Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
| Episode | Date |
|---|---|
|
Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
|
May 13, 2026 |
|
Podcast Extra: Financial Literacy Month
|
Apr 01, 2026 |
|
Podcast Extra: Financial Spring Cleaning
|
Mar 11, 2026 |
|
Is Your Portfolio Ready for the Next Market Drop?
|
Feb 28, 2026 |
|
Podcast Extra: How AI Is Reshaping Work for Older Americans — Insights from AARP’s Carly Roszkowski
|
Feb 25, 2026 |
|
Stop Guessing: Let’s Plan Your Retirement in Advance!
|
Feb 20, 2026 |
|
Podcast Extra: How to Build a Recession-Ready Budget
|
Feb 14, 2026 |
|
Podcast Extra: Emergency Savings Strategies—Building a Safety Net Without Feeling Overwhelmed
|
Feb 03, 2026 |
|
Podcast Extra: Important Tax Changes for the 2026 Filing Season
|
Jan 28, 2026 |
|
How to Maximize Your Social Security Benefits in 2026
|
Jan 16, 2026 |
|
Start the New Year with an Improved Retirement Plan
|
Dec 19, 2025 |
|
Facing a Layoff? Here’s Your Financial Gameplan
|
Dec 12, 2025 |
|
How an 88-Year-Old Lost His Pension
|
Dec 06, 2025 |
|
Podcast Extra—Inflation, Tariffs, and Dupe Culture: How We’re Shopping This Holiday Season
|
Dec 04, 2025 |
|
Podcast Extra: The Proper Steps to Take for a Successful Retirement
|
Nov 04, 2025 |
|
Scary Retirement Mistakes and How to Avoid Them
|
Oct 31, 2025 |
|
Bonus Interview: The Hidden Respiratory Risk for Retirees with Dr. Leonard Friedland
|
Oct 29, 2025 |
|
Lock In Gains, Not Worries – Smart Planning for Retirees
|
Oct 24, 2025 |
|
Social Security Updates & The Government Shutdown
|
Oct 17, 2025 |
|
Retire Smarter, Not Harder
|
Oct 10, 2025 |
|
Bonus Interview: New Tax Changes - with Mark Steber
|
Oct 07, 2025 |
|
Smart Strategies to Avoid Running Out of Money in Retirement
|
Oct 03, 2025 |
|
Bonus Interview: Protecting Your Digital Life After 50—Insights from AARP’s Tom Kamber
|
Sep 30, 2025 |
|
Market Corrections Happen: Is Your Plan Ready?
|
Sep 26, 2025 |
|
Retirement Planning in a Changing World
|
Sep 12, 2025 |
|
A Smarter Alternative to Bank CDs
|
Sep 05, 2025 |
|
Habits That Could Wreck Your Retirement Dreams
|
Aug 30, 2025 |
|
Protecting Your Retirement Income from Volatility and Inflation
|
Aug 22, 2025 |
|
Retirement Tax Traps: How to Avoid Costly Mistakes
|
Aug 15, 2025 |
|
Volatility-Proof Your Retirement: Minimizing Risk & Maximizing Confidence
|
Aug 09, 2025 |
|
Ready, Set, Retire!
|
Aug 01, 2025 |
|
Important Changes that Will Impact Retirees
|
Jul 25, 2025 |
|
No Pension, No Problem!
|
Jul 18, 2025 |
|
How the Big Beautiful Bill Changes Social Security
|
Jul 11, 2025 |
|
Ask the Advisors: We Answer Your Questions!
|
Jul 03, 2025 |
|
Protect Your Assets & Your Family with an Estate Plan
|
Jun 27, 2025 |
|
How to Navigate Social Security Like a Pro (With 2 Registered Analysts!)
|
Jun 20, 2025 |
|
Why Your Income Strategy is the Key to Retirement Success
|
Jun 13, 2025 |
|
Improve Your Retirement Plan This Summer!
|
Jun 06, 2025 |
|
Improve Your Plan & Live Comfortably During Retirement
|
May 30, 2025 |
|
Protect Your Investments and Create Income for Life
|
May 23, 2025 |
|
Bonus Interview: Healthy Eyes, Healthy Lives: Vision Tips from the National Eye Institute
|
May 20, 2025 |
|
Is Your Investment Strategy Age Appropriate?
|
May 16, 2025 |
|
How to Turn Your Portfolio Into a Pension
|
May 09, 2025 |
|
Find Out If You Can Retire Today!
|
May 02, 2025 |
|
How a Life Insurance Settlement Could Boost Your Retirement
|
Apr 25, 2025 |
|
Bonus: Check-In Before You Clock-Out: Schedule a Retirement Plan Review
|
Apr 22, 2025 |
|
Gain Control of Your Money Before It Controls You
|
Apr 18, 2025 |
|
How To Protect Your Retirement as the Market Drops
|
Apr 11, 2025 |
|
Bonus: Tick Tock—Beat the Tax Deadline Before It Bites
|
Apr 10, 2025 |
|
Bonus Interview: Spring Clean Your Finances for America Saves Week
|
Apr 09, 2025 |
|
Why You Need to Have Your Retirement Plan Inspected
|
Mar 28, 2025 |
|
Spring Cleaning for Your Financial Plan
|
Mar 21, 2025 |
|
Managing Market Volatility: How We Help Our Clients
|
Mar 14, 2025 |
|
Is Your Retirement Plan in Writing?
|
Mar 07, 2025 |
|
Improving Your Retirement Income Plan
|
Feb 28, 2025 |
|
How We Help People Navigate Retirement Challenges
|
Feb 21, 2025 |
|
How Taxes Work in Retirement
|
Feb 14, 2025 |
|
Volatility Happens – How to Protect Your Retirement
|
Feb 07, 2025 |
|
Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
|
Feb 06, 2025 |
|
Solutions for Common Financial Risks in Retirement
|
Jan 31, 2025 |
|
Five Common Retirement Mistakes We Can Help You Avoid
|
Jan 24, 2025 |
|
When Should You Start Taking Social Security?
|
Jan 17, 2025 |
|
Bonus Interview: Collegiate Athletics Facing Major Changes in 2025
|
Jan 15, 2025 |
|
How to Leave a Legacy: Estate Planning for Your Retirement
|
Jan 10, 2025 |
|
Our Financial Checklist for 2025 & What Retirees Fear Most
|
Jan 03, 2025 |
|
Why You Need a Retirement Portfolio Inspection
|
Dec 20, 2024 |
|
Bonus Interview: Hospital patients are even safer today than they were in 2019… with Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association
|
Dec 17, 2024 |
|
How to Build a Smart Retirement Plan
|
Dec 13, 2024 |
|
Invest in a Personal Pension & Satisfy Your Required Minimum Distributions
|
Dec 06, 2024 |
|
Protecting Your Retirement from Inflation & Solving Problems for Our Listeners
|
Nov 22, 2024 |
|
Plan Your Path & Protect Your Retirement!
|
Nov 16, 2024 |
|
Bonus Interview: Happy Veteran's Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America
|
Nov 11, 2024 |
|
What Donald Trump’s Victory Means for Your Retirement Plan
|
Nov 09, 2024 |
|
Fixing Problems Inside Your Retirement Plan
|
Nov 01, 2024 |
|
Replace Your Bonds & Bank CDs for a Better Retirement
|
Oct 25, 2024 |
|
Reduce Risk, Not Returns: Smart Investing for Your Retirement
|
Oct 18, 2024 |
|
Social Security Announces Lowest Cost of Living Adjustment in Four Years
|
Oct 16, 2024 |
|
The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
|
Oct 09, 2024 |
|
Protect & Grow Your Savings with Smart-Safe Investments
|
Oct 04, 2024 |
|
Interview with Bonnie Dobbs: Important Medicare Changes You Need to Know
|
Oct 04, 2024 |
|
Protecting Yourself from Scams & Data Breaches with Michael Bruemmer, Experian
|
Oct 01, 2024 |
|
Interview with Gunnery Sergeant Jessie Jane Duff, Veterans for Trump
|
Sep 25, 2024 |
|
Bringing Your Retirement Vision to Life
|
Sep 20, 2024 |
|
Inspect What You Expect: Avoiding Mistakes with Your Retirement Plan
|
Sep 05, 2024 |
|
How Much Risk Are You Taking with Your Retirement?
|
Aug 16, 2024 |
|
Responding to the Market’s Wild Week
|
Aug 09, 2024 |
|
Timing is Everything: How and When to Reduce Financial Risk
|
Aug 02, 2024 |
|
Better Alternatives for Your Bonds & Bank CDs
|
Jul 26, 2024 |
|
Help Wanted? Hire a Veteran | Special Guest Ryan Burgos
|
Jul 24, 2024 |
|
Protect Your Retirement from Ongoing Inflation
|
Jul 19, 2024 |
|
How to Take Advantage of Trump’s Tax Cuts Before It’s Too Late
|
Jul 12, 2024 |
|
Trump Debates Biden: How the Election Will Affect Retirees
|
Jul 03, 2024 |
|
Creating a Retirement Plan with Pension-like Income
|
Jun 28, 2024 |
|
How to Start a Personal Pension & Retire with Confidence
|
Jun 21, 2024 |
|
How to Protect Your Buying Power in Retirement
|
Jun 07, 2024 |
|
Sunny Money: How to Improve Your Financial Outlook this Summer
|
May 24, 2024 |
|
Beat the Bank CDs and Build a Better Retirement
|
May 17, 2024 |
|
How to Create a Super Personal Pension for Your Retirement
|
May 11, 2024 |