Episodios

  • Retirement Awakening Clarity For the Year Ahead

    Retirement Awakening Clarity For the Year Ahead
    Jan 17 2026
    Kick off the new year with an episode dedicated to finding your "Retirement Awakening" and the clarity needed to navigate the months ahead. We share real-world stories of clients who experienced powerful financial breakthroughs, from discovering hidden savings potential to finally redefining their vision for the future. These inspiring narratives serve as a guide to help you recognize your own "aha" moments and set a purposeful, confident course for your retirement journey in 2026.
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  • Retirement Planning Is Like Climbing Mount Everest

    Retirement Planning Is Like Climbing Mount Everest
    Dec 13 2025
    This episode reframes the common goal of retirement planning: instead of solely focusing on the peak number you need to accumulate, we stress the importance of the descent—safely making your savings last through your entire life. We'll discuss crucial "safety gear" like inflation protection, sequence of returns risk mitigation, and withdrawal strategies that ensure you not only reach retirement but thrive in it. Learn how prioritizing financial durability over arbitrary accumulation targets can lead to a more secure and stress-free retirement.
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  • 2026 May Boost Your Retirement Income

    2026 May Boost Your Retirement Income
    Dec 6 2025
    During this episode, we’re going to consider changes that are coming to IRAs, 401(k)s, and HSAs in 2026 that may keep more money in your pocket.
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  • Building Your Financial House: Asset Allocation Explained

    Building Your Financial House: Asset Allocation Explained
    Nov 22 2025
    This episode uses the powerful metaphor of building a strong house to explain the critical concept of Asset Allocation in your investment strategy. We detail how to select the right mix of "building materials"—stocks, bonds, real estate, and cash—to create a portfolio foundation that is both stable and resilient to market storms. Tune in to learn how proper asset allocation, customized to your risk tolerance and timeline, is the single most important decision for long-term financial success.
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  • Jingle Bills: Smart Spending for the Holidays

    Jingle Bills: Smart Spending for the Holidays
    Nov 15 2025
    The holiday season brings "Jingle Bills" for everyone, but this episode shows you how to spend smartly and avoid the dreaded January credit card hangover. We walk you through building a realistic holiday budget, implementing clever spending limits for gifts and travel, and utilizing "sinking funds" to cover all your festive expenses without dipping into savings. Tune in to enjoy a meaningful, debt-free holiday season that perfectly aligns with your financial goals.
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  • Once I Take My RMD

    Once I Take My RMD
    Nov 8 2025
    This episode goes beyond simply calculating your Required Minimum Distribution (RMD) to explore the critical financial choices you face once that withdrawal hits your bank account. We break down the tax ramifications, including how your RMD can push you into a higher tax bracket and potentially increase your Medicare premiums (IRMAA). Learn smart strategies for managing the cash—whether through tax-efficient reinvestment, Qualified Charitable Distributions (QCDs), or ensuring you don't compromise your overall retirement income security.
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  • Inflation

    Inflation
    Nov 1 2025
    On the heels of the official announcement, we break down the 2026 Social Security COLA increase, explaining exactly what the 2.8% boost means for your monthly check. We analyze current inflation trends and projected Medicare premium hikes, revealing whether this cost-of-living adjustment truly keeps pace with the rising expenses retirees face. Plus, we look at the new Social Security taxable maximum for 2026 and how it impacts high-earning workers.
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  • Smart Year-End Financial Planning

    Smart Year-End Financial Planning
    Oct 25 2025
    Now is the perfect time to optimize your finances before the year ends, and this episode breaks down the essential tasks you need to complete before December 31st. We cover critical year-end maneuvers, including last-minute tax-loss harvesting, maximizing retirement contributions, and making strategic charitable gifts to reduce your tax bill. Tune in for a comprehensive checklist that ensures you start the new year on the strongest financial footing possible.
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