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| Episode | Date |
|---|---|
|
Are Your Emotions Costing You Money?
|
Jul 01, 2026 |
|
How to Build Wealth on Any Income
|
Jun 24, 2026 |
|
Inflation: The Silent Threat to Your Financial Future
|
Jun 17, 2026 |
|
How to Protect Yourself from Financial Fraud
|
Jun 10, 2026 |
|
Retirement Planning for Business Owners: What You Need to Know
|
Jun 03, 2026 |
|
The Retirement Tax Traps No One Talks About
|
May 27, 2026 |
|
Downsizing Your Home for Retirement: What You Need to Know
|
May 20, 2026 |
|
Enjoy Retirement Without Running Out of Money: Essential Early Spending Tips
|
May 13, 2026 |
|
Why Couples Must Share Financial Control
|
May 06, 2026 |
|
Your First Year of Retirement: What to Expect
|
Apr 29, 2026 |
|
The Small Money Mistakes That Cost You Big
|
Apr 22, 2026 |
|
Building Your Retirement: The Dangers of Not Having a Clear Plan
|
Apr 15, 2026 |
|
Life After Work: Designing a Purposeful Retirement
|
Apr 08, 2026 |
|
Navigating Retirement: Finding Meaning Beyond Finances with Jeff Bernier
|
Apr 01, 2026 |
|
Is Early Retirement Realistic? Pros, Cons, and Risks of the FIRE Lifestyle
|
Mar 25, 2026 |
|
The Real Drivers of Long-Term Investment Success
|
Mar 18, 2026 |
|
When World Events Shake Markets, Should You Act?
|
Mar 09, 2026 |
|
Retirement Isn't An Age, It's A Cash Flow Strategy
|
Mar 04, 2026 |
|
How Understanding Bonds Can Transform Your Financial Future
|
Feb 25, 2026 |
|
Saving for Children: How the Latest Account Options Stack Up
|
Feb 18, 2026 |
|
Why "Playing It Safe" Can Hurt Your Retirement Plan
|
Feb 11, 2026 |
|
Retiring Soon? Do These 5 Things First
|
Feb 04, 2026 |
|
ETFs vs. Mutual Funds - Which One Is Better for You?
|
Jan 28, 2026 |
|
Independent Advisors or Big Firms: Which Financial Planner Is Right for You?
|
Jan 21, 2026 |
|
Stock Market Fun Facts: What History Reveals About Consistent Returns
|
Jan 14, 2026 |
|
Tales from the Trenches: Inspiring and Cautionary Financial Planning Stories
|
Jan 07, 2026 |
|
From Wealth-Building to Finding Purpose: Our Guide to Meaningful Money
|
Dec 31, 2025 |
|
Are You Ready for a Financial Advisor? Signs, Triggers, and What to Expect
|
Dec 24, 2025 |
|
How Financial Decisions Compound Over Time and Impact Your Retirement
|
Dec 17, 2025 |
|
How Much Risk Are You Taking? Understanding Your Investment Portfolio Risk
|
Dec 10, 2025 |
|
Bad Financial Advice Online: Homeownership, Mortgages, Risks, and Investment Strategies
|
Dec 03, 2025 |
|
What Is a Fiduciary? How to Choose the Right Financial Advisor for Your Future
|
Nov 25, 2025 |
|
What is Revenge Saving - All You Need To Know
|
Nov 19, 2025 |
|
How to Enjoy and Spend After a Lifetime of Saving for Retirement
|
Nov 12, 2025 |
|
Social Security and Medicare Changes: What the Latest 2026 Adjustments Mean for Your Retirement
|
Nov 05, 2025 |
|
Maximize Your Retirement Income by Picking the Right State
|
Oct 29, 2025 |
|
You Could Be Missing Thousands! How to Find Your Lost 401(k)
|
Oct 22, 2025 |
|
Year-End Tax Planning Tips You Can't Afford to Miss!
|
Oct 15, 2025 |
|
Giving While Living: How to Build Your Legacy Today
|
Oct 08, 2025 |
|
How To Build and Diversify Your Portfolio
|
Oct 01, 2025 |
|
How To Handle a Bad Market At Every Stage of Life
|
Sep 24, 2025 |
|
Should You Downsize in Retirement? What To Do and What NOT To Do
|
Sep 17, 2025 |
|
Estate Planning 101: The 3 Documents Everyone Needs
|
Sep 10, 2025 |
|
Should Your Political Views Influence Your Investment Decisions?
|
Sep 03, 2025 |
|
Are Financial "Rules of Thumb" Helping You or Hurting You?
|
Aug 27, 2025 |
|
Breaking Down the One Big Beautiful Bill: Tax Changes Every Retiree Needs to Know | Pt 2
|
Aug 20, 2025 |
|
The "One Big Beautiful Bill": What It Means for Your Wallet in 2025 | Pt 1
|
Aug 13, 2025 |
|
Buffer ETFs vs Fixed Index Annuities: Managing Market Risk in Retirement
|
Aug 06, 2025 |
|
Taking Time Off Work Strategically: Sabbatical Planning Tips from CFP Professionals
|
Jul 30, 2025 |
|
Avoiding Probate: The Power of Naming the Right Beneficiaries
|
Jul 23, 2025 |
|
Support Your Adult Kids Financially or Focus on Retirement First?
|
Jul 16, 2025 |
|
Are Your Money Habits Your Parents' Fault? Understanding Financial Baggage
|
Jul 09, 2025 |
|
How Much Should You Have Saved for Retirement by Now?
|
Jul 02, 2025 |
|
The Truth About Millionaires Next Door: How Ordinary People Build Real Wealth
|
Jun 25, 2025 |
|
Should You Take Social Security Early? 5 Surprising Reasons to Consider It
|
Jun 11, 2025 |
|
Is Long Term Care Insurance Worth It? Pros and Cons as You Age
|
Jun 04, 2025 |
|
5 Reasons You Should Retire Early
|
May 28, 2025 |
|
How to Find Meaning and Purpose in Retirement: Smart Giving Strategies and Living Well
|
May 21, 2025 |
|
Relationships and Money: Aligning Goals, Values, and Habits
|
May 14, 2025 |
|
DIY Retirement Planning: Common Pitfalls and When to Hire a Financial Planner
|
May 07, 2025 |
|
Financial Spring Cleaning Tips to Organize Your Money for a Stress-Free Year
|
Apr 30, 2025 |
|
Want to Retire Early? Key Challenges and Strategies You Need to Know
|
Apr 23, 2025 |
|
Stay Cool and Invest Smart: Winning Tactics for Uncertain Markets
|
Apr 16, 2025 |
|
Six Mistakes to Avoid When You Inherit Money
|
Apr 09, 2025 |
|
Is the 4% Rule Still Relevant? Examining Its Role in Today's Retirement Planning
|
Apr 02, 2025 |
|
5 Retirement Risks & The Key to Lasting Financial Security
|
Mar 26, 2025 |
|
Ready to Retire? Stay on Track with This Checklist
|
Mar 12, 2025 |
|
Retiring Soon? Use a Checklist to Get it Right
|
Mar 05, 2025 |
|
Financial Freedom: Essential Tips to Remove Barriers and Build Lasting Wealth
|
Feb 26, 2025 |
|
Prepare Now to Make Taxes Less Taxing
|
Feb 19, 2025 |
|
Tax-Free Growth & Life Satisfaction: Real Money Talk
|
Feb 05, 2025 |
|
Hidden Threats to Your Retirement: Inflation, Healthcare, and Emotional Investing
|
Jan 29, 2025 |
|
Stay Calm, Stay Invested: Strategies for Bear Markets
|
Jan 22, 2025 |
|
The Required Minimum Distributions Playbook: Minimize Taxes and Maximize Savings
|
Jan 15, 2025 |
|
Can Having a Financial Plan Help You Live Longer?
|
Jan 08, 2025 |
|
Financial Resolutions that Stick in 2025
|
Jan 01, 2025 |
|
How to Handle Life Insurance and Annuities You No Longer Want
|
Dec 25, 2024 |
|
Last Minute Planning: 4 Things to do to Supercharge Your Retirement
|
Dec 18, 2024 |
|
The Basics of Investing: Breaking Down Stocks, Bonds, and More
|
Dec 11, 2024 |
|
Upcoming 401k and IRA Changes Explained: What You Need to Know
|
Dec 04, 2024 |
|
Ultimate Year-End Tax Planning Tips for 2024
|
Nov 27, 2024 |
|
Cognitive Decline in Retirement: What You Need to Know to Safeguard Your Future
|
Nov 20, 2024 |
|
Navigating Overspending: Staying Within Your Means in a Tech-Driven World
|
Nov 13, 2024 |
|
Why the 2025 Social Security Cost of Living Increase is Lower
|
Nov 06, 2024 |
|
How to Prepare for Medicare Open Enrollment with Expert Advice from Ben Bulgrien
|
Oct 30, 2024 |
|
Making Sense of Medicare: Picking the Right Plan for You
|
Oct 24, 2024 |
|
Navigating Medicare Enrollment and Penalties with Expert Ben Bulgrien
|
Oct 16, 2024 |
|
Upcoming Tax Changes - What You NEED To Know!
|
Oct 09, 2024 |
|
Downsizing in Retirement: Sell or Rent?
|
Oct 02, 2024 |
|
Are You Lending Money For Free Without Knowing?
|
Sep 25, 2024 |
|
Invest Your Cash or Keep It Liquid?
|
Sep 18, 2024 |
|
Is Ramsey Right About Early Social Security?
|
Sep 11, 2024 |
|
Own Nothing, Rent Everything?
|
Sep 04, 2024 |
|
New Home Decisions: Buy Now or Wait?
|
Aug 28, 2024 |
|
Why You Shouldn't Stop 401K Contributions, Even During Tough Times
|
Aug 21, 2024 |
|
Infinite Banking: Separating Fact from Fiction in the Be Your Own Bank Concept
|
Aug 14, 2024 |
|
Leaving Your Job? Here's What You Need to Know About Your 401(k)
|
Aug 07, 2024 |
|
Presidential Election Year: Good or Bad for the Market?
|
Jul 31, 2024 |
|
Vacation Home Fever: What You Need To Consider Before Buying a Second Home
|
Jul 24, 2024 |
|
Advanced Roth IRA Strategies: Backdoor to Mega Backdoor Strategies
|
Jul 17, 2024 |
|
Are You Financially Healthy? Key Steps for a Secure Future
|
Jul 10, 2024 |
|
Understanding Tax Benefits of Donations: Expert Tips and Advice
|
Jul 03, 2024 |
|
2025 Social Security Increase Announcement - Will You Get a Raise?
|
Jun 26, 2024 |
|
Health Savings Accounts 101: Avoid These Common Mistakes
|
Jun 19, 2024 |
|
Tax Torpedoes in Retirement: Avoid Unexpected Tax Surprises
|
Jun 12, 2024 |
|
Financial Advisors React: Good Tips and Bad Practices
|
Jun 05, 2024 |
|
Tackling Financial Regrets: Retirement Savings, Debt, and Emergency Funds
|
May 29, 2024 |
|
Spaving: Can Spending More Actually Save You More?
|
May 22, 2024 |
|
Cash or Credit: What's the Best Way to Buy a Car?
|
May 15, 2024 |
|
How Sustainable is Social Security: Should You Be Worried?
|
May 08, 2024 |
|
Investing in Gold: Should You Do it in 2024?
|
May 01, 2024 |
|
How to Protect Yourself from Fad Investments
|
Apr 24, 2024 |
|
Exposing Faulty Financial Advice on 401K Investments
|
Apr 17, 2024 |
|
How to Become the Millionaire Next Door?
|
Apr 10, 2024 |
|
New Market High Point… Should I Sell My Stock?
|
Apr 03, 2024 |
|
Are I-Bonds Still a Smart Investment in Today's Environment?
|
Mar 27, 2024 |
|
Are Americans Saving Enough for Retirement?
|
Mar 20, 2024 |
|
Interest Rates Decoded: What to Expect in 2024
|
Mar 13, 2024 |
|
Financial News: Should You Believe Everything You Read?
|
Mar 06, 2024 |
|
Unexpected Retirement Costs: How to Prepare
|
Feb 28, 2024 |
|
Tax Changes for 2024: A Look at the Numbers
|
Feb 21, 2024 |
|
The FIRE Movement: How to Achieve Early Retirement and What to Look Out For
|
Feb 14, 2024 |
|
What Happens When You Have No Heirs? Strategies For Your Assets
|
Feb 07, 2024 |
|
Retired earlier than expected? Top To-Ds for post retirement
|
Jan 31, 2024 |
|
Choosing a Financial Advisor: How To Find the Right One For You?
|
Jan 24, 2024 |
|
Preparing Yourself or a Loved One for Losing Mental Capacity
|
Jan 17, 2024 |
|
Social Security Strategy: When to Claim Your Benefits
|
Jan 10, 2024 |
|
Financial Scams: What You Need to Know and How to Protect Yourself
|
Jan 03, 2024 |
|
Have You Set Your Financial New Year's Resolution? Here Are Some Ideas to Stick With It.
|
Dec 27, 2023 |
|
Are You Ready for Early Retirement?
|
Dec 20, 2023 |
|
Want to Convert 529 Funds to Roth IRA? Now You May be Eligible.
|
Dec 13, 2023 |
|
Understanding Certificates of Deposit: Exploring the Pros and Cons of CD Investments
|
Dec 06, 2023 |
|
The Benefits of Tax Loss Harvesting: Boosting Your After-Tax Investment Returns
|
Nov 29, 2023 |
|
Health Savings Accounts: The Ultimate Account for Tax Free Saving and Investing
|
Nov 22, 2023 |
|
A Comprehensive Guide to Pension Plans for Retirees
|
Nov 15, 2023 |
|
Understanding the Impact of Changing Interest Rates: A Guide for Savers and Investors
|
Nov 08, 2023 |
|
Advanced Strategies to Maximize Tax Benefits in Q4 with Eric Lewis
|
Nov 01, 2023 |
|
Spooky Financial Mistakes: A Halloween Special
|
Oct 25, 2023 |
|
Year-End Tax Planning: Tips to Save in Q4 with Eric Lewis
|
Oct 18, 2023 |
|
Retirement Health Insurance ABCs: Understanding Medicare with Scott Aschoff: Part 2
|
Oct 11, 2023 |
|
Retirement Health Insurance ABCs: Understanding Medicare with Scott Aschoff: Part 1
|
Oct 04, 2023 |
|
How Much Money Do You Really Need to Retire?
|
Sep 28, 2023 |
|
Annuity Remorse: Is There a Way Out?
|
Sep 20, 2023 |
|
Understanding Annuities: Exploring the Pros and Cons of this Retirement Option
|
Sep 13, 2023 |
|
Understanding Bonds: Do You Need Them in Your Retirement Portfolio?
|
Sep 06, 2023 |
|
Do You Need Life Insurance in Retirement?
|
Aug 30, 2023 |
|
Reading Your Economic Tea Leaves
|
Aug 23, 2023 |
|
Your Four Course Financial Free Lunch
|
Aug 16, 2023 |
|
Retiring Without Stocks: Can You Afford It?
|
Aug 11, 2023 |
|
Emergency Fund: Should You Retire With It?
|
Aug 10, 2023 |
|
To Mortgage or Not Mortgage, That Is the Question.
|
Aug 09, 2023 |
|
Financial Control in Your Golden Years
|
Aug 08, 2023 |
|
What Does a Happy Retirement Look Like?
|
Aug 07, 2023 |