During this show, we’ll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.

During this show, we’re going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

During this show, we’ll first consider whether age 95 is still a good target age to build a retirement strategy around before considering some steps to prepare your finances for retirement.

Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.

During this episode, we’ll discuss five types of insurance that most people should include in their financial strategy.

This episode is a tribute to the late, great Robin Williams. We forgo our normal conversation on finances, to talk about Robin, who was considered one of the greatest improvisational comedians of all-time. We play clips and share our favorite moments and also discuss his brilliant acting career as we list our favorite movies and moments.

Long-term care is a topic often overlooked, but it's crucial to plan for potential future needs. In this episode, we'll break down the basics of long-term care, including different types of care, average costs, and insurance options. Discover how to protect your assets and ensure you have the care you need when you need it.

During this show, we’re going to look at five possible Social Security steps for couples as well as basic Social Security elements that everyone should know.