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| Episode | Date |
|---|---|
|
Teaching Financial Lessons In Graduation Season
|
May 28, 2026 |
|
Retirement “Side Gigs”
|
Apr 23, 2026 |
|
Important Red Flags When Evaluating An Advisor
|
Mar 20, 2026 |
|
5 “Must Do's” For The First Year of Retirement
|
Feb 27, 2026 |
|
Why You Might Not Be Ready To Retire
|
Jan 24, 2026 |
|
Retirement Plans Come In All Shapes & Sizes
|
Dec 23, 2025 |
|
5 Beliefs That Fool Retirement Savers
|
Nov 20, 2025 |
|
5 Financial Mistakes To Avoid In Your 60's
|
Oct 24, 2025 |
|
Staying Focused On What Is Controllable In Retirement Planning
|
Sep 22, 2025 |
|
Is Your Retirement Plan Dependent On Wishful Thinking?
|
Aug 20, 2025 |
|
Retirement Assumptions That May Need To Be Revisited
|
Jul 21, 2025 |
|
Silent Killers of Retirement Plans
|
Jun 20, 2025 |
|
Are You Planning To Retire In 2025?
|
May 13, 2025 |
|
Stay Tax Aware in 2025
|
Apr 21, 2025 |
|
Retirement Planning Temptations
|
Mar 15, 2025 |
|
Is Your Financial Judgement Impaired?
|
Feb 18, 2025 |
|
Transforming Money Mindsets In 2025
|
Jan 10, 2025 |
|
Stocking Stuffers For Financial Freedom Part II
|
Dec 20, 2024 |
|
Stocking Stuffers For Financial Freedom Part I
|
Dec 13, 2024 |
|
What Financial Advisors Wish Everyone Understood Part II
|
Dec 06, 2024 |
|
What Financial Advisors Wish Everyone Understood Part I
|
Nov 22, 2024 |
|
Financial Lessons From Strange Phobias
|
Nov 15, 2024 |
|
Understanding Continuing Care Retirement Communities
|
Nov 08, 2024 |
|
Taking Retirement Advice From Celebrities
|
Nov 01, 2024 |
|
Poetic Retirement Planning For Couples
|
Oct 25, 2024 |
|
Retirement Travel Planning
|
Oct 18, 2024 |
|
And The “Magic 8 Ball” Says . . .
|
Oct 11, 2024 |
|
Why Couples Retirement Planning Is A Team Sport
|
Oct 04, 2024 |
|
Avoiding Regrets In Retirement
|
Sep 26, 2024 |
|
When It Comes To Retirement Planning . . . “How Do You Know?” Part II
|
Sep 19, 2024 |
|
When It Comes To Retirement Planning . . . “How Do You Know?” Part I
|
Sep 13, 2024 |
|
How Kids and Grandkids Influence Retirement Planning
|
Sep 06, 2024 |
|
Retiree Insurance – The Basics You Need To Know
|
Aug 30, 2024 |
|
Are You Telling Yourself Financial “Lies”?
|
Aug 23, 2024 |
|
401(K) FAQS Part 2
|
Aug 16, 2024 |
|
401(K) FAQS Part 1
|
Aug 09, 2024 |
|
Retirement Potpourri
|
Aug 02, 2024 |
|
Are Boomers Asking The Right Questions?
|
Jul 26, 2024 |
|
Noah's Ark & Retirement Planning
|
Jul 19, 2024 |
|
Retirement Half Truths
|
Jul 12, 2024 |
|
Finding Financial Wisdom With Yogi Berra
|
Jun 28, 2024 |
|
How To Choose An Advisor
|
Jun 21, 2024 |
|
The Beauty of Simplicity In Retirement Planning
|
Jun 14, 2024 |
|
Excuses, Excuses
|
Jun 07, 2024 |
|
Technology and Retirement Planning
|
May 23, 2024 |
|
The Retirement Water Wheel
|
May 17, 2024 |
|
It's Time For A Financial Wellness Checkup
|
May 10, 2024 |
|
Retirement Stress
|
May 02, 2024 |
|
The Financial Triple Crown
|
Apr 26, 2024 |
|
Expectations vs. Reality In Retirement
|
Apr 19, 2024 |
|
Retirement Income Planning Mistakes
|
Apr 12, 2024 |
|
Interesting Financial Questions
|
Apr 05, 2024 |
|
Questions To Ask The Advisor
|
Mar 22, 2024 |
|
Healthcare Planning In Retirement
|
Mar 15, 2024 |
|
Is Retirement Planning Harder Than It Used To Be? Part II
|
Mar 08, 2024 |
|
Is Retirement Planning Harder Than It Used To Be? Part 1
|
Mar 01, 2024 |
|
Could One Overlooked Issue Sink Your Retirement?
|
Feb 23, 2024 |
|
Essential Retirement Questions That May Be Hidden In Your “Blindspot”
|
Feb 16, 2024 |
|
Is Making A Snowman Like Building A Sound Financial Plan?
|
Feb 10, 2024 |
|
Are Your “Good” Money Habits Holding You Back?
|
Feb 02, 2024 |
|
What is “Lazy Money”?
|
Jan 27, 2024 |
|
When Does It Pay To Be Patient?
|
Jan 19, 2024 |
|
Till Debt Do Us Part: Resolving Financial Tension – Part II
|
Jan 12, 2024 |
|
Till Debt Do Us Part: Resolving Financial Tension - Part I
|
Jan 03, 2024 |
|
Santa’s Naughty or Nice Financial Guide
|
Dec 15, 2023 |
|
”Easy Wins” In Personal Finance Part 2
|
Dec 08, 2023 |
|
”Easy Wins” In Personal Finance
|
Dec 01, 2023 |
|
The Retirement Mountain
|
Nov 17, 2023 |
|
End Of The Year Planning
|
Nov 10, 2023 |
|
Common Retirement Planning Questions
|
Nov 03, 2023 |
|
Avoiding Money Mistakes
|
Oct 27, 2023 |
|
Retirement “Blind Spots”
|
Oct 20, 2023 |
|
The Future Of Retirement In America
|
Oct 13, 2023 |
|
Universal Retirement Truths – Part 2
|
Oct 05, 2023 |
|
Universal Retirement Truths – Part 1
|
Sep 28, 2023 |
|
Are You Nurturing Your “Retirement Garden”?
|
Sep 22, 2023 |
|
Finances After Loosing A Spouse
|
Sep 15, 2023 |
|
Retirement Cash Flow Part 2
|
Sep 08, 2023 |
|
Retirement Cash Flow Part 1
|
Sep 03, 2023 |
|
Retirement Countdown Clarity
|
Aug 25, 2023 |
|
Bouncing Back From Financial Setbacks
|
Aug 18, 2023 |
|
”Red Flag” Personality Traits of Financial Advisors
|
Aug 11, 2023 |
|
Financial Independence In Retirement
|
Aug 04, 2023 |
|
Counterintuitive Thoughts On The 401(K)
|
Jul 28, 2023 |
|
Finances & Major Life Events
|
Jul 21, 2023 |
|
Next Steps To Retirement
|
Jul 14, 2023 |
|
Retirement Planning “Goalposts”
|
Jul 07, 2023 |
|
Bad Financial Habits
|
Jun 30, 2023 |
|
Financial Lessons From The Classroom
|
Jun 16, 2023 |
|
Money Mistakes In Retirement Planning – Part II
|
Jun 09, 2023 |
|
Money Mistakes In Retirement Planning – Part I
|
Jun 02, 2023 |
|
Age & Wisdom
|
May 26, 2023 |
|
Social Security Myths
|
May 19, 2023 |
|
“Oops, I Forgot About That!”
|
May 12, 2023 |
|
Running The Retirement Marathon
|
May 05, 2023 |
|
Retirement Saving Basics
|
Apr 28, 2023 |
|
Financial Fears
|
Apr 14, 2023 |
|
Retirement Income Planning
|
Apr 07, 2023 |
|
Retirement Rookie Mistakes
|
Mar 31, 2023 |
|
Completing Your Financial Plan
|
Mar 24, 2023 |
|
Tax Aware Retirement Planning
|
Mar 17, 2023 |
|
Common Beneficiary Mistakes
|
Mar 10, 2023 |
|
Retirement Readiness Checklist
|
Mar 03, 2023 |
|
Important Considerations When Working With An Advisor In Retirement
|
Feb 24, 2023 |
|
Is The ”Grass Greener” Over There?
|
Feb 17, 2023 |
|
Examining “Conventional Wisdom”
|
Feb 10, 2023 |
|
Retirement Planning Questions
|
Feb 03, 2023 |
|
401K Mistakes To Avoid
|
Jan 27, 2023 |
|
Market Volatility
|
Jan 20, 2023 |
|
Taping Into Grandma’s Wisdom
|
Jan 13, 2023 |
|
Smart Decisions During Major Life Events
|
Jan 06, 2023 |
|
Common Tax Questions
|
Dec 16, 2022 |
|
The Money Gridiron
|
Dec 09, 2022 |
|
Forced Retirement
|
Dec 02, 2022 |
|
Finding Satisfaction In Retirement
|
Nov 18, 2022 |
|
Warning Signs
|
Nov 11, 2022 |
|
Irreversible Financial Decisions
|
Nov 04, 2022 |
|
What’s Going On In Financial Advertising?
|
Oct 28, 2022 |
|
The Psychology of Retirement
|
Oct 19, 2022 |
|
Planning For Retirement Uncertainties
|
Oct 14, 2022 |
|
Going Against The Grain
|
Oct 07, 2022 |
|
Let’s Talk About Risk
|
Sep 29, 2022 |
|
Finances & Baseball
|
Sep 23, 2022 |
|
Is Procrastination A Threat To Your Retirement?
|
Sep 16, 2022 |
|
Financial Debates
|
Sep 09, 2022 |
|
The Retirement ”Diet”
|
Sep 02, 2022 |
|
Fear and Greed
|
Aug 26, 2022 |
|
Financial Opportunities When Between Jobs
|
Aug 19, 2022 |
|
Retirement Quiz
|
Aug 12, 2022 |
|
It’s Time For A Few Retirement Questions
|
Aug 05, 2022 |
|
Retirement . . . “It Ain’t What It Used To Be”
|
Jul 29, 2022 |
|
Retirement Statistics
|
Jul 22, 2022 |
|
Are You Getting In Your Own Way?
|
Jul 15, 2022 |
|
Communicating With Your Financial Advisor
|
Jul 08, 2022 |
|
Financial Jargon
|
Jul 01, 2022 |
|
Countdown To Retirement
|
Jun 24, 2022 |
|
Life Insurance In Retirement? . . . Really?
|
Jun 17, 2022 |
|
Housing Questions In Retirement
|
Jun 09, 2022 |
|
Retirement Birthday “Trigger Points”
|
Jun 03, 2022 |
|
The Dangers Of Guessing At The Most Important Retirement Questions
|
May 27, 2022 |
|
What’s Lurking In Your Financial Blind Spots?
|
May 20, 2022 |
|
What Is The Most Important Part Of Retirement Planning?
|
May 13, 2022 |
|
Who Needs A Financial Advisor In Retirement?
|
May 06, 2022 |
|
How Children Become Part Of The Retirement Conversation
|
Apr 29, 2022 |
|
Let’s Play “Fill In The Blank”
|
Apr 22, 2022 |
|
“The Great Resignation”
|
Apr 15, 2022 |
|
Unrealistic Expectations?
|
Apr 08, 2022 |
|
Getting Your Financial House In Order – Part 2
|
Apr 01, 2022 |
|
Getting Your Financial House In Order – Part 1
|
Mar 25, 2022 |
|
Planning For The “Unpredictable”
|
Mar 18, 2022 |
|
Legacy Planning
|
Mar 11, 2022 |
|
How’s Your Financial Health?
|
Mar 04, 2022 |
|
The Financial ”Red Zone”
|
Feb 25, 2022 |
|
Late Bloomers – Catching Up On Retirement Savings
|
Feb 18, 2022 |
|
The Financial Jigsaw Puzzle
|
Feb 11, 2022 |
|
Are You Cutting Corners In Your Retirement Plan?
|
Feb 04, 2022 |
|
Are You Working With A General Practitioner or A Specialist?
|
Jan 28, 2022 |
|
Risk & Risk Aversion
|
Jan 20, 2022 |
|
Let’s Address Some Common Questions
|
Jan 14, 2022 |
|
Will Your Retirement Be Subjected To Unintended Tax Consequences?
|
Jan 04, 2022 |
|
Overconfidence
|
Dec 17, 2021 |
|
What Makes Glenn Tick As An Advisor?
|
Dec 10, 2021 |
|
Retirement Planning With Mick Jagger
|
Dec 04, 2021 |
|
Is Your Retirement Plan “Out Of Tune”?
|
Nov 19, 2021 |
|
Mistakes Couples Make
|
Nov 13, 2021 |
|
Mind The Gap
|
Nov 05, 2021 |
|
Secure Act 2.0
|
Oct 29, 2021 |
|
Put It Off?
|
Oct 22, 2021 |
|
Red Flags
|
Oct 15, 2021 |
|
Revisiting The Financial Doctor
|
Oct 08, 2021 |
|
Age & Wisdom
|
Sep 30, 2021 |
|
Customization Is King
|
Sep 23, 2021 |
|
Where Did You Get Your Financial Knowledge?
|
Sep 16, 2021 |
|
Things That Don‘t Matter . . . Until They Do
|
Sep 10, 2021 |
|
What Retirement Are You Living For?
|
Sep 02, 2021 |
|
Answering Some Common Questions
|
Aug 26, 2021 |
|
Poking Fun At The Financial World
|
Aug 20, 2021 |
|
Accumulation vs. Preservation & Distribution
|
Aug 13, 2021 |
|
Women & Financial Decisions
|
Aug 06, 2021 |
|
What’s Your Spending Personality?
|
Jul 30, 2021 |
|
It’s Not Your Father’s Retirement!
|
Jul 22, 2021 |
|
“The Money Doctor”
|
Jul 14, 2021 |
|
Children & Finances (including Adult Children)
|
Jul 08, 2021 |
|
3 Worlds of Money
|
Jun 30, 2021 |
|
Common Sense or Uncommon Sense?
|
Jun 24, 2021 |
|
Let’s Talk About Life Insurance
|
Jun 18, 2021 |
|
Finding The Right Advisor
|
Jun 09, 2021 |
|
What Can Will Rogers Teach Us About Retirement Planning?
|
Jun 03, 2021 |
|
Double Edged Sword
|
May 29, 2021 |
|
Fact or Fiction?
|
May 20, 2021 |
|
Crisis or Opportunity?
|
May 14, 2021 |
|
Are You Flirting With Disaster?
|
May 06, 2021 |
|
Pensions
|
Apr 30, 2021 |
|
Good News . . . Bad News
|
Apr 23, 2021 |
|
“I Have A Question . . .”
|
Apr 14, 2021 |
|
Electing Your Retirement Advisor
|
Apr 09, 2021 |
|
You Know What Happens When You Assume!
|
Mar 31, 2021 |
|
Retirement Lifestyles
|
Mar 24, 2021 |
|
Baby Boomer Retirement Concerns
|
Mar 19, 2021 |
|
Know Thyself
|
Mar 12, 2021 |
|
Things In The Financial World That Drive Us Crazy!
|
Mar 03, 2021 |
|
The Financial Forecaster
|
Feb 26, 2021 |
|
Retirement Advice From Retirees
|
Feb 19, 2021 |
|
Retirement Statistics
|
Feb 11, 2021 |
|
Three Qualities Of Money
|
Feb 03, 2021 |
|
Is The Client Always Right?
|
Jan 29, 2021 |
|
Understanding Different Types Of Risk
|
Jan 22, 2021 |
|
Retirement Preparedness Quiz
|
Jan 13, 2021 |
|
Let’s Talk About Diversification
|
Jan 06, 2021 |
|
401(K) FAQs
|
Dec 17, 2020 |
|
Why Nobody Says These Things!
|
Dec 09, 2020 |
|
Hindsight
|
Dec 03, 2020 |
|
5 Financial Commandments
|
Nov 24, 2020 |
|
Obsolete Planning Ideas
|
Nov 18, 2020 |
|
”Stuff” You Should Know
|
Nov 11, 2020 |
|
Your House & Your Retirement
|
Nov 05, 2020 |
|
Is Your IRA Ready For Retirement?
|
Oct 28, 2020 |
|
Longevity Risk
|
Oct 22, 2020 |
|
Preparing Your Financial House For Retirement
|
Oct 14, 2020 |
|
Reconciling Conflicting Ideas
|
Oct 07, 2020 |
|
Ways To Ruin Your Retirement
|
Sep 30, 2020 |
|
Are You Clinging To False Hope?
|
Sep 23, 2020 |
|
What Happens To Finances When A Spouse Dies?
|
Sep 15, 2020 |
|
Are You Ready For The Next Market Crash?
|
Sep 09, 2020 |
|
The Financial Dictionary
|
Sep 02, 2020 |
|
What Can Mark Twain Teach Us About Finances?
|
Aug 26, 2020 |
|
Investing Like A Genius
|
Aug 19, 2020 |
|
Saying One Thing But Doing Another
|
Aug 12, 2020 |
|
What Do You Think Of Dave Ramsey?
|
Aug 06, 2020 |
|
Pre Retiree Mistakes
|
Jul 31, 2020 |
|
Traditional vs Roth IRAs
|
Jul 23, 2020 |
|
Questionable Financial Strategies
|
Jul 16, 2020 |
|
Let’s Talk About Some FAQs
|
Jul 07, 2020 |
|
Have You Saved More Than Others Your Age?
|
Jun 30, 2020 |
|
Avoiding Critical Mistakes
|
Jun 24, 2020 |
|
Your Biggest Assets
|
Jun 17, 2020 |
|
Hidden Gems
|
Jun 09, 2020 |
|
Bad Financial Product?
|
Jun 03, 2020 |
|
Stages Of Retirement
|
May 27, 2020 |
|
Major Life Changes
|
May 19, 2020 |
|
Do You Have A Financial GPS?
|
May 12, 2020 |
|
The Coronavirus, The CARES Act & Your Retirement Accounts
|
May 06, 2020 |
|
Best Intentions Bad Advice
|
Apr 28, 2020 |
|
Coronavirus Update
|
Apr 21, 2020 |
|
Financial Crosswords
|
Apr 16, 2020 |
|
Financial Truths
|
Apr 09, 2020 |
|
Retirement Goals
|
Apr 01, 2020 |
|
Roth Conversions
|
Mar 24, 2020 |
|
Desire To Retire
|
Mar 17, 2020 |
|
Emotional Investing
|
Mar 10, 2020 |
|
Common Financial Myths
|
Mar 03, 2020 |
|
Financial Bias
|
Feb 25, 2020 |
|
Managing Debt
|
Feb 18, 2020 |
|
Are You Making Excuses To Not Retire?
|
Feb 12, 2020 |
|
Cash – What’s The Right Amount?
|
Feb 04, 2020 |
|
Advisor Traits
|
Jan 28, 2020 |
|
Retirement Frequently Asked Questions
|
Jan 22, 2020 |
|
How Will The Secure Act Impact You & Your Heirs?
|
Jan 14, 2020 |
|
Social Security Misunderstandings
|
Jan 08, 2020 |
|
Finding The Silver Lining
|
Dec 18, 2019 |
|
Estate Planning Mistakes
|
Dec 10, 2019 |
|
Are You Unknowingly Sabotaging Your Retirement?
|
Dec 03, 2019 |
|
Awkward Conversations
|
Nov 26, 2019 |
|
Developing Strategies For A No Regret Retirement
|
Nov 20, 2019 |
|
Retirement Variables & Constants Part 2
|
Nov 12, 2019 |
|
Retirement Variables & Constants Part 1
|
Nov 07, 2019 |
|
Countdown To Retirement
|
Oct 31, 2019 |
|
Is A Market Crash Coming?
|
Oct 24, 2019 |
|
Are You Working With The Right Advisor?
|
Oct 16, 2019 |
|
Flying & Retirement
|
Oct 09, 2019 |
|
Even Responsible Savers Make Mistakes
|
Oct 02, 2019 |
|
Financial Myths
|
Sep 25, 2019 |
|
The Blame Game
|
Sep 18, 2019 |
|
401(K) Weaknesses
|
Sep 11, 2019 |
|
I Have A Question
|
Sep 04, 2019 |
|
Planning For The 3rd & 4th Quarter
|
Aug 28, 2019 |
|
Planning With Urgency
|
Aug 21, 2019 |
|
Portfolio Disasters
|
Aug 15, 2019 |
|
How Do You Define “Financial Security”?
|
Aug 07, 2019 |
|
Financially Overrated
|
Jul 31, 2019 |
|
Financial Fake News
|
Jul 25, 2019 |
|
Pre-Retiree Questions
|
Jul 17, 2019 |
|
Financially Underrated
|
Jul 10, 2019 |
|
Financial Proverbs
|
Jul 03, 2019 |
|
Stuck On Financial Decisions
|
Jun 27, 2019 |
|
Summer Vacation & Retirement
|
Jun 19, 2019 |
|
Famous Last Words
|
Jun 13, 2019 |
|
Seemingly Easy Retirement Questions
|
Jun 05, 2019 |
|
Conventional Wisdom . . .
|
May 30, 2019 |
|
What Is “Safe Money”?
|
May 22, 2019 |
|
When Is It Safe To Retire?
|
May 15, 2019 |
|
Retirement Realities
|
May 08, 2019 |
|
5 Common Pain Points
|
May 01, 2019 |
|
Retirement Conversations – Breaking The Ice
|
Apr 24, 2019 |
|
5 Things In The Financial Junk Drawer
|
Apr 17, 2019 |
|
The Messy Estate Plan
|
Apr 10, 2019 |
|
What About Do It Yourself Retirement Planning?
|
Apr 04, 2019 |
|
Political Contentions & Economic Indicators
|
Mar 28, 2019 |
|
I’ve Been Thinking About . . .
|
Mar 20, 2019 |