Episodi

  • How to Manage a Windfall

    How to Manage a Windfall
    Oct 11 2026
    During this episode, we'll cover nine ways to thoughtfully handle a sudden windfall.
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  • Master Your Financial Goals

    Master Your Financial Goals
    Sep 20 2026
    During this episode, we'll cover how to set and prioritize short-, mid- and long-term financial goals.
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  • Generating Retirement Income

    Generating Retirement Income
    Sep 6 2026
    During this episode, we'll cover 10 different strategies retirees could consider for generating income in retirement, along with the benefits and drawbacks of each.
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  • The Importance of Social Security – Part 2

    The Importance of Social Security – Part 2
    Aug 30 2026
    In this episode, we break down essential strategies to help you maximize your Social Security income in retirement. We discuss the importance of checking your earnings record for accuracy, how continuing to work can potentially boost your overall benefits, and key rules regarding annual earnings limits. Plus, we explore optimal timing for claiming benefits, coordinating spousal benefits, and the critical role taxes play in your long-term retirement strategy.
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  • The Importance of Social Security

    The Importance of Social Security
    Aug 23 2026
    Navigate the complexities of Social Security to build a solid foundation for your retirement income strategy. In this episode, we unpack essential filing rules, the impact of full retirement age, and how to maximize benefits through delayed claiming and spousal strategies. Plus, we address common fears around the future of Social Security and explain why taking a personalized approach to your timing is crucial for long-term financial success.
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  • How Important Is Diversification?

    How Important Is Diversification?
    Aug 16 2026
    In this episode, we dive into the true meaning of portfolio diversification and why simply holding multiple mutual funds or stocks might just be an illusion of safety. We discuss the essential components of a well-rounded financial strategy, including the roles of equities, bonds, annuities, cash reserves, and alternative assets like real estate. Finally, we highlight why true diversification must extend beyond asset types to encompass risk tolerance, market response, and strategic tax planning tailored to your personal goals.
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  • Habits for a Happy Retirement

    Habits for a Happy Retirement
    Aug 2 2026
    During this episode, we’ll explore what research consistently shows makes retirement genuinely fulfilling.
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  • Interview with Lisa Schreiber

    Interview with Lisa Schreiber
    Jul 26 2026
    We sat down with guest Lisa Schreiber, Portfolio Manager with Gradient Investments, to discuss key insights and practical strategies for securing your financial future. Tune in as Lisa breaks down the biggest financial trends impacting everyday investors today.
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