Podcast Episodes

Financial Freedom & Independence

Season 2026 Episode 711

What does financial freedom and independence mean to you? In this video, we explore the concepts of financial freedom and financial independence, alo…

2 months, 1 week ago

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The Great Wealth Transfer

Season 2026 Episode 702

Retirement brings a new chapter in how people think about money and what comes next. This video explores some of the ways money is managed after work…

2 months, 2 weeks ago

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Annuity Misconceptions & Mistakes

Season 2026 Episode 627

Many people have heard strong opinions about annuities, but not all of them are accurate. In this video, we discuss some of the most common misconcep…

2 months, 3 weeks ago

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Roth Strategies

Season 2026 Episode 620

Roth accounts can play an important role in retirement planning, but the right approach depends on your individual financial situation. In this video…

3 months ago

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Annuity Education

Season 2026 Episode 613

In this video, we provide a straightforward overview of annuities and the role they can play in financial planning. We cover basic annuity concepts, …

3 months, 1 week ago

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What Happens If Markets Crash?

Season 2026 Episode 606

What happens if the market crashes during retirement? In this episode, we explore how a significant market decline can affect retirees who are relyin…

3 months, 2 weeks ago

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Taxes In Retirement

Season 2026 Episode 526

Taxes can remain an important consideration during retirement. This video looks at how different sources of retirement income such as retirement acco…

3 months, 3 weeks ago

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De-Risking Your Portfolio

Season 2026 Episode 523

This episode looks at practical ways to reduce unnecessary risk in an investment portfolio while still supporting long term growth. It explains how d…

3 months, 4 weeks ago

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Retirement What If's

Season 2026 Episode 509

Retirement comes with plenty of unknowns, and having a plan in place can make it easier to navigate changes along the way. In this episode, we talk a…

4 months, 1 week ago

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Medicare & Social Security Planning

Season 2026 Episode 504

In this episode, we talk through some of the basics of Medicare and Social Security planning. We cover when people typically enroll in Medicare, how …

4 months, 2 weeks ago

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