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  • Roth Done Right with Special Guest Becky Swansburg

    Roth Done Right with Special Guest Becky Swansburg
    Sep 12 2026
    In this episode, we dive into the future of tax rates and what shifting legislation in Washington means for your retirement savings. We discuss the current low tax-rate environment and why taking advantage of strategic Roth conversions right now can help protect your hard-earned assets. Additionally, we explore powerful analysis tools designed to help minimize your lifetime tax burden and optimize your overall financial plan.
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  • Generating Retirement Income

    Generating Retirement Income
    Sep 5 2026
    During this episode, we'll cover 10 different strategies retirees could consider for generating income in retirement, along with the benefits and drawbacks of each.
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  • Signs That You’re Ready to Retire

    Signs That You’re Ready to Retire
    Aug 22 2026
    During this episode, we'll cover seven data-driven signs that could indicate someone is ready to retire, even if it doesn't feel that way yet.
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  • Guilt-Free Spending in Retirement

    Guilt-Free Spending in Retirement
    Aug 15 2026
    During this episode, we'll cover eight ways retirees may be able to spend their savings with more confidence and less guilt.
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  • How to Manage a Windfall

    How to Manage a Windfall
    Aug 8 2026
    During this episode, we'll cover nine ways to thoughtfully handle a sudden windfall.
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  • Market Update with Mike Binger

    Market Update with Mike Binger
    Aug 1 2026
    This episode features market updates and discussions on navigating economic trends with Gradient Investments President Mike Binger. We break down the importance of focusing on corporate earnings fundamentals rather than political noise and short-term market cycles. Listeners will discover how strategies like structured buffered portfolios help retirees protect their wealth while maintaining growth opportunities.
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  • What You Should Know About IRA Withdrawals

    What You Should Know About IRA Withdrawals
    Jul 11 2026
    During this episode, we'll walk through the key rules and strategies around traditional IRA withdrawals and how timing your withdrawals could make a meaningful difference in your overall retirement picture.
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  • Market Update with Lisa Schreiber

    Market Update with Lisa Schreiber
    Jun 27 2026
    In this episode, Gradient Investments’ Associate Portfolio Manager Lisa Schreiber joins the show to break down the latest market volatility and explain what the economic data actually means for your portfolio. We cut through the daily financial headlines to look at unexpected sector opportunities, inflation trends, and the realities of the current market trajectory. Tune in for an essential, noise-free update designed to help you keep your long-term retirement strategy steady and on track.
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