Podcast Episodes

What You Don’t Know About Your IRA Can Hurt You

Episode 147

6 months, 3 weeks ago

View Episode

Tax Savings Moves You Can Still Make for the Year 2025

Episode 146

7 months ago

View Episode

February 2026 Question of the Month

Episode 145

This is the question and answer show for February, and we have many great questions to answer this month! Find out the answer to these questions in t…

7 months, 1 week ago

View Episode

Are You Ready or Able to Retire?

Episode 144

7 months, 2 weeks ago

View Episode

Planning for an Early Retirement (2026)

Episode 143

7 months, 3 weeks ago

View Episode

Key Retirement Planning Moves for Today’s New Financial World

Episode 142

In today's rapidly changing uncertain and volatile financial world, setting up and maintaining a successful retirement plant has never been more impo…

8 months ago

View Episode

Question & Answer Show January 2026

Episode 141

8 months, 1 week ago

View Episode

Are You Ready For More Change?

Episode 140

Are you ready for change? I certainly hope so, because congress recently approved the Secure Act and Secure Act 2.0 law and now the OBBBA reconciliat…

8 months, 2 weeks ago

View Episode

New Year Brings New Rules and Laws

Episode 139

8 months, 3 weeks ago

View Episode

Financial New Year's Resolution

Episode 138

9 months ago

View Episode