Episodes

  • More Pillars for Your Retirement

    More Pillars for Your Retirement
    Jan 24 2026
    Building on last week’s foundational discussion, we return to explore the final essential pillars needed to complete your comprehensive retirement framework. This episode dives into critical, often-overlooked areas. Join us as we tie all the elements together, providing a clear roadmap for turning these individual strategies into a secure and joyful retirement reality.
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    Less than 1 minute
  • Five Pillars for Retirement

    Five Pillars for Retirement
    Jan 17 2026
    During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
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    Less than 1 minute
  • Retiring Early? Here’s What You Need To Know.

    Retiring Early? Here’s What You Need To Know.
    Dec 13 2025
    During this episode, we’ll examine some of the things you need to know about retiring early.
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    Less than 1 minute
  • Retiring Soon? What To Do First!

    Retiring Soon? What To Do First!
    Dec 6 2025
    This episode is a critical first step for anyone thinking, "I'm retiring soon? What To Do First!" We lay out the immediate, non-negotiable actions you must take as retirement approaches, focusing on organizing your financial documents and determining your essential expenses. Learn how to sequence your withdrawal strategy, make crucial decisions about Social Security, and confidently transition from accumulating wealth to spending it.
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    Less than 1 minute
  • Getting Financially Ready for 2026

    Getting Financially Ready for 2026
    Nov 29 2025
    During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.
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    Less than 1 minute
  • Retirement: When Should You Wait?

    Retirement: When Should You Wait?
    Nov 22 2025
    In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.
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    Less than 1 minute
  • What You Need to do BEFORE Retirement

    What You Need to do BEFORE Retirement
    Nov 15 2025
    This essential episode outlines the critical financial steps you must take in the final years leading up to your retirement date. We focus on optimizing your cash flow, strategically converting tax-deferred assets, and ensuring your insurance and estate documents are perfectly aligned. Tune in to create a comprehensive pre-retirement checklist that maximizes your income, minimizes future tax burdens, and ensures a smooth transition into your next chapter.
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    Less than 1 minute
  • What Social Security’s 2026 COLA Means for You

    What Social Security’s 2026 COLA Means for You
    Nov 8 2025
    In this episode, we’re going to discuss Social Security recently announced 2026 Cost of Living Adjustment (COLA).
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    Less than 1 minute