Épisodes

  • 11 Costly Medicare Mistakes to Avoid

    11 Costly Medicare Mistakes to Avoid
    Sep 26 2026
    During this episode, we'll cover common Medicare mistakes people could make around enrollment, plan selection and premiums.
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  • Wealth Lessons from Dolly Parton

    Wealth Lessons from Dolly Parton
    Sep 19 2026
    During this episode, we'll explore what Dolly Parton's life and words could teach us about building both financial wealth and “wisdom wealth.”
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  • Important Moves to Make Before You Retire

    Important Moves to Make Before You Retire
    Sep 5 2026
    During this episode, we'll cover the key financial shifts to consider in the five to 10 years before retirement.
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  • Building Wealth During Retirement

    Building Wealth During Retirement
    Aug 1 2026
    Today we’ll discuss strategies for continuing to grow wealth during retirement.
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  • Yes, You Can Spend During Retirement

    Yes, You Can Spend During Retirement
    Jul 25 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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  • Investment Behaviors That Can Hurt Your Retirement

    Investment Behaviors That Can Hurt Your Retirement
    Jul 11 2026
    During this episode, we’ll examine seven common investment behaviors that may undermine retirement security.
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  • Is a Roth Conversion Right for You?

    Is a Roth Conversion Right for You?
    Jul 4 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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  • What Trump Accounts Can Mean For You

    What Trump Accounts Can Mean For You
    Jun 27 2026
    During this episode, we’ll explore what Trump Accounts mean for American families.
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