Benjamin Franklin is the original financial guru. In this podcast, we use the latest technology to interview Ben Franklin to get his advice about modern retirement planning in his own words. Does Franklin's sage advice still apply in our modern world?

"Don't worry about squirreling money away for retirement. In 10 or 20 years, it won't matter." - Elon Musk

In this show we discuss whether or not people should continue to save for retirement or if AI will make this a complete waste of time.

Retire at 65, debt free, reduce risk, and withdraw 4% per year. This is outdated retirement advice. In this show we tackle each of these popular pieces of advice and explain why they are not longer 100% true. We also invite a special guest - the original American financial guru!

The new website TrumpRx.gov is designed to reduce the cost of certain prescriptions for Americans. This is especially true for those without insurance. However, for those with existing insurance, this new program can actually lead to HIGHER costs. Listen in as we explore the details of this new government program.

Many people fear running out of money in retirement. Some spend much less than desired, while others postpone retirement altogether! In this show we discuss three ways to combat this fear of running out of money.

Tax returns filed in 2026 are expected to be higher due to the tax law changes made in 2025. The One, Big, Beautiful Bill Act added a $6,000 "bonus deduction" for many retirees. In this show we talk about how this should lead to a higher tax refund and what you can do to be strategic about these new tax changes.

Retirement can be seen as a journey. In this show, Dan discusses a recent hike up Camelback Mountain in AZ and relates it to the retirement journey he sees many people through. This analogy will give you insight into retirement and some tips on what you can expect.

The highest monthly Social Security check in 2026 is $5,251. How does one qualify to get that much? In this show we'll explain the three qualifications a person must have in order to get the maximum amount from Social Security in 2026.

Spouses often have very different risk tolerances. This can dramatically impact retirement planning, and even cause marital trouble. In this show we explain how couples should be handling risk planning in retirement in order to keep the family harmony.

Many plan for a 20 year retirement, when a 30+ year retirement is potentially more realistic. Do people really need to plan on living until age 100? Do they want to plan to live to 100? We talk about this scenario in this show.