Episodios

  • New 2026 401(k) Rule for Long-Term Care

    New 2026 401(k) Rule for Long-Term Care
    Apr 11 2026
    New 2026 SECURE Act 2.0 rule: Withdraw up to 2,600 penalty-free from your 401(k) before age 591⁄2 to pay qualified long-term care insurance premiums. In this episode, we break down exactly how the new qualified long-term care distribution works, the annual limit, who qualifies (you or your spouse only), what counts as a tax-qualified policy, and how hybrid life/annuity riders can still apply.
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  • Top 5 Mistakes if Retiring in 2026

    Top 5 Mistakes if Retiring in 2026
    Apr 4 2026
    Are you planning to retire in 2026? In this show we discuss the top 5 mistakes people retiring forget to plan for. If you are retiring soon, be sure to make sure you aren't missing one of the five really important factors. This is a retirement reality checklist to those of you about to make the switch to permanent unemployment.
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  • Top Scams in 2026

    Top Scams in 2026
    Mar 28 2026
    Scammers have been around since the dawn of time. However, the scams many are falling victim to recently are getting more tricky and sinister. In this show we discuss the "dirty dozen" scams highlighted by the IRS in 2026. Listen in and make sure you and your family don't get caught in one of these financial scams.
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  • Die with Zero

    Die with Zero
    Mar 21 2026
    When you leave this world, what if you left NO assets or wealth behind? Is it too late for those approaching retirement to adopt a philosophy of spending everything? Is this approach too risky as it introduces the potential to run out of money and become a financial burden on others? Join as as we answer these questions and debate the concept.
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  • Investing During Conflicts

    Investing During Conflicts
    Mar 14 2026
    The odds are high that you'll have a retirement portfolio during some sort of military conflict. This raises the question - should I adjust my portfolio if the US is engaged in conflict? Does it matter that the conflict is happening in the Middle East vs elsewhere? Tune in as we address these concerns about investing and war.
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  • Interview with Benjamin Franklin

    Interview with Benjamin Franklin
    Mar 7 2026
    Benjamin Franklin is the original financial guru. In this podcast, we use the latest technology to interview Ben Franklin to get his advice about modern retirement planning in his own words. Does Franklin's sage advice still apply in our modern world?
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  • Don't Bother Saving for Retirement

    Don't Bother Saving for Retirement
    Feb 28 2026
    "Don't worry about squirreling money away for retirement. In 10 or 20 years, it won't matter." - Elon Musk In this show we discuss whether or not people should continue to save for retirement or if AI will make this a complete waste of time.
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  • Outdated Retirement Advice

    Outdated Retirement Advice
    Feb 21 2026
    Retire at 65, debt free, reduce risk, and withdraw 4% per year. This is outdated retirement advice. In this show we tackle each of these popular pieces of advice and explain why they are not longer 100% true. We also invite a special guest - the original American financial guru!
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