Jonathan opens the show by addressing the issue of how to keep your money safe in time such as recently when the market dropped some 25% in three days mainly due to tariffs. He talks about paying down debt and building an emergency fund as ways to stay above water. Later Dave joins him to revisit making your retirement nest egg last, as well as why retirement is harder now than in past years.

There could be a number of things that derail even a well funded retirement plan if they are not addresed - rising health care costs, taxes, volatility and more. Dave takes a look and discusses how to make sure some of these so-called hidden obstacles don't eat away at your savings. He also looks at being proactive about your plan in times of volatility to make sure it remains solid.

Jonathan kicks off the show by addressing market volatility and how it benefits retirees to be proactive about their plan and its investments. Dave joins him later to talk about protected income and the growing federal government debt.

Taxes are a tricky subject for retirees, and the possibility of rising rates makes it even trickier. Dave and Jonathan take a look at some strategies which can be used to make sure what you pay Uncle Sam is the lowest amount legally possible. Dave also equates retirement planning to playing in the NCAA basketball tournament getting underway.

Dependable, guaranteed income is the backbone of any retirement plan. Dave and Jonathan look at the strategies involved in making sure you have this type of income, especially regarding optimizing Social Security benefits.

After addressing Social Security in the opening portion, Dave and Jonathan tackle the subject of retirement income, and ways to maximize using your savings by being tax efficient and avoiding things like not taking required minimum distributions. They also answer listener questions in the final portion of the show.

After a look at recent happenings, Dave and Jonathan compare retirement planning to playing various well known board games. They also compare it to real estate holdings and answer listener questions.

Dave and Jonathan address volatility, which could be a big factor as 2025 goes along. They also take a look at some fuzzy math when it comes to various aspects of investments, as well as comparing retirement planning to shopping for groceries.

Dave and Jonathan look at a list of things you should be aware of when putting a retirement plan together, taking into account taxes, health care, longevity and more.

Dave and Jonathan discuss financial planning as seen through the eyes of Super Bowl champion coach Andy Reid of the Kansas City Chiefs. With Valentine's Day on the horizon, they also look at the five so-called love languages of financial planning, and also look at what to expect when you give yourself a financial check-up.