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  • Money Misconceptions

    Money Misconceptions
    2025/05/24
    What to do with your old 401(k) How small businesses are navigating economic headwinds Retirement income concerns in today’s economy And what does the Moody’s downgrade of U.S. debt mean for interest rates—and you
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  • The Happiness Dividend

    The Happiness Dividend
    2025/05/17
    In this episode we talk about how a solid retirement income plan can increase your longevity, health, and happiness.
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  • Finding Your IPA (Income Production Ability)

    Finding Your IPA (Income Production Ability)
    2025/05/03
    How should retirement strategies be judged? Learn how to find your strategy's net Income Production Ability (IPA)
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  • Estate and Legacy Planning

    Estate and Legacy Planning
    2025/04/26
    Ready to secure your family's future? This week on the show, we dive deep into estate and legacy planning, breaking down wills, trusts, and power of attorney. Learn practical steps you can take now to ensure your assets are protected and your wishes are honored for generations to come.
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  • Tariff Markets and Retirement

    Tariff Markets and Retirement
    2025/04/19
    This episode explores the significant impact of current tariffs on market stability and how these fluctuations can directly affect your retirement planning. We analyze which sectors and investment types are most vulnerable to tariff-induced volatility and discuss strategies for safeguarding your retirement portfolio against potential downturns. Learn how to navigate these uncertain market conditions while staying on track to achieve your long-term retirement goals.
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  • IRA Deferral: A Hidden Tax Time Bomb?

    IRA Deferral: A Hidden Tax Time Bomb?
    2025/03/29
    The possibility that taxes may be higher in the future has led many savers to consider Roth Conversions. If we’re already managing market and income risks through diversification, shouldn’t we apply the same approach to address tax risk as well?
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  • Tax Procrastination

    Tax Procrastination
    2025/03/22
    Don't let tax procrastination cost you! In this episode we discuss avoiding tax penalties and why tax planning for the future is extremely important.
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  • Income Planning with Annuities

    Income Planning with Annuities
    2025/03/15
    In this episode, we delve into the world of annuities and how they can be a powerful tool for income planning. We'll break down the different types of annuities and discuss strategies for incorporating them into your retirement portfolio. Learn how to create a predictable income stream and mitigate longevity risk with expert insights.
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