Episodi

  • Retirement isn't just a money shift — it's a marriage shift

    Retirement isn't just a money shift — it's a marriage shift
    Jun 27 2026
    You’ve spent decades planning for the financial side of retirement, but have you prepared for the massive shift it brings to your relationship? Spending 24/7 together after years of separate work routines can create unexpected friction if you and your spouse aren't on the same page. This episode explores how to navigate the vital lifestyle and marital adjustments of retirement, ensuring both your nest egg and your relationship thrive in this next chapter.
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  • It's Not Always About the Money

    It's Not Always About the Money
    Jun 20 2026
    Estate planning is about more than just assets, accounts, and legal documents. It’s about the people and relationships that matter most. In this episode, we explore the emotional side of estate planning and the important conversations that help families prepare for the future. Learn how thoughtful planning can provide clarity, reduce stress, and create a lasting legacy beyond financial wealth.
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  • Financial Q & A - Answering Your Financial Questions

    Financial Q & A - Answering Your Financial Questions
    Jun 13 2026
    In this episode, we tackle a variety of common financial questions submitted by listeners and clients. From retirement planning and investment strategies to taxes and wealth management, we provide practical insights to help you make more informed financial decisions. Tune in as we break down complex topics into clear, actionable guidance for your financial journey.
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  • Balancing Health, Wealth, and Your Adult Children

    Balancing Health, Wealth, and Your Adult Children
    Jun 6 2026
    Your physical health and your financial wealth are deeply connected, especially when a sudden medical issue or chronic illness can completely derail a well-planned retirement budget. Compounding this challenge is a rising modern trend: millions of retirees are now stretching their finances to provide ongoing support for their adult children. This episode delivers practical strategies to protect your physical well-being, set firm financial boundaries with family, and secure your own nest egg first.
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  • Intentional Planning and Life Lessons

    Intentional Planning and Life Lessons
    May 30 2026
    In this episode, we dive into how aligning your money with your personal values can transform your long-term wealth and overall happiness. We share powerful, real-life lessons learned from financial setbacks and how those moments of adversity ultimately shaped a more resilient approach to money management. Tune in to discover practical strategies for shifting from mindless spending to intentional planning so you can build a life you truly love.
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  • Money Rules

    Money Rules
    May 23 2026
    What are the unspoken guidelines that separate financial success from constant stress? In this episode, we break down the fundamental "money rules" every investor should live by to build wealth and protect their future. Tune in to discover which traditional financial maxims still hold up—and which ones you should break.
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  • New Beginnings - Gen-X is Next in Line to Retire

    New Beginnings - Gen-X is Next in Line to Retire
    May 16 2026
    As the "Sandwich Generation" prepares to pass the torch, this episode explores how Gen-X can navigate the unique transition into a modern retirement. We break down wealth transfer strategies and lifestyle adjustments essential for those next in line to exit the workforce. Tune in to learn how to turn your years of hard work into a secure and purposeful new chapter.
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  • AI in Retirement

    AI in Retirement
    Apr 24 2026

    This episode explores the capabilities and limitations of AI in retirement planning, featuring real case studies and expert insights from Nicole Gibbs. Discover how to leverage AI effectively, avoid common pitfalls, and build a robust financial strategy for a secure retirement.

    Reach out to Necole and the team at the Ross Dixon agency https://rossdixonagency.com/ or call 888.919.0022

    See omnystudio.com/listener for privacy information.
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