Podcast Episodes

Falling Interest Rates

Season 2025 Episode 1011

In recent months, interest rates have begun to decline after a period of steady increases, raising important questions about what this shift means fo…

4 months, 3 weeks ago

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A 401K Is Not A Retirement Plan

Season 2025 Episode 1004

A 401(k) is often seen as the cornerstone of retirement planning, but it may not be the complete solution many believe it to be. In this video, we ta…

5 months ago

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Foundation First

Season 2025 Episode 927

Building a strong foundation is key to approaching retirement with confidence. In this video, we explore the essential steps and strategies that help…

5 months, 1 week ago

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Retirement Realized

Season 2025 Episode 920

Retirement is a milestone we imagine for years, but it feels very different once it finally arrives. It's not just about leaving a career behind—it's…

5 months, 2 weeks ago

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Fixed Incomes & Interest Rates

Season 2025 Episode 913

In this episode, we take a general look at how interest rates connect with fixed incomes, especially in the context of retirement. The discussion tou…

5 months, 3 weeks ago

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Leaving A Legacy

Season 2025 Episode 906

Ever wonder what becomes of the things you've worked hard for after you're gone? This episode takes a closer look at the idea of legacy planning and …

6 months ago

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Labor Day

Season 2025 Episode 830

As Labor Day approaches, it's a fitting time to think about the future. In this episode, we explore some important aspects of retirement planning. Wh…

6 months, 1 week ago

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Defensive Strategies

Season 2025 Episode 823

This episode dives into defensive financial strategies—practical ways to protect your money and stay financially stable during times of uncertainty. …

6 months, 1 week ago

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Market Volatility

Season 2025 Episode 816

Market volatility can feel unsettling, especially when you're thinking about your retirement savings. In this video, we break down what market ups an…

6 months, 2 weeks ago

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Planning In Market Volatility

Season 2025 Episode 809

When markets are unpredictable and headlines are filled with uncertainty, it can be hard to know how to move forward with your financial goals. This …

6 months, 3 weeks ago

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