Episodi

  • Financial Nightmares to Avoid - Halloween Special

    Financial Nightmares to Avoid - Halloween Special
    Oct 10 2026
    This Halloween special explores three real-world financial nightmares that can haunt your retirement and your family's financial future. We explain how a surviving spouse can face a higher tax burden, why creating a trust isn't enough without properly funding it, and how mishandling an inherited IRA can lead to a surprisingly large tax bill. With a few spooky movie references along the way, we share practical lessons on proactive planning and why having someone look at the big financial picture can help you avoid costly mistakes.
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  • Wealth Lessons from Dolly Parton

    Wealth Lessons from Dolly Parton
    Sep 19 2026
    During this episode, we'll explore what Dolly Parton's life and words could teach us about building both financial wealth and “wisdom wealth.”
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  • Retirement Income: What are your options?

    Retirement Income: What are your options?
    Sep 5 2026
    In this episode, we explore the primary income options available to support your lifestyle throughout retirement. We evaluate the pros and cons of fixed-income strategies like bonds and annuities against flexible growth options, helping you weigh guaranteed stability versus potential long-term returns. Tune in to learn how to tailor these financial tools to match your risk tolerance, retirement timeline, and personal income goals.
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  • The 40-Year Retirement Rule

    The 40-Year Retirement Rule
    Aug 29 2026
    During this episode, we'll cover why a 40-year retirement horizon is becoming more common.
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  • How to Leverage Fixed-Indexed Annuities to Grow Your Portfolio More Efficiently

    How to Leverage Fixed-Indexed Annuities to Grow Your Portfolio More Efficiently
    Aug 22 2026
    In this episode, we explore how to leverage fixed-indexed annuities to optimize your investment portfolio and create a more efficient strategy. We discuss the mechanics of fixed-indexed annuities, highlighting their zero-floor principal protection alongside market participation opportunities without the high fees associated with older annuity products. Furthermore, we challenge traditional 60/40 portfolio models by comparing historical bond returns with modern annuity strategies to help you navigate changing interest rate environments and secure your retirement goals.
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  • Important Moves to Make Before You Retire

    Important Moves to Make Before You Retire
    Aug 15 2026
    During this episode, we'll cover the key financial shifts to consider in the five to 10 years before retirement.
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  • How to Manage a Windfall

    How to Manage a Windfall
    Aug 8 2026
    During this episode, we'll cover nine ways to thoughtfully handle a sudden windfall.
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  • Top 7 Financial Worries for Retirees and How to Overcome Them for a Peaceful Retirement

    Top 7 Financial Worries for Retirees and How to Overcome Them for a Peaceful Retirement
    Aug 1 2026
    This episode breaks down the seven most common financial anxieties that weigh on retirees, from inflation and healthcare expenses to outliving nest eggs. We provide actionable strategies to tackle these challenges head-on and secure long-term stability. Listeners will discover practical solutions to replace uncertainty with a confident, peaceful retirement plan.
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