Episodi

  • Your September Financial Checkup: 6 Things to Review Before Year-End

    Your September Financial Checkup: 6 Things to Review Before Year-End
    Aug 23 2026
    In this episode, we highlight why September is the ideal time to conduct a comprehensive checkup on your finances. We walk through six key areas to re-evaluate before year-end, including tax withholdings, tax-loss harvesting, and employer benefit selections like HSAs and FSAs. Our discussion offers practical strategies to help listeners avoid unexpected financial surprises and optimize their position heading into the new year.
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  • The Hidden Costs of RMDs: WhatEvery Retiree Needs to Know

    The Hidden Costs of RMDs: WhatEvery Retiree Needs to Know
    Aug 16 2026
    In this episode, we break down the critical rules and tax implications surrounding Required Minimum Distributions (RMDs) that every retiree needs to understand as they reach age 73. We explore how mandatory withdrawals can unexpectedly raise your income tax bracket, increase Medicare premiums, and affect the taxation of your Social Security benefits. Finally, we share practical strategies to make RMDs work to your advantage, including reinvesting options and tax-saving Qualified Charitable Distributions.
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  • Retirement Planning Myths That Could Cost You

    Retirement Planning Myths That Could Cost You
    Aug 9 2026
    In this episode, we debunk some of the most common retirement planning myths that could silently jeopardize your financial future. From miscalculating healthcare costs to relying too heavily on traditional rules of thumb, we break down what you actually need to know to build a resilient nest egg. Tune in to learn actionable strategies that will help protect your hard-earned savings and ensure a confident, comfortable retirement.
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  • What Makes a Happy Retirement? (It’s Not Just Money)

    What Makes a Happy Retirement? (It’s Not Just Money)
    Aug 2 2026
    Retirement is about far more than building a nest egg, It’s about creating a fulfilling life after your career ends. In this episode, the discussion explores five essential ingredients for a happy retirement, including maintaining your health, finding purpose, staying socially connected, achieving financial confidence, and continuing to learn and grow. Discover practical insights on how thoughtful planning can help you enjoy retirement with greater confidence, fulfillment, and peace of mind.
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  • Mid-Year Financial Check-In: Is YourRetirement Plan Still on Track?

    Mid-Year Financial Check-In: Is YourRetirement Plan Still on Track?
    Jul 26 2026
    In this episode we look at the financial year so far and financial steps you need to be taking now. Don't wait until it's too late. How to avoid costly mistakes.
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  • Christmas in July – Giving Back: The Financial & Personal Benefits of Charitable Giving

    Christmas in July – Giving Back: The Financial & Personal Benefits of Charitable Giving
    Jul 19 2026
    Today we welcome back our very special guest, Santa Greg! We'll be talking about why charitable giving is an important part of many people's financial lives, especially during retirement, We'll also share details about how you can participate in our Christmas in July Toy Drive,
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  • Why Retirees Still Need an Emergency Fund

    Why Retirees Still Need an Emergency Fund
    Jul 12 2026
    Many people assume that once they stop working, their nest egg replaces the need for a traditional safety net. However, market downturns, unexpected medical bills, and major home repairs can force you to liquidate investments at the worst possible time if you aren't prepared. This episode breaks down why a dedicated emergency fund is still a vital shield in retirement and exactly how much cash you should keep on the sidelines.
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  • Can AI Really Help You Retire?

    Can AI Really Help You Retire?
    Jul 5 2026
    Artificial intelligence is changing how we do everything from writing emails to planning meals, but can you actually trust it to manage your life savings? This episode dives into the pros and cons of using modern AI tools for retirement planning, highlighting where they offer brilliant strategic brainstorming and where they dangerously hallucinate complex tax math. Tune in to find out how to safely use AI as a financial partner without accidentally derailing your hard-earned nest egg.
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