This week, we explore the chaotic world of "creative" inheritance by sharing cautionary tales of beneficiaries who had to complete bizarre tasks to claim their keep. We break down the fine line between establishing a meaningful legacy and inadvertently reaching out from the grave to micromanage your family's every move. Tune in to learn how to structure your estate so your loved ones remember your life, rather than resenting your legal paperwork.

In this episode, we dive into the "longevity risk" and why women must approach retirement planning differently than men to account for a longer life expectancy. We explore practical strategies for bridging the wealth gap, ensuring your portfolio remains resilient against inflation over several decades. Join us as we discuss how to transform the challenge of living longer into an empowered opportunity for financial independence and legacy building.

In this episode, we tackle the critical transition from saving to spending to ensure your 2026 retirement starts on solid ground. We break down our signature Five Pillars framework, offering a clear strategy to optimize your taxes, secure your healthcare, and shield your lifestyle from market volatility. Join us to turn those lingering financial "what-ifs" into a concrete blueprint that replaces retirement anxiety with genuine peace of mind.

While the rest of the country fixates on "frozen tundra" stereotypes and high tax brackets, we’re crunching the numbers to show why the Bold North is actually a hidden powerhouse for building long-term wealth. In this episode, we break down how Minnesota’s high density of Fortune 500 companies and relatively stable housing market offer a "middle-class luxury" that coastal hubs simply can’t match. Tune in to discover why staying put in the Gopher State might just be the smartest, most contrarian investment move you ever make.

This episode kicks off the new year by outlining the essential milestones and regulatory updates for your 2026 retirement strategy. We dive into the latest IRS contribution limits and tax law adjustments that could significantly impact your savings potential over the next twelve months. Whether you are decades away from the finish line or just months from retiring, this roadmap provides the actionable steps needed to keep your financial future on track in this year's economic landscape.

As we step into 2026, this episode provides a necessary reality check on how the current economic landscape has shifted the goalposts for a secure retirement. We break down the latest tax law updates and the lingering effects of 2025's market volatility to help you determine if your "retirement number" is still truly on track. Join us as we provide actionable steps to shore up your strategy and ensure your financial vision remains resilient against the unique challenges of the mid-2020s.

In this episode, we walk through the essential financial moves you should consider before the calendar turns. We cover a comprehensive range of year-end tasks designed to optimize your tax situation, review your investment allocations, and maximize your retirement contributions. Join us as we provide a clear roadmap to help you tie up loose ends and start the new year on the strongest possible financial footing.

This episode dives into ten practical and immediate ways you can kickstart or dramatically improve your personal savings habit right now. We cover a mix of passive strategies—like automating transfers and negotiating lower bills—and active methods, such as embracing the 30-day rule and using the envelope system. Tune in for simple, actionable advice to help you quickly build an emergency fund and begin moving closer to your long-term financial goals.

This episode offers a crucial and compassionate look at the substantial financial challenges presented by an Alzheimer's diagnosis and the subsequent caregiver role. We detail the staggering costs associated with long-term care, specialized facilities, and home health aides, providing strategies for planning and funding this expensive journey. Additionally, we discuss the financial and career sacrifices often made by caregivers and explore available resources to help support both their loved one and their own financial well-being.

This episode addresses the critical and costly financial implications of an Alzheimer's diagnosis and other serious cognitive diseases. We detail the staggering financial burdens—from long-term care facilities to in-home aid—and discuss how to proactively budget for these potential expenses in your retirement plan. Tune in to learn about crucial legal documents like Power of Attorney, and essential financial tools, including long-term care insurance, that can protect your family's assets and peace of mind.