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| Episode | Date |
|---|---|
|
The Financial Reality of Losing a Spouse
|
Jun 04, 2026 |
|
Main Character Energy for Your Retirement Plan
|
May 21, 2026 |
|
A New Proposal Might Cap Your Social Security Payments
|
May 07, 2026 |
|
The Surprisingly Hard Part of Retirement Nobody Warns You About
|
Apr 16, 2026 |
|
The White House Wants to Give You $1,000 for Retirement
|
Apr 02, 2026 |
|
Tax Mistakes New Retirees Make
|
Mar 19, 2026 |
|
Don't Get Scammed: 2025 Data Is Shocking
|
Feb 26, 2026 |
|
Market Monday Magic: Tech Takes the Wheel
|
Feb 12, 2026 |
|
Famous Financial Advice…What’s Worth Following?
|
Jan 29, 2026 |
|
So, Markets Brushed Aside White House Drama Today...
|
Jan 15, 2026 |
|
2025 Year In Review: What Actually Mattered for Your Money
|
Dec 23, 2025 |
|
Your First Christmas in Retirement
|
Dec 11, 2025 |
|
How To Give With Purpose
|
Nov 26, 2025 |
|
How Gratitude Shapes Your Financial Life
|
Nov 13, 2025 |
|
What Your Halloween Costume Says About Your Money Habits
|
Oct 30, 2025 |
|
October is Financial Planning Month: Here’s Your Checklist
|
Oct 16, 2025 |
|
The Gas Station Sushi Equivalent Of Retirement Planning
|
Sep 25, 2025 |
|
The Hidden Medicare Penalty You Might Be Paying
|
Sep 11, 2025 |
|
Inflation Is Still Wrecking Retirement Confidence
|
Aug 21, 2025 |
|
5 Signs You’re Richer Than You Think
|
Aug 07, 2025 |
|
What’s Missing From Dave Ramsey’s 9-Step Retirement Plan?
|
Jul 24, 2025 |
|
Gen X, It’s Your Turn: It’s Time to Think About Retirement
|
Jul 10, 2025 |
|
Is Your Retirement Plan Built for the Long Haul?
|
Jun 26, 2025 |
|
What Retirement Means… and Why It’s Different for Everyone
|
Jun 12, 2025 |
|
Type A Investors: Why Doing Less Might Be Your Best Move
|
May 15, 2025 |
|
Why The Psychology of Money Says Your Emotions Matter More Than Math
|
May 08, 2025 |
|
Talking To Your Spouse About Market Crash Fears
|
Apr 24, 2025 |
|
What Should You Actually Do When the Market Drops?
|
Apr 10, 2025 |
|
April Fool’s: Beliefs That Fool Retirement Savers The Most
|
Mar 27, 2025 |
|
Inside the Advisor’s Office: What People Are Actually Concerned About
|
Mar 13, 2025 |
|
The Money Questions Every Couple Needs To Discuss This Valentine’s Season
|
Feb 20, 2025 |
|
What Do Proposed Tariffs Mean For Your Portfolio?
|
Feb 06, 2025 |
|
Inflation-Proof Your Retirement In 2025
|
Jan 23, 2025 |
|
The Snowbird Retirement: Is a Seasonal Move Right for You?
|
Jan 09, 2025 |
|
The Art of Rebalancing: WHEN to Adjust Your Portfolio and WHY
|
Dec 26, 2024 |
|
Most Americans Are Forced to Retire Early- Are You Ready?
|
Dec 12, 2024 |
|
Financial Forecasting: A Post-Election Conversation
|
Nov 21, 2024 |
|
Don’t Blow Your Bonus! Smart Ways to Use a Lump Sum Payout
|
Nov 07, 2024 |
|
Is Dividend Investing Dead?
|
Oct 24, 2024 |
|
How Current Economic Shifts Could Affect Your Retirement
|
Oct 10, 2024 |
|
For Couples, Retirement Planning Is A Team Sport
|
Sep 26, 2024 |
|
Unlock Your Potential During National Financial Planning Month
|
Sep 12, 2024 |
|
IRS Rules for RMDs
|
Aug 22, 2024 |
|
August 2024 Market Update
|
Aug 08, 2024 |
|
What is Blackrock's 100% Stock ETF Hedge?
|
Jul 18, 2024 |
|
3 Things to Consider if there’s a “Recession” in 2024
|
Jul 03, 2024 |
|
Cryptocurrency and Your Financial Plan
|
Jun 27, 2024 |
|
Financial Lessons from Dad
|
Jun 13, 2024 |
|
All In One Basket: Financial Diversification
|
May 23, 2024 |
|
Explaining Penalty Relief for Inherited Withdrawals
|
May 09, 2024 |
|
Retirement Expectations vs. Reality
|
Apr 25, 2024 |
|
Winning the Financial Triple Crown: Strategies from the Kentucky Derby
|
Apr 11, 2024 |
|
Retirement Questions That Every Generation Is Asking, Part 1
|
Mar 28, 2024 |
|
How Is Technology Redefining Retirement Planning?
|
Mar 14, 2024 |
|
Is Retirement Planning Harder Than It Used to Be? Part 2
|
Feb 29, 2024 |
|
Is Retirement Planning Harder Than It Used to Be? Part 1
|
Feb 15, 2024 |
|
The Power of Delayed Gratification
|
Jan 18, 2024 |
|
Inheritance FAQ
|
Jan 04, 2024 |
|
Financial Stocking Stuffers
|
Dec 21, 2023 |
|
Financial Planning with Classic Christmas Songs
|
Dec 07, 2023 |
|
How To Successfully Climb The Retirement Mountain
|
Nov 21, 2023 |
|
The Financial Cereal Bowl
|
Nov 09, 2023 |
|
How to Avoid Money Mistakes You’ll Regret
|
Oct 19, 2023 |
|
Retirement Planning’s “Hidden” Questions
|
Oct 05, 2023 |
|
Discussing Dave Ramsey’s Advice
|
Sep 21, 2023 |
|
The Future of Retirement in America
|
Sep 07, 2023 |
|
Bashing the Roth?
|
Aug 24, 2023 |
|
Financial Lessons From Ron Swanson
|
Aug 10, 2023 |
|
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
|
Jul 27, 2023 |
|
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
|
Jul 13, 2023 |
|
Reasons Why You Shouldn’t Invest in a 401(k)
|
Jun 22, 2023 |
|
Bad Money Habits That Can Spoil The Retirement Party
|
Jun 08, 2023 |
|
What Weddings and Retirement Planning Have in Common
|
May 18, 2023 |
|
Breaking Down The Commentary After Recent Bank Collapses
|
May 04, 2023 |
|
How Age and Wisdom Impact Your Financial Planning
|
Apr 20, 2023 |
|
The Psychology of Investing In The Wake Of Historic Market Crashes
|
Apr 06, 2023 |
|
Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)
|
Mar 23, 2023 |
|
Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)
|
Mar 09, 2023 |
|
What’s Your Biggest Financial Fear?
|
Feb 16, 2023 |
|
Four Ways The SECURE Act 2.0 Might Impact You
|
Feb 02, 2023 |
|
Helpful Financial Checklist For 2023
|
Jan 19, 2023 |
|
2022 in Review
|
Jan 05, 2023 |
|
Naughty or Nice: Financial Advisors
|
Dec 15, 2022 |
|
Examining Your Own Investor Bias
|
Dec 01, 2022 |
|
Financial Things That Are Underrated
|
Nov 22, 2022 |
|
Financial Things That Are Overrated
|
Nov 10, 2022 |
|
Your Biggest Financial Assets
|
Oct 20, 2022 |
|
What We Can Learn from Seinfeld
|
Oct 06, 2022 |
|
Can’t Get No Satisfaction... Or Can You?
|
Sep 15, 2022 |
|
How Money Ads Catch Your Attention
|
Sep 01, 2022 |
|
Financial Diseases That Plague Retirees
|
Aug 18, 2022 |
|
Clearing Up Financial Myths
|
Aug 04, 2022 |
|
Financial Jeopardy
|
Jul 28, 2022 |
|
Financial Fortune Cookie Wisdom
|
Jul 14, 2022 |
|
Sensational Financial Headlines
|
Jun 23, 2022 |
|
Is Conventional Wisdom Always Best?
|
Jun 10, 2022 |
|
Things We Don’t Consider in Retirement Planning
|
May 19, 2022 |
|
Sorting Through the Financial Junk Drawer
|
May 05, 2022 |
|
Playing the Financial Game Show
|
Apr 21, 2022 |
|
I Didn’t Know You Did That
|
Apr 07, 2022 |
|
Financial Hot Topics
|
Mar 24, 2022 |
|
Financial Wisdom with Albert Einstein
|
Mar 11, 2022 |
|
Retirement Planning with Shaq
|
Feb 17, 2022 |
|
What To Do During Market Volatility
|
Feb 03, 2022 |
|
How Do You Say It?
|
Jan 20, 2022 |
|
A Financial Checklist for the New Year
|
Jan 06, 2022 |
|
Retirement Planning First Steps
|
Dec 16, 2021 |
|
Financial Wisdom from Walt Disney
|
Dec 02, 2021 |
|
Dealing with Stress in Retirement
|
Nov 18, 2021 |
|
Financial Truths and Lies
|
Nov 04, 2021 |
|
Retirement Income Planning Essentials
|
Oct 21, 2021 |
|
Avoiding Financial Temptations
|
Oct 07, 2021 |
|
Investing Like a Genius
|
Sep 02, 2021 |
|
5 Questions You Didn’t Know To Ask
|
Aug 26, 2021 |
|
What Kind of Retirement Are You Living For?
|
Aug 05, 2021 |
|
5 Things You Must Know About Decumulation To Retire Successfully
|
Jul 29, 2021 |
|
Retirement Blind Spots
|
Jul 08, 2021 |
|
SECURE Act 2.0
|
Jun 24, 2021 |
|
Are You Avoiding These 401K Mistakes?
|
Jun 10, 2021 |
|
Understanding Your Financial Statements
|
May 27, 2021 |
|
Reading the Financial Fine Print
|
May 06, 2021 |
|
Baseball and Retirement Planning
|
Apr 22, 2021 |
|
Avoiding Financial Mistakes During A Divorce
|
Apr 08, 2021 |
|
Unhealthy Foods and Financial Health
|
Mar 25, 2021 |
|
Financial Lessons Learned from Calvin and Hobbes
|
Mar 11, 2021 |
|
Last Ten Working Years Before Retirement
|
Feb 25, 2021 |
|
What You Should Know About Biden’s Executive Orders
|
Feb 04, 2021 |
|
Understanding Values-Based Planning
|
Jan 21, 2021 |
|
2021: This Is The Year (No Matter What)
|
Jan 07, 2021 |
|
Christmas Songs and Financial Planning
|
Dec 17, 2020 |
|
End of Year Financial Planning
|
Dec 03, 2020 |
|
Unreasonable Requests to Financial Advisors
|
Nov 19, 2020 |
|
An Election Conversation
|
Nov 05, 2020 |
|
Statistics on Saving and Investing
|
Oct 15, 2020 |
|
Mom’s Favorite Phrases And Financial Planning
|
Oct 01, 2020 |
|
Financial Planning By Profession
|
Sep 17, 2020 |
|
Don’t Assume When It Comes to Retirement
|
Sep 03, 2020 |
|
Dirty Little Secrets in the Financial World
|
Aug 20, 2020 |
|
Top 5 Types of Financial Risk
|
Aug 06, 2020 |
|
Industry Insights Amidst Coronavirus
|
Jul 16, 2020 |
|
Finding the Right Financial Advisor
|
Jul 02, 2020 |
|
Answering the Most Common IRA Questions
|
Jun 18, 2020 |
|
Are You Following Outdated Financial Rules?
|
Jun 04, 2020 |
|
Is the Customer Always Right?
|
May 21, 2020 |
|
How To Set Financial and Retirement Goals
|
May 07, 2020 |
|
Ben Franklin and Partial Freedom from COVID-19
|
Apr 30, 2020 |
|
Cleaning Your Financial Closet – Lockdown Edition
|
Apr 16, 2020 |
|
Coronavirus Aid - What You Need to Know About the CARES Act
|
Apr 03, 2020 |
|
Coronavirus Market Update + What’s Next
|
Mar 20, 2020 |
|
Coronavirus: What Pandemics Often Do To The Market
|
Mar 05, 2020 |
|
Inheritance 101: Everything You Need to Know
|
Feb 20, 2020 |
|
How Often Does a Financial Advisor Answer These Questions?
|
Feb 06, 2020 |
|
Understanding The SECURE Act
|
Jan 23, 2020 |
|
5 Biggest Storylines of 2020: Will They Matter Financially?
|
Jan 16, 2020 |
|
New Year Financial Checklist for 2020
|
Jan 09, 2020 |
|
Are You Sabotaging Your Own Retirement With These Mistakes?
|
Dec 19, 2019 |
|
Catching Up As A Late Bloomer In Retirement
|
Dec 12, 2019 |
|
Critical Estate Planning Mistakes You Need to Avoid
|
Dec 05, 2019 |
|
Turkey Day Special with Listener Questions
|
Nov 26, 2019 |
|
What Mistakes Do Bad Investors Make?
|
Nov 21, 2019 |
|
Welcome to Retirement, Now Don’t Screw It Up
|
Nov 14, 2019 |
|
The Final Decade Before Retirement
|
Nov 07, 2019 |
|
Trying To Find The Exception To The Rule When Investing
|
Oct 31, 2019 |
|
Retirement Planning and Halloween
|
Oct 25, 2019 |
|
Scary Facts About Retirement
|
Oct 17, 2019 |
|
Halloween Spending and Retirement
|
Oct 10, 2019 |
|
4 Types of Spenders
|
Oct 03, 2019 |
|
Planning The Ultimate Road Trip: Your Retirement
|
Sep 26, 2019 |
|
Reading Between the Lines Of Financial Fake News
|
Sep 19, 2019 |
|
Decision-Making Roadblocks in Financial Planning
|
Sep 12, 2019 |
|
Discussing the Laws of Investing, Part 3
|
Sep 05, 2019 |
|
Discussing the Laws Of Investing, Part 2
|
Aug 29, 2019 |
|
Discussing the Laws Of Investing, Part 1
|
Aug 22, 2019 |
|
Understanding The SECURE Act, Part 3
|
Aug 15, 2019 |
|
How to Handle Stock Market Declines
|
Aug 08, 2019 |
|
Will Your Beneficiaries Be Able To Access Your Accounts After You Die?
|
Aug 01, 2019 |
|
What Does Financial Security Look Like For You?
|
Jul 25, 2019 |
|
Crazy Financial Facts From The Past And What They Mean Today
|
Jul 18, 2019 |
|
Does it Benefit You to Have Multiple Financial Advisors
|
Jul 11, 2019 |
|
Understanding The SECURE Act, Part 2
|
Jul 03, 2019 |
|
Understanding The SECURE Act, Part 1
|
Jun 27, 2019 |
|
Presidential Financial Planning
|
Jun 20, 2019 |
|
Stuff That Doesn’t Work
|
Jun 13, 2019 |
|
Never Assume In Retirement Planning
|
Jun 06, 2019 |
|
Traveling Through the Retirement Airport
|
May 30, 2019 |
|
Different Ways You Might Respond To A Down Market
|
May 23, 2019 |
|
Understanding The 4 Percent Rule
|
May 16, 2019 |
|
Vacation Planning And Retirement
|
May 09, 2019 |
|
Lessons From Fly Fishing
|
May 02, 2019 |
|
Financial Planning and Future Generations
|
Apr 25, 2019 |
|
A Curious Email Teaches Us About Dividend-Paying Stocks
|
Apr 18, 2019 |
|
Unlikely Wisdom When It Comes to Your Finances
|
Apr 11, 2019 |
|
How to Manage the Stress of Retirement
|
Apr 04, 2019 |
|
Five Things That Could Ruin Your Retirement Savings
|
Mar 28, 2019 |
|
Lazy Money
|
Mar 21, 2019 |
|
Questions You Should Be Asking Part 02
|
Mar 14, 2019 |
|
Questions You Should Be Asking Part 01
|
Mar 07, 2019 |
|
Financial Therapy
|
Feb 14, 2019 |
|
Retirement: It Ain't What It Used To Be
|
Feb 07, 2019 |
|
Common Complaints About Finances
|
Jan 31, 2019 |
|
Bouncing Back
|
Jan 24, 2019 |
|
New Year's Resolutions
|
Jan 10, 2019 |
|
Stock Market Update: Holiday Hijinx
|
Jan 03, 2019 |
|
Common Money Mistakes
|
Dec 20, 2018 |
|
Financial Stocking Stuffers
|
Dec 13, 2018 |
|
Client Personalities
|
Dec 06, 2018 |
|
Moving The Goalposts
|
Nov 29, 2018 |
|
Retirement: It Ain't What It Used To Be
|
Nov 22, 2018 |
|
End Of Year To-Do List
|
Nov 15, 2018 |
|
The Retirement Checklist
|
Nov 08, 2018 |
|
Stock Market Update: October Slump
|
Nov 01, 2018 |
|
Financial Therapy
|
Oct 25, 2018 |
|
Robo-Advisors
|
Oct 18, 2018 |
|
Score A Touchdown In Retirement
|
Oct 11, 2018 |
|
Unhealthy Financial Foods
|
Oct 04, 2018 |
|
Irreversible Decisions
|
Sep 27, 2018 |
|
The Financial Hurricane
|
Sep 20, 2018 |
|
Between Jobs
|
Sep 13, 2018 |
|
Retirement Planning: It Ain't What It Used To Be
|
Sep 06, 2018 |
|
Agree Or Disagree?
|
Aug 30, 2018 |
|
Don't Get In Your Own Way
|
Aug 23, 2018 |
|
Unhealthy Financial Foods
|
Aug 16, 2018 |
|
It's Anyone's Guess
|
Aug 09, 2018 |
|
Unanswerable Questions
|
Aug 02, 2018 |
|
Fill In The Blanks
|
Jul 26, 2018 |
|
What Is A Fiduciary?
|
Jul 19, 2018 |
|
Better Late Than Never
|
Jul 12, 2018 |
|
Unreasonable Requests
|
Jul 05, 2018 |
|
The Retirement Pyramid
|
Jun 28, 2018 |
|
Unique Challenges In Retirement
|
Jun 21, 2018 |
|
Mind The Gap
|
Jun 14, 2018 |
|
Just What The Doctor Ordered
|
Jun 07, 2018 |
|
The Right Fit For You
|
May 31, 2018 |
|
Music Lessons
|
May 24, 2018 |
|
Not Your Parents' Retirement
|
May 17, 2018 |
|
Mother Knows Best
|
May 10, 2018 |
|
Financial Codebreaking
|
May 03, 2018 |
|
The Market Crash Hall Of Fame
|
Apr 26, 2018 |
|
Flirting With Disaster
|
Apr 19, 2018 |
|
Nathan's Take On Taxes
|
Apr 12, 2018 |
|
Music Lessons
|
Apr 05, 2018 |
|
Your Financial Philosophy
|
Mar 29, 2018 |
|
Risks And Statistics
|
Mar 22, 2018 |
|
The Market Crash Hall Of Fame
|
Mar 15, 2018 |
|
Invest Like A Genius
|
Mar 08, 2018 |
|
401(k) FAQs
|
Mar 01, 2018 |
|
Financial Commandments
|
Feb 22, 2018 |
|
Hindsight Is 20/20
|
Feb 15, 2018 |
|
Stock Market Update: Pullbacks, Obsolete Strategies, and The Olympics
|
Feb 08, 2018 |
|
Don't Ruin Your Retirement
|
Feb 01, 2018 |
|
The Market Crash Survival Guide
|
Jan 25, 2018 |
|
Silver Linings
|
Jan 18, 2018 |
|
Actions Speak Louder Than Words
|
Jan 11, 2018 |
|
Common Portfolio Mistakes
|
Jan 04, 2018 |
|
Defense Mechanisms
|
Dec 28, 2017 |
|
Awkward Conversations
|
Dec 21, 2017 |
|
The Financial Puzzle
|
Dec 14, 2017 |
|
Staying On Course
|
Dec 07, 2017 |
|
The Desire To Retire
|
Nov 30, 2017 |
|
Retirement Variables And Constants
|
Nov 21, 2017 |
|
The Retirement Farm
|
Nov 16, 2017 |
|
All About The Benjamins
|
Nov 09, 2017 |
|
Defense Mechanisms
|
Nov 02, 2017 |
|
Silver Linings
|
Oct 26, 2017 |
|
Awkward Conversations
|
Oct 19, 2017 |
|
Retirement Variables And Constants
|
Oct 12, 2017 |
|
Flying Through Retirement
|
Oct 05, 2017 |
|
Financial Mythbusters
|
Sep 28, 2017 |
|
Planning For The Fourth Quarter
|
Sep 21, 2017 |
|
Financial Security
|
Sep 14, 2017 |
|
Unique Financial Challenges
|
Sep 07, 2017 |
|
Retirement: It's Harder Than It Looks
|
Aug 31, 2017 |
|
Conventional Wisdom And Your Portfolio
|
Aug 24, 2017 |
|
Facing Financial Reality
|
Aug 18, 2017 |
|
Organizing Your Financial Junk Drawer
|
Aug 10, 2017 |
|
Dangerous Mindsets
|
Aug 03, 2017 |
|
50 Shades Of Gray Area
|
Jul 28, 2017 |
|
The Big Distractions
|
Jul 20, 2017 |
|
A Client's Life For Me
|
Jul 13, 2017 |
|
Financial Debates
|
Jul 06, 2017 |
|
Hidden Costs of Retirement Planning
|
Jun 29, 2017 |
|
Myths Versus Truths
|
Jun 22, 2017 |
|
Fuzzy Math 101
|
Jun 15, 2017 |
|
Unique Challenges You'll Face In Retirement
|
Jun 08, 2017 |
|
First Steps
|
Jun 01, 2017 |
|
Retirement Planning Myths
|
May 25, 2017 |
|
What We Wish You Knew
|
May 18, 2017 |
|
It's Just Not That Complicated
|
May 11, 2017 |
|
Little White Lies
|
May 04, 2017 |
|
No Excuses!
|
Apr 27, 2017 |
|
Are You An Optimist Or A Pessimist?
|
Apr 20, 2017 |
|
Reality Check
|
Apr 13, 2017 |
|
Retirement Ready
|
Apr 06, 2017 |
|
Improve Your Approach To Retirement
|
Mar 30, 2017 |
|
What Questions Should You Be Asking?
|
Mar 23, 2017 |
|
Being Ready To Retire
|
Mar 16, 2017 |
|
Common Complaints
|
Mar 09, 2017 |
|
Bouncing Back From Financial Mistakes
|
Mar 02, 2017 |
|
Financial Chores
|
Feb 23, 2017 |
|
Why Your Retirement Is Not A Game Show
|
Feb 16, 2017 |
|
Decluttering Your Finances
|
Feb 02, 2017 |
|
The "Greatest Generation"
|
Jan 26, 2017 |