Podcast Episodes

The Value Of An Advisor

Season 2025 Episode 1129

In this episode, we explore the role of a financial advisor and how their guidance can help clarify complex money matters. From budgeting and investi…

5 months, 1 week ago

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Constructing Your Retirement Plan

Season 2025 Episode 1119

In this episode, we take a broad look at how to think about and organize your long-term financial future. The video offers general perspectives on ap…

5 months, 2 weeks ago

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Giving Financial GIfts

Season 2025 Episode 1111

Giving money can be nice, but giving a financial head start is even better. In this video we explore smart ways to give meaningful financial gifts su…

5 months, 4 weeks ago

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Tax Strategies

Season 2025 Episode 1104

In this episode, we discuss how taxes influence retirement planning and explore strategies to manage their impact. The conversation covers how differ…

6 months ago

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End Of Year Planning

Season 2025 Episode 1101

As the year wraps up, it's a good time to take stock of your financial situation and consider any adjustments before heading into the new year. In th…

6 months, 1 week ago

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Avoiding A Trick Or Treat Retirement

Season 2025 Episode 1025

Halloween and retirement might have more in common than you'd think. This video explores the parallels between the two from the "tricks" that can cat…

6 months, 2 weeks ago

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10 Steps To Prepare For Retirement

Season 2025 Episode 1018

This video explores 10 practical steps to prepare for retirement, offering a straightforward look at the key financial and lifestyle considerations t…

6 months, 3 weeks ago

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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…

6 months, 4 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…

7 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…

7 months, 1 week ago

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