Podcast Episodes
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Certainty vs. Flexibility in Retirement Income Planning
Guaranteed income is often seen as the goal in retirement, but it comes with trade-offs that many investors don't fully understand.
This podcast brea…
5 months ago
Iran Market Reversal, Estate Planning Pitfalls, & Annuity Income Debate (4/11/2026)
A volatile stretch tied to the Iran conflict quickly reversed last week, giving us a real-time example of how fast markets can swing and why reacting…
5 months, 1 week ago
Pension Lump Sum vs. Monthly Income: What's the Right Choice?
If you have one, choosing between a pension lump sum and monthly income may seem simple, but it's one of the most important financial decisions you'l…
5 months, 1 week ago
Why Is Paying Taxes So Complicated? Roth Conversions, Rollovers, & Expensive Mistakes (4/4/2026)
With tax deadlines approaching, we talk about the real-world complexity of Roth conversions—starting with a detailed caller scenario that highlights …
5 months, 2 weeks ago
Are You Getting Real Financial Planning… or Just Investment Management?
Many investors believe they have a financial plan. When in reality, they simply have an investment account... Nic Daniels and Alex Lundgren break dow…
5 months, 2 weeks ago
Handling Market Pullbacks, Reduce Taxes, & Know If Your Advisor Is Doing Enough (3/28/2026)
With markets entering correction territory, Brian and Jeremiah break down what recent volatility actually means and how investors should respond with…
5 months, 3 weeks ago
Widow's Tax Penalty: The Retirement Tax Bomb Couples Miss
Most couples assume taxes will decrease when one spouse passes away, but in many cases, the opposite happens. In this podcast, Nic focuses on the oft…
5 months, 3 weeks ago
Tax-Loss Harvesting, Gifting Strategies, & IRA Rules Every Investor Should Know (3/21/2026)
As markets flirt with correction territory and geopolitical tension continues to drive uncertainty around oil, inflation, and interest rates, Brian a…
5 months, 4 weeks ago
Oil Over $100, Roth Conversion Strategy & Big Retirement Planning Decisions (3/14/2026)
With oil prices pushing above $100 amid escalating Middle East tensions, Brian Wiley and Jeremiah Bates open the show by breaking down what geopoliti…
6 months ago
Long-Term Care: The Cost That Can Derail Retirement
Long-term care is one of the biggest financial risks retirees face... yet it's rarely discussed until a crisis happens. In this podcast hosted by Nic…
6 months, 1 week ago