Podcast Episodes

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 …

2 months, 2 weeks ago

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Continuing To Navigate Volatile Markets

Season 2026 Episode 418

In this episode, we talk through the ongoing challenge of navigating volatile markets and what that can look like in practice. We touch on recent mar…

3 months ago

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Tax Planning Season

Season 2026 Episode 411

In this episode, we discuss key concepts in tax planning, including how deductions and credits work, and how timing income and expenses can affect wh…

3 months, 1 week ago

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Planning For Market Volatility

Season 2026 Episode 404

Market volatility is a regular part of investing, though it can be uncomfortable when it happens. In this episode, we look at how people approach pla…

3 months, 2 weeks ago

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Current Events

Season 2026 Episode 321

This video looks at how recent current events such as inflation, interest rates, and broader economic changes can influence retirement planning. It p…

3 months, 4 weeks ago

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Taxes In Retirement

Season 2026 Episode 314

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

4 months ago

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Post Tax Season Planning

Season 2026 Episode 307

Once tax season wraps up, it can be a good opportunity to take a step back and review the bigger picture. In this video, we discuss several practical…

4 months, 1 week ago

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Taxes In Retirement

Season 2026 Episode 228

In this episode, "Taxes in Retirement," we take a straightforward look at how taxes can apply after you stop working. It covers common retirement inc…

4 months, 3 weeks ago

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Planning That Creates Retirement Cash Flow

Season 2026 Episode 214

In this episode, we walk through the basics of creating retirement cash flow and what that actually looks like in real life. We talk about common inc…

5 months ago

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Anatomy Of Retirement

Season 2026 Episode 207

Retirement is more than leaving a job, it involves several parts that work together to shape how life looks after your career. In this video, we walk…

5 months, 1 week ago

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