Podcast Episodes

How to Retire at 62 (Even If You Feel "Behind")

Episode 245

Think you need millions of dollars to retire comfortably? Think again.

Most people believe they're "behind" on retirement savings because they're measuring against arbitrary benchmarks that don't ref…

Published on 3 months, 1 week ago

Why 37% of Retirees Have Regrets (And How to Avoid Them)

Episode 244

"I planned for 30 years of expenses—but zero years of purpose."

This was a recent client's confession, and she's not alone.

In fact, nearly 40% of retirees say they wish they had waited longer to ret…

Published on 3 months, 3 weeks ago

The Hidden Risk of "High-Yield" Cash in Retirement

Episode 243

"Cash is king" has guided investors since the 1987 market crash.

But what if this so-called "king" is actually putting your retirement plan at risk?

Millions of retirees are lured by today's enticing…

Published on 4 months ago

7 Pitfalls to Avoid If You Want to Stay Retired

Episode 242

You’ve finally made it to retirement!

But what if some of the choices you’re making right now are quietly pulling you back to work?

Every year, countless retirees are forced back into the workplace.

Published on 4 months, 3 weeks ago

How to Spend More, Stress Less, and Retire Sooner

Episode 241

"I'll just work a few more years."

It's the retirement safety net millions of Americans often count on.

In large part because the financial industry has convinced everyone that retiring later is the …

Published on 5 months, 1 week ago

How Tariffs Actually Work (And Why They're Shaking the Market)

Episode 240

Today I'm diving into the tariff-induced market mania that has been dominating every news headline.

Specifically, I'm joined by Cullen Roche, monetary economics expert and founder of Discipline Funds…

Published on 5 months, 4 weeks ago

ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype

Episode 239

ESG investing is exploding in popularity—but it's also a giant, confusing mess.

Over $35 trillion in global assets now follow ESG guidelines. 🤯

But despite the rapid growth, most retirement investors…

Published on 6 months, 2 weeks ago

3 Ways to Boost Retirement Income

Episode 238

Morningstar recently published its annual "State of Retirement Income" research report.

This year’s report finds the highest 30-year safe withdrawal rate for retirees is... 3.7% 🤯

In this episode, yo…

Published on 7 months ago

The Biggest Retirement Investment Risk: How to Protect Your Portfolio

Episode 237

Today I'm discussing the biggest retirement investment risk.

As Morgan Housel put it, "It's the hardest risk for people to understand... 

...and it's the only one that really matters."

In this episod…

Published on 7 months, 3 weeks ago

3 Ways to Reduce Medicare IRMAA (Now and in the Future!)

Episode 236

Worried about Medicare IRMAA eating into your retirement savings? 

Whether you're 10+ years away from Medicare or already enrolled, this episode will help you navigate this pesky surcharge and protec…

Published on 8 months, 1 week ago