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| Episode | Date |
|---|---|
|
Aerospace Employees: The 401(k) Match Most Never Max Out
|
Jul 08, 2026 |
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Aerospace Investors: The 3-Bucket Rule for Bad News.
|
Jul 01, 2026 |
|
Why Lockheed Martin (and Aerospace) Employees Are Quietly Over-Invested
|
Jun 24, 2026 |
|
86% Don't Have a Revocable Trust — Are You One of Them?
|
Jun 18, 2026 |
|
Don't Leave It to Chance: Estate Planning Essentials Everyone Needs
|
Jun 10, 2026 |
|
Sequence of Returns: How Timing Can Make or Break Your Retirement
|
Jun 03, 2026 |
|
Protect Your Income: Disability, Overhead Insurance & Succession Planning
|
May 20, 2026 |
|
Lockheed Martin's Bonus Overhaul: 100% RSUs — What You Must Know
|
May 13, 2026 |
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Avoiding Regret: Start Estate Conversations Now
|
May 06, 2026 |
|
Why Age 50 Is the Critical Retirement Wake-Up Call
|
Apr 29, 2026 |
|
Fund the Trust—or Risk Probate: Estate Planning Mistakes Exposed
|
Apr 22, 2026 |
|
How to Own SpaceX: Pre-IPO Options Explained
|
Apr 15, 2026 |
|
Navigating the 6-Month Retirement Countdown
|
Apr 08, 2026 |
|
The Truth About Annuities: Variable, Fixed Index & RILAs Explained
|
Apr 01, 2026 |
|
Left Your 401(k) Behind? How to Reclaim and Supercharge It
|
Mar 25, 2026 |
|
Maximize Your Tax Savings: QCDs, Backdoor Roths & Donor Funds
|
Mar 18, 2026 |
|
How a $1,000 Seed Can Grow into a Lifetime Nest Egg
|
Mar 11, 2026 |
|
Leave the House, Not the Headache: Estate Tips to Avoid Family Wars
|
Mar 04, 2026 |
|
Protecting Your New Liquidity
|
Feb 25, 2026 |
|
Your Retirement: Build Habit, Not Hype
|
Feb 18, 2026 |
|
The Hidden 3.8% That Can Blindside Successful Earners
|
Feb 11, 2026 |
|
2026 Forecast: The Only Prediction That Matters — Investor Behavior
|
Feb 04, 2026 |
|
No 401(k)? Start Investing Today — Simple Steps
|
Jan 28, 2026 |
|
How Time Makes You Rich: The Simple Math Behind a $3M Retirement
|
Jan 21, 2026 |
|
Don't Let 'Do Nothing' Cost You: How Inflation Silently Erodes Wealth
|
Jan 14, 2026 |
|
Automate Your Budget: Pay Yourself First, Not Later
|
Jan 07, 2026 |
|
When the Market's Up, Risk Hides: Is Your Portfolio Too Aggressive?
|
Dec 31, 2025 |
|
You're Investing — But Still Behind: The Missing Steps Most Advisors Skip
|
Dec 31, 2025 |
|
How College Athletes Are Really Managing NIL Money (Joshua Raymond, FSU Football)
|
Dec 29, 2025 |
|
Target-Date vs Self-Managed Explained: Your 401(k)
|
Dec 17, 2025 |
|
How Sequence of Return Risk Can Ruin Retirement — And How to Stop It
|
Dec 10, 2025 |
|
Year-End Money Moves: Tax Loss Harvesting, RMDs & IRA Tips
|
Dec 03, 2025 |
|
2026 ACA Shock: 18% Rate Hikes and the Subsidy Cliff Revealed
|
Nov 26, 2025 |
|
When Gains Mask Risk: Do You Really Know Your Risk Tolerance?
|
Nov 19, 2025 |
|
Tax Alpha: Harvesting Losses with Direct Indexing
|
Nov 12, 2025 |
|
AI’s Market Moment: Hype, Risk, and Reality (feat. Kara Murphy, CIO of Kestra Financial)
|
Nov 05, 2025 |
|
Your 401(k)? Here's How It Really Works
|
Oct 29, 2025 |
|
Small Business Owners: Retirement Options for Employees — SEP vs SIMPLE vs 401(k)
|
Oct 22, 2025 |
|
Sole Proprietor? Unlock Hundreds of Thousands in Retirement Without Raising Your Salary
|
Oct 15, 2025 |
|
After the 401(k): The Real Playbook for Your Next Dollars
|
Oct 08, 2025 |
|
Turn Summer Cash into $1.3M: Roth IRA Strategy for Kids
|
Oct 01, 2025 |
|
Mega Backdoor Roth: Turn $7K into $70K Tax-Free
|
Sep 24, 2025 |
|
Backdoor Roth IRA: How High Earners Get Tax-Free Retirement
|
Sep 17, 2025 |
|
How the 'Step-Up' Saves Heirs Hundreds of Thousands
|
Sep 10, 2025 |
|
Fiduciary vs. Rep: Who’s Really Looking Out for Your Money?
|
Sep 03, 2025 |
|
Stocks vs. Houses: The Real Long-Term Winner
|
Aug 27, 2025 |
|
Inherited an IRA? Beware the SECURE Act’s 10-Year Tax Bomb
|
Aug 20, 2025 |
|
Little Bites of the Big Bill
|
Aug 13, 2025 |
|
Hidden Tax Secrets: How NUA Can Save You Thousands
|
Aug 06, 2025 |
|
"Maximize Your Giving: The Donor Advised Fund Advantage"
|
Jul 30, 2025 |
|
"Navigating Market Downturns: How the Wealthy Secure Their Retirement Income"
|
Jul 23, 2025 |
|
Unlocking the Trump Savings Account: A New Era for Children's Finances
|
Jul 16, 2025 |
|
How to Protect Your 4% Withdrawal Plan to Last a Lifetime
|
Jul 09, 2025 |
|
Navigating Required Minimum Distributions: Essential Tips for Retirees
|
Jul 02, 2025 |
|
Dr. Pat McGreevy's Mission: Children with Severe Disabilities
|
Jun 25, 2025 |
|
Strategies for Highly Appreciated Stocks: Safeguarding Your Investments
|
Jun 18, 2025 |
|
How to Build a Resilient Portfolio
|
Jun 11, 2025 |
|
Wealth & Retirement: Opportunity Risk
|
Jun 04, 2025 |
|
How Much Do You Really Need to Retire Comfortably?
|
May 28, 2025 |
|
Mastering Debt: Snowball vs. Avalanche Strategies
|
May 21, 2025 |
|
Surprising Ways to Gift College Funding
|
May 14, 2025 |
|
Unveiling Warren Buffett's Timeless Investment Wisdom
|
May 07, 2025 |
|
Frank St. John: Leading Innovation as Lockheed Martin COO
|
Apr 30, 2025 |
|
Investing in Turbulent Markets
|
Apr 23, 2025 |
|
Relationship of Market Volatility & Tariffs
|
Apr 16, 2025 |
|
Navigating Divorce After 50: Financial Insights and Strategies
|
Apr 09, 2025 |
|
Understanding DRIPs: Maximize Your Investments
|
Apr 02, 2025 |
|
Buying the Dip: Mastering Market Volatility
|
Mar 26, 2025 |
|
Unlocking the Secrets of Roth vs Traditional IRAs
|
Mar 19, 2025 |
|
Weathering Market Storms: Timeless Investment Strategies
|
Mar 12, 2025 |
|
Guarding Your Finances: Essential Cybersecurity Practices for 2025
|
Mar 05, 2025 |
|
56 Emmys! The Ross Greenberg Journey
|
Feb 26, 2025 |
|
Rising Phenomenon, GRAY DIVORCE: 3 Devastating Mistakes You Must Dodge!
|
Feb 12, 2025 |
|
Navigating Tariff Turbulence: Impact on Global Markets
|
Feb 05, 2025 |
|
"Track These 3 Key Numbers for Financial Freedom in 2025"
|
Jan 29, 2025 |
|
Navigating Tax Changes in 2025! Prepare Your Budget for the Expiry of the Tax Cuts and Jobs Act!
|
Jan 22, 2025 |
|
The Bitcoin Buzz: Balancing Risk and Reward
|
Jan 15, 2025 |
|
"Unlocking Financial Success in 2025: Expert Advice from Best Advice Podcast"
|
Jan 08, 2025 |
|
Financial Strategies Mindset & Tax Tips with the Best Advice Crew
|
Jan 01, 2025 |
|
From the Court: BJ Taylor's Journey
|
Dec 25, 2024 |
|
Business Tax Deductions: Maximize Your Profit By Minimizing Unnecessary Tax!
|
Dec 18, 2024 |
|
Is Gold Really Worth the Hype?
|
Dec 11, 2024 |
|
Lowering Taxable Income | Tax Bracket Management
|
Dec 04, 2024 |
|
10 Important Birthdays! Crucial to Transform Your Financial World
|
Nov 27, 2024 |
|
Unwrapping the Santa Claus Rally: Myths, Facts, and Holiday Cheer
|
Nov 20, 2024 |
|
The Power of Investing $5: The Financial Planning Process with SFM
|
Nov 13, 2024 |
|
Navigating Retirement: Prudent Withdrawal Strategies and Financial Flexibility
|
Nov 06, 2024 |
|
New Corporate Transparency Act: What Small Business Owners Need to Know
|
Oct 30, 2024 |
|
Stock Market Shake-Up: CIO Kara Murphy on Trump's vs. Harris' Impact & Winning Sectors!
|
Oct 23, 2024 |
|
Medicare Enrollment: Key Insights and Strategies
|
Oct 16, 2024 |
|
Understanding Your 401k: Maximize Your Retirement Savings
|
Oct 09, 2024 |
|
Most Common Mistakes for New Investors: Unlocking Brain Power
|
Oct 02, 2024 |
|
Tax Harvesting 101: Turn Losses into Future Gains!
|
Sep 25, 2024 |
|
529 College Savings Hacks: Funding Dreams Beyond (or Instead) of College
|
Sep 18, 2024 |
|
🎙️✨ Miss Universe Peru 2023. The Inspiring Journey of Camila Escribens ✨🎙️
|
Sep 11, 2024 |
|
Navigating Interest Rate Changes: Best Advice Podcast Guys
|
Sep 04, 2024 |
|
The Truth Behind the Stock Market’s Crash📉& Surge 📈!
|
Aug 28, 2024 |
|
Investing During Election Years?? Historic Market Returns and Strategies
|
Aug 21, 2024 |
|
Navigating Market Volatility: Insights and Strategies
|
Aug 14, 2024 |
|
Trump Sunset Laws in 2025: Preparing for Financial Changes in Capital Gains and Tax Rates
|
Aug 07, 2024 |