Podcast Episodes
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Episode 157
The kids may be heading back to class, but it’s not a bad time for adults to hit the books too, especially when it comes to retirement. So, let’s tes…
9 months, 3 weeks ago
7 Retirement Assumptions to Reconsider in 2025
Episode 156
Just because something used to be true doesn’t mean it still is, especially in retirement planning. In 2025, rising interest rates, tax uncertainty, …
9 months, 4 weeks ago
What The One Big Beautiful Bill Means For Your Retirement
Episode 155
A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politi…
10 months, 1 week ago
Retirement Breaking News: The 4% Rule Gets a Makeover
Episode 154
The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now…
10 months, 3 weeks ago
The 4 Things You Can Control in Retirement
Episode 153
Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing…
11 months, 1 week ago
The Lazy Way to Retire? Let’s Talk Target-Date Funds
Episode 152
Target-date funds just passed $4 trillion in assets. They’re now the default investment in many 401(k)s, and millions of Americans are using them wit…
11 months, 3 weeks ago
Should You Lend Money to Friends or Family?
Episode 151
Have you ever been asked by a friend or family member to borrow money? You want to help, but you also don't want to worry about what could go wrong. …
1 year ago
What Do Proposed Tariffs Mean For Your Portfolio?
Episode 150
The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversat…
1 year, 1 month ago
What Should You Actually Do When the Market Drops?
Episode 149
The headlines are loud, the markets are messy, and your gut might be telling you to do something — anything — right now. But what should you actually…
1 year, 1 month ago
April Fool’s: Beliefs That Fool Retirement Savers The Most
Episode 148
April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncove…
1 year, 2 months ago