Episodes

  • Is Your Family Financially Prepared for the Unexpected?

    Is Your Family Financially Prepared for the Unexpected?
    Apr 25 2026
    During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.
    Show More Show Less
    Less than 1 minute
  • Is a Roth Conversion Right for You?

    Is a Roth Conversion Right for You?
    Apr 18 2026
    During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.
    Show More Show Less
    Less than 1 minute
  • How Much Monthly Retirement Income is Enough?

    How Much Monthly Retirement Income is Enough?
    Apr 11 2026
    During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.
    Show More Show Less
    Less than 1 minute
  • A Different Way to Budget

    A Different Way to Budget
    Apr 4 2026
    During this episode, we discuss the anti-budget — a simpler, more sustainable approach to managing money — and connect it to the broader goal of financial freedom.
    Show More Show Less
    Less than 1 minute
  • Follow Your Social Security Signs

    Follow Your Social Security Signs
    Mar 14 2026
    During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.
    Show More Show Less
    Less than 1 minute
  • Long-Term Care Myths and Facts

    Long-Term Care Myths and Facts
    Mar 7 2026
    During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.
    Show More Show Less
    Less than 1 minute
  • Prepare Today for Tomorrow’s Healthcare Costs

    Prepare Today for Tomorrow’s Healthcare Costs
    Feb 28 2026
    During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.
    Show More Show Less
    Less than 1 minute
  • Retirement Taxes and Money Moves

    Retirement Taxes and Money Moves
    Feb 21 2026
    During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.
    Show More Show Less
    Less than 1 minute