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| Episode | Date |
|---|---|
|
The Lessons We've Learned - [Ep. 49]
|
Mar 03, 2026 |
|
A Century of Data: What 100 Years of Markets Actually Teach Retirees - [Ep. 48]
|
Feb 24, 2026 |
|
You Might Be Able to Reitre, But You Might Not Like The Life You Created [Ep. 47]
|
Feb 17, 2026 |
|
2 Most Common Retirement Mistakes [Ep. 46]
|
Feb 10, 2026 |
|
Should I Tinker With My Portfolio - [Ep. 45]
|
Feb 03, 2026 |
|
Hidden Retirement Risks [Ep. 44]
|
Jan 27, 2026 |
|
Insurance & Estate Review - 2026 Planning Part 4 - [Ep. 43]
|
Jan 21, 2026 |
|
Your Investments Have A Job To Do - 2026 Planning Part 3 [Ep. 42]
|
Jan 13, 2026 |
|
Your CPA Is Not Handling This - 2026 Retirement Roadmap - Part 2 - Taxes [Ep. 41]
|
Jan 06, 2026 |
|
Retirement Income Should Be Engineered, Not Improvised | Build Your 2026 Retirement Roadmap [Ep. 40]
|
Dec 23, 2025 |
|
2025 Year-End Tax Planning - Ep. 39
|
Dec 16, 2025 |
|
Why Most Retirees Avoid Financial Planning (And Why That's The Scariest Choice!) Ep. 38
|
Dec 11, 2025 |
|
Will You Outlive Your Money? [Ep. 37]
|
Dec 03, 2025 |
|
Social Security at Risk: What Retirees Need to Know Before 2034 [Ep36]
|
Nov 25, 2025 |
|
Real Stories, Real Tax Surprises (Ep. 35)
|
Nov 18, 2025 |
|
Episode 34: From Debt to Destiny
|
Oct 21, 2025 |
|
Episode 33: AI, Tech, and the Markets
|
Oct 14, 2025 |
|
Episode 32: The $84 Trillion Decision
|
Oct 07, 2025 |
|
Episode 31: How to Retire on Your Own Terms!
|
Sep 30, 2025 |
|
Episode 30: How One Couple Avoided a $100K Tax Surprise
|
Sep 23, 2025 |
|
Episode 29: Understanding RMDs & Taking Control Before 73
|
Sep 16, 2025 |
|
Episode 28: The Emotional Side of Spending in Retirement
|
Sep 09, 2025 |
|
Episode 27: The Big Tax Mistake Most Retirees Make in Their 60’s
|
Sep 02, 2025 |
|
Episode 26: What to Do in a Down Market
|
Aug 26, 2025 |
|
Episode 25: You Have $1.8 Million — How Much in Taxes Will You Pay in Retirement?
|
Aug 19, 2025 |
|
Episode 24: Why Waiting Until 73 Could Cost You Six Figures
|
Aug 12, 2025 |
|
Episode 23: Social Security and Taxes: What Nobody Told You
|
Aug 05, 2025 |
|
Episode 22: What's Your Retirement Income Plan? Creating Paychecks for Life
|
Jul 29, 2025 |
|
Episode 21: The 5 Biggest Retirement Mistakes & How to Avoid Them
|
Jul 22, 2025 |
|
Episode 20: The Set it & Forget it Trap
|
Jul 15, 2025 |
|
Episode 19: 'Big Beautiful Bill'
|
Jul 08, 2025 |
|
Episode 18: Your Company Stock & The Hidden Potential of Net Unrealized Appreciation
|
Jul 01, 2025 |
|
Episode 17: The Truth About Your CPA and Tax Planning for Retirement
|
Jun 24, 2025 |
|
Episode 16: What to Do in a Down Market: Tax Moves That Work in Bear Years
|
Jun 17, 2025 |
|
Episode 15: Three Keys to a Successful Financial Plan: Consistency, Commitment, and Confidence
|
Jun 10, 2025 |
|
Episode 14: Asset Location 101: Put the Right Money in the Right Bucket
|
Jun 05, 2025 |
|
Episode 13: Roth vs. Traditional IRA: What’s Better After 50?
|
May 27, 2025 |
|
Episode 12: Debt Ceiling
|
May 20, 2025 |
|
Episode 11: 401k Tax Trap
|
May 13, 2025 |
|
Episode 10: Avg. Return vs. CAGR
|
May 06, 2025 |
|
Episode 9: Inflation Risk
|
Apr 29, 2025 |
|
Episode 8: Market Volatility
|
Apr 07, 2025 |
|
Episode 7: Tax Optimization Part 2
|
Mar 17, 2025 |
|
Episode 6: Tax Optimization Part 1
|
Jan 28, 2025 |
|
Episode 5: Sequence of Return Risk
|
Nov 18, 2024 |
|
Episode 4: Roth Conversions
|
Oct 30, 2024 |
|
Episode 3: Excess Withdrawal Risk
|
Oct 30, 2024 |
|
Episode 2: Longevity Risk
|
Oct 30, 2024 |
|
Episode 1: Intro to Crown Advisors
|
Oct 30, 2024 |