Podcast Episodes
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Retiring Solo - October 3rd
Retirement can look very different when you’re planning for one instead of two. In this episode, Aaron Jones explores the financial realities of reti…
2 days ago
Retirement Tax Shock - September 26th
Retirement may mean leaving your paycheck behind, but it doesn’t necessarily mean leaving taxes behind with it. In this episode, Bailey Woods explore…
1 week, 2 days ago
Growing Government Debt Threatens Higher Taxes in Retirement - September 19th
Debt can be a useful financial tool—but when it starts controlling your choices, it can become a serious obstacle to retirement. In this episode, Aar…
2 weeks, 2 days ago
The Longevity Challenge - September 12th
Living longer is a gift—but it also means your retirement plan may need to stretch further than you ever expected. In this episode Bailey Woods explo…
3 weeks, 2 days ago
Permission to Spend: Enjoying the Retirement You Built - September 5th
You spent decades being told to save, invest, and live below your means. Then retirement arrives—and suddenly you’re supposed to start spending it. T…
1 month ago
Can You Really Retire on $1 Million? - August 29th
A million dollars sounds like the magic number for retirement—but is it really enough? This week David Nicholas breaks down why the answer has less t…
1 month ago
Preparing for Market Volatility - August 22nd
With markets near record highs, it’s easy to get comfortable—but volatility has a way of showing up when you least expect it. In this episode David N…
1 month, 1 week ago
Think Fast - August 15th
The markets have been on a hot streak—but is your retirement plan getting a little too comfortable? This week, Aaron Jones talks about why a midyear …
1 month, 2 weeks ago
The Retirement Q&A - August 8th
Retirement decisions rarely come with one-size-fits-all answers. In this episode, Bailey Woods addresses common questions about old 401(k)s, Roth con…
1 month, 3 weeks ago
Roth Conversion Window - August 1st
Roth conversions can be a powerful retirement planning tool—but they're not the right fit for everyone. In this episode, Bailey Woods explains how to…
2 months ago