Épisodes

  • Is a Roth Conversion Right for You?

    Is a Roth Conversion Right for You?
    Apr 25 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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  • Long-Term Care Myths and Facts

    Long-Term Care Myths and Facts
    Apr 18 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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  • 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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  • Yes, You Can Spend During Retirement

    Yes, You Can Spend During Retirement
    Mar 14 2026
    During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.
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  • Market Update with Keith Gangl

    Market Update with Keith Gangl
    Feb 21 2026
    In this episode, we dive into the latest shift in Federal Reserve policy and what it means for your portfolio's growth. Keith breaks down the recent volatility in the tech sector, offering a clear-eyed perspective on whether current price drops represent a risk or a rare buying opportunity. Tune in to gain actionable insights and professional strategies for navigating the complexities of today’s ever-changing economic landscape.
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  • Gen X Retirement Strategies

    Gen X Retirement Strategies
    Feb 14 2026
    During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.
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  • What 2026 Could Mean for Retirees

    What 2026 Could Mean for Retirees
    Feb 7 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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