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| Episode | Date |
|---|---|
|
Three Questions From People Thinking About Retiring In 2026
|
Jun 04, 2026 |
|
“I Wish I Knew This at 25” — Young Adult Money Mistakes
|
May 28, 2026 |
|
The Financial Side of Taking Care of the People You Love
|
May 21, 2026 |
|
You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?
|
May 14, 2026 |
|
My Investments Underperformed the Market - Should I Fire My Advisor?
|
May 07, 2026 |
|
A New Proposal Might Cap Your Social Security Payments
|
Apr 30, 2026 |
|
Why Spending in Retirement Is Harder Than It Sounds
|
Apr 23, 2026 |
|
Long-Term Care Insurance: Worth It or Waste of Money?
|
Apr 16, 2026 |
|
Put Off Social Security Or Start It Earlier?
|
Apr 09, 2026 |
|
Tax Mistakes New Retirees Make
|
Apr 02, 2026 |
|
And the Oscar Goes To... Your Retirement Strategy
|
Mar 26, 2026 |
|
Use Target-Date Funds or Customize Your Portfolio?
|
Mar 19, 2026 |
|
Max Out Retirement Accounts or Build Liquidity?
|
Mar 12, 2026 |
|
Roth Conversion or Not? How to Know If It’s Right for You
|
Mar 05, 2026 |
|
Reacting To Controversial Financial Takes
|
Feb 26, 2026 |
|
At 55, Is It Too Late for a Roth 401(k)?
|
Feb 19, 2026 |
|
A Pension Tradeoff Too Many People Underestimate
|
Feb 12, 2026 |
|
10 Retirement Myths Too Many People Still Believe
|
Feb 05, 2026 |
|
Pros & Cons of the New Trump Savings Accounts for Kids
|
Jan 29, 2026 |
|
Do I Have Too Much Cash in the Bank?
|
Jan 22, 2026 |
|
I’m 62: Should I File For Social Security Or Wait?
|
Jan 15, 2026 |
|
Can I Retire With ‘Only’ $1M?
|
Jan 08, 2026 |
|
5 Major Events From 2025 That Impacted Retirement Plans
|
Dec 31, 2025 |
|
How to Ask Better Questions About Retirement
|
Dec 23, 2025 |
|
Warning Signs You Picked the Wrong Advisor
|
Dec 18, 2025 |
|
How to Plan Together When You Keep Finances Separate
|
Dec 11, 2025 |
|
How to Give with Purpose & Meaning
|
Dec 04, 2025 |
|
Smart Ways to Protect Your Finances in an Uncertain Economy with Bob Ginty
|
Nov 26, 2025 |
|
Warning Signs That Financial Trouble Could Be Ahead?
|
Nov 20, 2025 |
|
Should You Have More Than One Financial Advisor?
|
Nov 13, 2025 |
|
Do Your Feelings Belong in Your Financial Plan?
|
Nov 06, 2025 |
|
Retirement Health Care Costs Just Jumped Again (2025 Update)
|
Oct 30, 2025 |
|
Where Should Someone Invest $1 Million?
|
Oct 23, 2025 |
|
Pre-Tax vs After-Tax Contributions: Which One’s Right for You?
|
Oct 16, 2025 |
|
Retirement Mailbag: RVs, Roth 401(k)s, and Smarter Investing
|
Oct 09, 2025 |
|
Reacting To Unfiltered Retirement Takes from YouTube
|
Oct 02, 2025 |
|
What If You Fall Short of Your Retirement Savings Goal?
|
Sep 25, 2025 |
|
The Hidden Medicare Penalty You Might Be Paying
|
Sep 18, 2025 |
|
Fuzzy Math Could Be Sabotaging Your Financial Future
|
Sep 11, 2025 |
|
If I Won’t Live to 90, Should I Claim Social Security Early?
|
Sep 04, 2025 |
|
5 Signs You’re Wealthier Than You Think
|
Aug 28, 2025 |
|
Back To School Retirement Planning Quiz
|
Aug 21, 2025 |
|
7 Retirement Assumptions to Reconsider in 2025
|
Aug 14, 2025 |
|
Gen X, It’s Your Turn: It’s Time To Think About Retirement
|
Aug 07, 2025 |
|
Big Beautiful Bill Myths Debunked
|
Jul 31, 2025 |
|
What The “Big Beautiful Bill” Means for Your Retirement Plan
|
Jul 24, 2025 |
|
The 4 Things You Can Control in Retirement
|
Jul 17, 2025 |
|
Should You Gift Money While You’re Alive or Leave A Legacy?
|
Jul 10, 2025 |
|
Retirement Breaking News: The 4% Rule Gets a Makeover
|
Jul 03, 2025 |
|
The Lazy Way to Retire? Let’s Talk Target-Date Funds
|
Jun 26, 2025 |
|
Financial Lessons Parents & Grandparents Can Teach A New Graduate
|
Jun 19, 2025 |
|
5 Ways Wishful Thinking Can Damage Your Retirement
|
Jun 12, 2025 |
|
Market Strategy for Type A Investors: Why Doing Less Might Be Your Best Move
|
Jun 05, 2025 |
|
Why Your Emotions May Matter More Than Math
|
May 29, 2025 |
|
Inside the Advisor’s Office: What People Are Actually Concerned About
|
May 22, 2025 |
|
Is It Bad to Leave My 401(k) Where It Is?
|
May 15, 2025 |
|
Retirement Assassins: The Silent Killers of Your Financial Future
|
May 08, 2025 |
|
What Should You Actually Do When the Market Drops?
|
May 01, 2025 |
|
Retirement Lessons From The Masters
|
Apr 24, 2025 |
|
Key 2025 Tax Breaks & Adjustment Opportunities
|
Apr 17, 2025 |
|
Preparing For Taxes on Your RMDs
|
Apr 10, 2025 |
|
April Fool’s: Beliefs That Fool Retirement Savers The Most
|
Apr 03, 2025 |
|
The Money Questions Every Couple Needs To Discuss
|
Mar 27, 2025 |
|
Built a Business, But Not a Retirement Plan? Here’s What to Do Now
|
Mar 20, 2025 |
|
Do Smart Investors Need to Work With a Financial Advisor?
|
Mar 13, 2025 |
|
Retirement Lessons from Andy Reid: Championship-Worthy Financial Strategies
|
Mar 06, 2025 |
|
Which Retirement Account Should I Withdraw From First?
|
Feb 27, 2025 |
|
The New Retirement: Why Many Are Choosing Work Over Leisure
|
Feb 20, 2025 |
|
Inflation-Proof Your Retirement In 2025
|
Feb 13, 2025 |
|
5 Financial Mistakes to Avoid in Your 60s
|
Feb 06, 2025 |
|
Retirement Spending Strategy That Will Change Your Life
|
Jan 16, 2025 |
|
Transform Your Money Mindset in 30 Days (2025 Method)
|
Jan 02, 2025 |
|
What Financial Advisors Wish Every Investor Knew
|
Dec 19, 2024 |
|
Is Your Financial Judgment 'Impaired'?
|
Dec 05, 2024 |
|
Mailbag: Should My Husband Be More Involved In Financial Planning?
|
Nov 21, 2024 |
|
Social Security Shake-Up: How Raising the Retirement Age Could Impact You
|
Nov 07, 2024 |
|
Unlock Your Potential During National Financial Planning Month
|
Oct 17, 2024 |
|
Unusual Fears & Financial Planning: Lessons from the Strangest Phobias
|
Oct 03, 2024 |
|
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
|
Sep 19, 2024 |
|
Tailoring Your Financial Jersey for a Perfect Retirement Fit
|
Sep 05, 2024 |
|
College Financial Planning: Insights For Parents and Grandparents
|
Aug 15, 2024 |
|
The Top 401(k) FAQs In 2024
|
Aug 01, 2024 |
|
Noah's Ark & Retirement Planning: Lessons in Preparing Ahead
|
Jul 18, 2024 |
|
Take the Fork: Yogi’s Wisdom on Making Financial Choices
|
Jul 02, 2024 |
|
Mistakes When Choosing A Financial Advisor
|
Jun 20, 2024 |
|
The Beauty of Simplicity When Planning For Retirement
|
Jun 06, 2024 |
|
Your Financial Wellness Check-Up
|
May 16, 2024 |
|
Steering Clear of Retirement Stress
|
May 02, 2024 |
|
Retirement Questions That Every Generation Is Asking
|
Apr 11, 2024 |
|
Finance Fortress: Practical Strategies for Protecting Retirees Against Scams & Fraud
|
Apr 04, 2024 |
|
Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket
|
Mar 21, 2024 |
|
Retirement Planning Is Harder Than It Used To Be
|
Mar 07, 2024 |
|
Mailbag: Social Security, Caring For Aging Parents, Company Stock & More
|
Feb 15, 2024 |
|
Are Your Good Money Habits Holding You Back?
|
Feb 01, 2024 |
|
The Questions You Must Ask Your Financial Advisor
|
Jan 18, 2024 |
|
Patience Pays: The Power of Delayed Gratification
|
Jan 04, 2024 |
|
Financial Tweaks That Matter: Small Steps, Big Impact
|
Dec 21, 2023 |
|
End of Year Financial Planning For 2023
|
Dec 07, 2023 |
|
Money Mistakes You’ll Regret and How to Avoid Them
|
Nov 16, 2023 |
|
Retirement Planning’s “Hidden” Questions
|
Nov 02, 2023 |
|
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
|
Oct 19, 2023 |
|
Are There Universal Retirement Truths?
|
Oct 05, 2023 |
|
Navigating the Transition to a New Financial Advisor
|
Sep 21, 2023 |
|
Building An Estate Plan With No Regrets
|
Sep 07, 2023 |
|
Mailbag: Recession Worries, Gifts for Children, College Funding & More
|
Aug 17, 2023 |
|
Mastering Retirement Cash Flow: Understanding Income
|
Aug 03, 2023 |
|
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
|
Jul 20, 2023 |
|
Retirement Rebels: Winning Your Financial Independence
|
Jul 06, 2023 |
|
Financial Planning Lessons From The Classroom
|
Jun 15, 2023 |
|
The 8 Biggest Money Mistakes In Retirement Planning
|
Jun 01, 2023 |
|
Ep 81: How Age & Wisdom Impact Financial Planning
|
May 18, 2023 |
|
Ep 80: A Comprehensive Dismantling Of 2023’s Top Social Security Myths
|
May 04, 2023 |
|
Ep 79: Fore Your Retirement: What Golf Teaches Us About Financial Planning
|
Apr 20, 2023 |
|
Ep 78: Retirement Expenses For Which You Forgot To Plan
|
Apr 06, 2023 |
|
Ep 77: What’s Your Biggest Financial Fear?
|
Mar 16, 2023 |
|
Ep 76: Top Tax Questions For Retirees In 2023
|
Mar 02, 2023 |
|
Ep 75: Back To Basics: Understanding Income Planning
|
Feb 16, 2023 |
|
Ep 74: 2023 Edition 10 Point Checklist For Retirement Preparedness
|
Feb 02, 2023 |
|
Ep 73: The Top 5 401(k) Mistakes You Need To Avoid
|
Jan 19, 2023 |
|
Ep 72: The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling
|
Jan 05, 2023 |
|
Ep 71: Mailbag - Splitting Up Assets During A Divorce
|
Dec 15, 2022 |
|
Ep 70: The Retirement Marathon - Finishing The Race
|
Dec 01, 2022 |
|
Ep 69: Most Common Retirement Planning Questions About Taxes
|
Nov 17, 2022 |
|
Ep 68: The Money Gridiron: What Football Teaches Us About Retirement Planning
|
Nov 03, 2022 |
|
Ep 67: Please Read the Fine Print
|
Oct 20, 2022 |
|
Ep 66: Retirement Planning From A Psychologist’s Point Of View
|
Oct 06, 2022 |
|
Ep 65: Going Against the Grain
|
Sep 15, 2022 |
|
Ep 64: How Procrastination Dooms Your Financial Future
|
Sep 01, 2022 |
|
Ep 63: What They’re Saying: Analyzing Advice On Surviving A Bear Market
|
Aug 18, 2022 |
|
Ep 62: Can You Get An A+ On Our Retirement Planning Quiz?
|
Aug 04, 2022 |
|
Ep 61: Why Retirement Planning Ain’t What It Used To Be
|
Jul 21, 2022 |
|
Ep 60: Do You Concur? Picking Sides In Important Financial Debates
|
Jul 07, 2022 |
|
Ep 59: Mailbag - True Diversification, Inherited Home, and Long Term Care
|
Jun 16, 2022 |
|
Ep 58: What to Do as You Count Down the Days to Retirement
|
Jun 02, 2022 |
|
Ep 57: Reasons You Should Get Life Insurance
|
May 19, 2022 |
|
Ep 56: The Most Important Birthdays In Retirement Planning
|
May 05, 2022 |
|
Ep 55: Home Run Retirement Planning - How Baseball Principles Also Score Financial Runs
|
Apr 21, 2022 |
|
Ep 54: Murky Issues That Make Retirement Planning Harder
|
Apr 07, 2022 |
|
Ep 53: Who Even Needs A Financial Advisor?
|
Mar 17, 2022 |
|
Ep 52: Do You Have A Money Bias? And How Much Is It Costing You?
|
Mar 03, 2022 |
|
Ep 51: How Children Become Part of the Retirement Discussion
|
Feb 17, 2022 |
|
Ep 50: Don’t Fumble Your Retirement in the Financial Red Zone
|
Feb 03, 2022 |
|
Ep 49: 5 Signs You’re In Good Financial Health
|
Jan 20, 2022 |
|
Ep 48: 22 Money Resolutions for 2022
|
Jan 06, 2022 |
|
Ep 47: Mailbag: Pension Options
|
Dec 16, 2021 |
|
Ep 46: Unreasonable Requests
|
Dec 02, 2021 |
|
Ep 45: Tax Consequences - Pros & Cons of Various Account Type
|
Nov 18, 2021 |
|
Ep 44: How Overconfidence Can Lead To Financial Ruin
|
Nov 04, 2021 |
|
Ep 43: Financial Mistakes Couples Often Make
|
Oct 21, 2021 |
|
Ep 42: Mind The Gap
|
Oct 07, 2021 |
|
Ep 41: Mailbag! Answering Your Financial Questions
|
Sep 16, 2021 |
|
Ep 40: What Makes Your Financial Advisor Tick?
|
Sep 02, 2021 |
|
Ep 39: It's Just a Joke
|
Aug 19, 2021 |
|
Ep 38: 5 Things You Must Know About Decumulation To Retire Successfully
|
Aug 05, 2021 |
|
Ep 37: Learning Through Uncommon Sense
|
Jul 15, 2021 |
|
Ep 36: Not Your Father’s Retirement
|
Jul 01, 2021 |
|
Ep 35: Do Retirees Really Need Life Insurance?
|
Jun 17, 2021 |
|
Ep 34: Financial Fact or Fiction
|
Jun 03, 2021 |
|
Ep 33: How Long Will Your Money Last? Let’s Run The Numbers
|
May 20, 2021 |
|
Ep 32: Are You Flirtin’ With Disaster?
|
May 06, 2021 |
|
Ep 31: The Status of the American Pension Plan
|
Apr 15, 2021 |
|
Ep 30: This is Why You Never Assume
|
Apr 01, 2021 |
|
Ep 29: Retirement Planning For Business Owners
|
Mar 18, 2021 |
|
Ep 28: How Women Can Make Sure They’re Involved In Financial Decisions
|
Mar 04, 2021 |
|
Ep 27: The Three Qualities of Money
|
Feb 18, 2021 |
|
Ep 26: Where All My Financial Knowledge Comes From
|
Feb 04, 2021 |
|
Ep 25: Understanding the Different Types of Risk
|
Jan 21, 2021 |
|
Ep 24: Things Nobody Says
|
Jan 07, 2021 |
|
Ep 23: A 5 Question Retirement Preparedness Quiz
|
Dec 17, 2020 |
|
Ep 22: Is Diversification for Suckers?
|
Dec 03, 2020 |
|
Ep 21: The 401(k) FAQs
|
Nov 19, 2020 |
|
Ep 20: Following The Financial Commandments
|
Nov 05, 2020 |
|
Ep 19: Eye Opening Stats Showing How Americans Save
|
Oct 15, 2020 |
|
Ep 18: Obsolete Retirement Planning Ideas
|
Oct 01, 2020 |
|
Ep 17: Financial Issues Particularly Challenging For Women
|
Sep 17, 2020 |
|
Ep 16: How To Build Your Financial House
|
Sep 03, 2020 |
|
Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse
|
Aug 20, 2020 |
|
Ep 14: Classic Pre-Retiree Mistakes
|
Aug 06, 2020 |
|
Ep 13: What Mark Twain Can Teach Us About Money
|
Jul 16, 2020 |
|
Ep 12: Traditional IRA Vs Roth IRA
|
Jul 02, 2020 |
|
Ep 11: Are You Paying Attention To Your Biggest Assets?
|
Jun 18, 2020 |
|
Ep 10: How to Avoid Critical Retirement Planning Mistakes
|
Jun 04, 2020 |
|
Ep 9: Retirement Accounts
|
May 21, 2020 |
|
Ep 8: Coronavirus Market Update
|
May 07, 2020 |
|
Ep 7: Financial Crossword
|
Apr 16, 2020 |
|
Ep 6: Stages Of Retirement
|
Apr 02, 2020 |
|
Ep 5: How To Set Financial & Retirement Goals
|
Mar 19, 2020 |
|
Ep 4: Everything You Need to Know About Roth Conversions
|
Mar 05, 2020 |
|
Ep 3: Lies You Learn in Broker School
|
Feb 20, 2020 |
|
Ep 2: Where to Find Bias in Financial Media
|
Feb 06, 2020 |
|
Ep 1: Get To Know Your Host - Ryan Ledden
|
Jan 28, 2020 |