Podcast Episodes
Back to SearchAn Economist Is Optimistic About 2026 — Should You Be?
Episode 167
After a year marked by volatility, uncertainty, and more than a few economic curveballs, it’s understandable if optimism doesn’t come easily. But at …
4 months, 3 weeks ago
I’m 62: Should I File For Social Security Or Wait?
Episode 166
Turning 62 might not feel like a milestone birthday… until you realize the Social Security clock just started ticking. Filing now could put money in …
5 months, 1 week ago
Your First Christmas in Retirement
Episode 165
You’ve heard of Baby’s First Christmas, but what about Retiree’s First Christmas? Your first holiday season after leaving the workforce is a mileston…
5 months, 3 weeks ago
The 5 Retirement Questions Smart People Ask
Episode 164
You’ve heard the saying, “There’s no such thing as a bad question.” But in retirement planning… some questions are definitely better than others. The…
6 months, 1 week ago
Do Your Feelings Belong in Your Financial Plan?
Episode 163
Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story. The truth is, your feelings …
6 months, 3 weeks ago
Two Advisors, Twice the Confusion?
Episode 162
Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we’ll tackle a person…
7 months ago
October is Financial Planning Month: Here’s Your Checklist
Episode 161
October is known for cooler weather, pumpkins, and Halloween. But did you know it’s also Financial Planning Month? While it might not come with costu…
7 months, 2 weeks ago
What If You Fall Short Of Your Retirement Savings Goal?
Episode 160
Today’s listener question gets right to the heart of retirement planning: how much is enough? They’ve saved a lot, but not quite what they hoped. So …
8 months, 1 week ago
The 5 Must-Do’s In Year One of Retirement
Episode 159
Well, you’re retired. Now what? Some people subscribe to the “first year rule” which says that the majority of your best retirement months will all t…
8 months, 3 weeks ago
Inflation Is Still Wrecking Retirement Confidence
Episode 158
Inflation may not be in the headlines like it was in 2022, but for most Americans, it’s still public enemy number one when it comes to saving for ret…
9 months, 1 week ago