Episodes
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Five Common IRS Letters Explained, Ep #260
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When Should You Make a Roth IRA Withdrawal?, Ep #259
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Diversifying Without a Big Tax Bill with Mike Eklund, Ep #258
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Managing Your Portfolio Amid Market Noise in 2026 with Colton Tickle and Mike Eklund, Ep #257
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How Your Money Scripts Impact Your Path to Financial Freedom, Ep #256
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How Caregiving Affects Women's Financial Health with Hayley Modlin, Niamh Douglas, and Darian Billingsley, Ep #255
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Planning for an Unexpected Inheritance in Retirement, Ep #254
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Is Do-It-Yourself Investing Enough? The Hidden Value of a Financial Advisor, Ep #253
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Maximize Generosity and Minimize Tax Surprises, Ep #252
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Stress Test Your Retirement Plan With Real Life What If Scenarios, Ep #251
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Retirement Ravaging Risks That Could Slash Your Nest Egg, Ep #250
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Seven Essential Stages of Tax Planning with Grayson Blazek, Ep #249
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Use Non-Obvious Thinking to Improve Your Retirement Readiness, Ep #248
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Smart Strategies for Funding Your Child's College Education with a 529 Plan, Ep #247
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Should You Add Private Equity, Real Estate, or Bitcoin to Your 401k? Ep #246
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Which Roth Account Is the Right Scoop for You? Ep #245
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Making Sense of 2025's Market Surprises, Ep #244
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Breaking Down the Big Beautiful Bill with Grayson Blazek, Ep #243
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The Opportunity Cost of Holding Too Much Cash, Ep #242
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Creating a Pipeline of Growth and Purpose to Create a Better Client Experience, Ep #241
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When Should You Claim Social Security? 3 Decisions to Consider, Ep #240
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Navigating Market Volatility with Mike Eklund, Ep #239
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Your Market Volatility Survival Playbook, Ep #238
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5 Ways to Transform Tax Season into an Opportunity with Grayson Blazek, Ep #237
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How Longevity Could Impact Your Retirement, Ep #236
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10 Myths That Exist Around Women's Wealth, Ep #235
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Navigating Your Options as an Eligible Designated Beneficiary, Ep #234
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Fighting FOMO in Your Portfolio, Ep #233
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The Retirement Complacency Trap, Ep #232
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How to Avoid Common Mistakes When Gifting Money to Family, Ep #231
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Retirement Roadblocks You May Encounter, Ep #230
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The Early Retiree's Guide to Health Insurance with Grayson Blazek, Ep #229
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Navigating the Updated Inherited IRA Rules with Grayson Blaszek and Matthew Schulman, Ep #228
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Are You Living This Retirement Horror Story? Ep #227
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The Evolution of your Emergency Fund, Ep #226
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How to Avoid Common Pitfalls in Your Retirement Withdrawal Strategy, Ep #225
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The Financial Benefits and Drawbacks of Working During Retirement, Ep #224
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Risks to Your Ideal Retirement, Ep #223
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How to Pay for College in 3 Phases, Ep #222
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Wild Retirement Problems, Ep #221
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How Bobby Bonilla Day Can Help You Decide Whether to Take a Pension or a Lump Sum, Ep #220
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Could You Be Spending More in Retirement? Ep #219
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Harnessing Your Financial Instincts to Build Your Retirement Nest Egg, Ep #218
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What Starting an S-Corp Could Look Like for You in Retirement, Ep #217
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Decision Making in the Middle Years of Retirement, Ep #216
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How to Approach Planning a Retirement Abroad, Ep #215
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How to Prepare for the Retirement Danger Zone, Ep #214
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Be Ready For These 10 Tax Surprises, Ep #213
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How to Handle a Forced Early Retirement, Ep #212
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Tools for Making Better Financial Decisions, Ep #211