans for the future. This episode tak…
Published on 2 months ago