Recent episodes
Could Retire, Doesn’t: The Psychology of Staying at Work
August 13, 2026
What Are Your Financial Pain Points?
August 6, 2026
The Pitfalls of Do-It-Yourself Retirement Planning
July 30, 2026
The 5 D’s of Retirement Planning
July 23, 2026
The 4% Rule vs. the 8% Rule: What’s the Right Withdrawal Rate for You?
July 16, 2026
How Too Much Research Can Work Against You
July 2, 2026
Earlier episodes
The full back catalogue, newest first.
3.7 Million People Watched This Retirement Video — Here’s What We Think
June 25, 2026
She Didn’t Plan to Retire at 62. Here’s How It Happened.
June 18, 2026
Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement
June 11, 2026
The Pension Choice That Can Make or Break a Survivor Plan
June 4, 2026
Am I Ready to Retire in 2026?
May 28, 2026
Inside a Great Financial Planning Experience
May 21, 2026
Memorial Day Reminder: What Does Real Financial Protection Look Like?
May 14, 2026
You’ve Managed Your Own Money Successfully — Why Would You Need an Advisor Now?
May 7, 2026
Volunteering: The Best Investment You Might Make In Retirement
April 23, 2026
A New Proposal Might Cap Your Social Security Payments
April 16, 2026
The Surprisingly Hard Part of Retirement Nobody Warns You About
April 9, 2026
What Happens to Your Retirement When Your Income Isn’t Predictable?
April 2, 2026
Life Insurance in Your 50s: Do You Have the Right Kind?
March 26, 2026
Is AI Coming For Your Retirement?
March 12, 2026
Tax Mistakes New Retirees Can’t Afford to Make
March 5, 2026
Selling Your Business for $1M: Is It Enough To Retire?
February 26, 2026
Retirement Decisions Aren’t All Black & White
February 19, 2026
Selling an Inherited Home: The Tax Fear That Stops Families
February 12, 2026
Popular (and Controversial) Financial Advice: Smart or Risky?
February 5, 2026
Shiny Object Syndrome: What Smart Investors Avoid
January 29, 2026
Roth or Traditional at 55: Which 401(k) Makes Sense?
January 22, 2026
Would You Trade $600 a Month to Protect Your Spouse?
January 15, 2026
What’s Changing in 2026 (And Why It Matters to Your Money)
January 8, 2026
Should I Retire Early to Watch My Grandkids?
December 23, 2025
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