Episodios

  • The Worst Retirement Advice People Still Follow

    The Worst Retirement Advice People Still Follow
    Jan 18 2026
    In this episode, we pull back the curtain on the dangerous "rules of thumb" and outdated myths that continue to derail retirement plans today. We debunk common but costly tips. Tune in to learn how to replace this generic advice with a modernized, personalized strategy that accounts for the unique economic realities of 2026.
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  • Five Pillars for Retirement

    Five Pillars for Retirement
    Jan 11 2026
    During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
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  • How to Build Charitable Giving Into Your Financial Plan

    How to Build Charitable Giving Into Your Financial Plan
    Jan 4 2026
    This episode explores how to make philanthropy a sustainable part of your wealth management strategy rather than a financial afterthought. We break down high-impact tools like donor-advised funds and qualified charitable distributions (QCDs) to help you maximize both your community impact and your tax savings. Join in as they discuss how to align your giving with your personal values while ensuring your charitable goals work in harmony with your long-term retirement security.
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  • Protect Yourself: Scam Prevention Tips

    Protect Yourself: Scam Prevention Tips
    Dec 28 2025
    As financial fraud becomes increasingly sophisticated, this episode explores the critical red flags you need to recognize to keep your hard-earned assets safe from modern predators. We break down the latest tactics used by scammers, including AI-powered voice cloning and complex investment "pig butchering" schemes that often hide in plain sight. Tune in for actionable prevention strategies and a clear step-by-step guide on the immediate actions you should take if you suspect your personal information has been compromised.
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  • Monthly Pension or Lump Sum? How to Decide

    Monthly Pension or Lump Sum? How to Decide
    Dec 21 2025
    This episode tackles one of the most critical decisions retirees face: whether to accept a steady monthly check or take a single upfront payment. We break down the key factors that influence this choice, including life expectancy, inflation protection, and personal investment goals. Tune in as we provide a framework to help you evaluate which option aligns best with your long-term financial security and lifestyle needs.
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  • The Boring Path to Wealth: Simple Habits That Actually Work

    The Boring Path to Wealth: Simple Habits That Actually Work
    Dec 14 2025
    This episode embraces the often-overlooked truth that building lasting wealth rarely involves high-risk schemes or overnight sensations, focusing instead on simple habits that actually work. Tune in to learn why consistency and patience are your greatest financial assets on the truly boring, but incredibly effective, path to financial freedom.
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  • Invest Like a High Earner

    Invest Like a High Earner
    Dec 7 2025
    We break down advanced investment strategies—like sophisticated tax planning, real estate syndication, and diversifying concentrated stock positions—that are essential for those in the top income brackets. Learn how to optimize your capital and create long-term, multi-generational wealth by implementing the same financial tactics used by highly successful individuals.
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  • Retiring Next Year? Your 2026 Retirement To-Do List

    Retiring Next Year? Your 2026 Retirement To-Do List
    Nov 30 2025
    This essential episode is a definitive checklist for anyone planning to retire in 2026, outlining the financial and logistical steps you must take in the next twelve months. We detail critical deadlines for things like Medicare enrollment and Social Security filing, and explain how to finalize your withdrawal strategy to minimize tax impact. Tune in to ensure your final year before retirement is structured, stress-free, and financially sound.
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