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  • How to Prepare for Healthcare Costs Before Retirement

    How to Prepare for Healthcare Costs Before Retirement
    Feb 22 2026
    In this episode, we break down the most effective strategies for estimating your future medical expenses and identifying the "hidden" costs many savers overlook. We explore how to maximize Health Savings Accounts (HSAs) and other tax-advantaged tools to build a dedicated healthcare nest egg long before you exit the workforce. Finally, we share actionable advice on navigating insurance transitions and bridge coverage to ensure a medical emergency doesn’t derail your retirement timeline.
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  • It's Never Too Late to Have the Retirement You Want

    It's Never Too Late to Have the Retirement You Want
    Feb 15 2026
    In this episode, we challenge the myth that a late start means a failed finish by exploring strategic "catch-up" maneuvers for your 50s and 60s. We break down how to maximize your remaining earning years through aggressive tax-advantaged contributions and smart lifestyle adjustments that don't sacrifice your current happiness. Tune in to learn why your past financial timeline matters less than the intentional moves you make starting today.
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  • Inside Gradient Investments: Portfolio Strategy & Market Outlook for 2026

    Inside Gradient Investments: Portfolio Strategy & Market Outlook for 2026
    Feb 8 2026
    Senior Portfolio Manager Keith Gangl joins the program to provide a deep dive into Gradient Investments’ strategic roadmap for navigating the unique market dynamics of 2026. We explore the critical shift from mega-cap concentration toward a broadening market, examining how small-cap resurgence and international growth are reshaping modern portfolio construction. Keith offers expert analysis on managing heightened volatility and leveraging diversifying assets to ensure your investment strategy remains resilient as this bull market matures.
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  • Gen X Retirement What You Need to Know Before it's Too Late

    Gen X Retirement What You Need to Know Before it's Too Late
    Feb 1 2026
    This episode serves as a wake-up call for Generation X, providing a targeted roadmap for those entering the critical "red zone" of their retirement planning. Cory and Tony break down the specific challenges facing the "sandwich generation," from balancing aging parent care with college tuition to maximizing catch-up contributions while time is still on their side. Tune in to learn how to pivot your strategy now to ensure your transition from the workforce is both well-timed and financially secure.
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  • Still Falling for It: Why Bad Retirement Advice Won’t Go Away

    Still Falling for It: Why Bad Retirement Advice Won’t Go Away
    Jan 25 2026
    In this episode, Cory and Tony investigate why debunked retirement myths and predatory financial "hacks" continue to mislead even the most cautious investors. The duo explores the psychological reasons we are drawn to complex or high-risk schemes and explains why the simplest, most effective advice is often the hardest to follow. Tune in to learn how to spot the common red flags of bad advice so you can protect your nest egg and stay focused on a strategy built on evidence rather than marketing hype.
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  • The Worst Retirement Advice People Still Follow

    The Worst Retirement Advice People Still Follow
    Jan 18 2026
    In this episode, we pull back the curtain on the dangerous "rules of thumb" and outdated myths that continue to derail retirement plans today. We debunk common but costly tips. Tune in to learn how to replace this generic advice with a modernized, personalized strategy that accounts for the unique economic realities of 2026.
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  • Five Pillars for Retirement

    Five Pillars for Retirement
    Jan 11 2026
    During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
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  • How to Build Charitable Giving Into Your Financial Plan

    How to Build Charitable Giving Into Your Financial Plan
    Jan 4 2026
    This episode explores how to make philanthropy a sustainable part of your wealth management strategy rather than a financial afterthought. We break down high-impact tools like donor-advised funds and qualified charitable distributions (QCDs) to help you maximize both your community impact and your tax savings. Join in as they discuss how to align your giving with your personal values while ensuring your charitable goals work in harmony with your long-term retirement security.
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