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I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
| Episode | Date |
|---|---|
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The Income Gap: The Retirement Problem Most People Don't Know They Have
|
Oct 30, 2026 |
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The Shift That Changes Everything: From Asset-Based to Purpose-Based Planning
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Oct 23, 2026 |
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Long-Term Care: The Retirement Time Bomb Nobody Wants to Talk About
|
Oct 16, 2026 |
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The 4 Biggest Risks in a Do-It-Yourself Retirement
|
Oct 09, 2026 |
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This Retirement Rule Was Built in 1952. It's Falling Apart Today
|
Oct 02, 2026 |
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The Ultra Wealthy Do These 6 Things — Most Retirees Do None of Them
|
Sep 25, 2026 |
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The 4 Tax Traps That Can Wreck a Retirement Plan
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Sep 18, 2026 |
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The Retirement Advice The Financial Industry Doesn't Want You to Hear
|
Sep 11, 2026 |
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Longevity Risk: The 91-Year-Old Who Scared Her Whole Family…
|
Sep 04, 2026 |
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5 Retirement Decisions You Can Never Take Back
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Aug 28, 2026 |
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Why 46% of Americans Die Without Enough Money for Retirement
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Aug 21, 2026 |
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The Necessity of a Thorough Financial Blueprint for Retirement
|
Dec 27, 2024 |
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Managing Retirement Risks: A Legacy & Lifestyle Approach
|
Dec 13, 2024 |
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The Numbers Are in for 2025: Social Security and Medicare
|
Nov 29, 2024 |
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The 2024 Election, Rome, and Your Retirement
|
Nov 15, 2024 |
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An In-Depth Examination of Medicare Risk
|
Nov 01, 2024 |
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Proactive Retirement Planning for Lifestyle and Legacy
|
Oct 18, 2024 |
|
Elder Care Planning: The Complete Picture for Retirement Part 2
|
Oct 04, 2024 |
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Elder Care Planning: The Complete Picture for Retirement Part 1
|
Sep 20, 2024 |
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Building a Resilient Retirement: Cash Flow and Diversification
|
Sep 06, 2024 |
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Your Retirement Toolbox: Navigating IRAs, 401Ks, and Self-Directed Retirement Accounts
|
Aug 23, 2024 |
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Required Minimum Distributions: Key Considerations for Retirement Accounts
|
Aug 09, 2024 |
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Utilizing Trusts to Control Asset Distribution and Minimize Taxes
|
Jul 26, 2024 |
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Managing Your Gain: A Guide to Inherited IRAs
|
Jul 12, 2024 |
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From Tax Cuts to Rising Rates: The Economic Tightrope
|
Jun 28, 2024 |
|
Unlocking Home Equity as a Retirement Tool
|
Jun 14, 2024 |
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The Strategic Role of Insurance in Retirement Risk Mitigation
|
May 31, 2024 |
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From Expenses to Income: Your Informed Retirement Planning Guide
|
May 17, 2024 |
|
Managing Retirement Risk: The Importance of Withdrawal Rates
|
May 03, 2024 |
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How to Recognize and Avoid Emerging Elder Financial Exploitation
|
Apr 19, 2024 |
|
Retirement Strategies: Long-Term Care and Medical Costs with Brian Britt
|
Apr 12, 2024 |
|
Work Credits & Social Security: How They Work with Alisha Wright
|
Apr 05, 2024 |
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Tips for Mitigating Retirement Investment Risk
|
Mar 29, 2024 |
|
Longer Life Could Mean More Retirement Risk with Brian Britt Part 2
|
Mar 22, 2024 |
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Longer Life Could Mean More Retirement Risk with Brian Britt Part 1
|
Mar 15, 2024 |
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Smart Tax Solutions for Retirement
|
Mar 08, 2024 |
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Exploring Affordability and Future Retirement Impacts
|
Mar 01, 2024 |
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Medicare's Financial Stability: Proposed Revenue Generators and Cost Reducers
|
Feb 23, 2024 |
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Part Two: Out with the Old, In with the New Retirement Paradigm with Brian Britt
|
Feb 16, 2024 |
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Part One: Out with the Old, In with the New Retirement Paradigm with Brian Britt
|
Feb 09, 2024 |
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Addressing Elder Financial Abuse: Research and Prevention Tips with Dr. Peter Lichtenberg
|
Feb 02, 2024 |
|
The What, When, and How of Social Security Risk
|
Jan 26, 2024 |
|
The Power of Being Your Own Retirement Boss
|
Jan 19, 2024 |
|
Tailoring a Risk-Based Retirement Plan to You
|
Jan 12, 2024 |
|
Planning for the Risk Multiplier of Retirement
|
Jan 05, 2024 |
|
Key Social Security Questions Answered with Alisha Wright
|
Dec 29, 2023 |
|
Retirement Q&A: Insights on Longevity, Annuities, and Diversified Income Strategies
|
Dec 22, 2023 |
|
Retirement Risk Planning: A Three-Dimensional Approach for an Efficient Retirement
|
Dec 15, 2023 |
|
Roth Conversions: A Strategic Approach to Handling Tax Rate Risk in Retirement
|
Dec 08, 2023 |
|
Eight Year-End Retirement Planning Strategies
|
Dec 01, 2023 |
|
From Work to Wonder: The Transition of Retirement with Fritz Gilbert
|
Nov 24, 2023 |
|
Market Risks: How They're Different When Retirement Planning with Brian Britt
|
Nov 17, 2023 |
|
What America's National Debt Means for Your Retirement
|
Nov 10, 2023 |
|
The Truth About Annuities: Separating Fact from Fiction
|
Nov 03, 2023 |
|
Architecting a Risk-Resilient Retirement Plan with Brian Britt
|
Oct 27, 2023 |
|
Social Security Updates and Retirement Considerations with Marc Kiner and Jim Blair
|
Oct 20, 2023 |
|
Exploring the Expectations and Responsibilities of Your Retirement Advisor
|
Oct 13, 2023 |
|
Why Reverse Mortgages Are a Strategic Retirement Tool with Steve Resch
|
Oct 06, 2023 |
|
Recessions: Bringing Financial Risk Exposure to Your Retirement
|
Sep 29, 2023 |
|
Medicare Inside Out: Understanding Advantage Plans and Medigap
|
Sep 22, 2023 |
|
Making Sense of Medicare Risk
|
Sep 15, 2023 |
|
Insights on Sequence of Return Risk and Inflation Protection with Paul Obendorf
|
Sep 08, 2023 |
|
A Closer Look at Sequence of Return Risk and Its Implications with Brian Britt
|
Sep 01, 2023 |
|
Solutions for the Market Volatility Facing Your Retirement
|
Aug 25, 2023 |
|
End of Life Care: How It Affects Your Retirement with Hospice Nurse Penny
|
Aug 18, 2023 |
|
Navigating Long-Term Care Risk and Protecting Your Family's Future with Alecia Barnette
|
Aug 11, 2023 |
|
How Legacy Planning Reduces Retirement Risks with Jon Braddock
|
Aug 04, 2023 |
|
Six Ways the Federal Reserve Impacts Your Retirement
|
Jul 28, 2023 |
|
How Openly Discussing Finances Leads to a Better Retirement with Cameron Huddleston
|
Jul 21, 2023 |
|
15 Reasons Why People Run Out of Money in Retirement: Part 2
|
Jul 14, 2023 |
|
15 Reasons Why People Run Out of Money in Retirement: Part 1
|
Jul 07, 2023 |
|
How Annuities Provide Security in Retirement with Paul Obendorf
|
Jun 30, 2023 |
|
How to Create a Retirement Plan that Accounts for Income Diversity with Brian Britt
|
Jun 23, 2023 |
|
Evaluate Your Expenses Now to Help Prepare for Income Needs in Retirement
|
Jun 16, 2023 |
|
Retirement Income Guarantee with a Roth Annuity
|
Jun 09, 2023 |
|
It's All About Income in Retirement: Eliminating Lack of Income Diversity Risk
|
Jun 02, 2023 |
|
Finding Solutions for Social Security Without Tax Hikes with Russell Gloor
|
May 26, 2023 |
|
Expert Strategies for Maximizing Your Social Security Benefits With Mary Beth Franklin
|
May 19, 2023 |
|
Social Security Shortfalls, Stability, and Solutions with Nancy Altman
|
May 12, 2023 |
|
Reasons Why Retirees Claim Social Security at 62 and The Consequences of Doing So
|
May 05, 2023 |
|
Social Security Insolvency: What It Is and How It Can Affect Your Retirement with Andrew Biggs
|
Apr 28, 2023 |
|
The Ins & Outs of Social Security for Retirement with Marc Kiner and Jim Blair Part 2
|
Apr 21, 2023 |
|
The Ins & Out of Social Security for Retirement with Marc Kiner and Jim Blair Part 1
|
Apr 14, 2023 |
|
Optimizing Your Retirement Strategy to Address the Two Risks of Social Security
|
Apr 07, 2023 |
|
Why Your Retirement Needs More Than Tax-Deferred Accounts With Larry DeLegge
|
Mar 31, 2023 |
|
What Future Tax Rates Have in Store for Your Retirement with Brian Britt
|
Mar 24, 2023 |
|
Getting You to A Tax-Free Retirement with David McKnight
|
Mar 17, 2023 |
|
Five Ways to Help You Navigate Longevity Risk Facing Your Retirement
|
Mar 10, 2023 |
|
Using the Right Tools in Retirement with Paul Obendorf
|
Mar 03, 2023 |
|
Vehicles & Strategies to Mitigate Your Financial Risks in Retirement at FIG's Annual Sales Symposium
|
Feb 24, 2023 |
|
What You Can Do When You Fear Running Out of Money in Retirement
|
Feb 17, 2023 |
|
Evidence-Based Care to Improve Your Physical and Mental Health in Retirement with Dr. Gregory Scott Brown
|
Feb 10, 2023 |
|
The Side of Longevity Rarely Talked About: Its Impact on Your Retirement with Dr. Jennifer Morozink Boylan
|
Feb 03, 2023 |
|
Late-Life Divorce: Its Impacts on You & Your Retirement with Meredith Shirey
|
Jan 27, 2023 |
|
U.S. Policy, Deficit, and Taxes: The Impact on Retirements and Future Generations with David M. Walker
|
Jan 20, 2023 |
|
How to Cook Budget-Friendly and Healthier in Retirement with Chef Dennis
|
Jan 13, 2023 |
|
How the Secure 2.0 Act Changes the Landscape of Retirement
|
Jan 06, 2023 |
|
Why You Need a Risk-Based Plan for Your Retirement with CR Thelin
|
Dec 30, 2022 |
|
Your Money, Your Legacy: Preparing for After You're Gone with Jon Braddock
|
Dec 23, 2022 |
|
Retirement Is More Than an Event, It’s a Process with Patrice Jenkins, PhD
|
Dec 16, 2022 |
|
Social Security & Medicare: What 2023 Has in Store
|
Dec 09, 2022 |
|
Your Mental Wellbeing is Impacting Your Spending and Budgeting for Retirement with Shang Saavedra
|
Dec 02, 2022 |
|
All About Reverse Mortgages with Harlan Accola
|
Nov 25, 2022 |
|
Ten Things to Do Before the Year's End to Help Get You to a Risk-Free Retirement
|
Nov 18, 2022 |
|
Making Your Forever Home Safe and Accessible with Lynda Shrager
|
Nov 11, 2022 |
|
More Than the Basics: Self-Directed IRAs with Mat Sorensen
|
Nov 04, 2022 |
|
Embracing Being an Aging Adult with Dr. Mary Flett
|
Oct 28, 2022 |
|
How Place Leads to a Happier, Longer Retirement
|
Oct 21, 2022 |
|
Retirement Spending: 7 Purchase Retirees Have Buyer's Remorse On
|
Oct 14, 2022 |
|
Health Savings Accounts: Helping Cover Medical Costs in Retirement
|
Oct 07, 2022 |
|
529 Plans: Helping Loved Ones with Higher Education
|
Sep 30, 2022 |
|
Income, Age, and Taxes: How They Impact Your Social Security Benefits
|
Sep 23, 2022 |
|
The Know How of Real Estate: Passive Income in Retirement
|
Sep 16, 2022 |
|
Everything You Need to Know When Considering Long-Term Care Insurance
|
Sep 09, 2022 |
|
Five Strategies for a Safer Retirement
|
Sep 02, 2022 |
|
The Significance of Prevention and Intervention While Aging
|
Aug 26, 2022 |
|
With the Employee in Mind: Modern 401(K) Setup for Small and Mid-Sized Businesses
|
Aug 19, 2022 |
|
Q&A on Retirement Risk Planning
|
Aug 12, 2022 |
|
Inflation Risk and I Bonds: Everything You Need to Know
|
Aug 05, 2022 |
|
Exit Planning: Making Transitioning from Your Business into Retirement Easier
|
Jul 29, 2022 |
|
Think Outside the Box: Franchising in Retirement
|
Jul 22, 2022 |
|
Wanderlust in Retirement: Planning for International Travel
|
Jul 15, 2022 |
|
Vulnerability in Aging: Knowing the Signs of Financial Exploitation
|
Jul 08, 2022 |
|
Original Medicare, Medicare Advantage Plans, and You
|
Jul 01, 2022 |
|
A More Secure Future: How the SECURE Act 2.0 Will Change Your Retirement
|
Jun 24, 2022 |
|
Money Shouldn't Be Taboo: How to Talk with Your Parents about Their Finances
|
Jun 17, 2022 |
|
Directly from the Source: What CPAs Are Doing for Their Post-Career Years
|
Jun 10, 2022 |
|
Stay Active, Stay Curious: Entrepreneurship in Retirement
|
Jun 03, 2022 |
|
Take Control of Your Retirement with Confidence and Passion
|
May 27, 2022 |
|
Curbing the Concerns of Cryptocurrency
|
May 20, 2022 |
|
Elephant in the Room: Why So Many CPAs Run Out of Money in Retirement
|
May 13, 2022 |
|
Readiness and Risk Tolerance: Pioneering the Retirement Landscape with an Innovative Approach
|
May 06, 2022 |
|
Implementation and Impact: Incoming Medicare Changes
|
Apr 29, 2022 |
|
The Social Security 2100: A Sacred Trust Act and Its Potential Impact on Your Retirement
|
Apr 22, 2022 |
|
Behind Budgeting: Planning for Your Golden Years During Your Working Years
|
Apr 15, 2022 |
|
Continued Education: CPE Credits Now & In Retirement
|
Apr 08, 2022 |
|
F.I.R.E., Side Hustles, and Retirement with The Financial Panther
|
Apr 01, 2022 |
|
Premium Finance: A Leveraging Method for Life Insurance
|
Mar 25, 2022 |
|
Strategic Planning: Successfully Reducing Retirement Risks
|
Mar 18, 2022 |
|
The Self-Directed Strategy
|
Mar 11, 2022 |
|
Behavioral Finance: Turning Knowledge into Action
|
Mar 04, 2022 |
|
Cause and Effect: Stock Market Edition
|
Feb 25, 2022 |
|
The Crossroads of Longevity and Volatility: How Annuities Help
|
Feb 18, 2022 |
|
Social Security is Situational: How Your Benefits Will Vary
|
Feb 11, 2022 |
|
In This Current Market Flux, Think Long-Term with Joel Wymer
|
Feb 04, 2022 |
|
Understanding the Complexity of Medicare with Alex Sieler
|
Jan 28, 2022 |
|
Evolving Retirement Law: The Challenges, The Changes, and Your Choices
|
Jan 21, 2022 |
|
Rethink Your Retirement Blueprint with Brian Britt
|
Jan 14, 2022 |
|
Breaking Down the Top 10 Risks Facing Your Retirement
|
Jan 07, 2022 |