Épisodes

  • Gen X Retirement What You Need to Know Before it's Too Late

    Gen X Retirement What You Need to Know Before it's Too Late
    Feb 1 2026
    This episode serves as a wake-up call for Generation X, providing a targeted roadmap for those entering the critical "red zone" of their retirement planning. Cory and Tony break down the specific challenges facing the "sandwich generation," from balancing aging parent care with college tuition to maximizing catch-up contributions while time is still on their side. Tune in to learn how to pivot your strategy now to ensure your transition from the workforce is both well-timed and financially secure.
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  • Still Falling for It: Why Bad Retirement Advice Won’t Go Away

    Still Falling for It: Why Bad Retirement Advice Won’t Go Away
    Jan 25 2026
    In this episode, Cory and Tony investigate why debunked retirement myths and predatory financial "hacks" continue to mislead even the most cautious investors. The duo explores the psychological reasons we are drawn to complex or high-risk schemes and explains why the simplest, most effective advice is often the hardest to follow. Tune in to learn how to spot the common red flags of bad advice so you can protect your nest egg and stay focused on a strategy built on evidence rather than marketing hype.
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  • The Worst Retirement Advice People Still Follow

    The Worst Retirement Advice People Still Follow
    Jan 18 2026
    In this episode, we pull back the curtain on the dangerous "rules of thumb" and outdated myths that continue to derail retirement plans today. We debunk common but costly tips. Tune in to learn how to replace this generic advice with a modernized, personalized strategy that accounts for the unique economic realities of 2026.
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  • Five Pillars for Retirement

    Five Pillars for Retirement
    Jan 11 2026
    During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
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  • How to Build Charitable Giving Into Your Financial Plan

    How to Build Charitable Giving Into Your Financial Plan
    Jan 4 2026
    This episode explores how to make philanthropy a sustainable part of your wealth management strategy rather than a financial afterthought. We break down high-impact tools like donor-advised funds and qualified charitable distributions (QCDs) to help you maximize both your community impact and your tax savings. Join in as they discuss how to align your giving with your personal values while ensuring your charitable goals work in harmony with your long-term retirement security.
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  • Protect Yourself: Scam Prevention Tips

    Protect Yourself: Scam Prevention Tips
    Dec 28 2025
    As financial fraud becomes increasingly sophisticated, this episode explores the critical red flags you need to recognize to keep your hard-earned assets safe from modern predators. We break down the latest tactics used by scammers, including AI-powered voice cloning and complex investment "pig butchering" schemes that often hide in plain sight. Tune in for actionable prevention strategies and a clear step-by-step guide on the immediate actions you should take if you suspect your personal information has been compromised.
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  • Monthly Pension or Lump Sum? How to Decide

    Monthly Pension or Lump Sum? How to Decide
    Dec 21 2025
    This episode tackles one of the most critical decisions retirees face: whether to accept a steady monthly check or take a single upfront payment. We break down the key factors that influence this choice, including life expectancy, inflation protection, and personal investment goals. Tune in as we provide a framework to help you evaluate which option aligns best with your long-term financial security and lifestyle needs.
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  • The Boring Path to Wealth: Simple Habits That Actually Work

    The Boring Path to Wealth: Simple Habits That Actually Work
    Dec 14 2025
    This episode embraces the often-overlooked truth that building lasting wealth rarely involves high-risk schemes or overnight sensations, focusing instead on simple habits that actually work. Tune in to learn why consistency and patience are your greatest financial assets on the truly boring, but incredibly effective, path to financial freedom.
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