Podcast Episodes
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Is Your Financial Advisor Your Money Doctor?
Would you trust your financial advisor like you trust your doctor? In this episode, Jacksonville’s Retirement Coach Adam Wolf explore the surprising parallels between financial planning and medical c…
Published on 9 hours ago
Retirement Rules You Should Break
Think you need a million dollars to retire or must follow the 4% rule? Jacksonville’s Retirement Coach Adam Wolf unpacks the seven most common retirement “rules of thumb” and reveals which ones are w…
Published on 2 weeks ago
Should You Pay Taxes Now to Save Later?
Think “tax-free retirement” sounds too good to be true? In this episode, Kacey Biddy and retirement planner Adam Wolf unpack the real story behind Roth conversions—what they are, how they work, and w…
Published on 2 months, 2 weeks ago
New Laws, Big Impact: How the OB-BBA Could Reshape Your Retirement
What if a new law could quietly reshape your retirement? In this episode, Kacey Biddy sits down with certified financial planner Adam Wolf to unpack the sweeping changes from the One Big Beautiful Bi…
Published on 2 months, 4 weeks ago
Five questions clients commonly ask
Adam Wolf of Wolf Retirement navigation shares questions that he often hears from people, including about mortgages, risk, legacy planning, life insurance, and enjoying their money. Adam describes ho…
Published on 4 months ago
People worrying about poverty more than death? How to make a plan with confidence
Adam Wolf discusses a recent survey that reveals 71% of Gen-Xers near retirement are afraid of going broke more than dying. He talks about how he helps clients at Wolf Retirement Navigation set up pl…
Published on 4 months, 2 weeks ago
How Shedeur Sanders got us on the topic of scams
Adam Wolf discusses a recent prank call that new Cleveland Browns QB Shedeur Sanders received and relate that to a thing almost everyone else experiences: scams. He explains what different kinds of s…
Published on 5 months ago
The 3 E’s of dealing with analysis paralysis
Adam Wolf talks about Gen-Z’s struggling to decide what to wear to work and how that relates to all the different retirement and financial choices people face. He discusses the three E’s: energy, eff…
Published on 5 months, 1 week ago
5 risks to brace for, as tariffs affect retirement
Adam Wolf discusses the recent tariff-volatility and what that can mean for retirees. He explains the importance of right-sizing risk and protecting the principal. Then Adam lays out five risks to ac…
Published on 5 months, 3 weeks ago
Three types of financial disasters
Adam Wolf talks about an asteroid’s decreasing chances it will hit Earth and ways to avoid financial disasters. He speaks about three types of financial calamities and walks through some questions pe…
Published on 6 months, 2 weeks ago