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| Episode | Date |
|---|---|
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Fabulous 529s - The Hidden Power of 529 Plans (and How to Use Them Like a Pro) - Ep #110
|
May 15, 2026 |
|
Why Women Must Be More Involved with Financial Planning - Ep #109
|
May 01, 2026 |
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Is the Tax Code Fair? - Ep #108
|
Apr 15, 2026 |
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7 Reasons to Pay Taxes Now vs Later - Ep #107
|
Apr 01, 2026 |
|
ReFirement & Coast FIRE – Redefining Retirement for Growth and Flexibility - Ep #106
|
Mar 15, 2026 |
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The State of Retirement in America - Ep #105
|
Mar 01, 2026 |
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Should you Pay Your Mortgage Off Early? - Ep #104
|
Feb 15, 2026 |
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America’s Housing Crisis — What Broke It and How We Fix It - Ep #103
|
Feb 01, 2026 |
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How to Plan for a Bear Market - Ep #102
|
Jan 15, 2026 |
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DIY Can be Dangerous - 10 Questions to Ask Before Hiring a Financial Advisor + A Cash Management Strategy - Ep #101
|
Jan 01, 2026 |
|
License to Spend - Ep #100
|
Dec 15, 2025 |
|
You Got 99 Problems, But a “B” (as in Budget) Shouldn’t Be One - Ep. #99
|
Dec 01, 2025 |
|
What's Your Plan for After You Are Gone? - Ep #98
|
Nov 15, 2025 |
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What's Your Plan? Why Accounts Are Not a Plan - Ep #97
|
Nov 01, 2025 |
|
Myth Busters - Social Security - Part 2 - Ep #96
|
Oct 15, 2025 |
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Myth Busters - Social Security Edition - Part 1 - Ep #95
|
Oct 01, 2025 |
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The Retirement Danger Zone - Ep #94
|
Sep 15, 2025 |
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The First Year of Retirement Sets the Tone for the Next 25 - Ep #93
|
Sep 01, 2025 |
|
The Swiss Army of Investment Accounts - Ep #92
|
Aug 15, 2025 |
|
The Big 5 of Financial Planning - Ep #91
|
Aug 01, 2025 |
|
The Case for Concern - Ep #90
|
Jul 15, 2025 |
|
The Case for Optimism - Part 4 - Ep #89
|
Jul 01, 2025 |
|
The Right Roadmap for Retirement - Ep #88
|
Jun 15, 2025 |
|
Getting Real About Retirement Realities - Ep #87
|
Jun 01, 2025 |
|
Life is Just One Big Marshmallow Test - Ep #86
|
May 15, 2025 |
|
How to AUTO-matically Not Become a Millionaire - Ep #85
|
May 01, 2025 |
|
Roth This Way - Ep #84
|
Apr 15, 2025 |
|
Not Your Standard Tax Savings Strategy - Ep #83
|
Apr 01, 2025 |
|
Should You Halt Pre-Tax Retirement Contributions? - Ep #82
|
Mar 15, 2025 |
|
First Things First - Ep #81
|
Mar 01, 2025 |
|
Medicare Part 2 - Medicare Misunderstandings and Mistakes - Ep #80
|
Feb 15, 2025 |
|
Medicare Part 1 - Medicare 101 - Ep #79
|
Feb 01, 2025 |
|
The First Wealth Is Health - Ep #78
|
Jan 15, 2025 |
|
The Biggest Lessons I've learned from 25 Years of Investing - Ep #77
|
Jan 01, 2025 |
|
How to Use a Bear Market to Your Benefit - Ep #76
|
Dec 15, 2024 |
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Avoid these Retirement Planning Mistakes - Ep #75
|
Dec 01, 2024 |
|
When You Should or Should Not Max Out Your 401k - Ep #74
|
Nov 15, 2024 |
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Why Investors Should Look Beyond Just the S&P 500 - Ep #73
|
Nov 01, 2024 |
|
Don't Die in Oregon - Ep #72
|
Oct 15, 2024 |
|
Estate Plan Check Up - Ep #71
|
Oct 01, 2024 |
|
How Much to Spend on Vacation - Ep #70
|
Sep 15, 2024 |
|
Neither a Borrower Nor a Lender Be - Ep #69
|
Sep 01, 2024 |
|
Novel Investment Strategies - Part 2 - Ep #68
|
Aug 15, 2024 |
|
Novel Investment Strategies - Part 1 - Ep #67
|
Aug 01, 2024 |
|
Financial Language of Love - Ep #66
|
Jul 15, 2024 |
|
The Two Biggest Risks in Retirement - Ep#65
|
Jul 01, 2024 |
|
Aligning Your Financial Plan with Happiness - Ep #64
|
Jun 15, 2024 |
|
The Case for Optimism - Part 3 - Ep #63
|
Jun 01, 2024 |
|
The Top Financial Regrets of Retired Americans and How to Avoid Them - Ep #62
|
May 15, 2024 |
|
The Top Financial Regrets of Americans and How to Avoid Them - Ep #61
|
May 01, 2024 |
|
Taxes Are Going Higher for Everyone - Ep #60
|
Apr 15, 2024 |
|
Tax Advantaged Investment Accounts - Ep #59
|
Apr 01, 2024 |
|
Retiring Outside of the United States? Factors to Consider - Ep #58
|
Mar 15, 2024 |
|
Retiring Out of State? Factors to Consider - Ep #57
|
Mar 01, 2024 |
|
The Two Comma Club & How to Become a Member - Ep #56
|
Feb 15, 2024 |
|
All that Glitters Isn't Gold -Ep #55
|
Feb 01, 2024 |
|
For Investors, Elections Do Not Matter, Ep #54
|
Jan 15, 2024 |
|
Ten Things to Consider Ten or So Years from Retirement, Ep #53
|
Jan 01, 2024 |
|
Investing - The Only Thing to Fear is Fear Itself, Ep #52
|
Dec 15, 2023 |
|
How to Give Better, Ep #51
|
Dec 01, 2023 |
|
How to Plan For Your Ideal Life, Ep #50
|
Nov 15, 2023 |
|
Ensuring You Get to Spend More of Your Hard Earned Money & the Government Gets to Spend Less, Ep #49
|
Nov 01, 2023 |
|
How to Spend Better, Ep #48
|
Oct 15, 2023 |
|
When Money Can Buy Happiness, Ep #47
|
Oct 01, 2023 |
|
Why a Will Is Not Enough - Estate Planning, Ep #46
|
Sep 15, 2023 |
|
Preserving Family Unity - Estate Planning, Ep #45
|
Sep 01, 2023 |
|
Are Financial Planners Worth the Fees They Charge?, Ep #44
|
Aug 15, 2023 |
|
What I Wished I Knew Sooner About Money, Ep #43
|
Aug 01, 2023 |
|
What Every American Should Know About Social Security, Ep #42
|
Jul 15, 2023 |
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When to Take Social Security - Avoiding a Potential $200,000 Mistake, Ep #41
|
Jul 01, 2023 |
|
Investing for Your Kids - Giving the Power of Time, Ep #40
|
Jun 15, 2023 |
|
What Have We Taught Our Kids about Money?, Ep #39
|
Jun 01, 2023 |
|
Which is the Better Investment: Stocks or RE?, Ep #38
|
May 15, 2023 |
|
Investing & Recessions, Ep #37
|
May 01, 2023 |
|
The Brass Tacks on Small Business Taxes - Part 2, Ep #36
|
Apr 15, 2023 |
|
The Brass Tacks on Small Business Taxes - Part 1, Ep #35
|
Apr 01, 2023 |
|
Is the Tax Code Fair?, Ep #34
|
Mar 15, 2023 |
|
Time to Pay the Piper, Ep #33
|
Mar 01, 2023 |
|
The Case for Optimism - Part 2, Ep #32
|
Feb 15, 2023 |
|
Congress Just Made Changes to Your Retirement… Again, Ep #31
|
Feb 01, 2023 |
|
The "B" Word, Ep #30
|
Jan 15, 2023 |
|
Healthy, Wealthy & Wise, Ep #29
|
Jan 01, 2023 |
|
One of the Biggest Risks in Retirement, Ep #28
|
Dec 15, 2022 |
|
Can You Retire with Debt?, Ep #27
|
Dec 01, 2022 |
|
Maxing Out Your Life with a Mini-Retirement, Ep #26
|
Nov 15, 2022 |
|
The Fed is Not Your Friend, Unless You Are a Bank, Ep #25
|
Nov 01, 2022 |
|
Too Much Money & Too Few Memories, Ep #24
|
Oct 15, 2022 |
|
Will I Be Able to Retire?, Ep #23
|
Oct 01, 2022 |
|
Estate Planning Simplified, Ep #22
|
Sep 15, 2022 |
|
Congratulations, You Already Have an Estate Plan - BUT YOU DON'T WANT IT!, Ep #21
|
Sep 01, 2022 |
|
Ways to Avoid Running out of Money in Retirement - Most Accidents Happen on the Way Down, Ep #20
|
Aug 15, 2022 |
|
Beware of Wolves in Insurance Salesmen's Clothing, Ep #19
|
Aug 01, 2022 |
|
When Life Gives You Lemons, STAY INVESTED!, Ep #18
|
Jul 15, 2022 |
|
The Case for Optimism, Ep #17
|
Jul 01, 2022 |
|
The Cost of College and How to Pay for It - Part 2, Ep #16
|
Jun 15, 2022 |
|
The Cost of College and How to Pay for It - Part 1, Ep #15
|
Jun 01, 2022 |
|
Financial Planning is Personal, Ep #14
|
May 15, 2022 |
|
The Psychology of Money, Ep #13
|
May 01, 2022 |
|
The Ticking Tax Time Bomb in Your Retirement Account, Ep #12
|
Apr 15, 2022 |
|
The Case of the 7 Million Missing American Children - How to tax plan and how not to, Ep #11
|
Apr 01, 2022 |
|
The Best Time to Invest, Ep #10
|
Mar 15, 2022 |
|
It's All Very Taxing - Part 2, Ep #9
|
Mar 01, 2022 |
|
It's All Very Taxing - Part 1, Ep #8
|
Feb 15, 2022 |
|
Savings Strategies for the Self-Employed, Ep #7
|
Feb 01, 2022 |
|
Meaning & Purpose in Retirement, Ep #6
|
Jan 15, 2022 |
|
Let’s Have a Heart to Heart: Early Retirement Healthcare Planning, Ep #5
|
Jan 01, 2022 |
|
Social Security & Early Retirement - Avoiding a Very Expensive Mistake, Ep #4
|
Dec 15, 2021 |
|
It's all about the Benjamins, Ep #3
|
Dec 01, 2021 |
|
Are you on FIRE financially?, Ep #2
|
Nov 15, 2021 |
|
When it Comes to Early Retirement - Start with Why, Ep #1
|
Nov 01, 2021 |
|
A podcast about how to practically plan for early retirement!
|
Nov 01, 2021 |