Podcast Episodes
Back to SearchCaring for an Aging Parent: Financially Smart or Emotionally Costly
Episode 147
When an aging parent needs care, the decision isn’t just financial. It’s emotional, logistical, and deeply personal. Mike’s 93-year-old mom has falle…
1 year, 2 months ago
Built a Business, But Not a Retirement Plan? Here’s What to Do Now
Episode 146
You’ve built a successful business, but now the big question is, how do you turn that into a retirement plan? If you’re like many entrepreneurs, you’…
1 year, 3 months ago
If You’re a Smart Investor, Do You Really Need a Financial Advisor
Episode 145
If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question one of our listeners se…
1 year, 3 months ago
Social Security Claiming Tips for Diverse Family Situations
Episode 144
Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as tho…
1 year, 4 months ago
The Snowbird Retirement: Is a Seasonal Move Right for You?
Episode 143
Brrr, it’s cold out there! Winter has a lot of people thinking about warmer weather. For some, that just means an annual vacation down south. But fo…
1 year, 4 months ago
Transform Your Money Mindset in 30 Days- 2025 Method (Part 2)
Episode 142
Today, we’re back to continue unveiling the 2025 Method to transform your money mindset in just 30 days. Whether you’re overwhelmed by debt, stuck in…
1 year, 5 months ago
Transform Your Money Mindset in 30 Days- 2025 Method (Part 1)
Episode 141
Today, we’re unveiling the 2025 Method to transform your money mindset in just 30 days. Whether you’re overwhelmed by debt, stuck in a savings rut, o…
1 year, 5 months ago
Don’t Blow Your Bonus! Smart Ways to Use a Lump Sum Payout
Episode 140
Whether you’re anticipating a year-end bonus this December, recently received an inheritance, or even won the lottery (hey, we’re all allowed to drea…
1 year, 6 months ago
Don’t Gamble With Your Nest Egg: Lessons From Your Favorite Game Shows
Episode 139
Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people t…
1 year, 6 months ago
Social Security Shake-Up: How Raising the Retirement Age Could Impact You
Episode 138
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. In this episode, we dive into the recently re…
1 year, 7 months ago