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| Episode | Date |
|---|---|
|
S4 E3: Spring Break, Ballgames, and High Net Worth Individuals
|
Apr 21, 2026 |
|
S4 E2: The Retirement Countdown: 12 Months Out
|
Feb 26, 2026 |
|
S4 E1: Glasses On, Pinkies Out, and a Crash Course in Private Equity
|
Feb 10, 2026 |
|
S3 E12: Talking Estate Plans and Training New Assistants
|
Dec 30, 2025 |
|
S3 E11: Snow, Drones, and the Economy That Won’t Sit Still
|
Dec 16, 2025 |
|
S3 E10: Passwords, Crockpots, and Estate Planning
|
Dec 03, 2025 |
|
S3 E9: Weddings, Weather… and New Tax Laws?
|
Nov 19, 2025 |
|
S3 E8: Planning Beyond the Numbers
|
Nov 04, 2025 |
|
S3 E7: Can I Retire? And Other Big Questions
|
Oct 23, 2025 |
|
S3 E6: Passionfruit Tang & Smarter Indexing
|
Aug 28, 2025 |
|
S3 E5: The Overlooked Side of Legacy Planning
|
May 21, 2025 |
|
Market Talk with Tom Siomades, AE Wealth Management
|
Apr 25, 2025 |
|
S3 E4: Asset Allocation vs Location
|
Apr 09, 2025 |
|
S3 E3 - The Truth About Taxes in Retirement
|
Feb 19, 2025 |
|
S3 E2: Adapting your Retirement Plans as your life and financial goals evolve.
|
Jan 13, 2025 |
|
S3 E1: Understanding the Retirement Planning Process
|
Dec 05, 2024 |