Épisodes

  • Five Pillars for Retirement

    Five Pillars for Retirement
    Jan 17 2026
    During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
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  • Retiring Early? Here’s What You Need To Know.

    Retiring Early? Here’s What You Need To Know.
    Dec 13 2025
    During this episode, we’ll examine some of the things you need to know about retiring early.
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  • Retiring Soon? What To Do First!

    Retiring Soon? What To Do First!
    Dec 6 2025
    This episode is a critical first step for anyone thinking, "I'm retiring soon? What To Do First!" We lay out the immediate, non-negotiable actions you must take as retirement approaches, focusing on organizing your financial documents and determining your essential expenses. Learn how to sequence your withdrawal strategy, make crucial decisions about Social Security, and confidently transition from accumulating wealth to spending it.
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  • Getting Financially Ready for 2026

    Getting Financially Ready for 2026
    Nov 29 2025
    During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.
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  • Retirement: When Should You Wait?

    Retirement: When Should You Wait?
    Nov 22 2025
    In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.
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  • What You Need to do BEFORE Retirement

    What You Need to do BEFORE Retirement
    Nov 15 2025
    This essential episode outlines the critical financial steps you must take in the final years leading up to your retirement date. We focus on optimizing your cash flow, strategically converting tax-deferred assets, and ensuring your insurance and estate documents are perfectly aligned. Tune in to create a comprehensive pre-retirement checklist that maximizes your income, minimizes future tax burdens, and ensures a smooth transition into your next chapter.
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  • What Social Security’s 2026 COLA Means for You

    What Social Security’s 2026 COLA Means for You
    Nov 8 2025
    In this episode, we’re going to discuss Social Security recently announced 2026 Cost of Living Adjustment (COLA).
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  • These Habits Aren’t Just for the Wealthy

    These Habits Aren’t Just for the Wealthy
    Nov 1 2025
    On this show, we’ll discuss 13 traits common among wealthy people, that anyone can utilize in their own financial strategy.
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