Podcast Episodes

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…

10 months ago

View Episode

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 …

10 months, 1 week ago

View Episode

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…

10 months, 2 weeks ago

View Episode

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. …

10 months, 3 weeks ago

View Episode

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…

11 months ago

View Episode

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 …

11 months, 1 week ago

View Episode

5 Pillars Of Planning

Season 2025 Episode 802

Retirement isn't a finish line—it's a transition that calls for structure, reflection, and long-range thinking. "5 Pillars of Planning for Retirement…

11 months, 2 weeks ago

View Episode

Big Beautiful Opportunities

Season 2025 Episode 726

In this video, we take a broad look at some of the more interesting and often overlooked opportunities that can emerge during tax season. From shifti…

11 months, 3 weeks ago

View Episode

One Big Beautiful Show

Season 2025 Episode 719

In this video, we take a closer look at the "Big Beautiful Bill" and what it could mean for your retirement. We break down the real-world implication…

1 year ago

View Episode

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…

1 year ago

View Episode