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| Episode | Date |
|---|---|
|
The 5 D's of Retirement Planning
|
Jul 16, 2026 |
|
The 4% Rule vs. the 8% Rule: What's the Right Withdrawal Rate for You?
|
Jul 01, 2026 |
|
Maverick, Goose, and the Financial Danger Zone
|
Jun 18, 2026 |
|
OpenAI, SpaceX, and You — Should You Care About the IPO Boom?
|
Jun 04, 2026 |
|
“I Wish I Knew This at 25” — Young Adult Money Mistakes
|
May 21, 2026 |
|
Protecting What You Care Most About
|
May 07, 2026 |
|
Should My Financial Advisor Help Me Beat The Market Every Year?
|
Apr 23, 2026 |
|
You Saved All Your Life - Now You Can't Bring Yourself to Spend It
|
Apr 09, 2026 |
|
Mailbag: Smart Ways to Invest Extra Income and Inheriting an IRA
|
Mar 26, 2026 |
|
Tax Mistakes New Retirees Make
|
Mar 12, 2026 |
|
The Gray Areas That Actually Matter in Retirement
|
Feb 19, 2026 |
|
Reacting To Controversial Financial Takes
|
Feb 05, 2026 |
|
Roth or Traditional at 55: Which 401(k) Makes Sense?
|
Jan 22, 2026 |
|
An Economist Is Optimistic About 2026 — Should You Be?
|
Jan 08, 2026 |
|
I’m 62: Should I File For Social Security Or Wait?
|
Dec 23, 2025 |
|
Your First Christmas in Retirement
|
Dec 11, 2025 |
|
The 5 Retirement Questions Smart People Ask
|
Nov 26, 2025 |
|
Do Your Feelings Belong in Your Financial Plan?
|
Nov 13, 2025 |
|
Two Advisors, Twice the Confusion?
|
Oct 30, 2025 |
|
October is Financial Planning Month: Here’s Your Checklist
|
Oct 16, 2025 |
|
What If You Fall Short Of Your Retirement Savings Goal?
|
Sep 25, 2025 |
|
The 5 Must-Do’s In Year One of Retirement
|
Sep 11, 2025 |
|
Inflation Is Still Wrecking Retirement Confidence
|
Aug 28, 2025 |
|
Back To School Retirement Planning Quiz
|
Aug 14, 2025 |
|
7 Retirement Assumptions to Reconsider in 2025
|
Aug 07, 2025 |
|
What The One Big Beautiful Bill Means For Your Retirement
|
Jul 24, 2025 |
|
Retirement Breaking News: The 4% Rule Gets a Makeover
|
Jul 10, 2025 |
|
The 4 Things You Can Control in Retirement
|
Jun 26, 2025 |
|
The Lazy Way to Retire? Let’s Talk Target-Date Funds
|
Jun 12, 2025 |
|
Should You Lend Money to Friends or Family?
|
May 29, 2025 |
|
What Do Proposed Tariffs Mean For Your Portfolio?
|
May 01, 2025 |
|
What Should You Actually Do When the Market Drops?
|
Apr 17, 2025 |
|
April Fool’s: Beliefs That Fool Retirement Savers The Most
|
Mar 27, 2025 |
|
Caring for an Aging Parent: Financially Smart or Emotionally Costly
|
Mar 12, 2025 |
|
Built a Business, But Not a Retirement Plan? Here’s What to Do Now
|
Feb 27, 2025 |
|
If You’re a Smart Investor, Do You Really Need a Financial Advisor
|
Feb 13, 2025 |
|
Social Security Claiming Tips for Diverse Family Situations
|
Jan 23, 2025 |
|
The Snowbird Retirement: Is a Seasonal Move Right for You?
|
Jan 09, 2025 |
|
Transform Your Money Mindset in 30 Days- 2025 Method (Part 2)
|
Dec 26, 2024 |
|
Transform Your Money Mindset in 30 Days- 2025 Method (Part 1)
|
Dec 12, 2024 |
|
Don’t Blow Your Bonus! Smart Ways to Use a Lump Sum Payout
|
Nov 26, 2024 |
|
Don’t Gamble With Your Nest Egg: Lessons From Your Favorite Game Shows
|
Nov 14, 2024 |
|
Social Security Shake-Up: How Raising the Retirement Age Could Impact You
|
Oct 28, 2024 |
|
Happening Now: Current Economic Issues and Other 4th Quarter Items
|
Oct 14, 2024 |
|
Retirees In Their 70s Regret These 5 Things
|
Sep 26, 2024 |
|
The Magic 8 Ball’s Guide to Retirement Planning
|
Sep 12, 2024 |
|
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 2)
|
Aug 22, 2024 |
|
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 1)
|
Aug 08, 2024 |
|
The Top 401(k) FAQs In 2024
|
Jul 25, 2024 |
|
Lies You Might Be Telling Yourself About Money
|
Jul 11, 2024 |
|
Beware of Retirement Half-Truths (Part 2)
|
Jun 27, 2024 |
|
Beware of Retirement Half-Truths (Part 1)
|
Jun 13, 2024 |
|
The Beauty of Simplicity When Planning For Retirement
|
May 30, 2024 |
|
Combatting Popular Excuses For Poor Financial Decision-Making
|
May 16, 2024 |
|
Steering Clear of Retirement Stress
|
Apr 25, 2024 |
|
Your Financial Wellness Check-Up
|
Apr 11, 2024 |
|
How Is Technology Redefining Retirement Planning?
|
Mar 21, 2024 |
|
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
|
Mar 07, 2024 |
|
Money Lessons While Filling Out Your March Madness Bracket
|
Feb 22, 2024 |
|
Retirement Planning Is Different For Women: Here’s Why
|
Feb 08, 2024 |
|
Are Your Good Money Habits Holding You Back? (Part 2)
|
Jan 25, 2024 |
|
Are Your Good Money Habits Holding You Back? (Part 1)
|
Jan 11, 2024 |
|
Mailbag: I’m a Business Owner- How Much Should I Be Saving For Retirement?
|
Dec 21, 2023 |
|
The Questions You Must Ask Your Financial Advisor
|
Dec 07, 2023 |
|
Easy Wins in Personal Finance
|
Nov 16, 2023 |
|
End of Year Financial Planning For 2023
|
Nov 02, 2023 |
|
Are There Universal Retirement Truths? Part 2
|
Oct 19, 2023 |
|
Are There Universal Retirement Truths? Part 1
|
Oct 05, 2023 |
|
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
|
Sep 21, 2023 |
|
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
|
Sep 07, 2023 |
|
Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples, Part 2
|
Aug 17, 2023 |
|
Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples (Part 1)
|
Aug 03, 2023 |
|
Specific Strategies for Single Women
|
Jul 20, 2023 |
|
Retirement Rebels: Winning Your Financial Independence
|
Jul 06, 2023 |
|
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
|
Jun 22, 2023 |
|
Bad Money Habits Could Spoil Your Retirement Party
|
Jun 09, 2023 |
|
5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?
|
May 18, 2023 |
|
Rookie Mistakes Even Experienced Investors Make
|
May 04, 2023 |
|
A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 2
|
Apr 20, 2023 |
|
A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 1
|
Apr 06, 2023 |
|
Should An Advisor Tailor A Plan To Fit Your Personality?
|
Mar 16, 2023 |
|
Moving Your Retirement Goalposts: Is It Worth The Risk?
|
Mar 03, 2023 |
|
Top Tax Tips For Retirees
|
Feb 16, 2023 |
|
Four Ways The SECURE Act 2.0 Might Impact You
|
Feb 02, 2023 |
|
Goals For The Year: Financial, Business and Personal Goals For 2023
|
Jan 19, 2023 |
|
2023 Edition: 10 Point Checklist For Retirement Preparedness
|
Jan 05, 2023 |
|
Naughty Or Nice
|
Dec 15, 2022 |
|
Investor Biases
|
Dec 01, 2022 |
|
Making Smart Decisions During Major Life Events
|
Nov 17, 2022 |
|
The Retirement Marathon: Finishing The Race
|
Nov 03, 2022 |
|
Common Retirement Planning Questions About Taxes
|
Oct 20, 2022 |
|
The Money Gridiron: What Football Teaches Us About Retirement Planning
|
Oct 06, 2022 |
|
Can’t Get No Satisfaction... Or Can You?
|
Sep 22, 2022 |
|
Retirement Planning From A Psychologist’s Point Of View
|
Sep 08, 2022 |
|
Deep Dive On RMD’s
|
Aug 18, 2022 |
|
Planning For Retirement’s Uncertainties
|
Aug 04, 2022 |
|
Financial Planning Considerations When You’re In Between Jobs
|
Jul 21, 2022 |
|
Tough Topic: Retirement & Divorce
|
Jul 07, 2022 |
|
Top 5 Important Financial Debates
|
Jun 23, 2022 |
|
Investor Beware: Spotting Red Flags When Picking An Advisor
|
Jun 09, 2022 |
|
Countdown To Retirement
|
May 19, 2022 |
|
Retirement Statistics
|
May 05, 2022 |
|
Common Housing Questions From Retirees
|
Apr 21, 2022 |
|
The Most Important Birthdays In Retirement Planning
|
Apr 07, 2022 |
|
Listener Questions - Will One IRA Provide Enough Diversification?
|
Mar 24, 2022 |
|
Murky Issues That Make Retirement Planning Harder
|
Mar 10, 2022 |
|
Planning For Things We Can’t Predict
|
Feb 17, 2022 |
|
Who Even Needs A Financial Advisor?
|
Feb 03, 2022 |
|
Don’t Fumble Your Retirement In The Financial Red Zone
|
Jan 20, 2022 |
|
How “The Great Resignation” Could Impact You Or A Loved One’s Retirement
|
Jan 06, 2022 |
|
5 Signs You’re In Good Financial Health
|
Dec 16, 2021 |
|
22 Money Resolutions For 2022
|
Dec 02, 2021 |
|
Handling Unreasonable Requests
|
Nov 18, 2021 |
|
Living The Dream: Planning The Non-Financial Retirement Stuff
|
Nov 04, 2021 |
|
Tax Consequences: Pros & Cons of Various Account Types
|
Oct 21, 2021 |
|
Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin
|
Oct 07, 2021 |
|
Mind The Gap
|
Sep 16, 2021 |
|
Spotting Red Flags In Your Finances
|
Sep 02, 2021 |
|
When Should You Turn On Social Security?
|
Aug 19, 2021 |
|
What Makes Your Financial Advisor Tick?
|
Aug 05, 2021 |
|
5 Things You Must Know About Decumulation To Retire Successfully
|
Jul 22, 2021 |
|
Financial Independence
|
Jul 01, 2021 |
|
Not Your Father’s Retirement
|
Jun 17, 2021 |
|
Learning Through Uncommon Sense
|
Jun 03, 2021 |
|
What Is Financial Wellness?
|
May 20, 2021 |
|
Listening To The Money Doctor
|
May 06, 2021 |
|
Will Rogers’ Retirement Advice
|
Apr 22, 2021 |
|
Are You Flirtin’ With Disaster?
|
Apr 08, 2021 |
|
Launching Your Financial Campaign
|
Mar 25, 2021 |
|
Where Crisis & Opportunity Meet
|
Mar 11, 2021 |
|
Alternative Investments: Ignore? Or Jump All Over Them?
|
Feb 25, 2021 |
|
How Women Can Make Sure They’re Involved In Financial Decisions
|
Feb 11, 2021 |
|
Mailbag Show
|
Jan 21, 2021 |
|
What Are The Three Qualities Of Money?
|
Jan 14, 2021 |
|
What Drives Your Financial Advisor Crazy?
|
Dec 23, 2020 |
|
End Of Year Planning Tasks
|
Dec 10, 2020 |
|
A 5 Question Retirement Preparedness Quiz
|
Nov 05, 2020 |
|
The Financial Commandments
|
Oct 22, 2020 |
|
Predictions & Presidency
|
Oct 01, 2020 |
|
This One Is On The House
|
Sep 17, 2020 |
|
Are These Rules Full Of Bull?
|
Sep 03, 2020 |
|
Here Are Some Easy Ways To Ruin Your Retirement
|
Aug 20, 2020 |
|
The Difficulty Of Financial Planning After The Death Of A Spouse
|
Aug 06, 2020 |
|
Say One Thing Do Another
|
Jul 16, 2020 |
|
Easy Fixes For Monthly Spending
|
Jul 02, 2020 |
|
4 Milestones That Say You’re Ready For Retirement
|
Jun 18, 2020 |
|
Traditional IRA vs. Roth IRA
|
Jun 05, 2020 |
|
This Memorial Day Weekend Unlike Any Other
|
May 21, 2020 |
|
Are You Paying Attention To Your Biggest Assets?
|
May 07, 2020 |
|
Things To Consider During Down Market
|
Apr 21, 2020 |
|
The CARES Act
|
Apr 03, 2020 |
|
Coronavirus Update
|
Mar 20, 2020 |
|
What’s Your Desire To Retire?
|
Mar 05, 2020 |
|
How To Account For Emotions In Your Financial Plan
|
Feb 20, 2020 |
|
Lies You Learn In Broker School
|
Jan 23, 2020 |
|
The SECURE Act Passed - Now What?
|
Jan 09, 2020 |
|
Finding Silver Lining In Unfortunate Financial Situations
|
Dec 19, 2019 |
|
Sabotaging Your Own Retirement
|
Dec 05, 2019 |
|
How To Live A Retirement Without Regret
|
Nov 21, 2019 |
|
The Variables That Shape Your Retirement Plan
|
Nov 07, 2019 |
|
What Flying Teaches Us About Retirement
|
Oct 17, 2019 |
|
Even Responsible Savers Make Mistakes
|
Oct 03, 2019 |
|
Busting The Biggest Financial Myths
|
Sep 19, 2019 |
|
Is Playing The Blame Game Holding You Back Financially?
|
Sep 05, 2019 |
|
Exposing 401(k) Weaknesses
|
Aug 15, 2019 |
|
The Future Of Automation In The Financial World
|
Aug 01, 2019 |
|
What Popular Proverbs Teach Us About Money
|
Jul 18, 2019 |
|
How To Turn Investments Into Income
|
Jul 03, 2019 |
|
Fish Or Cut Bait – Stuck On Financial Decisions
|
Jun 20, 2019 |
|
Plan Your Summer Vacation & Your Retirement
|
Jun 06, 2019 |
|
Defining The Buzzword “Safe Money”
|
May 16, 2019 |
|
When Is It “Safe” For You To Retire?
|
May 02, 2019 |
|
The 6 Things Wasting Away In Your Financial Junk Drawer
|
Apr 18, 2019 |
|
Possible Tax Changes?
|
Apr 04, 2019 |
|
Retirement Planning: When DIY Works (And When It Doesn’t)
|
Mar 21, 2019 |
|
The Upsides And Downsides Of An Informed Consumer
|
Mar 07, 2019 |
|
Episode #4: How To Spot A Bad Advisor
|
Jan 03, 2019 |
|
Episode #3: Risk Tolerance
|
Dec 20, 2018 |
|
Episode #2: 5 Hidden Expenses You Need To Know About
|
Oct 18, 2018 |
|
Episode #1: Retirement Planning - More Than Just Investments
|
Oct 05, 2018 |