Episodes

  • Is a Roth Conversion Right for You?

    Is a Roth Conversion Right for You?
    May 24 2026
    During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.
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    Less than 1 minute
  • Celebrating The City of Charm with Ernie Havens

    Celebrating The City of Charm with Ernie Havens
    May 17 2026
    Join us for a special tribute to the "City of Charm" as we sit down with local expert Ernie Havens to explore the unique economic heartbeat of Baltimore. We dive into the community-driven initiatives and historic investments that continue to shape the city’s financial landscape and future growth. Whether you’re a resident or a curious investor, this episode offers a refreshing look at how local heritage and modern finance intersect in Maryland’s iconic hub.
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    Less than 1 minute
  • The Merger and Education Connection

    The Merger and Education Connection
    May 10 2026
    This episode explores the connection between financial education, retirement planning, and estate preparation in light of the recent merger between Pinnacle and Lone Star. The discussion highlights the importance of coordinating investment strategies, wills, trusts, beneficiary designations, and long-term financial goals to help families avoid costly mistakes and unnecessary stress. Listeners will gain practical insights into protecting assets, preparing for retirement income, and creating a plan designed to support both current and future generations.
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    Less than 1 minute
  • Is Your Family Financially Prepared for the Unexpected?

    Is Your Family Financially Prepared for the Unexpected?
    May 3 2026
    During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.
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    Less than 1 minute
  • The Power of Spousal Benefits

    The Power of Spousal Benefits
    Apr 26 2026
    During this episode, we’ll consider how properly utilizing Social Security’s spousal benefit may make your benefit even more powerful.
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    Less than 1 minute
  • Yes, You Can Spend During Retirement

    Yes, You Can Spend During Retirement
    Apr 19 2026
    During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.
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    Less than 1 minute
  • What Lone Star Means for Ohio Families - with Mark Groom

    What Lone Star Means for Ohio Families - with Mark Groom
    Apr 12 2026
    In this episode Steve welcomes special guest Mark Groom from LoneStar Wealth Management, to talk about their new partnership.
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    Less than 1 minute
  • 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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    Less than 1 minute