Podcast Episodes
Back to Search
Close Out the Year with Intention
Episode 571
In this special Christmas Day episode, we explore the art of reflection as we approach the end of 2024. Join us as we dive into Tanya Nichols' year-e…
1 year, 4 months ago
Learn What to Ignore with Dr. Daniel Crosby
Episode 570
💬 Show Notes
Join us in this episode as we delve into the complexities of retirement planning with Dr. Daniel Crosby, author of The Soul of Wealth. Di…
1 year, 4 months ago
Gear vs. Stuff with Michael Easter
Episode 569
In this episode, Roger discusses the impact of our relationship with "stuff" on our retirement journey. With the holiday season upon us, we're all ab…
1 year, 4 months ago
How to Retire with Christine Benz
Episode 568
Join us for a special episode as we welcome Christine Benz to discuss her new book, "How to Retire." In a captivating conversation at the Rock Retire…
1 year, 4 months ago
Year-End Planning: Charitable and Family Giving
Episode 567
Welcome to another episode dedicated to enhancing your retirement journey! Today, we wrap up our series on year-end action items with a focus on char…
1 year, 5 months ago
Retirement Year End Planning: Withdrawing from Assets
Episode 566
Join us in this insightful episode as we continue our series on year-end action items, focusing on optimizing your retirement planning. Today, we del…
1 year, 5 months ago
Retirement Year End Planning: Contributing to Assets
Episode 565
Join us as we dive into year-end financial planning strategies to optimize your retirement plan. This episode unpacks the essentials of contributing …
1 year, 5 months ago
Retirement Year End Planning: Tax-Loss Harvesting
Episode 564
Welcome to a transformative episode where we delve into year-end financial strategies to optimize your retirement planning. Join us as we discuss tax…
1 year, 5 months ago
Think Smart, Retire Smarter: Razor Sharp- Occam and Hanlon
Episode 563
Welcome to our latest episode, where we focus on empowering your retirement journey with clarity and energy. Today, we delve into two powerful mental…
1 year, 5 months ago
Think Smart, Retire Smarter: Circle of Competence
Episode 562
In this episode, we delve into the concept of the Circle of Competence, a key principle in the mental mindset arsenal. We also feature Karen's inspir…
1 year, 6 months ago