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| Episode | Date |
|---|---|
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The Real Cost of Lending Someone Money
|
Dec 04, 2025 |
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The Five People You Meet Before Retirement
|
Nov 20, 2025 |
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The Lazy Way to Retire? Let's Talk Target-Date Funds
|
Nov 06, 2025 |
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Legacy vs. Living Gift: Finding the Right Time to Give
|
Oct 16, 2025 |
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The 4% Rule Gets a Makeover
|
Oct 02, 2025 |
|
Back To School Retirement Planning Quiz
|
Sep 18, 2025 |
|
Mailbag: One Big Beautiful Bill Edition
|
Sep 04, 2025 |
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Big Beautiful Bill Myths Debunked
|
Aug 21, 2025 |
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What The "Big Beautiful Bill" Means For Your Retirement Plan
|
Aug 07, 2025 |
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Type A Investors: Why Doing Less Might Be Your Best Move
|
Jul 17, 2025 |
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Mailbag: Should I Buy the Dip or Wait It Out?
|
Jul 03, 2025 |
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Retired But Not Done: Fun, Flexible Ways to Earn and Stay Engaged
|
Jun 19, 2025 |
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Key Things Parents & Grandparents Should Teach New Graduates
|
Jun 05, 2025 |
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Mother's Day Special: The Gift of Financial Security
|
May 15, 2025 |
|
What the Greats Say About Market Crashes
|
May 01, 2025 |
|
Retirement Lessons From The Masters
|
Apr 17, 2025 |
|
Retirement Assassins: The Silent Killers of Your Financial Future
|
Apr 03, 2025 |
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If You're a Smart Investor, Do You Really Need a Financial Advisor?
|
Mar 06, 2025 |
|
5 Financial Mistakes to Avoid in Your 60s
|
Feb 20, 2025 |
|
The New Retirement: Why Many Are Choosing Work Over Leisure
|
Feb 06, 2025 |
|
New Year, New Me: How To Change Your Money Attitude In 2025
|
Jan 30, 2025 |
|
401(k)s, Social Security, & Spousal Finances: Answering Your Top Money Questions
|
Jan 02, 2025 |
|
Unlikely Wisdom: Financial Advice From Your Favorite Celebrities
|
Dec 19, 2024 |
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Is Living Off Dividends A Solid Retirement Income Strategy?
|
Dec 05, 2024 |
|
The Future Of Social Security: What To Expect
|
Nov 21, 2024 |
|
The Fed Rate Cuts: What You Need To Know
|
Nov 07, 2024 |
|
The Magic 8 Ball's Guide to Retirement Planning
|
Oct 03, 2024 |
|
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
|
Sep 19, 2024 |
|
The Personal Side of Trent and Brandon
|
Sep 05, 2024 |
|
How Kids and Grandkids Impact Our Finances and Retirement
|
Aug 15, 2024 |
|
Saving For Your Child's Education
|
Aug 01, 2024 |
|
Lies You May Be Telling Yourself in Financial Planning
|
Jul 18, 2024 |
|
Avoid These Mistakes When Choosing a Financial Advisor
|
Jul 02, 2024 |
|
Combatting Popular Excuses For Poor Financial Decision-Making
|
Jun 20, 2024 |
|
Expectation vs. Reality: The Truth About Retirement Planning
|
Jun 06, 2024 |
|
Getting to Know Trent and Brandon
|
May 16, 2024 |
|
Winning the Financial Triple Crown: Strategies from the Kentucky Derby
|
May 02, 2024 |
|
How Is Technology Redefining Retirement Planning?
|
Apr 18, 2024 |
|
Don't Make These Income Planning Mistakes
|
Apr 04, 2024 |
|
How One Overlooked Issue Can Sink Your Retirement
|
Mar 21, 2024 |
|
Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket
|
Mar 01, 2024 |
|
Will The Economy Boom or Bust in 2024?
|
Jan 25, 2024 |
|
Patience Pays: The Power of Delayed Gratification in Financial Planning
|
Dec 21, 2023 |
|
Frosty's Retirement Playbook: Crafting A Successful Financial Snowman
|
Dec 14, 2023 |
|
Money Mistakes You'll Regret and How to Avoid Them
|
Nov 16, 2023 |
|
Retirement Planning's "Hidden" Questions
|
Nov 02, 2023 |
|
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
|
Oct 19, 2023 |
|
Are There Universal Retirement Truths?
|
Oct 05, 2023 |
|
Building An Estate Plan With No Regrets
|
Sep 21, 2023 |
|
Brick and Mortar Retirement: The Pros and Cons of Real Estate Investing for Retirement
|
Sep 07, 2023 |
|
Why You Should NOT Invest In A 401(k)
|
Aug 17, 2023 |
|
Bad Money Habits Could Spoil Your Retirement Party
|
Aug 03, 2023 |
|
Winning Your Financial Independence
|
Jul 20, 2023 |
|
Key Financial Decisions During Major Life Events
|
Jul 06, 2023 |
|
5 Biggest Money Mistakes in Retirement Planning
|
Jun 15, 2023 |
|
Taking a Look at the Banking Crisis of 2023
|
Jun 01, 2023 |
|
Ep 47: Retirement Expenses For Which You Forgot To Plan
|
May 18, 2023 |
|
Ep 46: What You Need To Know About Medicare Before Retirement
|
May 05, 2023 |
|
Ep 45: The Incomplete Financial Plan
|
Apr 20, 2023 |
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Ep 44: Top Ten Tax Questions for Retirees in 2023
|
Apr 06, 2023 |
|
Ep 43: What's Your Biggest Financial Fear?
|
Mar 16, 2023 |
|
Ep 42: Four Ways The SECURE Act 2.0 Might Impact You
|
Mar 02, 2023 |
|
Ep 41: What You Need to Know About Bonds
|
Nov 17, 2022 |
|
Ep 40: Mailbag – Common Retirement Planning Questions
|
Nov 03, 2022 |
|
Ep 39: Controlling Greed, Fear, and Other Emotions When Planning for Retirement
|
Oct 26, 2022 |
|
Ep 38: How Procrastination Can Doom Your Financial Future
|
Oct 20, 2022 |
|
Ep 37: Going Against the Grain
|
Sep 29, 2022 |
|
Ep 36: Planning for Retirement's Uncertainties
|
Sep 15, 2022 |
|
Ep 35: Should You Follow These Popular Retirement Rules of Thumb?
|
Sep 01, 2022 |
|
Ep 34: Are You a Risk Taker?
|
Aug 25, 2022 |
|
Ep 33: Mailbag – Inheritance, Market Growth, and More
|
Jul 21, 2022 |
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Ep 32: Picking Sides on Common Financial Debates
|
Jul 07, 2022 |
|
Ep 31: Retirement Ain't What it Used to Be
|
Jun 16, 2022 |
|
Ep 30: Investor Beware: Spotting Red Flags When Working With an Advisor
|
Jun 01, 2022 |
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Ep 29: Tax Consequences on Various Retirement Accounts
|
Apr 21, 2022 |
|
Ep 28: Customization is King
|
Apr 07, 2022 |
|
Ep 27: Who Even Needs a Financial Advisor?
|
Mar 24, 2022 |
|
Ep 26: Things that Don't Matter Until They Do
|
Mar 17, 2022 |
|
Ep 25: Financial Planning Q & A
|
Feb 17, 2022 |
|
Ep 24: Planning for Things We Can't Predict
|
Feb 10, 2022 |
|
Ep 23: The Great Resignation
|
Jan 20, 2022 |
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Ep 22: Economic Predictions for 2022
|
Jan 13, 2022 |
|
Ep 21: What Should You Know About Life Insurance?
|
Dec 16, 2021 |
|
Ep 20: 22 Money Resolutions for 2022
|
Dec 09, 2021 |
|
Ep 19: Should You Be Putting Off These Financial Matters?
|
Nov 04, 2021 |
|
Ep 18: Spotting Red Flags in Our Finances
|
Oct 21, 2021 |
|
Ep 17: Financial Planning for the Holidays
|
Oct 07, 2021 |
|
Ep 16: Personal Stories from Financial Advising
|
Sep 16, 2021 |
|
Ep 15: Don't Make These Retirement Assumptions
|
Sep 02, 2021 |
|
Ep 14: What Drives Us Crazy
|
Aug 19, 2021 |
|
Ep 13: Status of the American Pension
|
Aug 12, 2021 |
|
Ep 12: Financial Planning in Biden's America
|
Aug 05, 2021 |
|
Ep 11: Lessons From The Market Crash Hall Of Fame
|
Jul 01, 2021 |
|
Ep 10: What's Your Retirement Lifestyle?
|
Jun 17, 2021 |
|
Ep 9: Money Lessons From The Richest Musicians
|
Jun 03, 2021 |
|
Ep 8: Navigating Through Financial Stress With Dr. Natalie Atwell
|
May 20, 2021 |
|
Ep 7: 2021 Housing Market With Dianne Greene
|
May 06, 2021 |
|
Ep 6: How COVID-19 Has Impacted The Airline Industry With Ron Corriher
|
Mar 04, 2021 |
|
Ep 5: Alternative Investments: Ignore? Or Jump All Over Them?
|
Feb 18, 2021 |
|
Ep 4: Explaining GameStop's Meteoric Stock Rise And Lessons Learned From A Wild Few Weeks On Wall Street
|
Feb 11, 2021 |
|
Ep 3: Legacy & Estate Planning
|
Jan 21, 2021 |
|
Ep 2: Traditional IRA vs. Roth IRA
|
Jan 15, 2021 |
|
Ep 1: Annuities 101
|
Jan 14, 2021 |