Beginning with your first job, there are five main stages of financial progress you make as you go through life, all leading up to retirement. Dave and Jonathan discuss how each stage unfolds and how they work with people going through each one.

Have I saved enough? Will my money last? These are two of the four most important questions retirees have on their minds going into retirement. Today Dave and Jonathan take a look at those questions, as well as comparing retirement to running a marathon and being questioned about trivia involving taxes and their history.

A good advisor can help you reach your financial goals, but a poor advisor can hold you back. Dave discusses how you can tell if you are getting the kind of advice that's right for you and what to expect from a good advisor. He also gets into doing your financial chores - the kinds of things you might, like other typical household chores, may not want to do but getting them done makes things neater and easier.

Recent changes in IRS regularions have changed the way many people think about tax deferred retirement accounts, and even more so for those who have larger amounts in their IRAs. Dave and Jonathan discuss what you need to know to help avoid big tax hits in accounts such as these. They also connect the dots between financial planning and the latest Inside Out motion picture smash, as well as answer listener questions from the mailbag.

The baby boomer generation is retiring in record numbers, but the next group, the so-called Gen Xers, are in the initial stages of their retirements. Today Dave and Jonathan take a look at what these folks, still mostly in their 50s, should be doing in their final working years to set themselves up for retirement. They also look at headlines of the week as well as the major scams that are working to try and rob retirees of their nest eggs.

Dave and Jonathan discuss how to best make your retirement savings work to provide a steady stream of reliable income for your post-working years. They also look at what could happen in the second half of 2024 with Jeff Bush of the Washington Insider, especially as it relates to how the election could impact such issues as taxes and more.

There are a lot of decisions you need to make regarding these popular retirement savings vehicles. The right ones could help save you hundreds, or maybe even thousands, of dollars in taxes, leaving more in your nest egg for you to enjoy. Dave and Jonathan discuss some of the strategies involved in helping determine what is best for you.

People are very protective about their finances, and sometimes they make moves that turn out not to be in their best interest. Dave and Jonathan take a look at people's behavior about money and how a good financial planner can help steer them away from making decisions that can cost them down the road.

You'll be hearing this a lot - tax rates will be going up by the start of 2026. Today Dave and Jonathan talk about how planning for these increases now by paying up front could save you a lot of money in the future.

On Memorial Day weekend, Phil Altmeyer - Dave's brother and director of Spokane's Union Gospel Mission - joins the show to discuss ongoing homeless issues in the area, how the mission is accomplishing its goal of changing people's lives and why government solutions don't work as intended.