Overtime Earnings

Dave and Ken tackle one of the most popular retirement questions - When should I start taking Social Security? The answer may surprise you! They discuss various factors in detail in order to provide helpful information to those entering this important aspect of retirement! PPG-8822804.1(05/26)(exp.05/30)

Ken and Dave are joined by their colleague David White. This is the 2nd episode about protection planning. They go in depth about the importance of Life Insurance as a key element of your financial plan. PPG-8871249.1(05/26)(exp.05/30)

Ken and Dave are joined by their colleague David White in a 2-part discussion about protection planning. They go in depth about Long-Term Care planning in this episode and share important details about this crucial aspect of your financial plan. PPG-8871244.1(05/26)(exp.05/30)

David's daughter Addison appears as a special guest that will share her thoughts on how to keep children involved and interested in finance. She will also share her observations and insights around saving money and what adults may forget to explain about money and finance.PPG-8896407.1(04/26)(exp.04/30)

Medicare may seem straightforward—until higher‑than‑expected premiums show up in retirement. In this episode Dave and Ken take a walk through the basics of Medicare and explain why Medicare is just as much a tax and income‑planning decision as it is a healthcare one. PPG-8822794.1(04/26)(exp.04/30)

Ken and David discuss the critical role of governance in managing family wealth. They explore how effective governance can prevent the mismanagement of wealth across generations. The conversation emphasizes the importance of communication, decision-making roles, and the need for a structured approach to wealth management. They also highlight the role of financial advisors as essential team members in navigating the complexities of wealth governance. PPG-8803874.1(04/26)(exp.04/30)

For many people, early retirement delivers financial freedom but leaves an unexpected emptiness. In this episode, we break down why that happens and how to design a meaningful “next season” of life after work. PPG-8803860.1(04/26)(exp04/30)

In this episode, we break down the hidden constraints, incentives, and short‑term pressures that make consistent outperformance far harder than most people realize.

Some intriguing information for investors of all types! PPG-8784474.1 (03/26)(exp.03/30)

This conversation delves into the complexities of transitioning from wealth accumulation to retirement income. Ken and Dave discuss a range of topics that retirees face as they enjoy their next chapter with a focus on a shifting mindset. PPG-8784482.1(03/26)(exp.03/30)

Ken and Dave talk about baseball spring training and the connection to your finances. Spring training is about preparation, not perfection. Financial spring cleaning works the same way—reset mechanics and prepare for the season ahead. No matter who you cheer for, make sure your financial lineup is ready as well. PPG- 8779794.1(03/26)(exp.03/30)