Podcast Episodes
Back to SearchEpisode 50: Demanding Fiduciary Excellence & What That Means
Have you ever wondered about the fiduciary responsibility in financial planning, especially as a federal employee seeking financial guidance? Join To…
2 years, 2 months ago
Episode 49: We Actually Review. Beyond the Request: Adding Value
In the financial planning world, the practice of reviewing documents is often overlooked, leaving clients' financial futures hanging in the balance. …
2 years, 3 months ago
Episode 48: The TRICARE For Life Medicare Advantage: Rethinking Options
Today Mike and John are once again joined by Bryan Gay, Owner of Boomer Insurance, to explore the intricacies of TRICARE For Life Medicare Advantage.…
2 years, 3 months ago
Episode 47: Shifting Landscape of Medicare, FEHB, and Part D
Today John and Tommy are joined by Bryan Gay, Owner of Boomer Insurance, to delve into Medicare, specifically focusing on FEHB, Medicare Part D, Adva…
2 years, 3 months ago
Episode 46: Traditional Medicare vs Advantage: Luxury Ride or Bus Pass? You Decide
Today John, Ben, and special guest Bryan Gay from Boomer Insurance discuss Medicare and Medicare Advantage, shedding light on a topic often overshado…
2 years, 4 months ago
Episode 45: Know The Score
Much like keeping track of a game's score on a scoreboard, it is essential to know the score of your financial plan. Understanding this score is para…
2 years, 4 months ago
Episode 44: Planning for an Early Retirement
Are you thinking about retiring early? Join Tommy, John, Mike, and Ben in this episode as they explore the world of early retirement planning. They d…
2 years, 4 months ago
Episode 43: Don't Let Perfect Get in the Way of Good Enough
Ever thought about whether striving for perfection is worth the trade-off in terms of enjoyment and attainability? In this episode, Michael, John, Be…
2 years, 4 months ago
Episode 42: 2023 Updates: Taking Action for a Secure Future
Time continues to move quickly and it is already more than halfway through 2023. What better time than now to take action and get your finances in or…
2 years, 5 months ago
Episode 41: Social Security In The News & We're Confused
In this episode, Michael, Ben, John, and Tommy discuss Social Security, an issue currently making waves in the news. Their confusion comes from confl…
2 years, 5 months ago