Podcast Episodes
Back to SearchNavigating Risk & Volatility
Season 2025 Episode 705
Market ups and downs are part of investing, but they can feel especially uncertain in retirement when you're relying on your savings. This video explores how to think about risk and volatility once y…
Published on 2 months, 1 week ago
The Great Wealth Transfer
Season 2025 Episode 628
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 working years are over, and how people consider what h…
Published on 2 months, 2 weeks ago
A Good Retirement Income
Season 2025 Episode 621
This video explores the idea of creating a reliable and sustainable income for retirement, focusing on key principles rather than specific solutions. It encourages thoughtful planning and considerati…
Published on 2 months, 3 weeks ago
Retire Ready PT 2
Season 2025 Episode 614
Retire Ready Part 2 builds on the foundation from Part 1, diving deeper into the strategies that can help you achieve a secure and stress-free retirement. In this video, we’ll explore advanced planni…
Published on 2 months, 4 weeks ago
Retirement Income Planning
Season 2025 Episode 607
Retirement income planning is about more than just saving—it's about understanding how to manage and structure your financial resources to support your lifestyle once you step away from full-time wor…
Published on 3 months ago
Coordinating Tax Planning
Season 2025 Episode 531
Coordinating tax planning is a critical part of preparing for a secure and sustainable retirement. In this video, we explore how various aspects of tax strategy—such as managing income sources, under…
Published on 3 months, 1 week ago
The Value of an Advisor
Season 2025
In this episode, we explore the role of a financial advisor and how their guidance can help clarify complex money matters. From budgeting and investing to planning for long-term goals, we discuss the…
Published on 3 months, 2 weeks ago
The Forecast Your Retirement
Season 2025 Episode 517
In this video, Tim Stearns takes a look at the factors shaping the future of retirement, including economic trends, market conditions, and tax changes. Understanding these shifts can help you stay in…
Published on 3 months, 3 weeks ago
Now Is The Time For Planning
Season 2025 Episode 510
Planning for retirement is a step that can impact your financial security. The earlier you start, the more time you have to grow your savings, adjust your strategy, and explore financial tools that c…
Published on 4 months ago
Luck VS Planning
Season 2025 Episode 503
Many people believe luck plays a big role in retirement—hitting the jackpot with investments, getting an unexpected inheritance, or simply avoiding financial setbacks. But is luck really a strategy? …
Published on 4 months, 1 week ago