Podcast Episodes

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…

1 year 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…

1 year 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.…

1 year 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 2 months 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…

1 year, 2 months ago

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Luck VS Planning

Season 2025 Episode 503

Many people believe luck plays a big role in retirement—hitting the jackpot with investments, getting an unexpected inheritance, or simply avoiding f…

1 year, 2 months ago

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