Podcast Episodes
Back to SearchEp 179: A Comprehensive Dismantling Of 2023’s Top Social Security Myths (Part 2)
Episode 179
We’re back for part two of this two-part series! In episode one, we debunked the first five common Social Security misconceptions and set the record …
3 years, 6 months ago
Ep 178: A Comprehensive Dismantling Of 2023’s Top Social Security Myths (Part 1)
Episode 178
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is t…
3 years, 6 months ago
Ep 177: Fore Your Retirement: What Golf Teaches Us About Financial Planning
Episode 177
Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one mi…
3 years, 7 months ago
Ep 176: Back to the Basics - Retirement Saving Fundamentals
Episode 176
Are you aware that not all retirement accounts are created equal? In this episode, we'll delve into the different types of retirement accounts, inclu…
3 years, 7 months ago
Ep 175: Moving Your Retirement Goalpost - Is It Worth The Risk?
Episode 175
Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their o…
3 years, 7 months ago
Ep 174: Lessons Learned from the Silicon Valley Bank Collapse
Episode 174
The Silicon Valley Bank situation has gotten all of the financial headlines over the past week, and rightfully so. The event immediately triggered wo…
3 years, 7 months ago
Ep 173: The Incomplete Financial Plan
Episode 173
On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as…
3 years, 8 months ago
Ep 172: Top 10 Tax Questions for Retirees in 2023
Episode 172
On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the re…
3 years, 8 months ago
Ep 171: 5 Beneficiary Mistakes - Are You Accidentally Spoiling Your Retirement Plan?
Episode 171
For some people, leaving a legacy is one of the most important goals for their financial plan. Not only do they want to leave as much as possible, bu…
3 years, 8 months ago
Ep 170: 2023 Retirement Preparedness Checklist (#6-10)
Episode 170
Another year is upon us and it’s a great time to ask yourself some critical questions to assess how ready you are for retirement to kick off 2023.
If…
3 years, 9 months ago