Total Wealth and Wellness Radio

By Cox Media Group Dayton

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Category: Investing

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Episodes: 194

Description

Co-Hosts, Curv Miller IV and Andie Doller love to challenge the status quo, expose investment truths, and drive innovation. New episodes are posted on Mondays.

Episode Date
12 Tax-Planning Opportunities Created by the OBBBA - September 12, 2026
Sep 12, 2026
Are You a 7-Figure Retiree... & Afraid to Spend Your Money? - September 5, 2026
Sep 05, 2026
Over Age 60? You Can Still Convert Your IRA to Roth - August 29, 2026
Aug 29, 2026
Want a Consistent Amount Every Year in Retirement? Here's How Much It Might Take - August 22, 2026
Aug 22, 2026
10 Thrifty Retirement Tips for Retirees - August 15, 2026
Aug 15, 2026
401(k) Owners... Avoid These 7 Mistakes That Could Wreck Your Retirement - August 8, 2026
Aug 08, 2026
Worried About Running Out of Money? 8 Steps to Help Make Your Money Last in Retirement - August 1, 2026
Aug 01, 2026
Should I Retire Now? Or Continue Working? - July 25, 2026
Jul 25, 2026
8 Habits of Rich Retirees - July 18, 2026
Jul 18, 2026
When Should I Collect Social Security? 8 Strategies to Help You Decide - July 11, 2026
Jul 11, 2026
6 Signs It's Time to Leave Work & Retire
Jul 06, 2026
6 Signs It's Time to Leave Work & Retire
Jul 01, 2026
12 Tax-Planning Opportunities Created by the OBBBA - June 20, 2026
Jun 20, 2026
Are You a 7-Figure Retiree...& Afraid to Spend Your Money? - June 13, 2026
Jun 13, 2026
Over Age 60? You Can Still Convert Your IRA to Roth - June 6, 2026
Jun 06, 2026
Want a Consistent Amount Every Year in Retirement? Here's How Much It Might Take - May 30, 2026
May 30, 2026
10 Thrifty Retirement Tips for Retirees - May 23, 2026
May 23, 2026
401(k) Owners... Avoid These 7 Mistakes That Could Wreck Your Retirement - May 16, 2026
May 16, 2026
Worried About Running Out of Money? 8 Steps to Help Make Your Money Last in Retirement - May 9, 2026
May 09, 2026
Should I Retire Now? Or Continue Working? - May 2, 2026
May 02, 2026
8 Habits of Rich Retirees - April 25, 2026
Apr 25, 2026
7 Key Mile Markers in Retirement That Could Impact Your Money - April 18, 2026
Apr 18, 2026
When Should I Collect Social Security? 8 Strategies to Help You Decide - April 11, 2026
Apr 11, 2026
6 Signs It's Time to Leave Work & Retire - April 4, 2026
Apr 04, 2026
12 Tax-Planning Opportunities Created by the OBBBA - March 28, 2026
Mar 28, 2026
Are You a 7-Figure Retiree...& Afraid to Spend Your Money? - March 21, 2026
Mar 21, 2026
Over Age 60... You Can Still Convert Your IRA to Roth - March 14, 2026
Mar 19, 2026
Want a Consistent Amount Every Year in Retirement? Here's How Much It Might Take - March 7, 2026
Mar 07, 2026
10 Thrifty Retirement Tips for Retirees - February 28, 2026
Feb 28, 2026
401(k) Owners... Avoid These 7 Mistakes That Could Wreck Your Retirement - February 21, 2026
Feb 21, 2026
Worried About Running Out of Money? 8 Steps to Help Make Your Money Last in Retirement - February 14, 2026
Feb 14, 2026
Should I Retire Now or Continue Working? - February 7, 2026
Feb 07, 2026
8 Habits of Rich Retirees - January 31, 2026
Jan 31, 2026
7 Key Mile Markers in Retirement That Could Impact Your Money - January 24, 2026
Jan 24, 2026
When Should I Collect Social Security? 8 Strategies to Help You Decide - January 17, 2026
Jan 17, 2026
6 Signs It's Time to Leave Work & Retire - January 10, 2026
Jan 10, 2026
12 Tax-Planning Opportunities created by the OBBBA - January 3, 2026
Jan 03, 2026
What To Spot When Shopping for Annuities - December 27, 2025
Dec 27, 2025
6 Simple Steps To Retire Exactly When You Want To - December 20, 2025
Dec 20, 2025
Will Social Security Run Out? Everything You Need To Know - December, 13, 2025
Dec 13, 2025
How Do You Create A Reliable Paycheck in Retirement? - December 6, 2025
Dec 06, 2025
6 Money Mistakes High Net Worth Retirees Make - November 29, 2025
Nov 29, 2025
6 Ways to Help Make Retiring Less Terrifying - November 22, 2025
Nov 22, 2025
Tips On Keeping Your Estate Plan Up To Date - November 15, 2025
Nov 15, 2025
How The IRS Taxes Your Retirement - November 8, 2025
Nov 08, 2025
5 Habits Of Our Happiest Retired Clients - November 1, 2025
Nov 01, 2025
Pension Decision - Take The Lump Sum Or Not? - October 25, 2025
Oct 25, 2025
Income The IRS Doesn't Tax - October 18, 2025
Oct 18, 2025
Retiring Sometime In The Next 10 Years? Here's A Year-By-Year Checklist - October 11, 2025
Oct 11, 2025
What To Spot When Shopping for Annuities - October, 4, 2025
Oct 04, 2025
6 Simple Steps To Retire Exactly When You Want To - September 27, 2025
Sep 27, 2025
Will Social Security Run Out? Everything You Need To Know - September 20, 2025
Sep 20, 2025
How Do You Create A Reliable Paycheck in Retirement? - September, 13, 2025
Sep 13, 2025
6 Money Mistakes High Net Worth Retirees Make - September, 6, 2025
Sep 06, 2025
6 Ways to Help Make Retiring Less Terrifying - August, 30, 2025
Aug 30, 2025
Tips On Keeping Your Estate Plan Up To Date - August, 23, 2025
Aug 23, 2025
How The IRS Taxes Your Retirement - August, 16, 2025
Aug 16, 2025
5 Habits Of Our Happiest Retired Clients - August, 9, 2025
Aug 09, 2025
Pension Decision - Take The Lump Sum Or Not? - August, 2, 2025
Aug 02, 2025
Income The IRS Doesn't Tax - July, 26, 2025
Jul 26, 2025
Retiring Sometime In The Next 10 Years? Here's A Year-By-Year Checklist - July, 19, 2025
Jul 19, 2025
What To Spot When Shopping for Annuities - July, 12, 2025
Jul 12, 2025
6 Simple Steps To Retire Exactly When You Want To - July, 5, 2025
Jul 05, 2025
Will Social Security Run Out? Everything You Need To Know - June, 28, 2025
Jun 28, 2025
How Do You Create A Reliable Paycheck in Retirement? - June, 21, 2025
Jun 21, 2025
6 Money Mistakes High Net Worth Retirees Make - June, 14, 2025
Jun 14, 2025
6 Ways to Help Make Retiring Less Terrifying - June, 7, 2025
Jun 07, 2025
Tips On Keeping Your Estate Plan Up To Date - May, 31, 2025
May 31, 2025
How The IRS Taxes Your Retirement - May, 24, 2025
May 24, 2025
5 Habits Of Our Happiest Retired Clients - May, 17, 2025
May 17, 2025
Pension Decision - Take The Lump Sum Or Not? - May, 10, 2025
May 10, 2025
Income The IRS Doesn't Tax - May, 3, 2025
May 03, 2025
Retiring Sometime In The Next 10 Years? Here's A Year-By-Year Checklist - April, 26, 2025
Apr 26, 2025
What To Spot When Shopping for Annuities - April, 19, 2025
Apr 19, 2025
6 Simple Steps To Retire Exactly When You Want To - April, 12, 2025
Apr 12, 2025
Will Social Security Run Out? Everything You Need To Know - April, 5, 2025
Apr 05, 2025
How Do You Create A Reliable Paycheck in Retirement? - March, 29, 2025
Mar 29, 2025
6 Money Mistakes High Net Worth Retirees Make - March, 22, 2025
Mar 22, 2025
6 Ways to Help Retirement Less Terrifying - March, 15, 2025
Mar 15, 2025
Tips on Keeping Your Estate Plan Up To Date - March, 8, 2025
Mar 08, 2025
How the IRS Taxes Your Retirement - March, 1, 2025
Mar 01, 2025
5 Habits Of Our Happiest Retired Clients - February, 22, 2025
Feb 22, 2025
Pension Decision - Take the Lump Sum or Not - February, 15, 2025
Feb 15, 2025
Income The IRS Doesn't Tax - February, 8, 2025
Feb 08, 2025
Retiring in the Next 10 Years - February, 1, 2025
Feb 01, 2025
What To Spot When Shopping for Annuities - January, 25, 2025
Jan 25, 2025
6 Simple Steps to Retire Exaclty When You Want To - January, 18, 2025
Jan 18, 2025
Will Social Security Run Out? Everything You Need To Know - January, 11, 2025
Jan 11, 2025
How Do You Create A Reliable Paycheck in Retirement - January, 4, 2025
Jan 04, 2025
The 5 To-Dos Before Retiring
Dec 28, 2024
Turning 65? Here Are 6 Pointers You Need To Know
Dec 21, 2024
6 Ways To Help Create Tax-Free Income In Retirement
Dec 14, 2024
Tax Savvy Planning for 1 Million + Retirement Accounts
Dec 07, 2024
Ways To Navigate Retirement And Taxes
Nov 30, 2024
Common Regrets In Retirement And Ways To Avoid Them
Nov 23, 2024
How-To-Guide for Rolling Over Your Old 401K and IRA's
Nov 09, 2024
10 Tax-Reduction Strategies For Successful Retirement Savers
Nov 02, 2024
$ Retirement Blindspots To Be Aware Of If You've Saved $500,000 or More.
Oct 26, 2024
Social Security Dilemma
Oct 19, 2024
4 Actions To Help Ensure Your Money Lasts In Retirement
Oct 12, 2024
The 5 To-Do's Before Retiring
Oct 05, 2024
Turning 65? Here Are 6 Pointers You Need To Know
Sep 28, 2024
6 Ways To Help Create Tax-Free Income In Retirement
Sep 21, 2024
Tax Savvy Planning for 1 Million + Retirement Accounts
Sep 14, 2024
Ways To Navigate Retirement And Taxes
Sep 07, 2024
Common Regrets In Retirement And Ways To Avoid Them
Aug 31, 2024
When Should I Apply For Social Security
Aug 24, 2024
How-To-Guide for Rolling Over Your Old 401K and IRA's
Aug 17, 2024
10 Tax-Reduction Strategies for Successful Retirement Savers
Aug 10, 2024
4 Retirement Blindspots To Be Aware of If You've Saved $500,000 Or More
Aug 03, 2024
Social Security Dilemma
Jul 27, 2024
4 Actions To Help Ensure Your Money Lasts In Retirement
Jul 20, 2024
The 5 To Dos Before Retiring
Jul 13, 2024
Turning 65? Here are 6 Pointers You Need to Know
Jul 06, 2024
6 Ways to Help Create Tax-Free Income in Retirement
Jun 29, 2024
Tax Savvy Planning for 1 Million+ Retirement Accounts
Jun 23, 2024
Social Security Dilemma 6 Keys for Deciding When You Should Take It PODCAST
May 04, 2024
4 Actions To Help Ensure Your Money Lasts In Retirement
Apr 27, 2024
The 5 To-Do's Before Retiring
Apr 20, 2024
Turning 65? Here are 6 Pointers You Need to Know
Apr 13, 2024
6 Ways to Help Create Tax-Free Income in Retirement
Mar 30, 2024
Tax Savvy Planning for 1 Million+ Retirement Accounts
Mar 23, 2024
Ways to Navigate Retirement & Taxes
Mar 16, 2024
Common Regrets In Retirement and Ways To Avoid Them
Mar 09, 2024
Common Regrets In Retirement and Ways To Avoid Them
Mar 09, 2024
When Should I Apply for Social Security
Mar 03, 2024
How-To Guide for Rolling Over Your Old 401(k) and IRAs
Feb 24, 2024
10 Tax-Reduction Strategies for Successful Retirement Savers Podcast
Feb 17, 2024
4 Retirement Blindspots to Be Aware of, If You've Saved $500,000 or More
Feb 10, 2024
5 Ways to Not Be So Cheap in Retirement & Start Enjoying Life More
Dec 23, 2023
6 Retirement Risks on the Horizon You Need to Pay Attention To
Dec 16, 2023
5 Disastrous Mistakes People Near Retirement Make & How to Avoid Them
Dec 09, 2023
Feel Like the Market is a Gamble? Here are 5 Things to Do Now!
Dec 02, 2023
5 Ways Social Security Can Impact Your Tax Bill
Nov 25, 2023
Retiring in the Next 12 Months? Do These 5 Things Now!
Nov 18, 2023
3 Strategies to Lower Your Tax Bill Now & Forever
Nov 11, 2023
8 Signs Your Advisor is Doing a Poor Job
Oct 28, 2023
5 Ways to Give Your Kids a Tax-Efficient Inheritance Now
Oct 21, 2023
Anxious About Retirement? Address These 6 Questions & Start Feeling Confident!
Oct 14, 2023
Do I Even Need Life Insurance in Retirement?
Oct 07, 2023
When Should I Turn On My Social Security
Sep 30, 2023
Why Aren't You Retired Yet?
Sep 23, 2023
New Rules Cause Big Tax Bills on Inherited IRAs
Sep 16, 2023
Thinking of Un-Retiring? 4 Things You Need to Consider First.
Sep 09, 2023
Answers to Your Top Retirement Questions
Sep 02, 2023
Lost Your Spouse or Going Through a Divorce? Here's What to do Now.
Aug 26, 2023
How Do You Compare? Study Shares How Retirees Spend Money & Time.
Aug 19, 2023
How To Lock-In Today's Rates Before They're Gone
Aug 12, 2023
60 or Older? You're in the Danger Zone - Here's How to Navigate it!
Aug 05, 2023
How to Tap Your Retirement Accounts in the Right Order
Jul 29, 2023
Six Retirement Rules That Could Cost You Money
Jul 22, 2023
5 Ways to Know if You're Going to Be Ok in Retirement
Jul 15, 2023
Finding the Right Time to Retire For Your Health
Jul 01, 2023
6 Places to Put Your Money Besides the Bank
Jun 24, 2023
5 Methods to Protect Your Savings From Inflation
Jun 17, 2023
Financial Challenges Women Face After Divorce
Jun 10, 2023
4 Ways to Help You Have a Healthy Retirement
Jun 03, 2023
4 Ways to Help You Have a Comfortable Retirement
Jun 03, 2023
6 Ways to Protect Your Retirement In This Crazy World
May 27, 2023
The Retirement Money Poll - What People Are Worried About & What You Can Do About It
May 13, 2023
How To Answer the When Questions of Retirement
May 06, 2023
What You Need to Know About Semi-Retirement
Apr 29, 2023
What to Do When a Loved One Dies
Apr 15, 2023
5 Ways to Avoid Blowing Up Your Retirement Plan
Apr 08, 2023
Which Pension Option Is Right For You
Mar 25, 2023
Seven Questions Your Advisor Should Be Asking You
Mar 18, 2023
What is S.O.R. Risk? How to Protect Your Retirement From It!
Mar 11, 2023
Top 6 Provisions in Secure Act 2.0
Feb 25, 2023
How 8 Sources of Retirement Income Are Taxed
Feb 18, 2023
Laid Off Near Retirement_ 5 Actions to Take Now!
Feb 11, 2023
Is It Possible to Create a Balanced Retirement Plan of Risk & Reliability
Feb 04, 2023
How To Retire In a Weekend
Jan 28, 2023
Keep More Money in Your Pocket - Use Tax Diversification
Jan 21, 2023
How to Protect Your Money Through a Recession
Jan 14, 2023
Five Ways Taxes Can Wreck Your Retirement Plan
Jan 07, 2023
Five Ways To Combat Inflation
Dec 17, 2022
Six Steps To A Stronger Retirement Plan
Nov 27, 2022
Total Wealth Radio
Sep 11, 2022
Total Wealth Radio
Aug 13, 2022
Total Wealth Radio
Aug 09, 2022
How to Create Harmony in Your Retirement Plan
Aug 06, 2022
Rich From Being Loyal? It's Time to Plan Your Exit
Jul 30, 2022
Puzzled By Retirement? 4 Steps For Putting It All Together
Jul 23, 2022
Total Wealth Radio
Jul 16, 2022
RMD Law Changes in 2022 - What You Need to Know
Jun 25, 2022
Millionaires Beware, 5 Threats to Your Wealth in 2022 (& what you can do about it)
Jun 18, 2022
Who Should and Shouldn't Buy An Annuity
Jun 11, 2022
How to Thrive in the Four Phases of Retirement
May 28, 2022
7 Ways to Inoculate Your Retirement From Inflation
May 21, 2022
Ten Steps You Need to Take In the Decade Before You Retire
May 07, 2022
The 4% Rule, Will It Work For My Retirement
Apr 16, 2022
Lump Sum or Payments-What Pension Option Should You Choose
Apr 09, 2022
What To Do When You Inherit an IRA
Mar 19, 2022
How to De-Risk Your IRA & Protect It From a Market Downturn
Mar 12, 2022