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  • Financial Resolutions for the New Year

    Financial Resolutions for the New Year
    Jan 11 2026
    Kick off 2026 to share practical strategies for setting and actually maintaining your financial resolutions for the year ahead. We take a look back at the most pivotal moments from our 2025 episodes, revisiting key discussions on the government shutdown and the importance of long-term retirement strategies. Join us for this comprehensive year-in-review that distills a year’s worth of wisdom into a clear, actionable plan for your financial success in the new year.
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  • When Not To Play It Safe

    When Not To Play It Safe
    Jan 4 2026
    During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.
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  • 7 Mistakes to Avoid When Choosing a Financial Advisor Pt 1

    7 Mistakes to Avoid When Choosing a Financial Advisor Pt 1
    Dec 21 2025
    Choosing a financial advisor can feel overwhelming, but it doesn't have to be! In this episode, we explore common pitfalls to avoid, from prioritizing commissions over your needs to working with an advisor who isn't a fiduciary. Tune in to learn how to find the perfect financial partner for your journey.
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  • Medicare, More of What You Need to Know

    Medicare, More of What You Need to Know
    Dec 14 2025
    This episode delivers essential details about Medicare, going beyond the basics to cover the crucial information you need for sound healthcare planning in retirement. We dive deep into the differences between various plans, including navigating deductibles, co-pays, and the often-confusing coverage gaps like the "donut hole." Tune in to gain confidence in your choices and ensure you are maximizing your benefits while minimizing your out-of-pocket costs.
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  • Medicare Part B Will Be Pricier in 2026

    Medicare Part B Will Be Pricier in 2026
    Dec 7 2025
    During this episode, we’ll be discussing the rise in Medicare Part B costs as well as other Medicare changes coming in 2026.
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  • Getting Financially Ready for 2026

    Getting Financially Ready for 2026
    Nov 30 2025
    During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.
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  • Retirement: When Should You Wait?

    Retirement: When Should You Wait?
    Nov 16 2025
    In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.
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  • So, You’re a Decade From Retirement

    So, You’re a Decade From Retirement
    Nov 9 2025
    During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.
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