Podcast Episodes
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The Big Retirement Tax Shock: What It Is & How to Prepare
Episode 206
Most people spend decades saving for retirement. But there's one surprise that catches many retirees completely off guard: Taxes. Many people assume …
2 months, 3 weeks ago
Your Worst Nightmare in Retirement & How to Avoid It
Episode 205
According to a new USA Today report, 75% of people fear running out of money in retirement more than they fear death. So what's driving this fear, an…
3 months ago
Building Essential Retirement Income So You Can Worry Less
Episode 204
If you're like most people, you'll spend decades planning for retirement. The problem? Nobody teaches you how to turn those savings into reliable inc…
3 months, 1 week ago
Are You in the Retirement Danger Zone?
Episode 203
If you're within five years of retirement – or you've retired within the last five years – you're in the "danger zone" of retirement. That might soun…
3 months, 2 weeks ago
Healthcare Costs: The Silent Threat to Your Retirement
Episode 202
When people think about retirement, they usually focus on the big three: saving enough money, managing market risk, and maybe working a little longer…
3 months, 3 weeks ago
The AI Aftershock on Retirement & The 4% Rule for Portfolios
Episode 201
How does timing affect your retirement nest egg? Is the 4% rule still reliable for withdrawing from your portfolio? And how will changes in AI affect…
4 months ago
Could You Afford to Retire Early?
Episode 200
What if you could wake up without an alarm, travel whenever you want, and truly enjoy your days on your own schedule? That's the dream for many peopl…
4 months, 1 week ago
The Cost of the Conflict in Iran & Legacy Planning 101
Episode 199
If you've filled up your gas tank or purchased groceries lately, you've probably felt the impact of climbing costs. One major reason? The conflict in…
4 months, 2 weeks ago
Inheritance Disputes: How to Keep Your Legacy Out of Court
Episode 198
If your estate isn't in order, it can mean you're leaving a huge mess behind for your loved ones. The good news? There's a simple fix: you just need …
4 months, 3 weeks ago
The Retirement Tightrope: How to Protect & Grow Your Money
Episode 197
How do you know if you're taking on too much risk in your retirement portfolio? When you're walking the retirement tightrope – teetering between tryi…
4 months, 4 weeks ago