Episodi

  • The Hidden Gaps in Traditional Retirement Planning

    The Hidden Gaps in Traditional Retirement Planning
    Jan 25 2026
    In this episode, we expose the critical blind spots that often go unaddressed in standard retirement strategies, from the "tax bomb" of deferred accounts to the true impact of healthcare inflation. We move beyond simple savings goals to explore how overlooked factors like sequence of returns risk and longevity can derail even the most diligent savers. Join us as we provide a blueprint for identifying these hidden gaps and reinforcing your plan to ensure your lifestyle remains secure throughout your golden years.
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  • Stability, Strategy & The New Retirement Reality

    Stability, Strategy & The New Retirement Reality
    Jan 18 2026
    In this episode, we examine the shifting landscape of modern retirement and how to maintain financial stability in an evolving economic climate. We dive into the core strategies necessary to bridge the gap between traditional expectations and the new realities of longer lifespans and market volatility. Join us as we discuss how to build a flexible, resilient plan that prioritizes consistent income and long-term peace of mind.
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  • The 10 Most Valuable Retirement Conversations That Determine How Long Your Money Lasts

    The 10 Most Valuable Retirement Conversations That Determine How Long Your Money Lasts
    Jan 11 2026
    This episode identifies the ten essential discussions every retiree must have to ensure their wealth outlasts their lifestyle and legacy. We dive into critical topics like tax efficiency, healthcare planning, and inflation protection to help you avoid the common pitfalls that often deplete savings prematurely. By mastering these specific conversations now, you can gain the clarity and confidence needed to protect your financial security for decades to come.
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  • The New Retirement Reality

    The New Retirement Reality
    Jan 4 2026
    This episode explores the fundamental shift from the traditional "gold watch" retirement to the complex landscape of the 2020s, where longevity and inflation are the new dominant forces. We break down the specific strategies needed to navigate this transition, including the rise of phased retirement and the critical importance of building sustainable, multi-source income streams. Join us as we provide the updated roadmap you need to ensure your financial plan is built for the realities of today rather than the assumptions of the past.
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  • How to Retire with Purpose

    How to Retire with Purpose
    Dec 28 2025
    This episode explores how to bridge the gap between financial security and personal fulfillment as you transition into your post-career years. We dive into the psychological and social aspects of retirement, discussing how to replace your workplace identity with new passions, community involvement, and legacy-driven goals. Tune in to learn how to align your portfolio with your core values, ensuring your wealth serves as a tool for a life truly worth living.
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  • Top 20 Retiree Concerns

    Top 20 Retiree Concerns
    Dec 14 2025
    We count down the Top 20 Retiree Concerns, tackling the most significant worries that keep pre-retirees and current retirees up at night. We analyze the big three fears—outliving savings (longevity risk), rising healthcare costs, and market volatility—and provide actionable strategies to mitigate each one. Tune in to learn how to create a retirement income plan that turns fear into confidence, giving you a clear path to financial security.
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  • Episode 1: Risk Management

    Episode 1: Risk Management
    Dec 7 2025
    In this inaugural Episode 1, "Risk Management," we welcome financial advisor Bruce Smith III alongside co-host Tony Shore for a foundational discussion on protecting your financial future. They dive into the often-overlooked necessity of comprehensive insurance, emphasizing how policies like umbrella and liability coverage safeguard assets against unforeseen catastrophe. Tune in to learn how to proactively identify and mitigate major risks, ensuring your long-term financial plan remains secure and resilient.
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