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Episode | Date |
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Survey Reveals Common Keys to Retirement Satisfaction
|
May 01, 2024 |
How Medicare Relates to Social Security
|
Apr 24, 2024 |
How to “Rightsize” Instead of Downsize in Retirement
|
Apr 17, 2024 |
When is the Right Time to File for Social Security?
|
Apr 10, 2024 |
Pickleball, (Un)Retirement and the Power of Retirement Planning
|
Apr 03, 2024 |
Listener Q&A: Lowering Taxes with IRA Conversions, Understanding RMDs & Gifting Strategies
|
Mar 27, 2024 |
Retirement Planning for Women
|
Mar 20, 2024 |
3 Simple Steps to Get Ready for Retirement
|
Mar 13, 2024 |
How to Make the Most of Retirement by Unretiring With Richard Eisenberg
|
Mar 06, 2024 |
Listener Q&A: Lifetime Tax Savings, Social Security Scenarios, Retirement Spending
|
Feb 28, 2024 |
What You Need To Do In Your 40s, 50s, and 60s to Be Healthy in Retirement With Dr. Bryan Beaumont
|
Feb 21, 2024 |
How Life Expectancy Can Be The #1 Risk To Your Retirement
|
Feb 14, 2024 |
The Most Overlooked Aspects of Retirement: A True Retirement Story with Fritz Gilbert
|
Feb 07, 2024 |
Listener Q&A: Social Security, RMDs & Annuities
|
Jan 31, 2024 |
3 Things Conventional Retirement Wisdom Gets WRONG
|
Jan 24, 2024 |
Is Your Retirement Plan Flawed? With David Blanchett
|
Jan 17, 2024 |
How to Live a Purposeful & Regret-Free Life With Jordan Grumet
|
Jan 10, 2024 |
How to Unlock Your Ultimate Potential With Jerome Myers
|
Jan 03, 2024 |
Will the 2024 Elections Impact Your Retirement?
|
Dec 27, 2023 |
Tax Savings Strategies for 2023 to Maximize Your Refund
|
Dec 20, 2023 |
Avoid These Tax Preparation Mistakes with Randy Crabtree
|
Dec 13, 2023 |
How to Live a Longer and Richer Life With Tom Hine
|
Dec 06, 2023 |
How to Save $100k+ in Taxes for Your Retirement With Mike Jesowshek
|
Nov 29, 2023 |
How Can Retirees Avoid the Tax Bomb in Their Portfolios? with David McClellan
|
Nov 22, 2023 |
Avoid These Mistakes: Securing the Right Retirement Path with Brad Barrett
|
Nov 15, 2023 |
Protect Your Finances: Essential Tips for Family Caregiving With Danielle Miura
|
Nov 08, 2023 |
The 3 Essential Medicare Decisions to Protect Your Health and Money with Ari Parker
|
Nov 01, 2023 |
Unlock the Secrets to an Abundant Life With Scott Ferguson
|
Oct 25, 2023 |
How To Get The Most Out of Your U.S. and Canada Retirement Accounts With Joe Curry
|
Oct 18, 2023 |
What are the Secrets to Retiring Happy, Healthy, and Free?
|
Oct 11, 2023 |
How To Invest Like A Billionaire With Ben Fraser
|
Oct 04, 2023 |
Should You Fire Your Financial Advisor?
|
Sep 27, 2023 |
Is an Indexed Annuity Right for You?
|
Sep 20, 2023 |
Don’t Lose Out on Higher Interest and More Social Security
|
Sep 13, 2023 |
Should You Move To A Different State To Lower Your Retirement Taxes?
|
Sep 06, 2023 |
Aging In Place With Jenny Wagner
|
Aug 30, 2023 |
Money and Longevity: Essential Pre-Retirement Insights You Must Know
|
Aug 23, 2023 |
How To Plan For A Military Retirement With General Michael Meese
|
Aug 16, 2023 |
How To Keep Your Home Safe and Healthy in Every Season with Daniel Felt
|
Aug 09, 2023 |
5 Questions You Need To Answer Before You Retire
|
Aug 03, 2023 |
How to Engineer the Second Half of Your Life With Bill Keen
|
Jul 26, 2023 |
How to Pick a Tax-Wise Retirement Withdrawal Strategy With Daniel McDonald
|
Jul 19, 2023 |
How To Invest In Private Real Estate With Steve Kelly
|
Jul 12, 2023 |
20 Years As A Financial Advisor
|
Jul 05, 2023 |
How To Design Your Retirement Income Map With Dennis Tubbergen
|
Jun 28, 2023 |
How To Protect Your Money In The Bank
|
Jun 21, 2023 |
Safety-First Retirement Planning With Wade Pfau
|
Jun 14, 2023 |
How To Plan For Retirement In Your 60s
|
Jun 07, 2023 |
How To Plan For Retirement In Your 50s
|
May 31, 2023 |
How to Lead a Life of Significance With Chris Kolenda, Ph.D.
|
May 24, 2023 |
How to Fix America’s Retirement System With Martin Baily
|
May 17, 2023 |
How To Become Distraction-Proof With Paul Kingsman
|
May 10, 2023 |
What Is Special Needs Planning? With Hannah Magrum, ChSNC®
|
May 04, 2023 |
What You Need To Know In The 2023 Social Security Trustees Report
|
Apr 26, 2023 |
Urgent I Bonds Update: If You Want I Bonds at 6.89% You Need To Buy On April 27th or Earlier
|
Apr 24, 2023 |
How To Get The Most Out Of Your Social Security With Marc Kiner
|
Apr 19, 2023 |
How To Get Smarter About Social Security With Devin Carroll
|
Apr 12, 2023 |
What Most People Get Wrong About Social Security
|
Apr 05, 2023 |
When Should I Retire? With Steve Lopez
|
Mar 29, 2023 |
How To Overcome Financial Fear And Perfectionism To Live A Life Of Financial Wellness With Brooke Napiwocki
|
Mar 22, 2023 |
How To Recreate Your Sense Of Purpose After A Major Life Change With Molly Bloom
|
Mar 15, 2023 |
How To Stay Financially Fit As You Grow Older With Barbara Micheletti, MS, Gerontologist
|
Mar 08, 2023 |
Your 5 Step Gameplan to Lower Your Lifetime Taxes with Brian Haney
|
Mar 01, 2023 |
5 Money Decisions To Make Or Break Your Money Dependence With David Sandhu
|
Feb 22, 2023 |
How to Talk with Your Spouse About Money With Sarah and Art Rainer
|
Feb 14, 2023 |
How The Secure Act 2.0 Affects Your Retirement With Jeffrey Levine
|
Feb 08, 2023 |
The Questions You Need To Ask To Invest Successfully With David Stein
|
Feb 01, 2023 |
How To Find Your Financial Advisor With Drew Richey and Shawn Perry
|
Jan 25, 2023 |
Managing Bonds With Gabe Diederich
|
Jan 18, 2023 |
Launching Financial Grownups With Bobbi Rebell
|
Jan 11, 2023 |
Renewalment – Thriving in Retirement: Building on a Rock-Solid Foundation of Biblical Principles With Bruce Fear
|
Dec 28, 2022 |
The Top 3 Ways To Lower Your Tax Bill
|
Dec 21, 2022 |
Make Better Life Insurance Decisions with A Fee-Only Insurance Advisor with Scott Witt
|
Dec 14, 2022 |
Let’s Talk Money! With Joseph Hogue
|
Dec 07, 2022 |
The 5 Years Before You Retire With Emily Guy Birken
|
Nov 30, 2022 |
It’s All About The Income With Michael Lynch
|
Nov 23, 2022 |
The Inflation Reduction Act of 2022 and Medicare with Kathe Kline
|
Nov 16, 2022 |
Honoring Service Members on Veterans Day With Dale Kooyenga
|
Nov 09, 2022 |
How To Fix America: Politics With Mike McCabe
|
Nov 02, 2022 |
How To Fix America: Social Security
|
Oct 26, 2022 |
How To Fix America: Our Tax System
|
Oct 19, 2022 |
Take These 5 Steps to Create a Consistent Retirement Income
|
Oct 14, 2022 |
Intro to I Bonds October 2022 Edition
|
Oct 13, 2022 |
How To Fix America: Healthcare With Daniel Sem
|
Oct 12, 2022 |
The Biggest Risk To Your Retirement (Part 3) is You! With Dr. Daniel Crosby
|
Oct 05, 2022 |
October 2022 is the last month for 9.62% I Bonds
|
Oct 03, 2022 |
The Biggest Risk To Your Retirement (Part 2): Inflation With Phillip Toews
|
Sep 28, 2022 |
The Biggest Risks To Your Retirement (Part 1): Longevity
|
Sep 21, 2022 |
Get The Most From Your Pension Lump Sum or Monthly Annuity
|
Sep 14, 2022 |
Have More Money, Less Risk, and a Better Life with Dr. Larry Kotlikoff
|
Sep 07, 2022 |
Taking Control Of Your Retirement With Roger Whitney
|
Aug 31, 2022 |
Leverage Your Strengths and Passions to Achieve Massive Growth with Lisa Baker
|
Aug 24, 2022 |
7 Principles of Financial Serenity With Steve Medland
|
Aug 17, 2022 |
Everything You Need To Know About Life Settlements with Mark Mrky
|
Aug 10, 2022 |
7 Questions That Could Make Or Break Your Retirement
|
Aug 03, 2022 |
3 Reasons to Consult a Retirement Coach with Robert Laura
|
Jul 27, 2022 |
How to Create a Christian Retirement Plan with Robert Laura
|
Jul 20, 2022 |
3 Ways To Improve Your Psychological Well-Being in Retirement with Dorian Mintzer
|
Jul 13, 2022 |
How to Plan and Live a Flourishing Retirement with Mary Morency & Jeannette Lalonde
|
Jul 06, 2022 |
5 Things To Know Before Buying Home or Auto Insurance with Toby Hartman
|
Jun 29, 2022 |
3 Things You Should Know Before Choosing a Financial Advisor
|
Jun 22, 2022 |
Financial Planning for Retirees, Their Kids, and Their Grandkids with Anthony Delauney
|
Jun 15, 2022 |
3 Ways to Lower Your Taxes on Required Minimum Distributions
|
Jun 08, 2022 |
3 Strategies To Prepare for a Major Stock Market Drop
|
Jun 01, 2022 |
Your 5-Step Plan for a Well-Balanced Retirement
|
May 25, 2022 |
6 Simple Tips to Save Money and Pay Down Debt with Lyle Soloman
|
May 18, 2022 |
The 7 Most Important Conversations for Your Retirement
|
May 04, 2022 |
May – October 2022 I Bond Rate is 9.62%!
|
May 03, 2022 |
6 Effective Ways To Cope With Widowhood with Paula Harris
|
Apr 27, 2022 |
The New Map of Life: 5 Things You Should Do Differently
|
Apr 20, 2022 |
4 Signs You Need a Daily Money Manager with Catherine A. Schramka Heidemann
|
Apr 13, 2022 |
3 Reasons to Have a Withdrawal Plan in Retirement with Chris Lanfranca
|
Apr 06, 2022 |
5 Things to Know Before Filing Your 2021 Taxes
|
Mar 30, 2022 |
The Biggest Retirement Costs, Shocks, and Risks
|
Mar 23, 2022 |
Personal Finance in a Public World with Bob DePasquale
|
Mar 16, 2022 |
Medicare Advantage or Medigap? Here Are 6 Tips To Help You Decide with Tom Qualley
|
Mar 09, 2022 |
5 Lessons From a New Medicare Enrollee with Nancy Towle
|
Mar 02, 2022 |
Understanding Medicare and You 2022 (The Official U.S. Government Handbook)
|
Feb 23, 2022 |
Your Biggest Retirement Questions Answered
|
Feb 09, 2022 |
7 Pro Tips for More Dynamic Retirement Planning with Justin Fitzpatrick
|
Feb 02, 2022 |
What You Need to Know About Investing in Real Estate with Matt Franklin
|
Jan 26, 2022 |
6-Point Checklist For Self-Directed IRA Owners with Mindy Gayer
|
Jan 19, 2022 |
3 Things You Need To Know Before Buying Life Insurance with Mike Smith
|
Jan 12, 2022 |
5 Effective Steps for a Smooth Career Transition with Alejandra Slatapolsky
|
Jan 05, 2022 |
4 Tips to Graduate From College Debt-Free with David Wilson
|
Dec 29, 2021 |
5 Best Financial Gifts for Grandkids
|
Dec 22, 2021 |
7 Ways To Lower Your Tax Bill (2021 Year-end Edition)
|
Dec 15, 2021 |
3 Ways to Make the Retirement Transition Easier with Barbara O’Neill
|
Dec 08, 2021 |
Héctor Colón’s Journey From Boxing Ring to Boardroom
|
Dec 01, 2021 |
5 Reasons To Set Up a Donor-Advised Fund Today
|
Nov 24, 2021 |
Retirement Planning for We Energies Employees: What’s new for 2021 & 2022?
|
Nov 17, 2021 |
Never Run Out of Money in Retirement
|
Nov 10, 2021 |
4 Ways the Rich Minimize Their Taxes
|
Nov 03, 2021 |
5 Perks of Half-Retirement That Every Business Owner Craves with Jim Muehlhausen
|
Oct 27, 2021 |
U.S. Series I Savings Bonds Simplified featuring David Enna
|
Oct 20, 2021 |
The Ultimate Guide To Estate Planning With Bethany Canfield
|
Oct 13, 2021 |
Everything You Need To Know About Long-Term Care Insurance with Carol Burk
|
Oct 06, 2021 |
The 3 Biggest Advantages of Senior Living Communities with Kris Kiefer
|
Sep 29, 2021 |
Answering the Most Frequently Asked Questions by an Alzheimer’s Caregiver With Marty Schreiber, and Mary Ann Clairday
|
Sep 22, 2021 |
Learning, Coping, and Surviving as an Alzheimer’s Caregiver, Part 1 With Marty Schreiber
|
Sep 15, 2021 |
Senior Care Planning Summarized in 5 Simple Steps with Annalee Kruger
|
Sep 09, 2021 |
Benefits of Working With a Financial Coach With Kathy Bue, CPA
|
Aug 25, 2021 |
How To Make an Impact by Helping those Experiencing Homelessness With Katlin Hahn
|
Aug 11, 2021 |
Breaking Down the Different Federal Employee Benefits With Arrin Crain
|
Jul 28, 2021 |
Roadmap to Retirement: 10 Key Things To Keep in Mind
|
Jul 14, 2021 |
Simple Habits That Help You Live Longer, Stronger, and Better
|
Jun 30, 2021 |
Solving Your Student Loans Situation When You’re Over 50 With Erik Kroll
|
Jun 16, 2021 |
Retirement Planning for Employees of Harley-Davidson
|
Jun 02, 2021 |
The Widow’s Guide to Keeping More of Her Assets – With Bill Harris | Podcast
|
May 19, 2021 |
The Rich Life in Retirement – With Susan Latremoille | Podcast
|
May 05, 2021 |
How To Get More Interest on Your Bank Money (Part 2) – with Scott White | Podcast
|
Apr 21, 2021 |
Outsource Your Interest Rate Management (Part 1) – with John Major | Podcast
|
Apr 07, 2021 |
Retire & Be Happy – With Marianne Oehser | Podcast
|
Mar 24, 2021 |
Tales From the Dark Side of Planning: Part 2 | Podcast
|
Mar 10, 2021 |
Designing Your Best Retirement Solution | Podcast
|
Feb 24, 2021 |
Women, Money, and Power: Why It’s Time to Break Your Money Silence – With Kathleen Burns Kingsbury | Podcast
|
Feb 11, 2021 |
How To Set Your New Business up for Success – With Greg Edlund | Podcast
|
Jan 28, 2021 |
Podcast 32 – How COVID-19 Will Change Retirement
|
Jan 13, 2021 |
Podcast 31 – Navigating College, Career Changes, and COVID-19 with Creativity – With Rich Mannisto
|
Dec 30, 2020 |
Podcast 30 – The Importance of Tax Planning for Retirement
|
Dec 16, 2020 |
Podcast 29 – Reverse Mortgages – With Steve Kalscheur
|
Dec 02, 2020 |
Podcast 28 — Five Ways You Can Make the Best Social Security Decisions for You
|
Nov 24, 2020 |
Podcast 27 — How to Find the Right Advisor for You
|
Nov 04, 2020 |
Podcast 26 — How Can You Protect Your Retirement From Inflation?
|
Oct 21, 2020 |
Podcast 25 — Tales From the Dark Side of Planning: Part 1
|
Oct 07, 2020 |
Podcast 24 — How to Make Smarter Decisions to Improve Social Security for Women — With Marcia Mantell
|
Sep 23, 2020 |
Podcast 23 — How to Define Your own Retirement With a Phased Retirement — With Brad Hansen
|
Sep 09, 2020 |
Podcast 22 — Keeping Your Retirement Safe
|
Aug 26, 2020 |
Podcast 21 — What do you Need to Know When Handling an Estate?
|
Aug 12, 2020 |
Podcast 20 — Retirement Planning for WE Energies Employees
|
Jul 29, 2020 |
Podcast 19 — Harley-Davidson Employees: What You Need to Consider Around Your Retirement & Severance Package
|
Jul 15, 2020 |
Podcast 18 — How To Avoid Common Investing & Retirement Planning Mistakes
|
Jul 01, 2020 |
Podcast 17 — Investing 101: Back to the Basics
|
Jun 17, 2020 |
Podcast 16 — 3 Things You Should Know Before Choosing Your Financial Advisor
|
Jun 03, 2020 |
Podcast 15 — What You Need To Know Before You Retire
|
May 20, 2020 |
Podcast 14 — How to Protect Yourself With Insurance: Part 2
|
May 06, 2020 |
Podcast 13 — Simplifying the Trifecta of Tax Laws: TCJA, SECURE Act & CARES Act
|
Apr 22, 2020 |
Podcast 12: How to Protect Yourself With Insurance, Part 1
|
Apr 08, 2020 |
Podcast 11 — What to Keep in Mind When the Markets are Down
|
Mar 27, 2020 |
PODCAST – SPECIAL UPDATE: COVID-19
|
Mar 25, 2020 |
Podcast 10 — Simplifying Retirement Savings Plans
|
Mar 12, 2020 |
Podcast 9 — Tax Planning Versus Tax Advice
|
Feb 26, 2020 |
Podcast 8 — What Are You Leaving Behind?
|
Feb 12, 2020 |
Podcast 7 — What Do You Want in the Future and How Will You Get It?
|
Jan 31, 2020 |
Podcast 6 — How Will You Fill the Gap Between What You’re Making and Spending in Retirement?
|
Jan 14, 2020 |
Podcast 5 — Planning Ahead for Social Security
|
Jan 03, 2020 |
Podcast 4 — What Will You Make in Retirement?
|
Dec 20, 2019 |
Podcast 3 — How to Discover Your Retirement Spending Needs
|
Nov 21, 2019 |
Podcast 2 — Your 5-Step Retirement Revelation
|
Nov 21, 2019 |
Podcast 1 — Meet Your Host, Jeremy Keil
|
Nov 20, 2019 |