Earlier episodes
The full back catalogue, newest first, page 12 of 14.

Ep 70: Know Thyself — How Looking Inward Can Lead To Major Financial Impacts
January 21, 2021

Ep 69: The Three Qualities of Money
January 14, 2021

Ep 68: Retirement Statistics That Might Surprise You
January 7, 2021

Ep 67: Which Retirement Lifestyle Is Right For You?
December 17, 2020

Ep 66: End-of-Year Financial Planning
December 11, 2020

Ep 65: What to Know About Biden’s Tax Proposals
December 3, 2020

Ep 64: Finding the Right Advisor
November 25, 2020

Ep 63: Don’t Assume the Customer Is Always Right
November 19, 2020

Ep 62: Is Diversification Just For Suckers?
November 12, 2020

Ep 61: Would You Pass This Retirement Preparedness Quiz?
November 5, 2020

Ep 60: Answering Your 401(k) FAQs
October 29, 2020

Ep 59: Mailbag — Should I Move My Investments To Cash Right Now?
October 22, 2020

Ep 58: Reframing the Social Security Conversation
October 15, 2020

Ep 57: Retirement Ready…or Not?
October 8, 2020

Ep 56: Financial Stuff You Should Know
October 1, 2020

Ep 55: Hindsight is 20/20 in Financial Planning
September 24, 2020

Ep 54: Do You Need a Trust?
September 17, 2020

Ep 53: This One is On The House
September 10, 2020

Ep 52: Are These Financial Rules Legit or Full of Bull?
September 3, 2020

Ep 51: Simple Mistakes That Could Ruin Retirement
August 27, 2020

Ep 50: The Financial Risks to Living Longer
August 20, 2020

Ep 49: Building Your Financial House
August 13, 2020

Ep 48: Financial Planning Following the Loss of a Spouse
August 6, 2020

Ep 47: Classic Pre-Retiree Mistakes to Avoid
July 23, 2020
You’ve worked hard for your money. We help make your money work hard for you.
Want help to plan your Tax-Smart Retirement™? Click below to schedule a call.
Yes, Let’s Talk