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| Episode | Date |
|---|---|
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VCX ETF Explained: Private SpaceX & AI Exposure, 89% Surge, and How to Invest Without Getting Burned
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May 19, 2026 |
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What a New Fed Chair Could Mean for Your Retirement
|
May 13, 2026 |
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Money Market Yields Are Falling: What Retirees Should Do Before the Next Fed Cut
|
May 04, 2026 |
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The Retirement Risk Nobody Talks About Until It’s Too Late
|
Apr 28, 2026 |
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Investing vs. Gambling in Retirement: Zero-Day Options, Leverage, and How to Know the Difference
|
Apr 21, 2026 |
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Your Social Security Raise Just Disappeared. Here’s Why.
|
Apr 13, 2026 |
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The #1 Retirement Mistake That Can Drain Your Savings Faster Than You Think
|
Apr 07, 2026 |
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The Inherited IRA Trap That Could Cost You Thousands
|
Mar 31, 2026 |
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Oil is Up and Markets Down: What Retirees Need to Do Right Now
|
Mar 24, 2026 |
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5 Roth Conversion Mistakes That Can Cost Retirees Thousands
|
Mar 04, 2026 |
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3 Estate Planning Mistakes That Could Cost Your Family Everything
|
Feb 25, 2026 |
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New Fed Chair, Lower Rates? What Retirees Need to Know Now
|
Feb 18, 2026 |
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A Weaker Dollar: What It Really Means for Your Retirement
|
Feb 10, 2026 |
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AI Investing: Are We Repeating the Dot-Com Bubble and 2008 Mistakes?
|
Feb 04, 2026 |
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How to Enjoy Retirement Without Running Out of Money
|
Jan 21, 2026 |
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Emerging Market Debt Is a Retirement Trap: The Venezuela Wake-Up Call
|
Jan 13, 2026 |
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Market Crashes and Inherited IRAs
|
Dec 29, 2025 |
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Why Market Crashes May Be the Best Time to Act on an Inherited IRA
|
Dec 23, 2025 |
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The Strategic Roth Conversion Playbook: How to Build a Tax-Free Legacy
|
Dec 15, 2025 |
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Retirement Shield Strategy: Protect Your Future from Market Volatility
|
Dec 08, 2025 |
|
Home Transfers, Taxes, and Inheritance
|
Sep 23, 2025 |
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How to Unlock 0% Capital Gains in 2025
|
Sep 16, 2025 |
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Navigating Roth Conversions and the SALT Deduction Cap for Retirees
|
Sep 09, 2025 |
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Cut Taxes While Giving Back
|
Sep 04, 2025 |
|
Will Social Security Keep Up with Inflation?
|
Aug 26, 2025 |
|
The Hidden $300K Retirement Expense You Can’t Ignore
|
Aug 20, 2025 |
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The $6,000 Retirement Tax Break: What You Need to Know
|
Aug 14, 2025 |
|
Can You Trust the Fed?
|
Aug 06, 2025 |
|
The Retirement Mistakes that Shrink Your Nest Egg, Part 2
|
Jul 24, 2025 |
|
The Retirement Mistake That Shrinks Your Nest Egg | Pt. 1
|
Jul 15, 2025 |
|
The Hidden Costs of Annuities That Could Wreck Your Retirement
|
Jul 10, 2025 |
|
Annuities Exposed!
|
Jul 02, 2025 |
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Social Security: Can You Rely On It?
|
Jun 24, 2025 |
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5 Big Retirement Splurges That Can Wreck Your Financial Future
|
Jun 10, 2025 |
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Look Poor. Retire Rich. The Retirement Tax Hack Nobody Talks About.
|
Jun 03, 2025 |
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High-Yield EFTs - Too Good to be True?
|
May 30, 2025 |
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Is Your Retirement Portfolio Too Complicated?
|
May 20, 2025 |
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Is your Social Security as Risk?
|
May 13, 2025 |
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Money Market ETFs: Better Than CDs
|
May 06, 2025 |
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Gold ETFs: Smart Move or Shiny Trap?
|
Apr 29, 2025 |
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Crypto EFTs Unveiled
|
Apr 22, 2025 |
|
Navigating Market Chaos
|
Apr 15, 2025 |
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Ditch CDs! There are Better Options!
|
Apr 08, 2025 |
|
The 4% Rule
|
Apr 01, 2025 |
|
Roth Conversions During a Market Correction
|
Mar 25, 2025 |
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Buy The Dip
|
Mar 18, 2025 |
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Which Accounts to Spend Down First
|
Mar 14, 2025 |
|
Planning Beyond Social Security
|
Feb 25, 2025 |
|
3 Steps to Protecting Your Portfolio in Uncertain Times
|
Feb 19, 2025 |
|
Trade Wars
|
Feb 11, 2025 |
|
Tax Saving Moves
|
Feb 05, 2025 |
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Predictions for 2025
|
Jan 28, 2025 |
|
Emergency Planning
|
Jan 22, 2025 |
|
A New Tech Bubble?
|
Jan 17, 2025 |
|
Low Interest Rate World
|
Jan 15, 2025 |
|
Financial Planning in Times of Crisis: A Comprehensive Guide
|
Jul 24, 2024 |
|
Navigating the 2026 Tax Changes: How YieldsForYou.com Can Help
|
Jul 24, 2024 |
|
The Hidden Truths: What Brokers Don't Tell You About Mutual Funds
|
Jul 17, 2024 |
|
From Assets to Legacy: Transformative Estate Planning with GRATs, CRATs, and QPRTs
|
Jul 10, 2024 |
|
Future-Proof Your Wealth: How SLATs Can Shield Your Estate
|
May 29, 2024 |
|
4 Alternatives to Annuities Your Agent Doesn't Want You To Know!
|
May 21, 2024 |
|
Beyond the 401(k): Crafting a Retirement Strategy That Works for You
|
Apr 03, 2024 |
|
The CD Conundrum: Making Wise Moves as Interest Rates Fall
|
Mar 27, 2024 |
|
Beat the Tax Clock: Last-Minute Moves to Lower Your Bill
|
Mar 13, 2024 |
|
Navigating the Sunset of the Tax Cut and Jobs Act: Strategies for Your Finances
|
Feb 21, 2024 |
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Predictions for 2024
|
Feb 01, 2024 |
|
Navigating the World of High-Yield Bank CDs: A 10% Opportunity?
|
Jan 24, 2024 |
|
Why The Fed is Worried About The Middle East...And So Should You!
|
Jan 17, 2024 |
|
Navigating Social Security: When to Claim for an Optimal Retirement
|
Jan 03, 2024 |
|
Is 2024 the time to ditch the 60/40 Portfolio? Blackrock is doing it...should you?
|
Dec 27, 2023 |
|
Unraveling the Mystery of Roth Conversions: A Down-to-Earth Guide
|
Dec 20, 2023 |
|
IRMAA and Roth Conversions - What You Need to Know
|
Dec 13, 2023 |
|
Roth Conversions - How Much To Convert This Holiday Season
|
Dec 06, 2023 |
|
Roth Conversions - Is It Right For You?
|
Nov 29, 2023 |
|
Investment Pitfalls: Are You Falling for These Common Gambling Traps?
|
Sep 13, 2023 |
|
Taking Control: The Importance of Living Wills in Modern Healthcare
|
Aug 30, 2023 |
|
$8.8 Billion Heartbreak: The Rising Cost of Elder Romance Scams
|
Aug 23, 2023 |
|
The Family Blueprint: Crafting a Thoughtful and Effective Estate Plan
|
Aug 15, 2023 |
|
Trusts Demystified: What Every Investor Should Know
|
Aug 09, 2023 |
|
The Fed and Your Retirement - What You Need To Know
|
Aug 02, 2023 |
|
Navigating the Tax Maze When Selling Your Home
|
Jul 26, 2023 |
|
Maximizing Wealth: 3 Ethical Ways to Slash Your Tax Bill
|
Jul 19, 2023 |
|
Unmasking 'No Loss Market Accounts': Are They Really as Safe as They Sound?
|
Jun 28, 2023 |
|
The Truth About Real Estate Investing: Is it Really the Golden Goose?
|
Jun 21, 2023 |
|
Buy & Hold vs Tactical - Which Is Right For You?
|
Jun 14, 2023 |
|
Reduce Your Taxes in Retirement Using The 321 Plan
|
Jun 07, 2023 |
|
The 321 Retirement Plan
|
May 31, 2023 |
|
Finding Peace In Market Volatility
|
May 24, 2023 |
|
Investing Mistakes to Avoid
|
May 17, 2023 |
|
How to Create a Tax Efficient Income Plan
|
May 10, 2023 |
|
Creating Financial Layers of Protection
|
May 03, 2023 |
|
Navigating the Shifting Economy: Is It Over Yet?
|
Apr 26, 2023 |
|
The 411 on Roth Conversions in 2023
|
Apr 19, 2023 |
|
A New Investment to Get Off The Wall Street Coaster
|
Mar 29, 2023 |
|
How To Protect Against Market Volatility
|
Mar 22, 2023 |
|
Silicon Valley Bank and Your Retirement Accounts
|
Mar 15, 2023 |
|
How to Not Run Out of Money in Retirement
|
Mar 09, 2023 |
|
More In The Bank or Bigger Social Security Check?
|
Mar 01, 2023 |
|
File Early or File Late - The "Big" Social Security Question
|
Feb 22, 2023 |
|
Mortgages and Retirement...Should You Pay It Off Early?
|
Feb 15, 2023 |
|
5 Easy Ways to Save On Taxes in Retirement
|
Feb 08, 2023 |
|
Secure 2.0 Changes The Math for Roth Conversions
|
Feb 01, 2023 |
|
Secure 2.0 Act - Major Changes to Retirement Planning & RMDs
|
Jan 18, 2023 |
|
How to Avoid a Roth Conversion Disaster!
|
Dec 21, 2022 |
|
The 5 Major Risks in Retirement
|
Dec 14, 2022 |
|
End of Year Tax Saving Tips
|
Dec 07, 2022 |
|
Is The 60/40 Portfolio and 4% Rule dead? [Part 2 of 2]
|
Nov 30, 2022 |
|
S2E13 - Is the 60/40 Portfolio dead? [Part 1 of 2]
|
Nov 23, 2022 |
|
S2E12 - Is this the end of Crypto? WTF Happened? Who is SBF and FTX?
|
Nov 16, 2022 |
|
S2E11 - The Safest Way to Invest in the Market
|
Nov 09, 2022 |
|
S2E10 - Handling Market Anxiety
|
Nov 02, 2022 |
|
S2E9 - What Type of Advisor Should I Hire?
|
Oct 26, 2022 |
|
S2E8 - The 4% Rule...What You Don't Know Can Hurt You!
|
Sep 28, 2022 |
|
S2E7 - What Type of Advisor Should I Hire to Help Me in Retirement? What should I look for in an advisor?
|
Sep 14, 2022 |
|
S2E6 - Investing for Retirement
|
Sep 07, 2022 |
|
S2E5 - What is the "market?"
|
Aug 31, 2022 |
|
S2E4 - How to Ethically Pay Zero Taxes in Retirement
|
Aug 24, 2022 |
|
S2E3 - Retirement Income Plan
|
Aug 17, 2022 |
|
S2E2: Retiring in a Recession - What You Need to Know
|
Aug 03, 2022 |
|
S2E1: How Do I Take Over My Retirement Account? (401k, 403b, etc..)
|
Jul 27, 2022 |
|
19 - Elder Abuse & Scams
|
May 25, 2022 |
|
18 - Economic Cycles
|
May 18, 2022 |
|
17 - How to Pay Less in Taxes
|
May 11, 2022 |
|
16 - Don't have enough to retire?
|
May 04, 2022 |
|
15 - Secure Act 2.0 & Your Roth Conversion
|
Apr 27, 2022 |
|
14 - Alpha, Beta, Gamma - What do they all mean?
|
Apr 20, 2022 |
|
13 - Investing and Inflation
|
Apr 13, 2022 |
|
12 - Investing vs Gambling
|
Apr 06, 2022 |
|
11 - The World Right Now
|
Mar 23, 2022 |
|
10 - Estate Planning
|
Mar 16, 2022 |
|
09 - FIRE over 50!
|
Mar 10, 2022 |
|
08 - Social Security Maximization
|
Mar 02, 2022 |
|
07 - How to Handle Market Anxiety
|
Feb 24, 2022 |
|
05 - How Advisors Are Paid
|
Feb 16, 2022 |
|
04 - Tips for Budgeting & Spending Less
|
Feb 09, 2022 |
|
03 - Downsizing...What You Should Consider First
|
Feb 02, 2022 |
|
02 - Inflation Scares
|
Jan 26, 2022 |
|
01 - How to Think About Roth Conversions
|
Jan 12, 2022 |