Episodios

  • Retirement Savings: Is Yours on Track?

    Retirement Savings: Is Yours on Track?
    Mar 22 2026
    During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement.
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  • Long-Term Care Myths and Facts

    Long-Term Care Myths and Facts
    Mar 15 2026
    During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.
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  • Stronger Together: A New Era for Financial Planning

    Stronger Together: A New Era for Financial Planning
    Mar 8 2026
    In this episode, we explore why breaking down the silos between tax professionals, estate attorneys, and advisors is the ultimate hack for long-term wealth. We sit down with industry leaders to dissect how a unified "team-based" approach not only simplifies your life but significantly improves your bottom line. Join us as we dismantle the old-school barriers and map out a more collaborative future for your financial health.
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  • Gen X Retirement Strategies

    Gen X Retirement Strategies
    Mar 1 2026
    During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.
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  • Retirement Taxes and Money Moves

    Retirement Taxes and Money Moves
    Feb 22 2026
    During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.
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  • 13 Habits for a Successful Retirement

    13 Habits for a Successful Retirement
    Feb 15 2026
    During this show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want.
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  • Prepare Today for Tomorrow’s Healthcare Costs

    Prepare Today for Tomorrow’s Healthcare Costs
    Feb 8 2026
    During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.
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  • What 2026 Could Mean for Retirees

    What 2026 Could Mean for Retirees
    Feb 1 2026
    During this episode, we’re going to look at some of the financial signs that retirees should be aware of in 2026.
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