Podcast Episodes

Don’t Let Money Worries Steal Your Joy in Retirement

On this episode:

The “Tiny Dings” that could become bigger financial problems. A strange disconnect between financial advisors and their clients. Do…

6 months ago

View Episode

3 Things You Can Do with Your 401(k) at Retirement

Your 401(k) may be your biggest retirement asset. What are your options on how best to use it?

Like this episode?  Hit that Follow button and never m…

6 months ago

View Episode

Charisse Talks with Jonathon Fleece of Empath Health on Memory Loss and Family Support

Join Charisse for a heartfelt discussion with Jonathon Fleece, President and CEO of Empath Health, as they explore gentle ways to support loved ones …

6 months, 1 week ago

View Episode

What Oreo Cookies Can Teach Us about Retirement

There are some ideas that look good on paper, but don’t turn out that way in real life. There are plenty of financial products that fit that bill and…

6 months, 1 week ago

View Episode

A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs

On this episode:

Sometimes the marketing is better than the product. Leaving your IRA in cash after a rollover. Should I use MY plan or Uncle Sam’s …

6 months, 2 weeks ago

View Episode

80% of Us Could Be Making This Retirement Mistake!

There are rules we should follow in life. There are rules we might want to break in retirement. We found one with your 401(k)s and IRAs.

Like this ep…

6 months, 2 weeks ago

View Episode

A New Mindset That Could Change Your View of Retirement Planning | Your Plan or Uncle Sam’s Plan for Taxes? | Options to Make Your 401(k) Work for You in Retirement

On this episode:

Unspent money = unrealized memories. Most of us go right along with Uncle Sam’s plan for your IRA. Why? What to do with your bigges…

6 months, 3 weeks ago

View Episode

Shohei Ohtani Teaches Us a Retirement Lesson

The new Dodgers phenom has structured his pay using deferral. Can you do the same in retirement?

Like this episode?  Hit that Follow button and never…

6 months, 3 weeks ago

View Episode

A Retirement Lesson from the World Series | What If the Market Goes Against You? | Are You Unlucky or Unprepared? | Options for Your RMD Money

On this episode:

Retiring into a down market. Are you ready? Uncle Sam says you have to take IRA money at 73. What are your options?

Like this epis…

6 months, 4 weeks ago

View Episode

RMDs and Rollovers: Your 401(k) and Retirement

Your 401(k) is going to take some thought and effort in retirement. Do you rollover to a personal IRA? What is an RMD and what do you need to know? A…

7 months ago

View Episode