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| Episode | Date |
|---|---|
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How We Invest (And Why Your Portfolio Looks Different)
|
Sep 13, 2026 |
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What Happens When One of Us Dies?
|
Aug 27, 2026 |
|
What Retirement REALLY Looks Like
|
Jul 14, 2026 |
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Rule of 55: Are You Retiring Before You're Ready?
|
Jun 03, 2026 |
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Stop Obsessing Over the Wrong Risks
|
May 15, 2026 |
|
Should I Pay Off My Mortgage Before Retiring?
|
Apr 29, 2026 |
|
6 Types of Retirement Income — Ranked: Which Ones Build the Most Confidence?
|
Apr 10, 2026 |
|
What We Wish Everyone Knew Before Their First Meeting With Us
|
Mar 25, 2026 |
|
How to Retire in Your 50's (Without Regret)
|
Feb 27, 2026 |
|
Why Financial Headlines Keep You Anxious (and Broke)
|
Feb 06, 2026 |
|
The Retirement Tax Window: Does This Apply to You?
|
Jan 16, 2026 |
|
What Does "Comfortable" Actually Look Like in Retirement?
|
Dec 04, 2025 |
|
Can They Retire Early Without Regret? | Real Case Study.
|
Nov 14, 2025 |
|
Warren Buffett is Sitting on Cash—Should You Be?
|
Oct 03, 2025 |
|
What If My Advisor is Wrong?
|
Aug 21, 2025 |
|
How To Spend For Maximum Happiness In Retirement
|
Jul 30, 2025 |
|
Withdrawals That Work: The Risk-Based Guardrails Q&A Session!
|
Jul 17, 2025 |
|
How Do I Handle Drawdowns in Retirement?
|
Jun 12, 2025 |
|
Will My Social Security Benefits Be Taxed?
|
May 29, 2025 |
|
Should I Gift Money Now or Wait Until Later
|
May 08, 2025 |
|
Is it too risky to keep investing in retirement?
|
Apr 24, 2025 |
|
Should I work an extra year?
|
Apr 10, 2025 |
|
Here's When You SHOULDN'T Do Roth Conversions
|
Mar 27, 2025 |
|
Some People Should Not Hire a Financial Advisor...Yet
|
Mar 13, 2025 |
|
The 5 Financial Conversations Every Couple Should Have Before Retirement
|
Feb 13, 2025 |
|
Will Social Security Bankrupt?
|
Jan 30, 2025 |
|
Are you behind for retirement?
|
Jan 16, 2025 |
|
The Ultimate New Year Checklist: Master Your Money in 2025
|
Jan 02, 2025 |
|
How your investment fees REALLY work.
|
Dec 19, 2024 |
|
Emergency cash needs change when you retire.
|
Dec 05, 2024 |
|
Money, Myths, and Living on Your Terms (Book Club Edition)
|
Nov 21, 2024 |
|
You Asked, We Answered - Listener's Questions
|
Nov 07, 2024 |
|
The Psychology Of Money: Book Club Series! (Part 8)
|
Oct 24, 2024 |
|
Investing During an Election Year
|
Oct 11, 2024 |
|
Uncovering Your Financial Story
|
Sep 19, 2024 |
|
Things To Consider In Each Phase Of Retirement
|
Sep 05, 2024 |
|
Warning Signs Your Retirement Is At Risk
|
Aug 15, 2024 |
|
The Impact of Kids and Grandkids On Your Retirement Plans
|
Aug 01, 2024 |
|
The Psychology Of Money: Book Club Series! (Part 7)
|
Jul 18, 2024 |
|
The Psychology Of Money: Book Club Series! (Part 6)
|
Jul 11, 2024 |
|
Retirees Who Inspire Us: Stories of Living Intentionally
|
Jun 27, 2024 |
|
The "Magic Number" Needed To Retire
|
Jun 13, 2024 |
|
The Psychology Of Money: Book Club Series! (Part 5)
|
May 16, 2024 |
|
The Psychology Of Money: Book Club Series! (Part 4)
|
May 02, 2024 |
|
Which is better? $5,000 Monthly or $1M for Retirement?
|
Apr 18, 2024 |
|
Protecting Yourself Against Scams & Fraud
|
Apr 04, 2024 |
|
The Psychology Of Money: Book Club Series! (Part 3)
|
Mar 21, 2024 |
|
The Psychology Of Money: Book Club Series! (Part 2)
|
Mar 07, 2024 |
|
The Psychology Of Money: Book Club Series! (Part 1)
|
Feb 15, 2024 |
|
We Secretly Cringe When Clients Say These Things About Investing with Derek Prusa, CFA, CFP®
|
Feb 01, 2024 |
|
Our Favorite Books: Personal Growth, Finance, & More!
|
Jan 18, 2024 |
|
Social Security's Vision 2025 Plan: What You Need To Know
|
Jan 04, 2024 |
|
Tis' The Season: Our Favorite Holiday Traditions
|
Dec 21, 2023 |
|
Is There A Best Time Of The Year To Retire?
|
Dec 07, 2023 |
|
Should My Advisor Collect Tax Filing?
|
Nov 16, 2023 |
|
Can AI Replace Your Financial Advisor?
|
Nov 02, 2023 |
|
What Is The Deal With Bonds?
|
Oct 19, 2023 |
|
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
|
Oct 05, 2023 |
|
Exposing Retirement Planning Complaints
|
Sep 21, 2023 |
|
Making The Right Choice – Paying Down Mortgage Or Saving Into Your 401k
|
Sep 07, 2023 |
|
Do You Have Enough To Retire? Here's How To Know!
|
Aug 17, 2023 |
|
Downsizing For Retirement - 4 Things To Consider
|
Aug 03, 2023 |
|
3 First Year Retirement Surprises
|
Jul 20, 2023 |
|
5 Things To Consider Before You Retire
|
Jul 06, 2023 |
|
Mailbag: Where Should I Save Money For My Grandchildren?
|
Jun 22, 2023 |
|
6 Financial Planning Principles We Live By
|
Jun 15, 2023 |
|
Ep 43: 6 Retirement Investing Principles We Live By
|
May 18, 2023 |
|
Ep 42: Is There A Best Time To Take RMDs?
|
May 04, 2023 |
|
Ep 41: Is The 4 Percent Rule Still Relevant?
|
Apr 20, 2023 |
|
Ep 40: What Is Diversification?
|
Apr 06, 2023 |
|
Ep 39: Spring Cleaning Your Finances
|
Mar 30, 2023 |
|
Ep 38: 5 Bad Habits That Blow Through Retirement Savings
|
Feb 02, 2023 |
|
Ep 37: SECURE Act 2.0
|
Jan 19, 2023 |
|
Ep 36: 3 Ways To Reduce Taxes On Your Social Security
|
Jan 05, 2023 |
|
Ep 35: Learning From Grandma's Financial Wisdom
|
Dec 15, 2022 |
|
Ep 34: Are You Saving For Retirement In The Wrong Account Types?
|
Nov 22, 2022 |
|
Ep 33: How Social Security Is Calculated
|
Nov 17, 2022 |
|
Ep 32: Getting It Right: Irreversible Financial Decisions
|
Oct 27, 2022 |
|
Ep 31: 2 Methods To Turn Savings Into Income
|
Oct 20, 2022 |
|
Ep 30: 9 Questions To Ask Before Taking Social Security
|
Sep 29, 2022 |
|
Ep 29: Can I Work and Take Social Security?
|
Sep 01, 2022 |
|
Ep 28: 5 Reasons To Retire Early (If You Can)
|
Aug 18, 2022 |
|
Ep 27: Should I Have 3 Years Cash?
|
Jul 28, 2022 |
|
Ep 26: All Hands On Deck
|
May 05, 2022 |
|
Ep 25: What's The Difference Between An Advisor & Planner?
|
Apr 28, 2022 |
|
Ep 24: Understanding Financial Jargon: Advisor Designations & Definitions
|
Mar 24, 2022 |
|
Ep 23: How To Recognize Your Own Voice of Greed & Fight Against It
|
Mar 17, 2022 |
|
Ep 22: Planning For Things We Can't Predict
|
Feb 17, 2022 |
|
Ep 21: What They're Saying: What Is The Most Important Part Of Retirement Planning?
|
Feb 10, 2022 |
|
Ep 20: Mailbag: What Percentage Of My Income Should I Save For Retirement?
|
Jan 06, 2022 |
|
Ep 19: 22 Money Resolutions For 2022
|
Dec 16, 2021 |
|
Ep 18: Where Financial Advisors Drop The Ball
|
Nov 18, 2021 |
|
Ep 17: Retirement Is As Easy As A Jigsaw Puzzle
|
Nov 11, 2021 |
|
Ep 16: How Age & Wisdom Play Into Financial Planning
|
Sep 02, 2021 |
|
Ep 15: Mailbag: Should You Trust A Robo Advisor?
|
Aug 19, 2021 |
|
Understanding The SECURE Act 2.0
|
Aug 05, 2021 |
|
Ep 14: It's Just A Joke
|
Jul 29, 2021 |
|
Ep 13: 5 Things You Must Know About Decumulation To Retire Successfully
|
Jul 22, 2021 |
|
Ep 12: What's Your Spending Personality?
|
Jun 24, 2021 |
|
Ep 11: Why Are Lumber Prices So High?
|
Jun 17, 2021 |
|
Ep 10: Do Retirees Need Life Insurance?
|
May 20, 2021 |
|
Ep 9: Describing Retirement
|
May 13, 2021 |
|
Ep 8: The Double-Edged Sword
|
Apr 22, 2021 |
|
Ep 7: Are You Flirting With Disaster?
|
Apr 15, 2021 |
|
Ep 6: 15 Minute Phone Call Questions
|
Mar 25, 2021 |
|
Ep 5: This Is Why You Never Assume
|
Mar 11, 2021 |
|
Ep 4: Financial Literacy
|
Feb 18, 2021 |
|
Ep 3: Early Social Security
|
Feb 04, 2021 |
|
Ep 2: Why It's So Important To Plan Out Your Retirement Lifestyle
|
Jan 07, 2021 |
|
Ep 1: Get To Know Nick, Connie And The Brindle & Bay Team
|
Dec 16, 2020 |