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| Episode | Date |
|---|---|
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Is the Market Dangerously Overpriced? What Can You do Right Now?
|
Jun 20, 2026 |
|
Will Uncertainty End? And Client Circle Guests Tony and Marilyn
|
Jun 13, 2026 |
|
Inflation, Uncertainty, and AI
|
Jun 06, 2026 |
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Positive Retirement Ideas in a Confusing Time
|
May 16, 2026 |
|
Eye of The Hurricane Retirement Planning
|
May 09, 2026 |
|
How to Plan for Calm When Life Seems Uncertain & Clint Circle Guest Joyce
|
May 02, 2026 |
|
460 Billion Made Safe for Retirement Last year, Are You protected?
|
Apr 25, 2026 |
|
A.I. Retirement Planning Suggestions with Client Circle Guest Marlene
|
Apr 11, 2026 |
|
Retirement Planning in Dangerous Times
|
Apr 04, 2026 |
|
Geopolitical Tensions and The Impact On Your Retirement
|
Mar 21, 2026 |
|
Warren Buffett Retirement Tips
|
Mar 14, 2026 |
|
Handling Taxes in Retirement
|
Mar 07, 2026 |
|
Eliminate Financial Anxiety and Income Insecurity
|
Feb 28, 2026 |
|
Market Indicators Flashing Red, Are You Paying Attention?
|
Feb 21, 2026 |
|
Retirement Moves to Make without Fear of Loss
|
Feb 14, 2026 |
|
Are You on Track for Your Retirement?
|
Feb 07, 2026 |
|
Retirement Tips The wealthy Follow Plus Special Guest Mark of Vito's Vault
|
Jan 31, 2026 |
|
What to Know About Retirement taxes 2026 with Client Circle Guest Pete
|
Jan 17, 2026 |
|
Achieving Financial Independence, and Client Circle Guest Joyce
|
Jan 10, 2026 |
|
Estate Planning with Special Guest Jim Meason
|
Dec 13, 2025 |
|
Mastering Retirement Planning
|
Dec 06, 2025 |
|
Essential Year-End Tax Strategies for Retirees, and Client Circle Guest Char
|
Nov 22, 2025 |
|
Retirement Challenges and Solutions, w/Client Circle Guest Jim & Robin
|
Nov 15, 2025 |
|
Economic News You Can Use, With Client Circle Guests Ron & Irena
|
Nov 08, 2025 |
|
Uncertain Economy Needs Certainty in Planning, plus Client Circle Guest Dan & Natalie
|
Oct 18, 2025 |
|
Will Your Retirement Go the Distance?
|
Aug 23, 2025 |
|
Annuities, Taxes, and Your Retirement
|
Aug 16, 2025 |
|
Will You be Able to Retire Happily? And Client Circle Guest Sandy
|
Aug 09, 2025 |
|
Understanding The "Buffet" Indicator
|
Aug 02, 2025 |
|
Creating Retirement Security in Chaotic Times
|
Jul 26, 2025 |
|
Successful Retirement Doesn't Happen By Accident
|
Jul 19, 2025 |
|
Safe Savings or Market Risk, Which is Better for You?
|
Jul 12, 2025 |
|
Sabotaging Your Retirement Without Even Knowing It?
|
Jun 28, 2025 |
|
Government Seed money for newborns: A New Era of Retirement planning?
|
Jun 21, 2025 |
|
Strategies for Reliable Retirement Income
|
Jun 14, 2025 |
|
Get the Three C's For Your Retirement Money & Lifestyle
|
Jun 07, 2025 |
|
Maximizing Enjoyment in Retirement w client circle guest Char
|
May 24, 2025 |
|
Uncovering Successful Retirement Secrets
|
May 17, 2025 |
|
Understanding Economic Signals, The Impact of Financial Security with client circle guest Cruz
|
May 10, 2025 |
|
5 Pillars of Well-Being: A Guide to Happiness
|
May 03, 2025 |
|
Risky Assumptions in Retirement Planning
|
Apr 26, 2025 |
|
Dealing with Retirement Uncertainty and Client Circle Guest Sandy
|
Apr 19, 2025 |
|
Economic Updates and Client Circle Guest Richard
|
Apr 12, 2025 |
|
Safe Money with Special Guest Bron Urbanick VP American Equity
|
Apr 05, 2025 |
|
Don't Worry, Retire Happy, with Special Guest Tom Hegna
|
Mar 29, 2025 |
|
What to Do About Today's Economic Concerns with Client Circle Guests Kent & Bobbie
|
Mar 22, 2025 |
|
Scary Economic News: What It May Mean & What You Can Do
|
Mar 15, 2025 |
|
Retirement Planning with Special Guest Kim Allen
|
Mar 08, 2025 |
|
Inflation Up, Social Security Uncertain, What Can You Do?
|
Mar 01, 2025 |
|
Peak 65, More of Us are hitting Retirement Daily, Are You Ready?
|
Feb 22, 2025 |
|
What to Know About Crypto for Your Portfolio
|
Feb 15, 2025 |
|
Social Security Changes We Need to Know with YouTube Star Ed Weir
|
Feb 08, 2025 |
|
New Year, New Risks with Client Circle Guest Linda
|
Feb 01, 2025 |
|
Understanding Insurance for Your Retirement Income with Special Guest Bron Urbanik
|
Jan 25, 2025 |
|
Big Concerns Facing Today's Retirees
|
Jan 18, 2025 |
|
401K Rule Changes, Happiness in Retirement, & Client Circle Guest Bruce
|
Nov 23, 2024 |
|
What Scares Retirees More Than Death?
|
Nov 16, 2024 |
|
Retirement "To Do" list with Client Circle Guest Chef Jeff
|
Nov 09, 2024 |
|
Reducing Physical, Emotional, and Financial Stress and Client Circle Guest Sandy
|
Nov 02, 2024 |
|
Obtaining "Sweet" Success in Retirement
|
Oct 26, 2024 |
|
Changing Seasons of Retirement, are You Ready?
|
Oct 12, 2024 |
|
Don't Repeat History with Bad Money Mistakes
|
Aug 31, 2024 |
|
12 Life Decisions From Warren Buffet that will Impact Your Retirement
|
Aug 23, 2024 |
|
Scams, Market Uncertainty, Record Bankruptcies, Oh My! What can You Do?
|
Aug 16, 2024 |
|
Approaching Retirement? What Should you do?
|
Aug 10, 2024 |
|
To Roth or Not to Roth, That is the Question
|
Aug 02, 2024 |
|
Winning Recipes for Retirement
|
Jul 27, 2024 |
|
Planning for Financial Uncertainty with Special Guest Kim Allen
|
Jul 19, 2024 |
|
Protecting Your Assets: What to Look for When Choosing an Advisor
|
Jul 13, 2024 |
|
Good News, Bad News, What's a Retiree to do? and Client Circle Guest Bruce
|
Jun 29, 2024 |
|
10,000 Baby Boomers Retire Daily, How will that Impact You?
|
Jun 22, 2024 |
|
Can You Count on the 4% Rule for Retirement Income
|
Jun 14, 2024 |
|
Understanding Retirement Challenges with Special Guest Bron Urbanick American Equity
|
Jun 07, 2024 |
|
BlackRock including Annuities in 401K programs!?!
|
May 24, 2024 |
|
Uncertainty and How to Plan Your Retirement
|
May 18, 2024 |
|
Retirement Myths Cleared Up and Client Circle Guest Bernie
|
May 10, 2024 |
|
Retirement Planning Regrets and How to Avoid Them
|
May 04, 2024 |
|
Tips for Getting to and Through Retirement plus Client Circle Guest Corrine
|
Apr 20, 2024 |
|
Retirement Planning and Living Longer, plus Client Circle Guest Mary
|
Apr 13, 2024 |
|
How to Master Your Retirement and not Outlive Your Savings
|
Apr 06, 2024 |
|
How to Make a Little Money go a Long Way in Retirement
|
Mar 22, 2024 |
|
Retirement is About More Than Just the Money and Client Circle Guest Eileen
|
Mar 15, 2024 |
|
Do You Have a Retirement Gameplan
|
Mar 09, 2024 |
|
Retirement Tax Talk & Client Circle Guest Joyce
|
Feb 24, 2024 |
|
Avoid bad Retirement Advice & Client Circle Guest Dafton
|
Feb 16, 2024 |
|
Retire Like A Champ with Client Circle Guest Mary
|
Feb 02, 2024 |
|
Are You Ready for Changes in Retirement and Client Circle Guest Jeff
|
Jan 26, 2024 |
|
New Year Financial Resolutions & Client Circle Guest Dale & Katy
|
Jan 13, 2024 |
|
Get in The Holiday Spirit with Retirement Planning and Client Circle Guest Kathy
|
Dec 09, 2023 |
|
Year end Retirement Planning Concerns and Client Circle Guest Luz
|
Dec 02, 2023 |
|
Important Tax Law Changes with Client Circle Guests Greg & Mary
|
Nov 17, 2023 |
|
Generating Much Needed Income in Retirement with Client Circle Guest Joyce.
|
Nov 11, 2023 |
|
Achieve an A+ Retirement Plan with Client Circle Guest "Aida"
|
Nov 03, 2023 |
|
Create Financial Security, and Client Circle Guest Corrine
|
Oct 29, 2023 |
|
Busting Some Retirement Myths and Clint Circle Guest Tony
|
Oct 21, 2023 |
|
Financial Security, Life Purpose in Retirement, and Client Circle Guest Kathy
|
Oct 14, 2023 |
|
Planning for the Retirement Life You Want with Client Circle guests Greg and Mary.
|
Oct 07, 2023 |
|
Your "Happiness 401k" Vol1 with Client Circle Guest Corrine
|
Sep 30, 2023 |
|
Retirement Planning when there’s Financial Uncertainty with Client Circle Guest Syble
|
Sep 23, 2023 |
|
Retirement Myths Fact or Fiction?
|
Sep 16, 2023 |