Navigating Your Retirement
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.Podcasts
RMD's - The Gift That Keeps On Giving
Published: Dec. 9, 2023, 6 a.m.Duration: N/A
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The Best Thanksgiving Movies and Avoiding Bad Financial Advice
Published: Nov. 25, 2023, 6 a.m.Duration: N/A
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Headlines: Treasuries and Politics
Published: Oct. 7, 2023, 5 a.m.Duration: N/A
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Retirement Income for the Next 10 Years
Published: Sept. 9, 2023, 5 a.m.Duration: N/A
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Important Financial Planning Questions Answered
Published: Sept. 2, 2023, 5 a.m.Duration: N/A
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Don't Run Out of Money in Retirement
Published: Aug. 5, 2023, 5 a.m.Duration: N/A
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Financial Probabilities not Possibilities
Published: July 29, 2023, 5 a.m.Duration: N/A
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Roll Overs, Beneficiaries and More
Published: July 15, 2023, 5 a.m.Duration: N/A
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The Psychology of Retirement Planning
Published: June 17, 2023, 5 a.m.Duration: N/A
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Market 2022 review and 2023 Update
Published: June 10, 2023, 5 a.m.Duration: N/A
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The Debt Ceiling and Your Financial Questions
Published: May 27, 2023, 5 a.m.Duration: N/A
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Climbing the Wall of Worry in 2023
Published: May 20, 2023, 5 a.m.Duration: N/A
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Don't Take Your Eye Off the Ball
Published: April 29, 2023, 5 a.m.Duration: N/A
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Tax Perspective - History or Strategy?
Published: April 15, 2023, 5 a.m.Duration: N/A
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Get the Financial Advice You Need
Published: April 8, 2023, 5 a.m.Duration: N/A
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Will the Market Derail Your Retirement?
Published: March 18, 2023, 5 a.m.Duration: N/A
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Dangers of Failing to Plan for Long-Term Care
Published: March 4, 2023, 6 a.m.Duration: N/A
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Lack of Education Leads to Retirement Stress
Published: Feb. 25, 2023, 6 a.m.Duration: N/A
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Effects of Inflation and Special Guests The Camilla Foundation
Published: Jan. 28, 2023, 6 a.m.Duration: N/A
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Listener Questions: Divorce & Paralysis by Analysis
Published: Jan. 7, 2023, 6 a.m.Duration: N/A
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The Ghost of Retirement Christmas Past
Published: Dec. 3, 2022, 6 a.m.Duration: N/A
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Election Impact and Year-end Planning
Published: Nov. 12, 2022, 6 a.m.Duration: N/A
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Financial Questions From Listeners
Published: Oct. 29, 2022, 5 a.m.Duration: N/A
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Are you Saving Too Much for Retirement?
Published: Aug. 27, 2022, 5 a.m.Duration: N/A
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Listener Questions on Retirement Planning
Published: Aug. 13, 2022, 5 a.m.Duration: N/A
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Retirement Expenses and Inflation Fears Explained
Published: Aug. 6, 2022, 5 a.m.Duration: N/A
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Are the Good Times Really Over for Good?
Published: July 9, 2022, 5 a.m.Duration: N/A
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How Inflation, Taxation and a Recession Could Impact You
Published: June 4, 2022, 5 a.m.Duration: N/A
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Where to find the right financial advice
Published: May 21, 2022, 5 a.m.Duration: N/A
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What's Wrong with Your Portfolio?
Published: April 24, 2022, 5 a.m.Duration: N/A
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The True Cost of Portfolio Income
Published: April 23, 2022, 5 a.m.Duration: N/A
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Dealing with Inflation and the Markets
Published: March 19, 2022, 5 a.m.Duration: N/A
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Planning Issues for Spouses and Their Beneficiaries
Published: March 5, 2022, 6 a.m.Duration: N/A
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Answering Your Financial Questions
Published: Feb. 12, 2022, 6 a.m.Duration: N/A
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Markets, Taxes and Your Retirement
Published: Feb. 5, 2022, 6 a.m.Duration: N/A
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The Dangers of Sequence of Returns Risk
Published: Jan. 29, 2022, 6 a.m.Duration: N/A
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Have the Retirement Dominos Fallen?
Published: Dec. 4, 2021, 6 a.m.Duration: N/A
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End of Year Checklist & Listener Questions
Published: Nov. 6, 2021, 5 a.m.Duration: N/A
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Top 3 Current Risks to Your Retirement
Published: Sept. 25, 2021, 5 a.m.Duration: N/A
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How To Climb the Retirement Wall of Worry
Published: Sept. 11, 2021, 5 a.m.Duration: N/A
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3 Types of Retirement Income Plans
Published: Aug. 21, 2021, 5 a.m.Duration: N/A
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Listener Questions - It's a doozy!
Published: Aug. 14, 2021, 5 a.m.Duration: N/A
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How Do I know if I've Saved Enough for Retirement?
Published: Aug. 7, 2021, 5 a.m.Duration: N/A
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Estate Planning Questions with attorney Jeffrey Williamson
Published: July 24, 2021, 5 a.m.Duration: N/A
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Working Years, Retirement and Taxes
Published: July 17, 2021, 5 a.m.Duration: N/A
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The Happiest Place on Earth... for Retirement
Published: May 22, 2021, 5 a.m.Duration: N/A
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How Will The Tax Changes Affect You
Published: May 8, 2021, 5 a.m.Duration: N/A
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Inflation and Retirement Planning in your 50's
Published: April 17, 2021, 5 a.m.Duration: N/A
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Where is Your Money Going in Retirement?
Published: April 10, 2021, 5 a.m.Duration: N/A
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Have I Saved Enough & Financial Planning for Couples
Published: April 3, 2021, 5 a.m.Duration: N/A
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Managing Risk and Asset Allocation
Published: March 27, 2021, 5 a.m.Duration: N/A
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More Questions from the Listeners
Published: Feb. 27, 2021, 6 a.m.Duration: N/A
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Answers to Your Financial Questions
Published: Jan. 30, 2021, 6 a.m.Duration: N/A
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Retirement New Year's Resolutions
Published: Dec. 26, 2020, 6 a.m.Duration: N/A
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Don't Get Coal in Your Stocking This Christmas
Published: Dec. 19, 2020, 6 a.m.Duration: N/A
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Dreams and Goals are Great, but Planning is Priceless
Published: Dec. 12, 2020, 6 a.m.Duration: N/A
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End of the Year Planning Tips for 2020
Published: Nov. 21, 2020, 6 a.m.Duration: N/A
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Papa's Got A Brand New Bag...of documents!
Published: Oct. 24, 2020, 5 a.m.Duration: N/A
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Giving Yourself Permission to Spend
Published: Oct. 10, 2020, 5 a.m.Duration: N/A
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The Math and the Questions of Retirement
Published: Oct. 3, 2020, 5 a.m.Duration: N/A
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Election Impact on Your Retirement
Published: Sept. 5, 2020, 5 a.m.Duration: N/A
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Retirement Income on the Orient Express
Published: Aug. 22, 2020, 5 a.m.Duration: N/A
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Estate Planning Tips and Strategies
Published: July 18, 2020, 5 a.m.Duration: N/A
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When Harry Met Sally in Retirement
Published: July 11, 2020, 5 a.m.Duration: N/A
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Claim Your Retirement Independence
Published: July 4, 2020, 5 a.m.Duration: N/A
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401(k)'s - Should I Stay or Should I Go
Published: June 20, 2020, 5 a.m.Duration: N/A
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Goldilocks and the Three Tax Bears
Published: June 13, 2020, 5 a.m.Duration: N/A
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Thrive in the Covid 19 environment
Published: June 6, 2020, 5 a.m.Duration: N/A
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Retiring Early In the Covid Environment
Published: May 30, 2020, 5 a.m.Duration: N/A
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How to Re-evaluate Your Retirement Income - Taking Advantage of Low Taxes and Market Fluctuations
Published: May 23, 2020, 5 a.m.Duration: N/A
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Reevaluating Your Retirement Plan During Covid-19
Published: May 16, 2020, 5 a.m.Duration: N/A
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The New Normal and Your Income - Part 2
Published: May 9, 2020, 5 a.m.Duration: N/A
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What Can We Do to Navigate the Uncertainty
Published: April 11, 2020, 5 a.m.Duration: N/A
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The Cares Act for 2020 (The Corona Virus Aid Relief Package)
Published: April 4, 2020, 5 a.m.Duration: N/A
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Avoiding the Ostrich Mentality with your Financial Plans
Published: March 28, 2020, 5 a.m.Duration: N/A
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Measuring Your Reaction to Market Volatility
Published: March 7, 2020, 6 a.m.Duration: N/A
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A Lack of Planning Can Cause Issues
Published: Feb. 15, 2020, 6 a.m.Duration: N/A
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The Retirement Income Puzzle Continued
Published: Jan. 18, 2020, 6 a.m.Duration: N/A
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The SECURE Act: Changes to IRAs and More
Published: Dec. 21, 2019, 6 a.m.Duration: N/A
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Have You Given Yourself Permission to Retire Well?
Published: Dec. 7, 2019, 6 a.m.Duration: N/A
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Climbing the Mountain of Tax Efficiency
Published: Nov. 23, 2019, 6 a.m.Duration: N/A
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The Next Market Correction and Your Emotions - Preparing Your Spouse
Published: Nov. 9, 2019, 6 a.m.Duration: N/A
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How To Prepare for the Next Recession
Published: Nov. 2, 2019, 5 a.m.Duration: N/A
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Retirement Facts and Stats We Overlook
Published: Oct. 26, 2019, 5 a.m.Duration: N/A
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Current Events and How they affect your Finances
Published: Oct. 5, 2019, 5 a.m.Duration: N/A
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Medicare Basics - What Questions Need to Be Asked?
Published: Sept. 28, 2019, 5 a.m.Duration: N/A
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Tax Strategies for All Phases of Life
Published: Sept. 21, 2019, 5 a.m.Duration: N/A
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Creating a Retirement Income That Will Last
Published: Aug. 24, 2019, 5 a.m.Duration: N/A
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Beneficiaries and Family - Having the Tough Conversations
Published: Aug. 17, 2019, 5 a.m.Duration: N/A
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The Retirement Checklist - Before You Retire!
Published: July 6, 2019, 5 a.m.Duration: N/A
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How to Avoid Emotional Decisions with Your Money
Published: June 29, 2019, 5 a.m.Duration: N/A
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The Secure Retirement Act - Changes are Coming!
Published: June 15, 2019, 5 a.m.Duration: N/A
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Finding the Right Advisor and Planning for Retirement
Published: June 8, 2019, 5 a.m.Duration: N/A
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Planning for a Single Retirement Part 2
Published: May 4, 2019, 5 a.m.Duration: N/A
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Planning For a Single Retirement
Published: April 27, 2019, 5 a.m.Duration: N/A
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Your Retirement Income - How Much Will You Need?
Published: April 13, 2019, 5 a.m.Duration: N/A
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Tips for Pre-retirement Planning
Published: March 30, 2019, 5 a.m.Duration: N/A
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Why You Should Care about Long-Term Care
Published: March 9, 2019, 6 a.m.Duration: N/A
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How to Increase Your Chances of a Successful Retirement
Published: Feb. 16, 2019, 6 a.m.Duration: N/A
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The Best Valentines Gift for your Spouse
Published: Feb. 9, 2019, 6 a.m.Duration: N/A
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The Most Underdeveloped Retirement Plan
Published: Jan. 5, 2019, 6 a.m.Duration: N/A
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Holiday Movies & Financial Lessons
Published: Dec. 29, 2018, 6 a.m.Duration: N/A
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How to Reset Retirement Plans to Weather a Downturn
Published: Dec. 1, 2018, 6 a.m.Duration: N/A
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