Wealth Guardians Radio

By Wealth Guardians Radio

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Episodes: 431

Description

The Wealth Guardians Radio Show focuses on all things retirement planning and is hosted by Doug Ray, Brice Payne, and Garrett Ray. The show airs each Saturday morning at 9:30 on Greensboro, NC’s 94.5 WPTI FM and Winston Salem, NC's 96.7 WTOB FM/1470 AM. Disclaimer: “Investment Advisory Services offered through Alphastar Capital Management, LLC a SEC registered Investment Advisor. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Alphastar Capital Management, LLC and Wealth Guardians are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services offered through individually licensed and appointed agent in various jurisdictions.”

Episode Date
August 29, 2026 - Retirement Plan Must-Knows: Part 2
Aug 26, 2026
August 22, 2026 - How Well Do You Know Your Retirement Plan?
Aug 18, 2026
August 15, 2026 - How Age Shapes Your Financial Decisions
Aug 11, 2026
August 08, 2026 - Why Retirement Plan Customization Is King
Aug 03, 2026
August 01, 2026 - Answering Listener Submitted Questions
Jul 28, 2026
July 25, 2026 - When DIY Investing Gets Complicated
Jul 22, 2026
July 18, 2026 - Financial Lingo Explained: What Common Market Sayings Really Mean
Jul 15, 2026
July 11, 2026 - Countdown Clarity: Timing Your Retirement Prep
Jul 07, 2026
June 20, 2026 - What the Major Market Indices Tell Investors
Jun 16, 2026
June 13, 2026 - Social Security Caps and Smarter Annual Reviews
Jun 11, 2026
June 06, 2026 - Answering Listener Submitted Questions
Jun 01, 2026
May 30, 2026 - Why Spending In Retirement Is Harder Than It Sounds
May 27, 2026
May 16, 2026 - Answering Listener Submitted Questions
May 12, 2026
April 25, 2026 - Why the Best Retirement Advice Lives in the Gray Area
Apr 22, 2026
April 18, 2026 - Budgeting and 401(k) Choices Before Retirement
Apr 14, 2026
April 11, 2026 - 10 Retirement Myths Too Many People Believe
Apr 07, 2026
April 04, 2026 - Answering Listener Submitted Questions
Mar 31, 2026
March 21, 2026 - Common Tax Mistakes New Retirees Make
Mar 24, 2026
March 14, 2026 - 10 Most Misleading Things in Finance: Avoiding the 'Shiny Object Syndrome'
Mar 10, 2026
March 07, 2026 - Answering Listener Questions
Mar 03, 2026
February 28, 2026 - How Better Questions Lead to Better Retirement Plans
Feb 24, 2026
February 21, 2026 - Do You Need More Than One Financial Advisor?
Feb 17, 2026
February 14, 2026 - Do Your Feelings Belong In Your Financial Plan?
Feb 10, 2026
February 07, 2026 - Answering Listener Submitted Questions
Feb 03, 2026
January 24, 2026 - 6 Questions You’re Afraid to Ask Your Financial Advisor (But Should)
Jan 21, 2026
January 17, 2026 - 5 Things You Should Do In Year One of Your Retirement
Jan 13, 2026
January 10, 2026 - Answering Listener Submitted Questions
Jan 06, 2026
December 20, 2025 - The Christmas Trivia Show
Dec 18, 2025
December 13, 2025 - The Hidden Medicare Penalties You Might Be Paying
Dec 09, 2025
November 29, 2025 - Is Fuzzy Math Sabotaging Your Financial Future?
Dec 01, 2025
November 22, 2025 - 8 Warning Signs You May Have Picked the Wrong Financial Advisor
Nov 18, 2025
November 15, 2025 - 5 Signs You're In Better Financial Shape Than You Thought
Nov 11, 2025
November 01, 2025 - Think You Know Social Security? Think Again.
Oct 28, 2025
October 18, 2025 - Six Retirement Planning Topics Retirees Often Misunderstand
Oct 14, 2025
October 11, 2025 - You Can’t Invest Your Way Out of This Retirement Mistake
Oct 07, 2025
October 04, 2025 - Answering Listener Submitted Questions
Oct 02, 2025
September 27, 2025 - 6 Things Retirees Fail to Consider
Sep 24, 2025
September 20, 2025 - Two Retirement Planning Scenarios: Do Either Fit You?
Sep 16, 2025
September 13, 2025 - Answering Listener Submitted Questions
Sep 09, 2025
August 30, 2025 - 10 Signs You're on the Right Track for Your Retirement
Aug 26, 2025
August 23, 2025 - Dave Ramsey’s 9 Point Retirement Plan: Agree or Disagree?
Aug 19, 2025
August 16, 2025 - Back to School Retirement Planning Quiz
Aug 12, 2025
August 09, 2025 - Debunking Myths: 'Big Beautiful Bill'
Aug 06, 2025
August 02, 2025 - Answering Listener Submitted Questions
Jul 29, 2025
July 26, 2025 - The 4% Rule: What You Need to Know
Jul 25, 2025
July 19, 2025 - What Retirees Need to Know About the 'Big Beautiful Bill'
Jul 18, 2025
July 12, 2025 - Answering Listener Submitted Questions
Jun 30, 2025
June 28, 2025 - Financial Planning Steps and Advice For New Graduates and Young Adults
Jun 24, 2025
June 21, 2025 - We're Setting the Record Straight About Retirement Planning
Jun 17, 2025
June 14, 2025 - Questions You Should Ask in a Volatile Market
Jun 10, 2025
June 07, 2025 - Answering Listener Submitted Questions
Jun 03, 2025
May 24, 2025 - Credit Scores: How They're Calculated and Why They Rise and Fall
May 20, 2025
May 17, 2025 - Silent Retirement Killers
May 13, 2025
May 03, 2025 - Answering Listener Submitted Questions
Apr 30, 2025
April 26, 2025 - 2025 Tax Changes Investors Should Know About
Apr 23, 2025
April 19, 2025 - 5 Things You Need to Do Before You Retire
Apr 15, 2025
April 12, 2025 - How Social Security Planning Can Shape Your Retirement
Apr 10, 2025
April 05, 2025 - Answering Listener Submitted Questions
Apr 02, 2025
March 29, 2025 - Don't Be An April Fool: Avoiding Retirement Rules of Thumb
Mar 25, 2025
March 22, 2025 - How We Account for Inflation and Life Expectancy
Mar 17, 2025
March 15, 2025 - Things Retires May Not Know about Social Security
Mar 11, 2025
March 08, 2025 - Answering Listener Submitted Questions
Mar 05, 2025
March 01, 2025 - Quick Actions You Can Take To Secure Your Retirement Finances
Feb 26, 2025
February 22, 2025 - Changing Your Money Mindset for 2025
Feb 19, 2025
February 15, 2025 - Answering Listener Submitted Questions
Feb 11, 2025
February 08, 2025 - How to Prepare for an Unexpected Retirement
Feb 05, 2025
February 01, 2025 - The Most Dangerous Temptations Facing Retirees and How to Avoid Them
Jan 28, 2025
January 25, 2025 - 7 Questions You Should Have Answers For as You Approach Retirement
Jan 23, 2025
January 18, 2025 - Old Habits That Make for Poor Investment and Retirement Planning Decisions
Jan 13, 2025
January 11, 2025 - Answering Listener Submitted Questions
Jan 07, 2025
December 21, 2024 - What Financial Advisors Wish Others Knew
Dec 17, 2024
December 14, 2024 - Answering Listener Submitted Questions
Dec 10, 2024
December 07, 2024 - The Difference Makers: What Sets Our Financial Planning Process Apart
Dec 03, 2024
November 30, 2024 - Answering Listener Submitted Questions
Nov 25, 2024
November 23, 2024 - Retirement Planning for Couples: A Team Effort
Nov 20, 2024
November 16, 2024 - Raising the Retirement Age: What It Could Mean for You
Nov 11, 2024
November 09, 2024 - Answering Listener Submitted Questions
Nov 05, 2024
November 02, 2024 - Why We Do What We Do
Oct 29, 2024
October 26, 2024 - Top Regrets Retirees Make and How to Avoid Them
Oct 22, 2024
October 19, 2024 - Magic 8 Ball: Retirement Rules of Thumb
Oct 17, 2024
October 12, 2024 - Fears, Phobias, and Your Financial Plan
Oct 09, 2024
October 05, 2024 - Answering Listener Questions
Oct 01, 2024
September 28, 2024 - What Do Your Favorite Team's Jersey and Your Retirement Plan Have in Common?
Sep 24, 2024
September 21, 2024 - How Do You Know? – Navigating Retirement Planning Questions Part 2
Sep 18, 2024
September 14, 2024 - How Do You Know? – Navigating Retirement Planning Questions
Sep 10, 2024
August 31, 2024 - Top 401k Frequently Asked Questions in 2024
Aug 27, 2024
August 24, 2024 - Answering Listener Submitted Questions
Aug 21, 2024
August 17, 2024 - Beware of Retirement Half Truths
Aug 14, 2024
August 10, 2024 - Why a Good Retirement Plan Doesn't Have to be Complicated
Aug 06, 2024
August 03, 2024 - Elder Law and Estate Planning with Dennis Toman
Jul 30, 2024
July 27, 2024 - Answering Listener Submitted Questions
Jul 24, 2024
July 20, 2024 - Common Mistakes People Make When Choosing a Financial Advisor
Jul 15, 2024
July 13, 2024 - 5 Lies You May Be Telling Yourself About Money
Jul 08, 2024
June 29, 2024 - Answering Listener Submitted Questions
Jun 25, 2024
June 22, 2024 - Your Financial Wellness Check-Up
Jun 18, 2024
June 08, 2024 - Steering Clear of Stress When Planning for Retirement
Jun 04, 2024
June 01, 2024 - Retirement Expectations vs. Reality
May 30, 2024
May 25, 2024 - Investing/Retirement Questions Each Generation Has
May 21, 2024
May 18, 2024 - Common Retirement Planning Income Mistakes
May 15, 2024
May 11, 2024 - Mailbag: Answering Listener Submitted Questions
May 07, 2024
May 04, 2024 - Four Client Financial Planning Success Stories
Apr 29, 2024
April 27, 2024 - Common Topics All Retirees Have in Back of Their Mind
Apr 24, 2024
April 20, 2024 - Can You Score an A+ on Our Retirement Planning Quiz?
Apr 16, 2024
April 13, 2024 - The Many Components of Wholistic Financial Planning
Apr 10, 2024
April 06, 2024 - Mail Bag: Answering Listener Questions
Apr 03, 2024
March 30, 2024 - Retirement Planning is Harder than it Used to Be
Mar 25, 2024
March 23, 2024 - Why Financial Planning Should Be Different for Women
Mar 20, 2024
March 16, 2024 - Are Good Money Habits Holding You Back?
Mar 14, 2024
March 09, 2024 - Mail Bag: Answering Listener Questions
Mar 06, 2024
March 02, 2024 - Questions You May Ask of Your Financial Advisor
Feb 27, 2024
February 24, 2024 - Patience Pays: The Power of Delayed Gratification
Feb 20, 2024
February 17, 2024 - Easy Wins in Personal Finance
Feb 13, 2024
February 10, 2024 - How to Successfully Climb the Retirement Mountain
Feb 05, 2024
February 03, 2024 - Mail Bag: Answering Listener Questions
Jan 29, 2024
January 27, 2024 - Money Mistakes to Avoid
Jan 23, 2024
January 20, 2024 - Retirement Planning for High Net Worth Individuals
Jan 16, 2024
January 13, 2024 - Retirement Planning Hidden Questions
Jan 09, 2024
January 06, 2024 - Apocalyptic Economic Predictions for 2024
Jan 02, 2024
December 23, 2023 - Mail Bag: Answering Listener Questions
Dec 19, 2023
December 16, 2023 - How the Financial Fundamentals of Retirement Are Changing and Why It Matters
Dec 12, 2023
December 09, 2023 - Navigating Finances After Losing a Spouse
Dec 05, 2023
November 25, 2023 - Answering Listener Submitted Questions
Nov 20, 2023
November 18, 2023 - Tax Minimization Strategies: A Case Study
Nov 14, 2023
November 11, 2023 - Universal Truths in Retirement Planning: Part 2
Nov 07, 2023
November 04, 2023 - Are There Universal Truths in Retirement Planning?
Nov 01, 2023
October 28, 2023 - Mailbag: Answering Listener Submitted Questions
Oct 24, 2023
October 21, 2023 - Real Estate in Your Retirement Portfolio?
Oct 19, 2023
October 14, 2023 - Continuing to Expose Retirement Planning Complaints
Oct 12, 2023
October 07, 2023 - Exposing Common Retirement Planning Complaints
Oct 06, 2023
September 30, 2023 - Navigating the Transition to a New Financial Advisor
Sep 28, 2023
September 23, 2023 - Mistakes Pre-Retirees Make and More
Sep 20, 2023
September 09, 2023 - Spotting Problematic Personalities of Rogue Advisors
Sep 07, 2023
September 02, 2023 - Answering Listener Submitted Questions
Aug 30, 2023
August 26, 2023 - Typical Disputes Couples Face Regarding Finances in Retirement
Aug 23, 2023
August 19, 2023 - A Countdown to Clarity: Timing Your Retirement Preparations
Aug 16, 2023
August 12, 2023 - Mitigating Long Term Care Risk with Insurance
Aug 11, 2023
August 05, 2023 - How to Master Cashflow in Retirement
Aug 03, 2023
July 29, 2023 - Answering Listener Submitted Questions
Jul 26, 2023
July 22, 2023 - Why Would You Not Invest in a 401k?
Jul 19, 2023
July 15, 2023 - Bad Money Habits that Could Spoil Your Retirement Party
Jul 13, 2023
July 01, 2023 - How The Wealth Guardians Came to Be
Jun 28, 2023
June 24, 2023 - Understanding Changing Expenses in Retirement
Jun 21, 2023
June 17, 2023 - Financial Planning Lessons from the Classroom
Jun 14, 2023
June 10, 2023 - 10 Point Checklist for Retirement Preparedness
Jun 07, 2023
June 03, 2023 - Answering Listener Submitted Questions
May 31, 2023
May 27, 2023 - The Biggest Money Mistakes in Retirement Planning: Part 2
May 24, 2023
May 20, 2023 - Next Steps To Take in Your Retirement Planning Journey
May 17, 2023
May 13, 2023 - The Biggest Money Mistakes in Retirement Planning
May 11, 2023
May 06, 2023 - Answering Listener Submitted Questions
May 03, 2023
April 29, 2023 - How Age and Wisdom Impact Financial Planning
May 01, 2023
April 22, 2023 - When and How to Rebalance Your Portfolio
Apr 20, 2023
April 15, 2023 - Talking Social Security with Expert Hamilton Morales
Apr 13, 2023
April 08, 2023 - Dispelling Common Social Security Myths
Apr 05, 2023
April 01, 2023 - Answering Your Retirement Questions
Mar 30, 2023
March 25, 2023 - Unexpected Expenses in Retirement You've Not Planned For
Mar 23, 2023
March 18, 2023 - Silicon Valley Bank Failure: What Does it Mean For You?
Mar 16, 2023
March 11, 2023 - How Does Golf Relate to Your Retirement Planning?
Mar 08, 2023
March 04, 2023 - What Purpose Do Your Specific Retirement Accounts Serve?
Mar 01, 2023
February 18, 2023 - Main Financial Fears for Retirees
Feb 16, 2023
February 11, 2023 - Key Takeaways from the State of the Union
Feb 08, 2023
February 04, 2022 - Four Ways the SECURE Act 2.0 May Impact You in 2023
Feb 01, 2023
January 28, 2023 - Answering Listener Submitted Questions
Jan 25, 2023
January 21, 2023 - Rookie Mistakes Made by Experienced Investors
Jan 20, 2023
January 14, 2023 - 10 Point Checklist for Retirement Preparedness
Jan 11, 2023
January 07, 2023 - What Can We Expect in 2023?
Jan 05, 2023
December 31, 2022 - Answering Listener Submitted Questions
Dec 29, 2022
December 24, 2022 - Five 401k Mistakes to Avoid
Dec 20, 2022
December 10, 2022 - Preparing for Market Volatility in 2023
Dec 07, 2022
December 03, 2022 - Stock Market Topics You Need to Know About
Nov 30, 2022
November 26, 2022 - Answering Listener Submitted Questions
Nov 28, 2022
November 19, 2022 - Making Smart Financial Decisions During Major Life Events
Nov 17, 2022
November 12, 2022 - Is the Grass Always Greener on the Other Side?
Nov 10, 2022
October 29, 2022 - Everything and Anything Social Security
Oct 26, 2022
October 22, 2022 - What Football Can Teach Us About Retirement Planning
Oct 19, 2022
October 15, 2022 - Update on the Markets
Oct 12, 2022
October 08, 2022 - Controlling Greed, Fear, and Other Emotions When Planning for Retirement
Oct 07, 2022
October 01, 2022 - Retirement Planning Aint What It Used to Be
Sep 28, 2022
September 24, 2022 - Read the Fine Print
Sep 21, 2022
September 17, 2022 - How Procrastinating Can Ruin Your Financial Future
Sep 15, 2022
September 10, 2022 - Taxes and Retirement Planning
Sep 07, 2022
September 03, 2022 - Irreversible Financial Decisions
Aug 31, 2022
August 27, 2022 - Taxes in Retirement
Aug 26, 2022
August 20, 2022 - Unravelling the Inflation Reduction Act
Aug 18, 2022
August 13, 2022 - Answering Listener Submitted Questions
Aug 10, 2022
August 06, 2022 - Answering Listener Submitted Questions
Aug 03, 2022
July 30, 2022 - Our Retirement Planning Process
Jul 28, 2022
July 16, 2022 - Answering Listener Questions
Jul 13, 2022
July 02, 2022 - Investors Beware of Red Flags When Choosing an Advisor
Jun 30, 2022
June 25, 2022 - Picking Sides in Important Financial Debates
Jun 22, 2022
June 18, 2022 - Answering Listener Submitted Questions
Jun 15, 2022
June 11, 2022 - Retirement Statistics that Matter to You
Jun 10, 2022
June 04, 2022 - Market Movement and What It Means for You
Jun 06, 2022
May 28, 2022 - Don't Miss These Important Retirement Planning Birthdays
May 31, 2022
May 21, 2022 - Unravelling Financial Jargon
May 19, 2022
May 14, 2022 - Countdown to Retirement Checklist
May 16, 2022
April 16, 2022 - Answering Listener Questions
Apr 18, 2022
April 09, 2022 - Housing Considerations in Retirement
Apr 12, 2022
April 02, 2022 - Is Your "Money Bias" Holding You Back?
Apr 04, 2022
March 26, 2022 - Answering Listener Submitted Questions
Mar 28, 2022
March 19, 2022 - Advisor Credentials Matter: Here's Why
Mar 23, 2022
March 12, 2022 - Introducing Garrett Ray to the WG Family
Mar 10, 2022
March 05, 2022 - How Much Risk is Too Much?
Mar 07, 2022
February 19, 2022 - Mail Bag: Answering Listener Questions
Feb 21, 2022
February 12, 2022 - What We're Seeing in the Markets for 2022
Feb 15, 2022
February 05, 2022 - Have a Financial Planner in Your Corner
Feb 08, 2022
January 29, 2022 - Don't Let Your Advisor Drop the Ball
Feb 01, 2022
January 22, 2022 - The Retirement Red Zone
Jan 24, 2022
January 15, 2022 - Overcoming Obstacles in Retirement Planning
Jan 18, 2022
January 08, 2022 - Economic Predictions for the New Year
Jan 10, 2022
January 01, 2022 - The Best of 2021 Show
Jan 03, 2022
December 18, 2021 - Unreasonable Retirement Planning Requests
Dec 16, 2021
December 11, 2021 - Market Update and Listener Questions
Dec 10, 2021
December 04, 2021 - Getting to Know Doug and Brice
Dec 06, 2021
November 27, 2021 - Thankful Client Outcomes in 2021
Nov 24, 2021
November 06, 2021 - Social Security Survivor Benefits
Nov 05, 2021
October 30, 2021: Protecting Your Retirement from Inflation
Oct 27, 2021
October 16, 2021 - Drilling Down on Social Security
Oct 18, 2021
October 09, 2021 - Important Financial Decisions Couples Make
Oct 12, 2021
October 02, 2021 - Retirement Planning: Things to Put Off and Not
Oct 05, 2021
September 25, 2021 - Factors We Consider When Meeting with Potential Clients
Sep 27, 2021
September 18, 2021 - Mail Bag: Listener Questions Answered
Sep 20, 2021
September 11, 2021 - A Visit with the Money Doctors
Sep 13, 2021
September 04, 2021 - What Makes the Guys "Tick" as Advisors?
Sep 07, 2021
August 28, 2021 - Listener Questions Answered
Aug 31, 2021
August 21, 2021 - Keeping It Light: Financial Advisor Jokes
Aug 24, 2021
August 07, 2021 - Answering Listener Questions
Aug 09, 2021
July 03, 2021 - Understanding the Three Worlds of Money
Jul 07, 2021
June 19, 2021 - Market Update
Jun 22, 2021
June 12, 2021 - Listener Questions and Answers
Jun 10, 2021
May 29, 2021 - What Do Advisors Mean When They Say That?
Jun 01, 2021
May 15, 2021 - Listener Questions and Answers
May 18, 2021
May 08, 2021 - Learning from Will Rogers Quotes
May 12, 2021
May 01, 2021 - Market Warning Signs
May 05, 2021
April 24, 2021 - Listener Questions and Answers
Apr 26, 2021
April 03, 2021 - Mistakes We See New Clients Making
Apr 06, 2021
March 27, 2021 - Listener Questions and Answers
Mar 30, 2021
March 13, 2021 - Tax Season and Changes You Need to Know About
Mar 15, 2021
March 06, 2021 - Common Financial Questions
Mar 08, 2021
February 27, 2021 - Squishy Markets and What It Means for You
Feb 26, 2021
February 13, 2021 - Alternative Investments
Feb 19, 2021
February 20, 2021 - All About Interest Rates
Feb 19, 2021
February 06, 2021 - Answering Listener Questions
Feb 09, 2021
January 30, 2021 - Understanding Financial Terminology
Feb 01, 2021
January 23, 2021 - Taxes in Retirement and Listener Questions
Jan 25, 2021
January 09, 2021 - Your Retirement Lifestyle
Jan 12, 2021
December 12, 2020 - Listener Questions and Answers
Dec 22, 2020
December 19, 2020 - Things Nobody Says in the Financial World
Dec 22, 2020
December 05, 2020 - Diversification: What It Is and Isn't
Dec 08, 2020
November 21, 2020 - Answering Listener Questions
Nov 23, 2020
November 07, 2020 - Life Insurance As An Asset Class
Nov 09, 2020
October 17, 2020 - Unplanned Expenses in Retirement
Oct 19, 2020
October 03, 2020 - Social Security Deep Dive
Oct 06, 2020
September 19, 2020 - Eye-Opening Stats on How Americans Save for Retirement
Sep 22, 2020
September 05, 2020 - Listener Questions and Headlines
Sep 09, 2020
August 29, 2020 - Steps Three and Four of Our Financial Planning Process
Sep 02, 2020
August 22, 2020 - Financial Decisions Made During the Pandemic
Aug 25, 2020
August 15, 2020 - How to Handle Market Volatility
Aug 13, 2020
August 08, 2020 - Answering Listener Questions
Aug 12, 2020
August 01, 2020 - Bring Your Retirement Plan Into the 21st Century
Aug 04, 2020
July 25, 2020 - Portfolios: How Complex or Not?
Jul 27, 2020
July 18, 2020 - Answering Listener Questions
Jul 20, 2020
July 04, 2020 - Financial History 101
Jul 07, 2020
June 27, 2020 - Financial Famous Last Words
Jun 29, 2020
June 20, 2020 - Making Sense of Financial Definitions and Terms
Jun 22, 2020
June 13, 2020 - What Shape Will Our Recovery Be?
Jun 16, 2020
June 06, 2020 - Answering Listener Questions
Jun 08, 2020
May 30, 2020 - Wanted to Wait for Retirement But COVID-19 Had Different Plans?
May 28, 2020
May 23, 2020 - Which Way Will the Recovery Go?
May 22, 2020
May 09, 2020 - Glad You Asked!
May 11, 2020
May 02, 2020 - The Advice of Dave Ramsey... The Good, The Bad, and The Ugly
May 06, 2020
April 18, 2020 - Why You Shouldn’t Put Retirement Planning on Hold
Apr 21, 2020
April 11, 2020 - Market Volatility: Is This Our New Normal?
Apr 09, 2020
April 04, 2020 - Small Business Administration Steps Up
Apr 03, 2020
March 28, 2020 - A Second Opinion Will Serve You Well
Mar 30, 2020
March 21, 2020 - We Are In a Bear Market
Mar 24, 2020
March 14, 2020 - COVID-19 and the Stock Market
Mar 17, 2020
February 28, 2020 - Coronavirus and the Stock Market
Feb 28, 2020
February 22, 2020 - Conventional Wisdom Misconceptions
Feb 24, 2020
February 15, 2020 - Social Security Benefits and the Importance of Timing
Feb 16, 2020
February 01, 2020 - 2020 Taxes and Their Impact
Feb 03, 2020
January 25, 2020 - Financial Mistakes to Avoid in 2020
Jan 27, 2020
January 18, 2020 - What Your Advisor Doesn't Know Could Hurt You
Jan 17, 2020
January 11, 2020 - The SECURE Act and What It Means for You
Jan 12, 2020
December 14, 2019 - Getting Rid of Required Minimum Distributions
Dec 12, 2019
December 07, 2019 - Are You a "Good Saver"?
Dec 09, 2019
November 16, 2019 - How Do You Find the Right One?
Nov 15, 2019
November 09, 2019 - Year End Crunch Time
Nov 10, 2019
October 26, 2019 - Are You Scared?
Oct 28, 2019
October 12, 2019 - What Happens to Your Retirement Plan When Your Spouse Passes Away?
Oct 16, 2019
October 05, 2019 - Key Dates and Ages Related to Your Retirement
Oct 07, 2019
September 28, 2019 - It's About More Than Money
Sep 27, 2019
September 14, 2019 - Is Retiring Early a Mistake?
Sep 16, 2019
September 07, 2019 - It's Back to School Time for Your Retirement Planning
Sep 10, 2019
August 31, 2019 - What Your Advisor Doesn't Know Can Hurt You
Aug 20, 2019
August 24, 2019 - The Many Different Faces of Risk in Retirement
Aug 20, 2019
August 17, 2019 - Five Factors that Contribute Social Security Benefits
Aug 20, 2019
August 03, 2019 - There’s More to Preparing for Retirement Than the Money
Aug 07, 2019
July 27, 2019 - Should You Roll Over or Not?
Jul 30, 2019
July 20, 2019 - What Your Advisor Doesn't Know Can Hurt You
Jul 23, 2019
July 13, 2019 - Will You Achieve Financial Independence in Retirement?
Jul 16, 2019
June 29, 2019 - Ensuring Your Money Lasts as Long as You Do
Jul 01, 2019
June 22, 2019 - Are You Taking Unnecessary Risks?
Jun 21, 2019
June 15, 2019 - Leave Memories, Not Problems
Jun 13, 2019
June 01, 2019 - Are You Saving Properly for a Successful Retirement?
Jun 03, 2019
May 25, 2019 - Question of the Month: Roth Conversions
May 29, 2019
May 18, 2019 - Mothers and Women and Their Retirement
May 20, 2019
May 11, 2019 - The New World of Retirement Planning
May 20, 2019
April 27, 2019 - It’s Not How You Look; Just That You Win
Apr 30, 2019
April 20, 2019 - Are You "Trust"worthy?
Apr 23, 2019
April 13, 2019 - Survive and Advance
Apr 17, 2019
March 30, 2019 - Critical Retirement Decisions
Mar 28, 2019
March 23, 2019 - How to Save Tax Dollars with New Tax System in Place
Mar 22, 2019
March 16, 2019 - 401K Mistakes to Avoid
Mar 18, 2019
March 09, 2019 - The Future of Social Security
Mar 13, 2019
March 02, 2019 - Retirement Realities
Mar 07, 2019
February 16, 2019 - Are You Able to Retire?
Feb 20, 2019
February 09, 2019 - New Year, New Rules
Feb 11, 2019
January 19, 2019 - Should You Be Worried About the Markets?
Jan 24, 2019
January 12, 2019 - Bob Rinear: The Markets and Politics
Jan 16, 2019
December 22, 2018 - Questions and Answers
Jan 02, 2019
December 15, 2018 - Retirement Traps to Avoid
Dec 14, 2018
December 01, 2018 - The Stock Market in 2018
Dec 05, 2018
October 27, 2018 - How to Maximize Your Retirement Accounts
Nov 28, 2018
October 13, 2018 - Trade Wars and Markets
Nov 28, 2018
October 20, 2018 - Questions and Answers Show
Nov 28, 2018
September 29, 2018 - Uncle Sam and Your Retirement
Nov 28, 2018
August 11, 2018 - The Sandwich Generation
Nov 28, 2018
August 25, 2018 - 2018 Deadlines to Know
Nov 28, 2018
August 18, 2018 - Questions and Answers
Nov 28, 2018
June 30, 2018 - Maximizing Social Security Benefits
Nov 28, 2018
July 28, 2018 - Remembering the Great Recession and Its Lessons
Nov 28, 2018
June 23, 2018 - Estate Planning: What You Need to Know
Nov 28, 2018
May 19, 2018 - Unique Financial Challenges Faced by Women
Nov 28, 2018
May 26, 2018 - Target Date Funds and Your 401K
Nov 28, 2018
May 05, 2018 - The Impact of 2018 Tax Law Changes
Nov 28, 2018
April 14, 2018 - Stock Market Volatility
Nov 28, 2018
April 07, 2018 - Questions and Answers Show
Nov 28, 2018
March 31, 2018 - To Roll Over or Not?
Nov 28, 2018
March 24, 2018 - Retirement: Survive and Advance
Nov 28, 2018
March 17, 2018 - Are You 401k Smart?
Nov 28, 2018
March 10, 2018 - Threats to Your Retirement Budget
Nov 28, 2018
February 24, 2018 - Question and Answer Show
Nov 28, 2018
February 10, 2018 - The New World of Retirement Planning
Nov 28, 2018
February 03, 2018 - Retirement Decisions and Risks You Face
Nov 28, 2018
January 27, 2018 - Commonly Asked Tax Questions
Nov 28, 2018
January 13, 2018 - Financial Case Studies
Nov 28, 2018
January 06, 2018 - Implications of The New Tax Law
Nov 28, 2018
December 23, 2017 - Moves To Consider Regarding the New Tax Bill
Nov 28, 2018
December 16, 2017 - Time Is Running Out: Upcoming Financial Deadlines
Nov 28, 2018
November 18, 2017 - Retirement Traps to Avoid
Nov 28, 2018
November 04, 2017 - Big Changes Coming to Social Security
Nov 28, 2018
November 11, 2017 - Recharacterization of a Roth IRA
Nov 28, 2018
October 07, 2017 - Using Retirement Savings for College Education
Nov 28, 2018
September 09, 2017 - Making the Right Decisions in Retirement
Nov 28, 2018
September 02, 2017 - How to Maximize Your Retirement Accounts
Nov 28, 2018
August 19, 2017 - What's Causing This Rally?
Nov 28, 2018
August 26, 2017 - Retirement Rules That No Longer Apply
Nov 28, 2018
August 05, 2017 - Tax Reform
Nov 28, 2018
July 15, 2017 - The Fiduciary Standard
Nov 28, 2018
June 24, 2017 - A Bite Out of Your Retirement: What's the Answer?
Nov 28, 2018
July 22, 2017 - Making Your Money Work for You
Nov 28, 2018
May 20, 2017 - Bulls vs. Bears
Nov 28, 2018
June 17, 2017 - Riding the Current 'Up Wave' on Its Way Down
Nov 28, 2018
May 06, 2017 - Are We In a Bubble?
Nov 28, 2018
April 29, 2017 - Real Life Case Studies for a Successful Retirement
Nov 28, 2018
April 22, 2017 - Bull or Bear: A Current Market Perspective
Nov 28, 2018
April 08, 2017 - 6 Critical Milestones for a Happy Retirement
Nov 28, 2018
March 25, 2017 - Competitive Returns on Tax Free Income
Nov 28, 2018
March 18, 2017 - Biggest Concerns for Retirement
Nov 28, 2018
March 04, 2017 - 401k and Happily Ever After?
Nov 28, 2018
February 18, 2017 - Brexit, a New President, and You
Nov 28, 2018
January 21, 2017 - The Tale of Two Retirements
Nov 28, 2018
February 11, 2017 - What's a Fiduciary?
Nov 28, 2018
January 14, 2017 - Doug's Outlook on 2017
Nov 28, 2018
December 03, 2016 - What Your Advisor Doesn't Know Could Hurt You
Nov 28, 2018
December 10, 2016 - Annuities in Your Retirement Portfolio
Nov 28, 2018
November 19, 2016 - Roth Conversions
Nov 28, 2018
November 05, 2016 - Michelle Rademacher of Hope for the Warriors
Nov 28, 2018
November 12, 2016 - Taking Advantage of Your Investments Under a Trump Presidency
Nov 28, 2018
October 29, 2016 - Retirement Can Be Spooky But It Doesn't Have to Be
Nov 28, 2018
October 01, 2016 - Social Security Expert Hamilton Morales
Nov 28, 2018
October 15, 2016 - Doug Discusses Everything 401(k) Related
Nov 28, 2018
September 17, 2016 - How to Keep More of Your Hard Earned Money
Nov 28, 2018
September 10, 2016 - Are You Timing Your Retirement Correctly?
Nov 28, 2018
August 27, 2016 - Common Holes and Pitfalls of Retirement Plans
Nov 28, 2018
August 20, 2016 - How the Presidential Candidates View Retirement Issues
Nov 28, 2018
August 06, 2016 - Taxing Social Security Benefits
Nov 28, 2018
July 23, 2016 - Current State of the Markets
Nov 28, 2018
July 16, 2016 - Bob Rinear, Author of "Invest Yourself"
Nov 28, 2018
July 02, 2016 - 7 Steps to Financial Independence
Nov 28, 2018
June 04, 2016 - Doug's Thoughts on the Economic Recovery
Nov 28, 2018
May 14, 2016 - The Biggest Risk to Your Retirement
Nov 28, 2018
April 30, 2016 - Maximizing Your Social Security Benefits
Nov 28, 2018
April 23, 2016 - Cash Flow is KING!
Nov 28, 2018
April 09, 2016 - Important Social Security Filing Strategies
Nov 28, 2018
April 02, 2016 - It Ain't Your Daddy's Retirement
Nov 28, 2018
March 19, 2016 - Identifying Risks in Retirement Planning
Nov 28, 2018
March 05, 2016 - Latest Changes to Several Social Security Filing Strategies
Nov 28, 2018
February 27, 2016 - Does a Financial Advisor Cost You Money or Make You Money?
Nov 28, 2018
February 20, 2016 - Mastering Your Plan for Retirement
Nov 28, 2018
February 13, 2018 - Have Things REALLY Changed?
Nov 28, 2018
January 09, 2016 - Financial Fundamentals for the New Year
Nov 28, 2018
December 12, 2015 - Economic and Market Updates
Nov 27, 2018
December 05, 2015 - IRAs and Your Retirement Plan
Nov 27, 2018
November 14, 2015 - Explaining Recent Social Security Changes
Nov 27, 2018
October 31, 2015 - Preparing for Unexpected Retirement Roadblocks
Nov 27, 2018
October 17, 2015 - Tips for Claiming Social Security Benefits
Nov 27, 2018
August 15, 2015 - Josh Bernstein. Spokesperson for Association for Mature American Citizens
Nov 27, 2018
August 01, 2015 - Tax Efficient Retirement Income Planning
Nov 27, 2018
July 25, 2015 - Philip Romero, Author of “Your Macroeconomic Edge”
Nov 27, 2018
July 18, 2015 - David McKnight, Author of “The Power of Zero"
Nov 27, 2018
June 27, 2015 - Alexandra Macqueen, Co-Author of “Pensionize Your Nest Egg”
Nov 27, 2018
July 04, 2015 - Tim Wood, Editor of Cycles News and Views
Nov 27, 2018
May 09, 2015 - Estate Planning 101
Nov 27, 2018
June 20, 2015 - Laurence Kotlikoff, Author of “Get What’s Yours"
Nov 27, 2018
April 25, 2015 - The Secrets to Maxing Out Your Social Security
Nov 27, 2018
April 25, 2015 - Financial Advisor Van Mueller
Nov 27, 2018
April 18, 2015 - Richard London, Author of "A Handbook for Life"
Nov 27, 2018
March 21, 2015 - The Benefits of Trusts and Estate Planning
Nov 27, 2018
March 14, 2015 - Why Some Diets Work and Others Don't
Nov 27, 2018
March 07, 2015 - What Happens When the Debt Bubble Pops?
Nov 27, 2018
February 28, 2015 - Maximizing Your Social Security Benefits
Nov 27, 2018
February 21, 2015 - Tax Advantages of Owning Real Estate
Nov 27, 2018
February 14, 2015 - Small Steps to Improve Heart Health
Nov 27, 2018
February 07, 2015 - OPEC and the Price of Oil
Nov 27, 2018
February 01, 2015 - The Importance of Income Planning
Nov 27, 2018
January 24, 2015 - Explaining The Mediterranean Zone Diet
Nov 27, 2018
January 18, 2015 - Social Security: Why It Pays to Wait
Nov 27, 2018
January 05, 2015 - Understanding Charitable Trusts And Options
Nov 27, 2018
December 22, 2014 - Inherited Collectibles: Obstacles and Opportunities
Dec 19, 2014
December 16, 2014 - Long Term Care: The Psychology of Denial
Dec 14, 2014