Big changes are coming for IRAs, 401k plans, HSAs and Social Security in 2026. In this episode, we talk through what is changing, who will be affected and how to prepare so your retirement stays on track. We help break it all down with practical questions and real life examples. A timely and actionable episode for anyone who wants to stay ahead of the curve.

Headlines about fraud and bankruptcies among sub prime lenders have stirred flashbacks to the 2008 housing crisis, but are we really in a similar situation? In this episode, we discuss why a quote about cockroaches has stirred headlines and is causing concerns for everyday investors.

In this episode, we discuss the real-life habits, mindsets, and strategies the wealthy use to build and protect their fortunes , and how you can apply them to your own financial life. From how they think about debt and risk to the way they invest, save, and plan for the future, these are the lessons that separate those who simply earn money from those who build lasting wealth. Whether you’re just getting started or refining your financial plan, this episode will help you borrow the best ideas from those that have already built wealth.

Gold prices have soared over 60% this year, sparking talk of “dollar debasement” and fears of a weakening economy. But what does that really mean for everyday investors and retirees? We break down the buzz around gold, explain why people rush to it when the dollar dips, and share how long-term investors can protect purchasing power without chasing headlines.

The five years before and after retirement are the most critical for protecting your wealth. In this episode, we break down why this 10-year window can make or break your financial future , plus the key strategies to preserve your nest egg, avoid costly mistakes, and create reliable income that lasts a lifetime.

Government shutdowns, rate cuts, and nonstop headlines…what does it all mean for your money? In this episode, Jaime explains why markets often take Washington drama in stride and what adjustments you may or may not need to make in your portfolio.

In this episode, we dive into the powerful results that happen when a financial advisory firm and an accounting firm join forces. We introduce our strategic partner, Simmons and Simmons and discuss the most overlooked tax deductions, proactive tax planning and real examples of how to avoid costly mistakes and make smarter financial decisions.

In this episode, we cover the foundational items every parent and student should know about offsetting the costs of college, plus savings vehicles like 529 plans, Coverdells ESA’s and custodial accounts. We dive into scholarships, grants, FAFSA timelines and how to balance budgeting for college with your own retirement goals.

Having the financial freedom to retire is something we all desire, but where do you start? How will you know when you have enough money to retire? How do you ensure it will last as long as you do? In this episode we discuss the recommended steps to determining how much you will need to fill the income gap in retirement and options to ensure income is guaranteed, not subject to market fluctuations and protected from cost of living increases.

We are discussing why taxes in retirement may not be as predictable or as low as you expect, plus how changes in Medicare’s IRMAA surcharges can be controlled. Most importantly, we will share strategies to help protect your saving from legislative risk and taxes.