Episodios

  • Is the Current Economy Discouraging Estate Planning? | A DIYer Tells Us Where He Went Wrong | What Does the 2026 Tax Conversation Look Like

    Is the Current Economy Discouraging Estate Planning? | A DIYer Tells Us Where He Went Wrong | What Does the 2026 Tax Conversation Look Like
    Jan 24 2026

    On this episode:

    • People are staying in their homes longer and that may make them neglect some important planning issues.
    • This DIYer looks back and says here’s what I could have done better.
    • Many people are nervous about this stock market. One analyst believes that’s a good thing.

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    57 m
  • She Says It Was the Worst Retirement Decision of Her Life | Vanguard Says People Are Making This Smart Move, Followed by a Dumb One

    She Says It Was the Worst Retirement Decision of Her Life | Vanguard Says People Are Making This Smart Move, Followed by a Dumb One
    Jan 20 2026

    On this episode:

    • One woman writes in talking about her biggest retirement regret.
    • Millions of pre-retirees are moving money from their 401(k)s to their own IRAs. A smart move. Yet many people are stuck on what to do next.

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    53 m
  • A Look Back at 2025: A Look Forward to 2026 | Can You “Buy the Dip” and Be Successful? | Should an Advisor Charge You for a Roth Conversion?

    A Look Back at 2025: A Look Forward to 2026 | Can You “Buy the Dip” and Be Successful? | Should an Advisor Charge You for a Roth Conversion?
    Jan 13 2026

    On this episode:

    • Will 2026 be a better or worse year to retire than last year?

    • There are trillions of dollars in money market funds waiting to be deployed into the market. Will it save us from a downturn?

    • Can you do a Roth conversion without paying taxes? One advisor says he has the secret.

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    49 m
  • The Estate Planning "Talk"

    The Estate Planning "Talk"
    Jan 6 2026

    Much like when parents try to put off the "talk" when their kids are younger, they often avoid sharing estate plans when their children are older. Greg Aler explains how clear communication on wills and trusts—especially in blended families—prevents probate battles and protects your legacy with a simple, actionable roadmap.

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    10 m
  • Don’t Pack Your 401(k) Before You Know Your Destination

    Don’t Pack Your 401(k) Before You Know Your Destination
    Jan 3 2026

    Before making big moves with your 401(k) at retirement, Greg Aler and Phil Huff explain why understanding your goals is more important than defaulting to “safe” investments.

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    8 m
  • Red Flags to Watch Out for When Choosing a Financial Advisor

    Red Flags to Watch Out for When Choosing a Financial Advisor
    Dec 31 2025

    With 4 million people retiring every year, there are bound to be “bad actors” out there in the financial planning world. How do you spot them?

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    11 m
  • 3 Things People Want from Their Retirement Plan | The “Red Flags” to Watch for When You Choose a Financial Advisor | What Does It Mean to “De-Risk” Your Portfolio?

    3 Things People Want from Their Retirement Plan | The “Red Flags” to Watch for When You Choose a Financial Advisor | What Does It Mean to “De-Risk” Your Portfolio?
    Dec 27 2025

    On this episode:

    • Why is there a disconnect between what people want and what financial advisors provide?
    • Don’t fall prey to “bad actors” in the financial world.
    • What are the actual steps to dialing back your portfolio risk?

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    51 m
  • Are Financial Advisors Responsible for a Big Retirement Problem?

    Are Financial Advisors Responsible for a Big Retirement Problem?
    Dec 24 2025

    The #1 concern every year among retirees is the fear of running out of money. Some advisors are saying, maybe that’s on us.

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    9 m