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Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement & insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle — from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you’re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language.
Tune in for honest insights, practical steps, and a bit of tough love — because retirement isn’t a vacation, it’s the rest of your life.
| Episode | Date |
|---|---|
|
Who Is Your Financial Advocate
|
Sep 16, 2026 |
|
Medicare Enrollment and Strategies
|
Sep 08, 2026 |
|
Medicare: The Choices
|
Aug 07, 2026 |
|
Dave vs Suze
|
Jul 31, 2026 |
|
Secrets to a Secure Future
|
Jul 27, 2026 |
|
Strategies for Social Security and Medicare
|
Jul 17, 2026 |
|
Strategies for Income and Care
|
Jul 10, 2026 |
|
Asking the Right Retirement Questions
|
Jun 26, 2026 |
|
How to Bridge the Retirement Income Gap
|
Jun 19, 2026 |
|
Estate Planning & Medicare Decisions
|
Jun 12, 2026 |
|
Close Your Income Gap in Retirement
|
Jun 05, 2026 |
|
The Foundation of Retirement: Income
|
May 29, 2026 |
|
Confidence in Your Retirement
|
May 22, 2026 |
|
Planning for the Future
|
May 20, 2026 |
|
5 Pillars of Retirement You Must Protect
|
May 08, 2026 |
|
The Buckets of Retirement
|
Apr 24, 2026 |
|
Social Security-Medicare--The Best Decisions For You
|
Apr 17, 2026 |
|
Smart Tax Strategies
|
Apr 10, 2026 |
|
Checklist For Retirement
|
Apr 06, 2026 |
|
Proper Estate Planning
|
Mar 27, 2026 |
|
Tools to Protect What You've Built!
|
Feb 26, 2026 |
|
How Much Does it Cost to Live!
|
Jan 24, 2026 |
|
Don't Trust your Trust to just Anyone!
|
Jan 16, 2026 |
|
Planning is the Way to Create the Forever Plan!
|
Jan 03, 2026 |
|
Unfiltered Information about Social Security!
|
Dec 20, 2025 |
|
Estate Planning: Everyone Has Issues!
|
Dec 16, 2025 |
|
Navigating Retirement: Health Insurance and Income Strategies
|
Dec 05, 2025 |