Podcast Episodes

The Second Half

Season 2025 Episode 712

As we move into the second half of the year, it's a good time to pause and reassess—not just where the markets are headed, but where we are in our ow…

9 months, 3 weeks ago

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Navigating 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 expl…

10 months ago

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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 work…

10 months, 1 week ago

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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.…

10 months, 2 weeks ago

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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 retire…

10 months, 3 weeks ago

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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 yo…

11 months ago

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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 t…

11 months, 1 week ago

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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 investi…

11 months, 2 weeks ago

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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 change…

11 months, 3 weeks ago

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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…

11 months, 4 weeks ago

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