Episodi

  • Retirement Taxes and Money Moves
    Feb 22 2026
    During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.
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  • 13 Habits for a Successful Retirement
    Feb 15 2026
    During this show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want.
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  • Prepare Today for Tomorrow’s Healthcare Costs
    Feb 8 2026
    During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.
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  • What 2026 Could Mean for Retirees
    Feb 1 2026
    During this episode, we’re going to look at some of the financial signs that retirees should be aware of in 2026.
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  • Five Pillars for Retirement
    Jan 25 2026
    During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
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  • Financial Review and the Financial Summit
    Jan 18 2026
    This episode provides a comprehensive look back at the 2025 market performance while previewing the high-level strategies discussed at our recent Financial Summit. Tune in to hear exclusive takeaways from the summit’s industry experts on how to position your wealth for the unique economic challenges and opportunities of the year ahead.
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  • Financial Resolutions for the New Year
    Jan 11 2026
    Kick off 2026 to share practical strategies for setting and actually maintaining your financial resolutions for the year ahead. We take a look back at the most pivotal moments from our 2025 episodes, revisiting key discussions on the government shutdown and the importance of long-term retirement strategies. Join us for this comprehensive year-in-review that distills a year’s worth of wisdom into a clear, actionable plan for your financial success in the new year.
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  • When Not To Play It Safe
    Jan 4 2026
    During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.
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