Épisodes

  • What You Should Know About IRA Withdrawals

    What You Should Know About IRA Withdrawals
    May 16 2026
    During this episode, we'll walk through the key rules and strategies around traditional IRA withdrawals and how timing your withdrawals could make a meaningful difference in your overall retirement picture.
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  • How Does Your Retirement Savings Stack Up?

    How Does Your Retirement Savings Stack Up?
    May 9 2026
    During this episode, we'll explore where Americans actually stand when it comes to retirement savings, what the data tells us about how different age groups are tracking, and practical strategies that could help close the gap between where you are and where you want to be.
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  • Is Your Family Financially Prepared for the Unexpected?

    Is Your Family Financially Prepared for the Unexpected?
    Apr 25 2026
    During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.
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  • Is a Roth Conversion Right for You?

    Is a Roth Conversion Right for You?
    Apr 18 2026
    During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.
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  • How Much Monthly Retirement Income is Enough?

    How Much Monthly Retirement Income is Enough?
    Apr 11 2026
    During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.
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  • A Different Way to Budget

    A Different Way to Budget
    Apr 4 2026
    During this episode, we discuss the anti-budget — a simpler, more sustainable approach to managing money — and connect it to the broader goal of financial freedom.
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  • Follow Your Social Security Signs

    Follow Your Social Security Signs
    Mar 14 2026
    During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.
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  • Long-Term Care Myths and Facts

    Long-Term Care Myths and Facts
    Mar 7 2026
    During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.
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