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The Loss of a Loved One - July 25th
Losing a loved one is never easy, and the financial decisions that follow can feel overwhelming. Aaron Jones explains how thoughtful retirement, tax,…
2 months, 1 week ago
When the Fed Changes Course - July 18th
Headlines about inflation, interest rates, and the Federal Reserve can make retirement planning feel uncertain. In this episode, Bailey Woods explain…
2 months, 2 weeks ago
Are You Truly Ready - July 11th
Are you truly ready for retirement? Aaron Jones explores the financial and emotional sides of leaving the workforce, covering Social Security, retire…
2 months, 3 weeks ago
Financial Independence - July 4th
Financial independence doesn't happen by chance—it starts with a plan. In this episode, Aaron Jones explains how thoughtful retirement planning can h…
3 months ago
Retirement Tax Shock - June 27th
Many retirees expect their taxes to fall once they leave the workforce—but that isn't always the case. In this episode, Bailey Woods explains why ret…
3 months, 1 week ago
Time Machine 1986 - June 20th
Unexpected retirement can happen faster than many people realize. In this episode, Bailey Woods and David Nicholas discuss the financial impact of re…
3 months, 2 weeks ago
Financial Habits to Break - June 13th
What financial habits could quietly put your retirement at risk? In this episode, David Nicholas discusses the dangers of becoming too comfortable du…
3 months, 3 weeks ago
Tough Financial Truths - May 30th
Retirement planning is about preparing for the unknowns before they become problems. In this episode Bailey Woods explores Social Security uncertaint…
3 months, 3 weeks ago
Habits of the Quietly Wealthy - May 23rd
What separates the quietly wealthy from everyone else? In this episode Aaron Jones explores the habits and mindset shifts that help build lasting wea…
4 months, 2 weeks ago
Top 5 Signs You Need a New Advisor - May 16th
How do you know when it’s time for a second opinion on your finances? This episode explores the top signs you may have outgrown your current advisor—…
4 months, 3 weeks ago