Earlier episodes
The full back catalogue, newest first, page 2 of 14.
I’m 62: Should I File For Social Security Or Wait?
December 18, 2025
What If I Retire With “Only” $1M?
December 11, 2025
How 2025 Changed Your Financial Plan: Year In Review
December 4, 2025
5 Red Flags When Looking for a Financial Advisor
November 26, 2025
Love, Marriage & Money: The Second (or Third) Time Around
November 20, 2025
Charitable Giving in Retirement: How to Give and Save on Taxes
November 13, 2025
Do Your Feelings Belong in Your Financial Plan?
November 6, 2025
The Truth About Managing Money with Multiple Advisors
October 30, 2025
Retirement Healthcare Costs Just Jumped Again (2025 Update)
October 23, 2025
Where Should You Invest $1 Million in Today’s Market?
October 16, 2025
Is It Finally Time to Buy Bonds Again?
October 9, 2025
Reacting To Unfiltered Retirement Takes from YouTube
September 25, 2025
The 5 Must-Do’s In Year One of Retirement
September 18, 2025
The Truth About Downsizing in Retirement
September 11, 2025
The Hidden Medicare Penalty You Might Be Paying
September 4, 2025
How to Change Careers at 55 Without Ruining Retirement
August 28, 2025
Inflation Is Still Wrecking Retirement Confidence
August 21, 2025
The Real Numbers Behind the Big Beautiful Bill
August 14, 2025
You’re Not Ready to Retire If This Is All You’ve Done
August 7, 2025
Not Every Retirement Plan Fits Neatly In A Box
July 31, 2025
Separate Accounts, Shared Future: Planning Retirement With Separate Finances
July 24, 2025
What’s Missing from Dave Ramsey’s 9-Step Retirement Plan
July 17, 2025
Let’s Talk about the Big Beautiful Bill (BBB)
July 10, 2025
Should You Gift Now or Leave a Legacy Later?
June 26, 2025
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