Épisodes

  • The Power of Spousal Benefits

    The Power of Spousal Benefits
    Apr 26 2026
    During this episode, we’ll consider how properly utilizing Social Security’s spousal benefit may make your benefit even more powerful.
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  • Yes, You Can Spend During Retirement

    Yes, You Can Spend During Retirement
    Apr 19 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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  • What Lone Star Means for Ohio Families - with Mark Groom

    What Lone Star Means for Ohio Families - with Mark Groom
    Apr 12 2026
    In this episode Steve welcomes special guest Mark Groom from LoneStar Wealth Management, to talk about their new partnership.
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  • Retirement Savings: Is Yours on Track?

    Retirement Savings: Is Yours on Track?
    Mar 22 2026
    During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement.
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  • Long-Term Care Myths and Facts

    Long-Term Care Myths and Facts
    Mar 15 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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  • Stronger Together: A New Era for Financial Planning

    Stronger Together: A New Era for Financial Planning
    Mar 8 2026
    In this episode, we explore why breaking down the silos between tax professionals, estate attorneys, and advisors is the ultimate hack for long-term wealth. We sit down with industry leaders to dissect how a unified "team-based" approach not only simplifies your life but significantly improves your bottom line. Join us as we dismantle the old-school barriers and map out a more collaborative future for your financial health.
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  • Gen X Retirement Strategies

    Gen X Retirement Strategies
    Mar 1 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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  • Retirement Taxes and Money Moves

    Retirement Taxes and Money Moves
    Feb 22 2026
    During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.
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