Are you planning to retire in 2026? In this show we discuss the top 5 mistakes people retiring forget to plan for. If you are retiring soon, be sure to make sure you aren't missing one of the five really important factors. This is a retirement reality checklist to those of you about to make the switch to permanent unemployment.

Scammers have been around since the dawn of time. However, the scams many are falling victim to recently are getting more tricky and sinister. In this show we discuss the "dirty dozen" scams highlighted by the IRS in 2026. Listen in and make sure you and your family don't get caught in one of these financial scams.

When you leave this world, what if you left NO assets or wealth behind? Is it too late for those approaching retirement to adopt a philosophy of spending everything? Is this approach too risky as it introduces the potential to run out of money and become a financial burden on others? Join as as we answer these questions and debate the concept.

The odds are high that you'll have a retirement portfolio during some sort of military conflict. This raises the question - should I adjust my portfolio if the US is engaged in conflict? Does it matter that the conflict is happening in the Middle East vs elsewhere? Tune in as we address these concerns about investing and war.

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 This is outdated retirement advice.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.