Join us for the final episode of season 1 as Rob Stevens finds out if the plan to help the Martin's with their fraud case will work and see what happens when he comes face to face with a potential Black Widow client.

Episode 7: Beet Juice Funeral

Jan 6th, 2019 10m 41s

Episode 7 hits home for people who have lost a loved one near, or early in retirement. In this episode, Financial Planner Rob Stevens visits Ron Leavy's funeral service why interacting with a number of characters including Ellen Fitzsimmons, J

Episode 6: The Dark Side Of Retirement

Dec 23rd, 2018 8m 1s

Episode 6 addresses suicide in retirement, stress, characteristics of fraud, and the impact of adult children in retirement

Episode 5: Sweaty Mess

Dec 23rd, 2018 9m 23s

Episode 5 looks at mental health issues in retirement, medication and the fine line between helping a client and losing their trust

Episode 4: Border Fraud

Dec 10th, 2018 8m 51s

This episode looks at the topics of investment fraud, financial advisors, forgiveness, resilience

Episode 3: Honoring The Past

Dec 10th, 2018 9m 49s

This episode looks at issues related to losing a loved one, supporting adult children in retirement, and making the decision to retire when you are all alone.

Episode #2: Sell It All

Dec 5th, 2018 10m 29s

Join Advisor and former psychologist Rob Stevens and he delves deep into real life retirement and helps his client navigate both the personal and financial side of life after work. Based on true life events, in this episode, Rob interacts with

Family Secrets

Nov 27th, 2018 10m 57s

You’re Invited to a new, high stakes drama series that follows an uncanny retirement planner who uses his background as a psychologist to help clients navigate the aspects of retirement that few people ever talk about, let alone plan for. Thro

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