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| Episode | Date |
|---|---|
|
The National Park Guide to Retirement Planning
|
Jul 16, 2026 |
|
Mailbag: Military Pension Mistakes & Retirement Decision Paralysis
|
Jul 09, 2026 |
|
Movie Quotes That Reveal the Truth About Retirement
|
Jul 02, 2026 |
|
Mailbag: Simplify Your Retirement Accounts
|
Jun 25, 2026 |
|
Where Does Guaranteed Income in Retirement Really Come From?
|
Jun 18, 2026 |
|
Mailbag: IRA Withdrawals, Whole Life Insurance & Cash on the Sidelines
|
Jun 11, 2026 |
|
Retirement Lessons Hidden in Walt Disney Quotes
|
Jun 04, 2026 |
|
Mailbag: Working Forever, Safety Nets, and Target Date Funds
|
May 28, 2026 |
|
The Financial Impact of Losing a Spouse
|
May 21, 2026 |
|
Old Accounts Could Be Costing You
|
May 14, 2026 |
|
Good Intentions, Bad Advice: Well-Meaning Advice Can Cost You
|
May 07, 2026 |
|
When Life Happens, Your Plan Needs to Change
|
Apr 30, 2026 |
|
Challenging What You “Know for Sure” About Retirement
|
Apr 23, 2026 |
|
Questions To Ask Your Advisor
|
Apr 16, 2026 |
|
How the 24/7 News Cycle Hurts Your Portfolio
|
Apr 09, 2026 |
|
Why Most Of Your Financial Goals Fail
|
Apr 02, 2026 |
|
March Madness & Your Money: Don’t Bust Your Retirement Bracket
|
Mar 26, 2026 |
|
What Mr. Rogers Can Teach Us About Retirement Readiness
|
Mar 19, 2026 |
|
The Hidden Costs of Mutual Funds in Retirement
|
Mar 12, 2026 |
|
Retirement & Emotions: How Feelings Can Derail (or Improve) Your Plan
|
Mar 05, 2026 |
|
Why Retirees Struggle to Spend Their Money
|
Feb 26, 2026 |
|
Mailbag: Inherited Farmland, AI Planning, and Retirement Readiness
|
Feb 19, 2026 |
|
How Advisors Get Paid
|
Feb 12, 2026 |
|
What Snow Days Teach Us About Money
|
Feb 05, 2026 |
|
Controversial Financial Takes: Are Kiyosaki, Orman, Sethi & Ramsey Right?
|
Jan 29, 2026 |
|
Start the Year Right: A Smarter Financial Checklist
|
Jan 22, 2026 |
|
Financial Truths Hidden in Famous Songs
|
Jan 15, 2026 |
|
Are You Falling for Financial “Shiny Objects?”
|
Jan 08, 2026 |
|
Mailbag: Do I Really Need An Advisor If I Have Enough Money?
|
Dec 31, 2025 |
|
Retiree’s First Christmas: The First Holiday Season After You Retire
|
Dec 23, 2025 |
|
Does It Even Matter?: What Retirees Should Actually Worry About
|
Dec 18, 2025 |
|
Wizard of Oz Lessons for Retirement Planning
|
Dec 11, 2025 |
|
Money Mistakes You Only Make Once
|
Dec 04, 2025 |
|
The Friendly Skies of Retirement Planning
|
Nov 26, 2025 |
|
Tough Conversations: Facing Life’s Hardest Financial Moments
|
Nov 20, 2025 |
|
Financial Lessons from Aesop's Fables
|
Nov 13, 2025 |
|
Periodic Reviews: Tailoring Financial Advice to Your Personality
|
Nov 06, 2025 |
|
Bad Investor Habits to Break Now
|
Oct 30, 2025 |
|
Your First Year of Retirement: Don’t Screw It Up
|
Oct 23, 2025 |
|
Debunking Retirement Myths: Smarter Strategies for Your Future
|
Oct 16, 2025 |
|
Mailbag: Life Insurance, Housing Decisions & Handling Extra Income
|
Oct 09, 2025 |
|
What Golf Teaches Us About Retirement
|
Oct 02, 2025 |
|
Famous Last Words: Retirement Phrases That Can Cost You
|
Sep 25, 2025 |
|
Retirement Planning Is Harder Than It Looks
|
Sep 18, 2025 |
|
Not All Advisors Are Created Equal
|
Sep 11, 2025 |
|
Gen X: Navigating Retirement Realities
|
Sep 04, 2025 |
|
The Hidden Cost of “Conventional Wisdom”
|
Aug 28, 2025 |
|
Are You Wealthier Than You Think?
|
Aug 21, 2025 |
|
What Vacation Planning Can Teach You About Retirement
|
Aug 14, 2025 |
|
What Your Life Habits Reveal About Your Finances
|
Aug 07, 2025 |
|
Retirement Restaurant: What’s on Your Financial Menu?
|
Jul 31, 2025 |
|
Mailbag: Buying a Car, Saving in Your 20s & Retiring with $500K
|
Jul 24, 2025 |
|
Mailbag: Affording Disney, Retirement Income & Leaving Job Benefits
|
Jul 17, 2025 |
|
DIY Planning: Where It Works and Where It Can Go Wrong
|
Jul 10, 2025 |
|
Age 62: An Important Retirement Milestone
|
Jul 03, 2025 |
|
The Financial Junk Drawer: What’s Hiding in Your Retirement Plan?
|
Jun 26, 2025 |
|
Too Much Financial Info? How to Filter the Good from the Bad
|
Jun 19, 2025 |
|
Five People You Meet In Retirement
|
Jun 12, 2025 |
|
The Gray Zone of Retirement Planning
|
Jun 05, 2025 |
|
What The Psychology of Money Reveals About Retirement
|
May 29, 2025 |
|
The Services We Offer (That You Didn't Know You Needed)
|
May 22, 2025 |
|
How to Stay Calm When the Market Isn’t
|
May 15, 2025 |
|
Mailbag: 4% Rule, Life Insurance, and Early Retirement Questions
|
May 08, 2025 |
|
Beyond Stocks: The Problem-Solving Power of Financial Advisors
|
May 01, 2025 |
|
Mailbag – Roth IRA, Emergency Funds & Tax-Deferred vs. Tax-Free
|
Apr 24, 2025 |
|
How 2025 Tax Updates Can Impact Your Financial Plan
|
Apr 17, 2025 |
|
Early Retirement: Dream Come True or Financial Trap?
|
Apr 10, 2025 |
|
What 400+ Advisors Say Really Keeps Retirees Up at Night
|
Apr 03, 2025 |
|
Bracket Busters and Stock Flops: The Risky Game of Picking Winners
|
Mar 27, 2025 |
|
Are Hidden Fees Draining Your Retirement Savings?
|
Mar 20, 2025 |
|
What Game Night Can Teach Us About Financial Planning
|
Mar 13, 2025 |
|
Mailbag – Upsizing, Financial Advisors & Business Owner Planning
|
Mar 06, 2025 |
|
Planning for Unique Situations in Retirement
|
Feb 27, 2025 |
|
Planning for Kids, Grandkids, & Your Future
|
Feb 20, 2025 |
|
Financial Planning Conversations for Couples
|
Feb 13, 2025 |
|
Is Your Retirement Based on Wishful Thinking?
|
Feb 06, 2025 |
|
Spending With Confidence in Retirement
|
Jan 30, 2025 |
|
Watch Out For These Financial Half Truths
|
Jan 23, 2025 |
|
Answering Common 401K FAQs
|
Jan 16, 2025 |
|
Mistakes People Make When Choosing An Advisor
|
Jan 09, 2025 |
|
Financial Lies We Tell Ourselves
|
Jan 02, 2025 |
|
The Stress That Comes With Retirement
|
Dec 26, 2024 |
|
Finding Financial Silver Linings
|
Dec 19, 2024 |
|
Unasked Retirement Questions You Shouldn’t Ignore
|
Dec 12, 2024 |
|
The Diverse Definitions Of Diversification
|
Dec 05, 2024 |
|
The Use Of Technology In Financial Planning
|
Nov 26, 2024 |
|
Retirement Planning Conversations With Dorothy Parker
|
Nov 21, 2024 |
|
Mailbag: Moving To A State With Income Tax And More
|
Nov 14, 2024 |
|
What Is Lazy Money?
|
Nov 07, 2024 |
|
Retirement Planning Today Is Harder Than It Used To Be
|
Oct 31, 2024 |
|
Social Security Variables That Impact Your Claiming Strategy
|
Oct 24, 2024 |
|
Retirement Real Estate Decisions: Downsizing, Snowbirding, and More
|
Oct 17, 2024 |
|
Healthcare in Retirement
|
Oct 10, 2024 |
|
Family Matters When It Comes to Finances
|
Oct 03, 2024 |
|
Water Wheels and Retirement Planning
|
Sep 26, 2024 |
|
Most Common Retirement Planning Mistakes
|
Sep 19, 2024 |
|
Common Complaints About Financial Planning
|
Sep 12, 2024 |
|
Navigating Spousal Disagreements in Retirement Planning
|
Sep 05, 2024 |
|
Financial Wisdom from Ernest Hemingway
|
Aug 29, 2024 |
|
Knowing Where You Stand in Retirement
|
Aug 22, 2024 |
|
The Different Investor Personality Types
|
Aug 15, 2024 |
|
Bad Financial Habits
|
Aug 08, 2024 |
|
Financial Decisions Shaped by Key Memories
|
Aug 01, 2024 |
|
Do You Have These Blind Spots In Your Retirement Plan?
|
Jul 25, 2024 |
|
Inside Out: How We Can Look at Finances Through the Characters of Pixar’s Latest Flick
|
Jul 18, 2024 |
|
The Importance of Preventative Care
|
Jul 11, 2024 |
|
Preparing for Retirement like Noah’s Ark
|
Jul 02, 2024 |
|
Retirement Income
|
Jun 27, 2024 |
|
Retirement Checklist
|
Jun 20, 2024 |
|
Financial Wisdom from Mark Twain
|
Jun 13, 2024 |
|
Understanding Bonds in Today's Market
|
Jun 06, 2024 |
|
Understanding Your Financial Statements
|
May 30, 2024 |
|
From Graduation to Retirement
|
May 23, 2024 |
|
401(k) Mistakes
|
May 16, 2024 |
|
Beneficiary Mistakes
|
May 09, 2024 |
|
How Emotions Can Impact Your Retirement Plan
|
May 02, 2024 |
|
Retirement Planning Statistics
|
Apr 25, 2024 |
|
Mailbag: Should I Fire My Broker?
|
Apr 18, 2024 |
|
Putting It Off
|
Apr 11, 2024 |
|
Common Scams to Avoid
|
Apr 04, 2024 |
|
Financial Strategies: Agree or Disagree?
|
Mar 28, 2024 |
|
Divorce Mistakes
|
Mar 21, 2024 |
|
Villains of the Financial World
|
Mar 14, 2024 |
|
Uses for Life Insurance
|
Mar 07, 2024 |
|
Understanding Financial Risk
|
Feb 29, 2024 |
|
Mailbag: What Financial Advice Should I Share with My Grandchild?
|
Feb 22, 2024 |
|
The Good Old Days
|
Feb 15, 2024 |
|
Mailbag: When Should I Retire?
|
Feb 08, 2024 |
|
Discussing Dave Ramsey and His Core Beliefs
|
Feb 01, 2024 |
|
Mailbag: What Should I Do With My Inheritance?
|
Jan 25, 2024 |
|
The Voice of Greed
|
Jan 18, 2024 |
|
The Financial Guessing Game
|
Jan 11, 2024 |
|
Mailbag: Should I Pay off my Daughter’s College Loan?
|
Jan 04, 2024 |
|
Inheritance FAQ
|
Dec 28, 2023 |
|
Financial Lessons from Christmas Songs
|
Dec 21, 2023 |
|
Questions That Are Hard to Answer
|
Dec 14, 2023 |
|
Things Your Financial Advisor Might Not Be Doing
|
Dec 07, 2023 |
|
Tax Consequences
|
Nov 30, 2023 |
|
Cutting Corners Financially
|
Nov 21, 2023 |
|
Risk Aversion
|
Nov 16, 2023 |
|
Tax Planning in Retirement
|
Nov 09, 2023 |
|
Overconfidence in Your Financial Life
|
Nov 02, 2023 |
|
Learning From Financial Mistakes
|
Oct 26, 2023 |
|
The Hierarchy Of Retirement Needs
|
Oct 19, 2023 |
|
Finances with Forrest Gump
|
Oct 12, 2023 |
|
Financial Matters People Put Off
|
Oct 05, 2023 |
|
What to Know About Retiring Today
|
Sep 28, 2023 |
|
Common Pre-Retiree Tax Mistakes
|
Sep 21, 2023 |
|
What Is Your Financial Personality?
|
Sep 14, 2023 |
|
Investing Strategies by Profession
|
Sep 07, 2023 |
|
Life Insurance 101
|
Aug 31, 2023 |
|
Financial Wisdom from Ron Swanson
|
Aug 24, 2023 |
|
Outdated Financial Strategies
|
Aug 17, 2023 |
|
What Is Non-Correlated Income?
|
Aug 10, 2023 |
|
Fact or Fiction: Financial Situations in Retirement
|
Aug 03, 2023 |
|
Avoiding Possible Financial Disasters
|
Jul 27, 2023 |
|
What Retirement Statistics Tell Us
|
Jul 20, 2023 |
|
Reasons People Don’t Visit a Financial Advisor
|
Jul 13, 2023 |
|
Mailbag: Should I Help My Parents with Long-Term Care Costs?
|
Jul 06, 2023 |
|
3 Qualities of Money
|
Jun 29, 2023 |
|
Awkward Financial Conversations
|
Jun 22, 2023 |
|
Knowing Your Money Mindset
|
Jun 15, 2023 |
|
The Different Types of Financial Risk
|
Jun 08, 2023 |
|
Good News, Bad News
|
Jun 01, 2023 |
|
401(k) Considerations
|
May 25, 2023 |
|
Generational Challenges
|
May 18, 2023 |
|
Advisor Pet Peeves
|
May 11, 2023 |
|
Grading Your Financial Competency
|
May 04, 2023 |
|
Financial Lessons from Yogi Berra
|
Apr 27, 2023 |
|
Mailbag: Should I be Worried about Investing in a Bank?
|
Apr 20, 2023 |
|
Ways to Ruin Retirement
|
Apr 13, 2023 |
|
Financial Mistruths
|
Apr 06, 2023 |
|
What’s the Difference? Traditional IRA vs. Roth IRA
|
Mar 30, 2023 |
|
What’s the Difference in These Financial Items?
|
Mar 23, 2023 |
|
Mailbag: Where Should I Invest after Maxing Out 401(k)?
|
Mar 16, 2023 |
|
Stories People Tell Themselves
|
Mar 09, 2023 |
|
Financial Main Characters and Secondary Characters
|
Mar 02, 2023 |
|
Separating Your Money
|
Feb 23, 2023 |
|
Mailbag: Do We Need So Much Money in Cash?
|
Feb 16, 2023 |
|
Rescuing Old Accounts
|
Feb 09, 2023 |
|
SECURE Act 2.0 – What Retirees Need to Know
|
Feb 02, 2023 |
|
Retirement Lifestyles
|
Jan 26, 2023 |
|
Good Intentions and Financial Advice
|
Jan 19, 2023 |
|
Mailbag: Should I Invest Unused Travel Funds Into Something More Practical?
|
Jan 12, 2023 |
|
Desire to Retire
|
Jan 05, 2023 |
|
Financial Lessons from Disney Rides
|
Dec 29, 2022 |
|
Naughty or Nice? Financial Advisor Behaviors
|
Dec 21, 2022 |
|
Mailbag: Where Should I Withdraw My Retirement Funds?
|
Dec 15, 2022 |
|
Year-end Roth Conversions
|
Dec 08, 2022 |
|
Inheritance 101
|
Dec 01, 2022 |
|
Mailbag: Do I Have Too Much in Cash?
|
Nov 22, 2022 |
|
Retirement Planning with Mr. Miyagi
|
Nov 17, 2022 |
|
Mailbag: Is It Irresponsible to Retire Early?
|
Nov 10, 2022 |
|
Retirement Red Zone
|
Nov 03, 2022 |
|
Mailbag: Do I Need To Budget For Retirement?
|
Oct 27, 2022 |
|
How Often Do These Financial Situations Happen?
|
Oct 20, 2022 |
|
Mailbag: Should I Get a Prenup?
|
Oct 13, 2022 |
|
Financial Advice from Seinfeld
|
Oct 06, 2022 |
|
Mailbag: Which Investment Should I Withdraw From?
|
Sep 29, 2022 |
|
Investing and Coffee
|
Sep 22, 2022 |
|
The Different Kinds Of Annuities
|
Sep 15, 2022 |
|
Financial Fortune Cookies
|
Sep 08, 2022 |
|
The Worst Types of Investors
|
Sep 01, 2022 |
|
What Happens in a Periodic Review With Your Financial Advisor?
|
Aug 25, 2022 |
|
Mailbag: Does It Matter Who Gets What Asset in My Legacy Plan?
|
Aug 18, 2022 |
|
More than Just a “Nice Person”
|
Aug 11, 2022 |
|
Mailbag: How Much is Too Much to Spend on a Forever Home?
|
Aug 04, 2022 |
|
Financial Jeopardy
|
Jul 28, 2022 |
|
401(k) Weaknesses
|
Jul 21, 2022 |
|
Retirement Planning: It’s Not As Easy As It Looks
|
Jul 14, 2022 |
|
Financial Security in Retirement
|
Jul 07, 2022 |
|
Financial Planning for Business Owners
|
Jun 30, 2022 |
|
Economic News and Sensational Headlines
|
Jun 23, 2022 |
|
Conventional Wisdom
|
Jun 16, 2022 |
|
Retirement Vacation Planning
|
Jun 09, 2022 |
|
Financial Things We Can All Relate To
|
Jun 02, 2022 |
|
Mailbag: Should I Move my Mom’s Money into Investments?
|
May 26, 2022 |
|
A Perfect Match: Tennis and Retirement Planning
|
May 19, 2022 |
|
Mailbag: Money Management Tips For Younger Couples
|
May 12, 2022 |
|
Building a Plan for the Long Haul
|
May 05, 2022 |
|
What Do You Need to Know About Today’s Inflation?
|
Apr 28, 2022 |
|
Mailbag: Should I Save Elsewhere Besides My 401(k)?
|
Apr 21, 2022 |
|
Playing the Retirement Game Show
|
Apr 14, 2022 |
|
Tax Season
|
Apr 07, 2022 |
|
Asking the Wrong Questions
|
Mar 31, 2022 |
|
Mailbag: Should I Combine My Old 401(k) Accounts?
|
Mar 24, 2022 |
|
Understanding Financial Feelings
|
Mar 17, 2022 |
|
Mailbag: Is It Common to Worry About Running Out of Money?
|
Mar 10, 2022 |
|
Are You Aware of Hidden Expenses?
|
Mar 03, 2022 |
|
Mailbag: Should I Sell my Rental Property for More Liquidity?
|
Feb 24, 2022 |
|
Retirement Planning with Shaq
|
Feb 17, 2022 |
|
Traveling Through The Retirement Airport
|
Feb 10, 2022 |
|
Stuff That Doesn’t Work
|
Feb 03, 2022 |
|
How Do You Say It?
|
Jan 27, 2022 |
|
Are These Things Overrated or Underrated?
|
Jan 20, 2022 |
|
Building A Financial Foundation
|
Jan 13, 2022 |
|
Mailbag: Pensions, Vacation Homes, and More
|
Jan 06, 2022 |
|
Wishful Thinking with Your Finances
|
Dec 30, 2021 |
|
Should You Do a 401(k) Rollover?
|
Dec 21, 2021 |
|
Spending with Confidence
|
Dec 16, 2021 |
|
How Do You Know How Much You Need?
|
Dec 09, 2021 |
|
Common 401(k) FAQs
|
Dec 02, 2021 |
|
How Do You Pick A Financial Advisor?
|
Nov 23, 2021 |
|
Finding the Silver Linings
|
Nov 18, 2021 |
|
Delayed Gratification in Retirement Planning
|
Nov 11, 2021 |
|
Two Truths and A Lie
|
Nov 04, 2021 |
|
Retirement Reality Checks
|
Oct 28, 2021 |
|
Financial Lies We Tell Ourselves
|
Oct 21, 2021 |
|
Unlikely Financial Wisdom
|
Oct 14, 2021 |
|
Reasons to NOT Work With a Financial Advisor
|
Oct 07, 2021 |
|
Mailbag: Rental Properties, Advisor Reviews, and More
|
Sep 30, 2021 |
|
Retirement Income Planning Essentials
|
Sep 23, 2021 |
|
Easy Financial Improvements To Make
|
Sep 16, 2021 |
|
Empty Nest Syndrome
|
Sep 09, 2021 |
|
Retirement Quiz - Is That Your Final Answer?
|
Sep 02, 2021 |
|
Moving On From Financial Mistakes
|
Aug 26, 2021 |
|
Common Complaints About Financial Advisors
|
Aug 19, 2021 |
|
Navigating Retirement Disagreements Between Spouses
|
Aug 12, 2021 |
|
5 Most Common Retirement Planning Mistakes
|
Aug 05, 2021 |
|
The Retirement Countdown
|
Jul 29, 2021 |
|
Mailbag: Do I Need Long-Term Care Insurance If I Expect an Inheritance?
|
Jul 22, 2021 |
|
401(k) Mistakes You Don’t Want To Make
|
Jul 15, 2021 |
|
Financial Blind Spots
|
Jul 08, 2021 |
|
SECURE Act 2.0 – What to Know
|
Jul 01, 2021 |
|
Why People Put Off Meeting with a Financial Advisor
|
Jun 24, 2021 |
|
Emotions That Drive Financial Decisions
|
Jun 17, 2021 |
|
Mailbag: What Should I Do With My IRA?
|
Jun 10, 2021 |
|
Avoiding the Tax Time Bomb
|
Jun 03, 2021 |
|
The ‘What If?’ Game
|
May 27, 2021 |
|
Navigating the New Administration’s Tax Plan
|
May 20, 2021 |
|
Retirement Readiness Pop Quiz
|
May 13, 2021 |
|
Baseball and Retirement Planning
|
May 06, 2021 |
|
Unpopular Opinions In The Financial World
|
Apr 29, 2021 |
|
Retirement Planning Rules of Thumb
|
Apr 22, 2021 |
|
Financial Abbreviations, Explained
|
Apr 15, 2021 |
|
Do You Agree or Disagree with this Retirement Advice?
|
Apr 08, 2021 |
|
Mailbag: Can I Sell My Home and Just Rent in Retirement?
|
Apr 01, 2021 |
|
What Creates A Sense of Urgency With Your Financial Plan?
|
Mar 25, 2021 |
|
Should You Follow Dave Ramsey’s Financial Advice?
|
Mar 18, 2021 |
|
Financial Wisdom from Calvin and Hobbes
|
Mar 11, 2021 |
|
Can You DIY Financial Planning?
|
Mar 04, 2021 |
|
Translating Financial Jargon
|
Feb 25, 2021 |
|
Financial Fill in the Blank
|
Feb 18, 2021 |
|
What to Know About Biden’s Initial Executive Orders
|
Feb 11, 2021 |
|
Mailbag: Retirement Planning With Separate Bank Accounts
|
Feb 04, 2021 |
|
Estate & Legacy Planning FAQs
|
Jan 28, 2021 |
|
What Does Mark Twain Have to Say About Your Financial Plan?
|
Jan 21, 2021 |
|
New Year, New Ideas to Consider
|
Jan 14, 2021 |
|
Mailbag: Should I Use My Severance Package to Pay Off the House?
|
Jan 07, 2021 |
|
Things Your Advisor Should Be Doing
|
Dec 30, 2020 |
|
The Three Worlds of Money
|
Dec 23, 2020 |
|
Year-End Financial Planning Checklist
|
Dec 17, 2020 |
|
Managing Your Risk Aversion
|
Dec 10, 2020 |
|
Mailbag: Planning for Long-Term Care Expenses
|
Dec 03, 2020 |
|
The Retirement Hierarchy of Needs
|
Nov 24, 2020 |
|
Financial Planning and Gun Safety
|
Nov 19, 2020 |
|
Mailbag: Do I Really Need All of These Life Insurance Policies?
|
Nov 12, 2020 |
|
Facing the Villains in the Financial World
|
Nov 05, 2020 |
|
Financial Planning Lessons From Winston Churchill
|
Oct 29, 2020 |