Podcast Episodes
Back to SearchBy the Numbers: Gold vs. Stocks — What the Data Says About Retirement Portfolios
Episode 534
Gold has been surging lately, but is it truly a golden opportunity for retirees, or just another glittering distraction? Join us as we break down wha…
7 months, 2 weeks ago
By the Numbers: The Case for "Good Enough" — Why Simplicity Often Beats Perfection in Retirement Planning
Episode 533
Could striving for the "perfect" portfolio be holding you back from the fulfilling, financially confident life you've worked so hard for? Join us as …
7 months, 3 weeks ago
Debunking Advice From Financial "Gurus" to Create An Efficient Retirement Income Plan with David McKnight
Episode 532
Today, I'm speaking with David McKnight. David is a best-selling author, world-renowned tax strategist, and financial educator who challenges some of…
8 months ago
By the Numbers: Why Retirees Often Spend Too Little, Too Late
Episode 531
Discover what new research reveals about how retirees actually spend their money — and why front-loading your retirement income plan could be the key…
8 months ago
Freedom After 50: How Challenge Rekindles Purpose in Your Next Chapter
Episode 530
What if the key to a fulfilling retirement isn't about relaxation — but about doing the hard things you'd rather avoid? From rewiring your brain to d…
8 months, 1 week ago
By the Numbers — Your Financial Wake-Up Call: How to Stop Delaying the Decisions That Matter Most
Episode 529
What's really holding you back from taking that next financial step? Join us as we explore how avoidance slowly erodes confidence, why shame and fear…
8 months, 2 weeks ago
Freedom After 50: Finding Peace in the Mystery – Why Financial Control Is an Illusion
Episode 528
The belief that more data equals more control is an illusion. Our obsession with finding the "perfect" financial plan and receiving constant informat…
8 months, 3 weeks ago
Challenging the Conventional Wisdom of Stocks vs. Bonds and Common Retirement Planning Strategies with Edward McQuarrie
Episode 527
Today, I'm speaking with Edward McQuarrie. Ed is the Professor Emeritus at Santa Clara University, where he taught in the marketing department for mo…
8 months, 3 weeks ago
Rethinking Social Security: Why Waiting Until 70 Isn't Always Best
Episode 526
What if the common advice to wait until age 70 for Social Security isn't always the best move? Could claiming earlier actually give you more freedom …
9 months ago
Freedom After 50: 12 Belief Traps Keeping You from a Meaningful and Impactful Retirement
Episode 525
Retirement is about more than finances — it's about meaning and growth. Join us as we explore common "belief traps" that can hold you back, how to re…
9 months, 1 week ago