Episodios

  • Getting Financially Ready for 2026

    Getting Financially Ready for 2026
    Dec 20 2025
    During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.
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  • Lifestyle & Purpose in Retirement

    Lifestyle & Purpose in Retirement
    Dec 13 2025
    This episode shifts the focus of retirement planning beyond portfolio size to explore the vital concepts of lifestyle and purpose in your post-work years. We discuss how to define the non-financial goals of your retirement—from travel and hobbies to volunteering—and ensure your financial plan supports those personal ambitions. Tune in to learn how aligning your budget with your deepest values can lead to a more meaningful, engaged, and fulfilling next chapter.
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  • A Thanksgiving Message

    A Thanksgiving Message
    Nov 29 2025
    This special episode, "A Thanksgiving Message," moves beyond traditional financial metrics to explore the essential role gratitude and perspective play in achieving true wealth and contentment. We discuss the importance of pausing to reflect on our financial progress, rather than focusing solely on what we lack, which can profoundly improve your mental and monetary outlook. Tune in for a heartfelt discussion on giving back, setting healthy financial boundaries during the holidays, and cultivating abundance in every area of your life.
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  • What a Government Reopening Means for Federal Employees

    What a Government Reopening Means for Federal Employees
    Nov 22 2025
    The government has reopened, but the financial recovery for federal employees is just beginning; we walk you through exactly what to expect with back pay timing and what to do with that lump sum. This episode details essential steps for managing the temporary debts and credit card bills accrued during the shutdown, including contacting creditors and consolidating emergency loans. Finally, we discuss how to rebuild your emergency fund and financially prepare for future uncertainty by stress-testing your budget against the risk of another political impasse.
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  • TSP, The Shutdown and Federal Benefits 2026

    TSP, The Shutdown and Federal Benefits 2026
    Nov 8 2025
    This episode offers a vital financial guide for federal employees dealing with the ongoing fallout of the 2026 government shutdown, focusing specifically on the Thrift Savings Plan (TSP). We'll break down the immediate impact on your federal benefits, including the halt of new TSP contributions and the status of existing TSP loans during a lapse in pay. Learn the crucial steps for managing your finances, including what to consider before taking a hardship withdrawal from your TSP, and how the new SECURE Act 2.0 changes affect your retirement outlook in 2026.
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  • Year-End Financial Checklist

    Year-End Financial Checklist
    Nov 1 2025
    It's the final quarter of the year, which means the most critical deadlines for tax savings and retirement planning are fast approaching. We provide a simple, step-by-step "Year-End Financial Checklist," guiding you through essential moves like maximizing 401(k) contributions and executing tax-loss harvesting before December 31st. Don't leave money on the table; this episode is your required reading to ensure a financially strong start to the new year.
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  • What is the Right Amount to Withdraw In Retirement?

    What is the Right Amount to Withdraw In Retirement?
    Oct 25 2025
    The "4% Rule" is a classic, but does it still hold up in today's unpredictable market? We dive deep into the math behind the traditional safe withdrawal rate and explore why it may be time for a personalized update. Learn about dynamic withdrawal strategies, guardrails, and how to balance necessary income with the goal of not outliving your money. This episode is essential for anyone trying to spend confidently without sacrificing their long-term financial security.
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  • Markets in the United States...Should I stay invested?

    Markets in the United States...Should I stay invested?
    Oct 18 2025
    Wall Street uncertainty has many investors questioning the core principle of buy-and-hold, especially as market volatility continues to fuel anxiety around their hard-earned money. This episode cuts through the noise, examining the historical long-term performance of U.S. equities against the current backdrop of economic headwinds and geopolitical risks. We debate the impulsive urge to sell, revealing why time in the market is far more critical than attempting to time the market, and provide concrete strategies for staying disciplined during a downturn.
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