Episodios

  • What You Need to Know About IRMAA

    What You Need to Know About IRMAA
    Apr 11 2026
    During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.
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  • Managing Financial Risk During a Market Downturn

    Managing Financial Risk During a Market Downturn
    Apr 4 2026
    During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.
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  • An Even Bigger Elephant

    An Even Bigger Elephant
    Mar 7 2026
    In this concluding installment, we pick up right where we left off to dissect the massive, unavoidable market forces we started uncovering last week. We push past the initial shock to explore actionable strategies for protecting your portfolio against these looming structural shifts. Tune in as we figure out how to stop staring at the room’s biggest problem and start navigating around it instead.
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  • Your Checklist for Addressing the Elephant in the Room

    Your Checklist for Addressing the Elephant in the Room
    Feb 28 2026
    In this episode, we tackle the awkward but essential conversations around family inheritance and estate planning before it’s too late. We break down a step-by-step framework to help you navigate high-stakes emotions without compromising your financial security or your relationships. Tune in to learn how to transform a "taboo" topic into a proactive strategy that ensures your loved ones are protected and informed.
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  • The Cost of Being a Grandparent

    The Cost of Being a Grandparent
    Feb 14 2026
    During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.
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  • Medicare Part B Will Be Pricier in 2026

    Medicare Part B Will Be Pricier in 2026
    Jan 31 2026
    During this episode, we’ll be discussing the rise in Medicare Part B costs as well as other Medicare changes coming in 2026.
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  • Be Careful: The Top 5 Scams

    Be Careful: The Top 5 Scams
    Jan 24 2026
    In this episode, we expose the most sophisticated financial threats of 2026, from AI-generated voice cloning to the growing danger of QR code phishing. We break down the "Top 5 Scams" currently draining bank accounts, detailing how fraudsters use extreme urgency and high-tech impersonation to bypass even the most cautious investors. Tune in to learn the essential verification steps you must take before clicking a link or moving money, ensuring your hard-earned savings remain secure from these evolving digital traps.
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  • Tax Preparation vs. Tax Planning

    Tax Preparation vs. Tax Planning
    Jan 17 2026
    In this episode, we break down the critical distinction between tax preparation—the backward-looking process of filing your annual return—and tax planning, which is the proactive strategy of minimizing your tax burden over a lifetime. We explore how simply "doing your taxes" in April focuses on compliance, while true planning involves year-round decisions like Roth conversions and income timing to keep more of your hard-earned money. Tune in to learn why moving from a reactive mindset to a forward-thinking plan is one of the most effective ways to accelerate your path to financial independence.
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