Episode 178 - The IRS issued SECURE Act proposed regulations earlier this year. The new rules, while not finalized yet, contain surprises that were not apparent at first glance, especially when it comes to RMDs.

Episode 177 - What exactly is "bank on yourself" and how does it work? In this podcast, we learn all the details you need to know from Regional Vice President Marty Smith.

Episode 176 - Savings rates have dropped dramatically in recent decades. What can be done to change this? Financial literacy education can help. But recent studies show that understanding financial psychology can make an even bigger difference.

Episode 175 - Between personal responsibilities and career commitments we tend to overlook the fact that there are certain basic areas that we need to pay attention to. If these basic areas are not addressed. there may be serious gaps in our financial plan. Learn just how critical this is as we revisit one of our popular episodes.

Episode 174 - The so-called “Great Resignation” has had a significant impact on the way we work. What are the long-term implications?

Episode 173 - The crisis in Ukraine has brought out the spirit of generosity in many Americans. But with so many potential ways to help, how can we be sure we’re not getting scammed?

Episode 172 - As the annual Trustees’ report looms, there have been a number of proposed “fixes” to the Social Security system. Is an increase in Full Retirement Age a possibility?

Episode 171 - George Mallory may—or may not—have been the first man to summit Mt. Everest. But he never gets credit for it. He apparently died on his way back down the mountain. In this episode we revisit how this may have parallels to your financial life.

Episode 170 - Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.

Episode 169 - A comprehensive continuity and succession plan is vital to the continued success of the business but, as PricewaterhouseCoopers discovered, not enough family businesses have them.