This episode examines the connection between your emotions and your financial life. Looking at tips and options to keep your finances safe from your emotional rollercoaster.

What's In Your Financial Toolkit?

May 26th, 2019

When you hear about making sure your investments and your money for retirement is "diversified," you probably think that means it should be in different types of stocks or more than one 401k or IRA. But those are typically all at risk and all i

The Cost of Financial Procrastination

May 19th, 2019

This episode examines some of the biggest dangers of putting off creating a financial strategy for retirement, including budgeting, long-term care and sharing your financial story with your beneficiaries.

The Seven Deadly Sins of Retirement Planning

May 5th, 2019

This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and how to avoid them.

Increase Happiness & Get Ahead at Work

Apr 28th, 2019

Your job is the engine of your wealth accumulation machine. This episode looks at ways to increase your happiness at work, to improve your productivity at work. And what to do with the pay increase that comes from being a happy and productive w

Creating a Retirement Plan

Apr 14th, 2019

Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation

Questions about a Phased Retirement

Apr 7th, 2019

A podcast examining the disconnects between workers and employers when it comes to phased retirement options. How long do workers expect to work? Do companies have programs in place to help workers transition into retirement and also avoid inte

Procrastination and Retirement

Mar 31st, 2019

It may be time for a procrastination intervention when it comes to your retirement strategy. What do you need to do first?

What To Do With Your 401k

Mar 24th, 2019

Today we are talking about your options when you change jobs with an existing 401(k) plan and some of the best moves to make.

Financial Challenges for Women in Retirement

Mar 17th, 2019

This episode talks about the financial challenges for women in retirement and options for addressing those challenges.

Triathlon of Life

Mar 10th, 2019

Looking at the three stages of life and how retirement is its own race, not the finish line.

Qualified vs. Non-Qualified Money

Mar 3rd, 2019

In this episode we’re going to dive into the topic of qualified money versus non-qualified money and the possible tax treatment on both types of accounts.

Medicaid and Medicare - Things to Know

Feb 17th, 2019

In this episode we talk about the differences between Medicare and Medicaid and talk about what is covered by Medicaid and what you need to know to help plan your healthcare costs in retirement.

What if You Never Plan to Retire?

Feb 10th, 2019

Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.

All About Annuities

Feb 3rd, 2019

Annuities can be confusing because they have many different options and uses. So today, we’re going to help simplify annuities and give you the pros and the cons.

6 Downsizing Myths to be Aware of in Retirement

Jan 27th, 2019

When it comes to downsizing, there are a lot of options. In this show we discuss strategies and options and how downsizing can help you with your income in retirement.

Spending Less in Retirement

Jan 20th, 2019

Many people forget to consider how much they’ll be spending in retirement. In this episode we’re going to talk about your retirement spending tips and, more importantly, spending less..

Rollover Precautions

Dec 2nd, 2018

Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.

Debt Danger

Nov 11th, 2018

Debt Danger Will Robinson! Don't let debt get you down. You need to avoid and pay down debt going into retirement. In this show we talk about strategies to help you deal with debt.

5 Traits of Successful Teams

Nov 4th, 2018

In this episode we talk about what makes teams successful and how you can use those traits to make sure your retirement strategy is set up to succeed and meet your long-term goals.

Celebrities Legacy Planning Mistakes

Oct 28th, 2018

Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes that had long-term ramifications for their heirs.

5 Steps to Prep for a Better Retirement in your Sixties

Oct 14th, 2018

Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your retirement plans.

How to Reset Retirement Plans to Weather a Downturn

Sep 30th, 2018

The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.

The Financial Caddie and You

Sep 16th, 2018

The best golfers rely on their caddies to have a great golf game plan. If you want to have a great financial game plan you need a great financial caddie. We talk about why and what they can offer with a lot of great tips to help you get your fi