Podcast Episodes
Back to SearchThe S&P 500 Trap: Why the "Safe" Choice Is Actually Risky for Retirees
Episode 260
"Just buy the index." It's the simple advice that built your wealth and got you to the finish line.
But here's what often gets overlooked:
The strate…
7 months, 1 week ago
Why Retirees Fear Running Out of Money — Even Though They Rarely Do
Episode 259
Everyone fears running out of money in retirement—even millionaires.
What most people don't realize is that research shows most retirees rarely spen…
7 months, 3 weeks ago
The Truth About Long-Term Care Insurance (and When to Buy It)
Episode 258
Sales of "traditional" long-term care insurance have fallen 92% since 2002.
Meanwhile, hybrid policies have surged to over 500,000 sales a year.
But…
8 months ago
Long-Term Care: A 5-Step Process to Determine If You Can "Self-Fund"
Episode 257
You've heard it before—70% of Americans over 65 will need long-term care.
While that number is technically true, it's also misleading.
Because here's…
8 months, 1 week ago
8 Red Flags You're About to Get Scammed
Episode 256
Americans lost a record $16 billion to scams in 2024—nearly 40% from investment fraud alone.
The trend is moving in the wrong direction.
In this epi…
8 months, 2 weeks ago
6 Reasons Why Delaying Social Security Might Hurt Your Retirement
Episode 255
Most experts say the smartest Social Security move is to wait until age 70 to claim.
On paper, the logic seems simple—delay claiming, and you'll lock…
8 months, 3 weeks ago
7 Signs You're Closer to Retirement Than You Think
Episode 254
We've been told our whole lives that retirement happens at 65—maybe 62 if you're lucky.
But in my experience, that traditional timeline isn't always …
9 months ago
Medicare's Future: Rising Costs, Fewer Perks, and Hidden Traps
Episode 253
Even if you're not on Medicare right now, chances are someone you love is—and sooner or later, you'll face those decisions yourself.
That's why it's …
9 months, 1 week ago
Life Insurance Simplified: Smart Strategies for Protecting Your Retirement
Episode 252
Despite making insurance decisions almost daily, many retirement savers don't truly understand what they're buying or why they need it.
In today's ep…
9 months, 2 weeks ago
How to Avoid Retirement's Biggest Blind Spots Before It's Too Late
Episode 251
Retirement is about so much more than money—it's a complete life transition.
In this episode, I'm sharing my recent conversation with Adam Cmejla, wh…
10 months ago