Retirement Unlimited
By Randy Barkley
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Subscribers: 5
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Episodes: 327
Description
Randy, Jeremiah, & Laura discuss financial topics to help you make smart decisions with your money. Randy & Jeremiah are Certified Financial Planners and Jeremiah is also a California licensed attorney. They work together at TriCord Advisors.
Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm
| Episode | Date |
|---|---|
|
Episode 123 - Don’t Let a Surprise Tax Bill Ruin Date Night
|
Jul 06, 2026 |
|
Episode 122 – What Do You Want Your Money to Do for You?
|
Jun 26, 2026 |
|
Episode 121 - Your Business Is Growing. Now What?
|
Jun 22, 2026 |
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Episode 120 - The Money Conversation Most Couples Keep Avoiding
|
Jun 12, 2026 |
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Episode 119 - Should Your Business Own the Building It Operates In?
|
Jun 05, 2026 |
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Episode 118 – JR Lay on Failure, Growth, & the Cost of Hustle Culture
|
May 29, 2026 |
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Episode 117 - Don’t Miss the Moment! Preparing for a Business Exit
|
May 22, 2026 |
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Episode 116 - RSUs vs. RSOs and What Employees Should Know
|
May 15, 2026 |
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Episode 115 - The Financial X-Ray Most People Avoid
|
May 08, 2026 |
|
Episode 114 - You Sold the Business… Now What?
|
May 01, 2026 |
|
Episode 113 - Before You Meet a Financial Advisor, Watch This!
|
Apr 24, 2026 |
|
Episode 112 - Hiring Your Kids in Your Business? What to Know First
|
Apr 17, 2026 |
|
Episode 111 - Are Your Investments in the Right Place?
|
Apr 10, 2026 |
|
Episode 110 - Why Your Tax Bill Keeps Surprising You!
|
Apr 06, 2026 |
|
Episode 109 - Common Investment Mistakes Even Smart Investors Make
|
Mar 27, 2026 |
|
Episode 108 - Mastering Liquidity: Risk, Emergency Funds & Investments
|
Mar 17, 2026 |
|
Episode 107 - Complex Estate Planning: Moving From Vanilla to Advanced
|
Mar 17, 2026 |
|
Episode 106 - Cash, Confidence, and Cycles: How Wealthy People Stay Steady
|
Mar 06, 2026 |
|
Episode 105 - The Hidden Costs of Information Overload
|
Mar 02, 2026 |
|
Episode 104 - Beyond Net Worth: Redefining Financial Freedom
|
Feb 17, 2026 |
|
Episode 103 - Entrepreneurship: From Wealth Creation to Wealth Durability
|
Feb 17, 2026 |
|
Episode 102 - Understanding Semi-Liquid Investments
|
Feb 09, 2026 |
|
Episode 101 - Evaluating Alternative Investments During Market Uncertainty
|
Jan 30, 2026 |
|
Episode 100 - Risk Is Everywhere: How To Respond Without Panicking
|
Jan 16, 2026 |
|
Episode 99 - Going Beyond the Fiduciary Standard
|
Jan 12, 2026 |
|
Episode 98 - Warning Signs That Your Financial Team Isn’t Growing With You
|
Jan 05, 2026 |
|
Episode 97 - Keep the IRS from being your Biggest Beneficiary
|
Dec 19, 2025 |
|
Episode 96 - The Weakest Link in Your Estate Plan
|
Dec 19, 2025 |
|
Episode 95 - The Conversations You Can't Avoid
|
Dec 11, 2025 |
|
Episode 94 - The Contrarian Mindset
|
Dec 11, 2025 |
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Episode 93 - Advanced Tax Strategies for Business Owners
|
Dec 11, 2025 |
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Episode 92 - The Lonely Side of Wealth: Why Success Can Feel Isolating
|
Dec 11, 2025 |
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Episode 91 - Thinking About Selling Your Business? Watch This First!
|
Dec 11, 2025 |
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Episode 90 - Is your business funding or draining your retirement?
|
Dec 11, 2025 |
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Episode 89 - The Art of Giving: Strategies for Family and Legacy
|
Dec 11, 2025 |
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Episode 88 - Donor Advised Funds & Smart Giving Strategies for Tax Planning
|
Dec 11, 2025 |
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Episode 87 - 5 Signs to Know When You're Ready to Hire a Financial Advisor
|
Dec 11, 2025 |
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Episode 86 - Common Missteps for Estate Planning
|
Dec 11, 2025 |
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Episode 85 - Spending Habits that Stretch Your Wealth in Retirement
|
Dec 11, 2025 |
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Episode 84 - Creating Reliable, Tax Efficient Retirement Income
|
Dec 11, 2025 |
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Episode 83 - Tax Benefits from The Big Beautiful Bill
|
Dec 11, 2025 |
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Episode 82 - The First 5 Years of Retirement: Habits that Make or Break!
|
Dec 11, 2025 |
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Episode 81 - Your Business Isn't a Retirement Plan - Here's What It Is
|
Dec 11, 2025 |
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Episode 80 - Navigating Real Estate Decisions in Retirement
|
Dec 11, 2025 |
|
Episode 79 - Profit First, Not Last: Paying Yourself as a Business Owner
|
Aug 26, 2025 |
|
Episode 78 - IRMAA, RMDs, and ROTHs - Oh my!
|
Aug 26, 2025 |
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Episode 77 - The Big Beautiful Bill
|
Aug 26, 2025 |
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Episode 76 - Planning for the Unexpected
|
Aug 26, 2025 |
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Episode 75 - Emotional Responses That Influence Investment Decisions
|
Aug 26, 2025 |
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Episode 74 - The Mindset Behind Money: Insights from 'The Psychology of Money'
|
Aug 26, 2025 |
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Episode 73 - 5 Signs to Know When You're Ready to Hire a Financial Advisor
|
Aug 26, 2025 |
|
Episode 72 - Financial Mindset: What Steps You Should Take Throughout The Decades
|
Aug 26, 2025 |
|
Episode 71 - Strategies for Entrepreneurs to Build & Preserve Wealth
|
May 30, 2025 |
|
Episode 70 - Preparing to Sell Your Company
|
May 30, 2025 |
|
Episode 69 - Why an Estate Plan is More Than a Will
|
May 30, 2025 |
|
Episode 68 - Don't Get Too Political
|
May 30, 2025 |
|
Episode 67 - Inheriting vs. Gifting
|
May 30, 2025 |
|
Episode 66 - Retirement Catastrophes to Avoid
|
May 30, 2025 |
|
Episode 65 - How to Know When It's NOT Time to Retire
|
May 30, 2025 |
|
Episode 64 - Save Money on Taxes in 2025
|
May 30, 2025 |
|
Episode 63 - What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason Thomas
|
May 30, 2025 |
|
Episode 62 - Various Ways to Purchase a Business
|
May 30, 2025 |
|
Episode 50 - Marketing for Small Biz and RIA with Graham Gardner
|
Mar 24, 2025 |
|
Episode 51 - Financial Principles for Your Kids
|
Mar 24, 2025 |
|
Episode 52 - How to Build Trust with Your Clients
|
Mar 24, 2025 |
|
Episode 53 - Creating a Vision for 2025
|
Mar 24, 2025 |
|
Episode 54 - Date Night, Why It's So Important
|
Mar 24, 2025 |
|
Episode 55 - Limiting Beliefs with Laura Lyng
|
Mar 24, 2025 |
|
Episode 56 - What is the FIRE Movement?
|
Mar 24, 2025 |
|
Episode 57 - Real Estate Investments with Josh Coniglio
|
Mar 24, 2025 |
|
Episode 58 - Case Study: How Do I Know If I Can Retire
|
Mar 24, 2025 |
|
Episode 59 - Keanon Alderson Talks Family-Owned Businesses
|
Mar 24, 2025 |
|
Episode 60 - Max Kayes Talks Building a Healthy Relationship with Money Pt. 1
|
Mar 24, 2025 |
|
Episode 61 - Max Kayes Talks Building a Healthy Relationship with Money Pt. 2
|
Mar 24, 2025 |
|
Episode 44 - Retirement Savings in the 21st Century
|
Dec 23, 2024 |
|
Episode 45 - What If I Had to Start From Scratch?
|
Dec 23, 2024 |
|
Episode 46 - Longevity & The Sandwich Generation
|
Dec 23, 2024 |
|
Episode 47 - Holiday Gift Buying Guide
|
Dec 23, 2024 |
|
Episode 48 - Financial Planning Mythbusters Part 2
|
Dec 23, 2024 |
|
Episode 49 - How Do You Know if You Have the Right Financial Advisor?
|
Dec 23, 2024 |
|
Episode 42 How Do I Retire Early?
|
Nov 08, 2024 |
|
Episode 43 - Tax Implications of Shohei Ohtani's Contract
|
Nov 08, 2024 |
|
Episode 41 - The Worst Money Advice
|
Oct 28, 2024 |
|
Episode 40 - Buy the Latte! The importance of developing a spending plan
|
Oct 28, 2024 |
|
Episode 39 - A Simple Guide to Investing
|
Oct 28, 2024 |
|
Episode 38 - How Can You Find the Best CD Rates
|
Oct 28, 2024 |
|
Episode 37 - Is Parenting Getting Too Expensive?
|
Oct 28, 2024 |
|
Episode 36 - When to Hire a Fractional CFO
|
Oct 28, 2024 |
|
Episode 35 - United We Budget: Finding Financial Harmony in Marriage
|
Sep 15, 2024 |
|
Episode 34 - Changes to Real Estate Laws
|
Sep 13, 2024 |
|
Episode 33 - Long-Term Care
|
Sep 13, 2024 |
|
Episode 32 - Backdoor Roth IRA
|
Sep 13, 2024 |
|
Episode 31 - Myth Busters: Estate Planning
|
Aug 21, 2024 |
|
Episode 30 - Planning Process, Step-by-Step
|
Aug 21, 2024 |
|
Episode 29 - Short-Term Rentals with Marie Hair (Pt. 3)
|
Aug 21, 2024 |
|
Episode 28 - Short-Term Rentals with Brooke Miller & Simone Knepper (Pt. 2)
|
Aug 21, 2024 |
|
Episode 27 - Short-Term Rentals, Finance & Legal (Pt. 1)
|
Aug 21, 2024 |
|
Episode 26 - Cyber Security
|
Aug 21, 2024 |
|
Episode 25 - Political Extremism
|
Aug 21, 2024 |
|
AI and Finance 06 - 29 - 2024
|
Jun 29, 2024 |
|
Executive Coaching Pt. 2 with Joseph King Barkley 06 - 22 - 2024
|
Jun 27, 2024 |
|
Executive Coaching with Joseph King Barkley 06 - 15 - 2024
|
Jun 27, 2024 |
|
Core Elements of an Estate Plan 06 - 08 - 2024
|
Jun 27, 2024 |
|
The History of Taxes 06 - 01 - 2024
|
Jun 27, 2024 |
|
History of Investing with Dr. Jason Thomas 05 - 25 - 2024
|
Jun 27, 2024 |
|
The History of Inflation 05 - 18 - 2024
|
Jun 27, 2024 |
|
History of Financial Planning 05 - 11 - 2024
|
Jun 27, 2024 |
|
Media Review: A Deep Dive on 3 Articles 05 - 04 - 2024
|
Jun 27, 2024 |
|
Financial Planning for Female Business Owners and Professionals 04 - 27 - 2024
|
Jun 27, 2024 |
|
Financial Planning for Attorneys 04 - 20 - 2024
|
Jun 27, 2024 |
|
Financial Planning for Engineers 04 - 13 - 2024
|
Jun 27, 2024 |
|
Financial Planning for Physicians part II 04 - 06 - 2024
|
Apr 11, 2024 |
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Financial Planning for Physicians 03 - 30 - 2024
|
Apr 11, 2024 |
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What You Need to Know About Business Structures 03 - 23 - 2024
|
Apr 11, 2024 |
|
Social Security 03 - 16 - 2024
|
Apr 11, 2024 |
|
Planned Giving 03 - 09 - 2024
|
Apr 11, 2024 |
|
Business Cycles 02 - 10 - 2024
|
Feb 10, 2024 |
|
Legal Considerations for Widows & Survivors 01 - 27 - 2024
|
Feb 01, 2024 |
|
RMDs and Finances 01 - 13 - 2024
|
Jan 13, 2024 |
|
A Survivor’s Checklist 01 - 06 - 23
|
Jan 06, 2024 |
|
Vision & Income Planning for Retirement 12 - 30 - 23
|
Jan 04, 2024 |
|
Succession Planning, Part 1; 12 - 23 - 23
|
Dec 23, 2023 |
|
Essential Details about Social Security 12 - 16 - 23
|
Dec 16, 2023 |
|
Succession Planning, Part 2; 12 - 09 - 23
|
Dec 09, 2023 |
|
Vision & Income Planning for Retirement 11 - 25 - 23
|
Dec 08, 2023 |
|
Succession Planning, Part 1; 11 - 18 - 23
|
Dec 08, 2023 |
|
What do you do with Market Fluctuation? 09 - 30 - 23
|
Oct 07, 2023 |
|
What Happened to Long Term Care Insurance? 09 - 23 - 23
|
Sep 23, 2023 |
|
Not Your Parents Annuity 09 - 16 - 23
|
Sep 16, 2023 |
|
Do You Have To Use a Roth 401K 09 - 09 - 23
|
Sep 09, 2023 |
|
Building Confidence for a Surviving Spouse 08 - 26 - 23
|
Aug 25, 2023 |
|
"They Say..." But Who is They? 08 - 19 - 23
|
Aug 20, 2023 |
|
Financial Traps to Avoid When Your Kids Go To College 08 - 12 - 23
|
Aug 12, 2023 |
|
Buying Cars and Building Portfolios 08 - 05 - 2023
|
Aug 05, 2023 |
|
How to Evaluate Your Financial Advisor 07 - 29 - 23
|
Jul 29, 2023 |
|
Scams and Cybersecurity 07 - 22 - 23
|
Jul 22, 2023 |
|
How Wealth Adds Value to Your Life 07 - 15 - 23
|
Jul 15, 2023 |
|
Do You Need Alternative Investments? 07 - 08 - 23
|
Jul 08, 2023 |
|
Coming Trends and Following Them Into the Future 07 - 01 - 23
|
Jul 01, 2023 |
|
Money Going In and Out of Retirement Plans 06 - 24 - 23
|
Jun 24, 2023 |
|
25 Questions You Need to Ask Yourself Now That ChatGPT Is Here 06 - 17 - 23
|
Jun 17, 2023 |
|
A New Vision for Retirement 06 - 10 - 23
|
Jun 10, 2023 |
|
A New Era of Senior Living 06 - 03 - 23
|
Jun 03, 2023 |
|
Chase the Market 05 - 27 - 23
|
May 27, 2023 |
|
What is Your Biggest Worry? 05 - 20 - 23
|
May 20, 2023 |
|
How to Avoid Financial Disaster 05 - 13 - 23
|
May 13, 2023 |
|
50 Isn't Too Late to Start Saving for Retirement 05 - 06 - 23
|
May 06, 2023 |
|
The US Dollar and US Economy 04 - 29 - 23
|
Apr 29, 2023 |
|
The Psychology of Money 04 - 22 - 23
|
Apr 22, 2023 |
|
What Happens to Your Digital Properties When You Die 04 - 15 - 23
|
Apr 15, 2023 |
|
Small Steps That Can Boost Your Retirement Savings 04 - 08 - 23
|
Apr 13, 2023 |
|
Taxes 2023 04 - 01 - 23
|
Apr 01, 2023 |
|
Working with Financial Advisors 03 - 25 - 23
|
Mar 31, 2023 |
|
Silicon Valley Bank Failure 03 - 18 - 23
|
Mar 31, 2023 |
|
Economic Crossroads 03 - 04 - 23
|
Mar 06, 2023 |
|
Should You Have an Estate Plan? 02 - 25 - 23
|
Feb 25, 2023 |
|
Planning for Longevity 02 - 18 - 23
|
Feb 18, 2023 |
|
RMD Updates for 2023 02 - 11 - 23
|
Feb 11, 2023 |
|
Economic Update 02 - 04 - 23
|
Feb 04, 2023 |
|
Secure 2.0 01 - 28 - 23
|
Jan 28, 2023 |
|
Radio 01 - 21 - 23
|
Jan 21, 2023 |
|
How to Keep Your Retirement on Track 01-14-23
|
Jan 14, 2023 |
|
The Best Annuities for Income and Growth 01 - 07 - 23
|
Jan 07, 2023 |
|
2022: A Year in Review 12 - 31 - 22
|
Dec 31, 2022 |
|
End of Year Giving and Donor Advised Funds 12 - 17 - 22
|
Dec 17, 2022 |
|
What to Expect From Bonds Next Year 12 - 10 - 22
|
Dec 10, 2022 |
|
Where is my Required Minimum Distribution? (12-03-22)
|
Dec 03, 2022 |
|
Thankfulness for Thanksgiving 11 - 26 - 22
|
Nov 29, 2022 |
|
Election Results 11 - 19 - 22
|
Nov 19, 2022 |
|
How Divorce Complicates Social Security 11 - 12 - 22
|
Nov 12, 2022 |
|
Where Six Investors Think the Markets Are Going 11 - 05 - 22
|
Nov 05, 2022 |
|
Remote Work and Double-Taxation 10 - 29 - 22
|
Oct 29, 2022 |
|
A Review of California Voting Propositions 10 - 22 - 22
|
Oct 22, 2022 |
|
Electric Vehicles and Transportation Infrastucture 10 - 15 - 22
|
Oct 16, 2022 |
|
Is A First Home Still Affordable? 10 - 08 - 22
|
Oct 08, 2022 |
|
How Much Money Will You Be Able To Spend In Retirement? 09 - 24 - 22
|
Sep 24, 2022 |
|
What is Your Retirement Income? 09 - 17 - 22
|
Sep 17, 2022 |
|
Recession Around the World 09 - 10 - 22
|
Sep 11, 2022 |
|
The Fed Talks Tough on Inflation (09-03-22)
|
Sep 03, 2022 |
|
How To Pick a Financial Advisor 08 - 27 - 22
|
Aug 27, 2022 |
|
How Energy and Inflation Interact 08 - 20 - 22
|
Aug 20, 2022 |
|
Are Stocks Undervalued Yet? 08 - 13 - 22
|
Aug 13, 2022 |
|
Active Funds Are On Top Again. Can It Last? 08 - 06 - 22
|
Aug 10, 2022 |
|
Silver Lining in the Market's Fall 07 - 30 - 22
|
Aug 01, 2022 |
|
How to Deal with a Bear Market in Retirement 07 - 23 - 22
|
Jul 23, 2022 |
|
How Long Does a Bear Market Last? 07 - 16 - 22
|
Jul 16, 2022 |
|
How to Use Your 401K in a Down Market (07-09-22)
|
Jul 09, 2022 |
|
How Close Were January 2022 Forecasts? 07 - 02 - 22
|
Jul 02, 2022 |
|
What Does a Recession Mean for You? (06-25-22)
|
Jun 25, 2022 |
|
Are ESG Funds Working? and How to Beat Inflation (06-18-22)
|
Jun 18, 2022 |
|
When Will the Selling Stop? 06 - 04 - 22
|
Jun 04, 2022 |
|
How Do You Deal with the Pain of a Volatile Stock Market? (05-28-22)
|
May 28, 2022 |
|
Did you name your Beneficiaries correctly? Radio 05 - 21 - 22
|
May 21, 2022 |
|
Is Your Advisor Really Independent? 05 - 14 - 22
|
May 14, 2022 |
|
Is there a Bubble in Home Prices? 05 - 07 - 22
|
May 07, 2022 |
|
Too Much of a Good Thing 04 - 30 - 22
|
Apr 30, 2022 |
|
Regretting Retirement 04 - 23 - 22
|
Apr 23, 2022 |
|
Are you ready for the next phase of inflation? (04-16-22)
|
Apr 16, 2022 |
|
Inheriting an IRA After The Secure Act 04 - 09 - 22
|
Apr 09, 2022 |
|
The Sandwich Generation 04 - 02 - 22
|
Apr 02, 2022 |
|
Retiring in Phases 03 - 26 - 22
|
Mar 26, 2022 |
|
What Could Trigger a Tax Audit 03 - 19 - 22
|
Mar 19, 2022 |
|
What to Know About Target-Date Funds 03 - 12 - 22
|
Mar 12, 2022 |
|
Reassessing Medicare Hikes 03 - 05 - 22
|
Mar 05, 2022 |
|
The Tax Advantages of Series I Savings Bonds 02 - 26 - 22
|
Feb 26, 2022 |
|
How Do I Calculate Future Returns? 02 - 19 - 22
|
Feb 19, 2022 |
|
Mistakes People make With IRA Rollovers 02 - 12 - 22
|
Feb 12, 2022 |
|
How Inflation Affects Social Security 02 - 05 - 22
|
Feb 05, 2022 |
|
How Much Debt Should Students and Parents Take On? 01 - 29 - 22
|
Jan 29, 2022 |
|
Social Security Expectations 01 - 22 - 22
|
Jan 22, 2022 |
|
Taxes After the Death of a Spouse 01 - 15 - 22
|
Jan 15, 2022 |
|
Tech That Will Change Your Life in 2022 01 - 08 - 22
|
Jan 08, 2022 |
|
A Look at 2021 and Beyond 01 - 01 - 22
|
Jan 01, 2022 |
|
Cybersecurity: Holiday Scams and How to Avoid Them 12 - 18 - 21
|
Dec 18, 2021 |
|
The Great Migration 12 - 11 - 21
|
Dec 11, 2021 |
|
Rethinking the 4% Rule - 12 - 04 - 21
|
Dec 07, 2021 |
|
End of Year Tax Strategies 11 - 27 - 21
|
Dec 03, 2021 |
|
Out of Work and Looking For Income: Can Annuities Help? 11 - 20 - 21
|
Dec 03, 2021 |
|
Discussing Medicare with Special Guest Steven Park 11 - 13 - 21
|
Nov 24, 2021 |
|
Get a Job in Retirement - 11 - 06 - 21
|
Nov 09, 2021 |
|
The Retirement Rush - 10 - 30 - 21
|
Nov 02, 2021 |
|
Special-Needs Planning - 10-23-21
|
Oct 25, 2021 |
|
The Flexibility of Donor-Advised Funds - 10-16-21
|
Oct 16, 2021 |
|
The Nutty Math Behind an 8 Percent Yield - 10-9-21
|
Oct 09, 2021 |
|
How to Break Out of Investing Inertia - 10-2- 21
|
Oct 04, 2021 |
|
Stocks to Build an Income Stream - 09 - 25 - 21
|
Sep 25, 2021 |
|
Better Annuities (09-18-21)
|
Sep 20, 2021 |
|
Estate Planning Checklist - Radio - 09 - 11 - 21
|
Sep 11, 2021 |
|
529 Education Savings Accounts - Radio - 09 - 04 - 21
|
Sep 04, 2021 |
|
Retirement Opportunity Window - Radio - 08 - 28 - 21
|
Aug 28, 2021 |
|
Action Plan for Long-Term Care - Radio - 08 - 21 - 21
|
Aug 21, 2021 |
|
Special Needs Trusts - Radio - 08 - 14 - 21
|
Aug 14, 2021 |
|
Cognitive Decline - Radio - 08 - 07 - 21
|
Aug 07, 2021 |
|
How to Know When Inflation is for Real - Radio 07 - 31 - 21
|
Jul 31, 2021 |
|
Why Many People Aren't Wealthy - Radio 07 - 24 - 21
|
Jul 24, 2021 |
|
Social Security Errors - Radio 07 - 17 - 21
|
Jul 17, 2021 |
|
Biden Tax Proposals - Radio 07 - 10 - 21
|
Jul 10, 2021 |
|
Diminished Capacity Poses New Risks - Radio 07 - 10 - 21
|
Jul 03, 2021 |
|
Questions to Ask a Financial Advisor - Radio 06 - 26 - 21
|
Jun 26, 2021 |
|
Saying 'No' to Financial Help for Family - Radio - 06 - 19 - 21
|
Jun 19, 2021 |
|
Should Young Adults Stretch to Buy a Home? - Radio - 06 - 12 - 21
|
Jun 15, 2021 |
|
Rethinking Attitudes on Aging & Retirement Radio - 06 - 05 - 21
|
Jun 10, 2021 |
|
Is My Savings On Track For Retirement? Radio - 05 - 29 - 21
|
May 29, 2021 |
|
Inflation and Getting Back to Work - Radio - 05 - 22 - 21
|
May 22, 2021 |
|
The Biggest Mistakes People Make with Social Security - Radio - 05 - 15 - 21
|
May 15, 2021 |
|
How to Avoid Credit Card Surprises After a Spouse Passes - Radio - 05 - 08 - 21
|
May 11, 2021 |
|
Nine Rules to Live By - Radio - 05 - 01 - 21
|
May 01, 2021 |
|
Are you Emotionally Ready to Retire? - Radio 04 - 24 - 21
|
Apr 27, 2021 |
|
How COVID-19 Changed Retirement Planning - Radio 04 - 17 - 21
|
Apr 17, 2021 |
|
California's Blueprint - Master Plan for Aging - Radio 04 - 10 - 21
|
Apr 09, 2021 |
|
Forced into Retirement? - Radio 04 - 03 - 21
|
Apr 09, 2021 |
|
You Can Still Save on 2020 Taxes - Radio 3 - 27 - 21
|
Mar 27, 2021 |
|
Long Term Care Insurance - Radio 03 - 20 - 21
|
Mar 20, 2021 |
|
Women Investors Are Bucking Stocks - Radio 03 - 13 - 21
|
Mar 15, 2021 |
|
20 IRA Mistakes to Avoid - Radio 03 - 06 - 21
|
Mar 06, 2021 |
|
Distributions in Year of Retirement: A Complicated Simple Question - Radio 02 - 27 - 21
|
Feb 27, 2021 |
|
Concern Grows Over Theft From 401(k)s - Radio 02 - 20 - 21
|
Feb 20, 2021 |
|
The Other Pandemic - Alzheimer's - Radio 02 - 13 - 21
|
Feb 13, 2021 |
|
Tiny Tax Changes That Could Be a Big Deal This Year - Radio 02 - 06 - 21
|
Feb 06, 2021 |
|
Rethink Their Kids' College Experience - Radio - 01 - 30 - 21
|
Jan 30, 2021 |
|
January is the New December - Radio - 01 - 23 - 21
|
Jan 23, 2021 |
|
Financial Issues When a Parent Moves In - Radio - 01 - 16 - 21
|
Jan 16, 2021 |
|
A Glimpse of the Future - Radio - 01 - 09 - 21
|
Jan 12, 2021 |
|
Three Mistakes New IRA Beneficiaries are Making - Radio - 01 - 02 - 21
|
Jan 09, 2021 |
|
Baby Boomers - Radio 12 - 26 - 20
|
Jan 04, 2021 |
|
Radio 12 - 19 - 20 Christmas Show
|
Dec 23, 2020 |
|
Retirement Lite - Radio 12 - 12 - 20
|
Dec 12, 2020 |
|
Tax Proposals & Tax Moves for an Unusual Year - Radio 12 - 05 - 20
|
Dec 05, 2020 |
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How COVID will Change Aging & Retirement Part 2 - Radio 11 - 28 - 20
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Dec 01, 2020 |
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How COVID will Change Aging & Retirement Part 1 - Radio 11 - 21 - 20
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Nov 23, 2020 |
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The Best Month To Start Social Security - Radio 11 - 14 - 20
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Nov 14, 2020 |
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Make the Most of Medicare Enrollment - Radio 11 - 07 - 20
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Nov 07, 2020 |
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Estate Planning - Radio 10 - 31 - 20
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Oct 31, 2020 |
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Medicare - Open Enrollment - Radio 10 - 24 - 20
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Oct 24, 2020 |
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Don't Rush Into Social Security - Radio 10 - 17 - 20
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Oct 17, 2020 |
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How to Avoid the 'Cruelest Tax' Radio 10 - 10 - 20
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Oct 10, 2020 |
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Annual Financial Summit - Radio 10 - 03 - 20
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Oct 03, 2020 |
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Inheritance... It can be Tricky - Radio 09 - 26 - 20
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Sep 26, 2020 |
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Passing Value Through Generations - Radio 09 - 19 - 20
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Sep 19, 2020 |
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Preparing for the Next Crisis - Radio 09 - 12 - 20
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Sep 12, 2020 |
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Social Security Questions - Radio 09 - 05 - 20
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Sep 02, 2020 |
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The Impact of COVID-19 - Radio 08 - 29 - 20
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Aug 26, 2020 |
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Home Is Where The Tax Breaks Are - Radio 08 - 22 - 20
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Aug 21, 2020 |
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Markets Bombed and Investors Carried On - Radio 08 - 15 - 20
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Aug 21, 2020 |
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The Future of Senior Living - Radio 08 - 08 - 20
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Aug 21, 2020 |
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Making Money Decisions When the Future is Unclear - Radio 08 - 01 - 20
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Aug 21, 2020 |
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Profits Coming Back to the U.S. - Radio 07 - 25 - 20
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Aug 21, 2020 |
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Retirees Beware of these Tax Torpedoes - Radio 07 - 18 - 20
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Aug 21, 2020 |
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Health Care Planning - Radio 07 - 11 - 20
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Aug 21, 2020 |
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Happy Birthday America - Radio 07 - 04 - 20
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Aug 21, 2020 |
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Your Home As A Nest Egg - Radio 06 - 27 - 20
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Aug 21, 2020 |
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Why Markets Heed Job Losses - Radio 06 - 20 - 20
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Aug 21, 2020 |
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The Moral Hazard of Laid-off Workers Increased Income - Radio 06 - 13 - 20
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Aug 21, 2020 |
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The Long Road Back - Radio 06 - 06 - 20
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Aug 21, 2020 |
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Wishful Thinking is a Risky Bet - Radio 05 - 30 - 20
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Jun 04, 2020 |
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Radio 05 - 23 - 20
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Jun 04, 2020 |
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Radio 05 - 16 - 20
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Jun 04, 2020 |
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Radio 05 - 09 - 20
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Jun 04, 2020 |
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Radio 05 - 02 - 20
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May 02, 2020 |
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Radio 04 - 25 - 20
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Apr 30, 2020 |
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Radio 04 - 18 - 20
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Apr 18, 2020 |
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Radio 04 - 11 - 20
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Apr 17, 2020 |
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Radio 04 - 04 - 20
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Apr 17, 2020 |
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Radio 03 - 28 - 20
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Mar 26, 2020 |
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Radio 03 - 21 - 20
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Mar 26, 2020 |
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Radio 03 - 07 - 20
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Mar 26, 2020 |
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Radio 02 - 29 - 20
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Mar 26, 2020 |
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Radio 02 - 22 - 20
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Mar 26, 2020 |
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Radio 02 - 22 - 20
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Mar 26, 2020 |
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Radio 02 - 15 - 20
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Mar 26, 2020 |
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Radio 02 - 08 - 20
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Mar 26, 2020 |
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Radio 02 - 01 - 20
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Mar 26, 2020 |
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Radio 01 - 25 - 20
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Mar 26, 2020 |
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Radio 01 - 18 - 20
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Mar 26, 2020 |
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1-11-2020
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Feb 04, 2020 |
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Radio 01 - 04 - 20
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Jan 04, 2020 |
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Radio 11 - 12 - 16
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Nov 14, 2016 |
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Radio 11 - 05 - 16
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Nov 14, 2016 |
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Radio 10 - 29 - 16
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Nov 04, 2016 |
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Radio 10 - 22 - 16
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Oct 24, 2016 |
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Radio 10 - 15 - 16
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Oct 19, 2016 |
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Radio 10 - 08 - 16
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Oct 10, 2016 |
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Radio 10 - 01 - 16
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Sep 29, 2016 |
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Radio 09 - 24 - 16
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Sep 27, 2016 |
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Radio 09 - 17 - 16
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Sep 21, 2016 |
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Radio 09 - 10 - 16
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Sep 21, 2016 |
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Radio 09 - 03 - 16
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Sep 21, 2016 |