Podcast Episodes
Back to SearchThe Reality of Investment Risk: Why Low Probability of Loss Doesn't Equal Low Risk
Episode 474
What determines financial "success"? A major factor includes your ability to play financial defense and minimize the severity of potential investment…
1 year, 6 months ago
Retirement Tax Planning: Exploring the Impact of a Republican Trifecta on Your Taxes and Bottom Line
Episode 473
With the 2024 presidential election now behind us, what does that mean for the future of tax policies, tax rates, and their impact on your lifelong s…
1 year, 6 months ago
Creating Financial & Life Freedom to Live Authentically in Retirement with George Kinder
Episode 472
Today, I'm thrilled to welcome George Kinder back on the podcast. George is a leading thinker in the financial life planning movement and a pioneer o…
1 year, 7 months ago
3 Practices to Strengthen Relationships and Create a Meaningful Holiday Season
Episode 471
The holiday season is often expected to be joyful, but it can also bring feelings of sadness and anxiety for many. So how can you foster more positiv…
1 year, 7 months ago
Stock Market Return Projections: How Should You Plan for the Future?
Episode 470
What long-term market returns should you assume for your retirement portfolio? Much like market performance, the answer isn't always clear-cut.
In …
1 year, 7 months ago
Freedom After 50: 7 Habits for a Happy Retirement
Episode 469
What does it mean to live a life of freedom – aside from having financial independence – in retirement? To go beyond the status quo, you need a clear…
1 year, 7 months ago
The Psychology of Spending More in Retirement to Increase Happiness with Dr. Michael Finke
Episode 468
Today, I'm talking to Dr. Michael Finke. Michael is the Professor of Wealth Management at the American College of Financial Services. His research is…
1 year, 7 months ago
Financial Independence vs. Financial Security: Do You Need Both?
Episode 467
If you have financial independence, does that mean you also have financial security? Or does it work the other way around? Truth be told, these terms…
1 year, 7 months ago
The Four A's of a Regret-Free Retirement
Episode 466
Successfully transitioning from the end of work into retirement takes work. But what does that "work" really involve?
In this episode, we discuss:
…1 year, 8 months ago
Tax-Efficient Retirement Planning: IRAs and 401(k)s vs. Taxable Accounts
Episode 465
What is the best type of account for you to allocate your retirement savings? One of the biggest factors in helping you make this decision will be ta…
1 year, 8 months ago