Retirement Answer Man

Retirement Answer Man

368 episodes

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com

Podcasts

Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?

Published: April 24, 2024, 1:29 p.m.
Duration: 38 minutes 16 seconds

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How Much Money Do I Really Need to Retire?

Published: April 17, 2024, 7 a.m.
Duration: 38 minutes 20 seconds

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Ask Better Retirement Questions

Published: April 10, 2024, 7 a.m.
Duration: 51 minutes 25 seconds

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The State of Retirement Planning with Michael Kitces

Published: April 3, 2024, 7 a.m.
Duration: 51 minutes 41 seconds

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How to Manage Your Scarcity Brain with Michael Easter

Published: March 27, 2024, 7 a.m.
Duration: 43 minutes 13 seconds

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Overcoming Frugality in Retirement with Dan Crosby

Published: March 20, 2024, 7 a.m.
Duration: 50 minutes 14 seconds

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What is True Retirement Planning? With Christine Benz

Published: March 13, 2024, 7 a.m.
Duration: 51 minutes 39 seconds

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How Systems Thinking Can Improve Your Retirement with Rick Nason

Published: March 6, 2024, 8 a.m.
Duration: 1 hour 26 minutes 39 seconds

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What Can I Learn from the FIRE Movement?

Published: Feb. 28, 2024, 8 a.m.
Duration: 45 minutes 23 seconds

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The Challenges of FIRE

Published: Feb. 21, 2024, 8 a.m.
Duration: 50 minutes 22 seconds

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The Benefits of FIRE

Published: Feb. 14, 2024, 8 a.m.
Duration: 52 minutes 21 seconds

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What Is the FIRE Movement?

Published: Feb. 7, 2024, 8 a.m.
Duration: 57 minutes 12 seconds

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Retirement Plan Live: Mature Marriage - Managing Joint Cash Flow with Separate Assets

Published: Jan. 31, 2024, 8 a.m.
Duration: 52 minutes 30 seconds

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Retirement Plan Live - Mature Marriage: Shared Resources

Published: Jan. 24, 2024, 8 a.m.
Duration: 23 minutes 48 seconds

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Retirement Plan Live: Mature Marriage - Shared Goals

Published: Jan. 17, 2024, 8 a.m.
Duration: 40 minutes 14 seconds

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Retirement Plan Live: Mature Marriage - Marys Story

Published: Jan. 10, 2024, 8 a.m.
Duration: 48 minutes 42 seconds

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Retirement Plan Live: Mature Marriage - Marks Story

Published: Jan. 3, 2024, 8 a.m.
Duration: 52 minutes 13 seconds

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Should I Withdraw from My IRA to Pay Off My Mortgage?

Published: Dec. 27, 2023, 8 a.m.
Duration: 55 minutes 7 seconds

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How Can I Reduce the Chances of Running Out of Money in Retirement?

Published: Dec. 20, 2023, 8 a.m.
Duration: 33 minutes 54 seconds

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The Ins and Outs of Donor-Advised Funds

Published: Dec. 13, 2023, 8 a.m.
Duration: 37 minutes 18 seconds

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Important Retirement Numbers for 2024

Published: Dec. 6, 2023, 8 a.m.
Duration: 59 minutes 10 seconds

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How Do I Refill My Retirement Income Floor?

Published: Nov. 29, 2023, 8 a.m.
Duration: 36 minutes 40 seconds

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My Retirement Planner Said No to a Report Request. What Should I Do?

Published: Nov. 22, 2023, 8 a.m.
Duration: 35 minutes 25 seconds

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Should I Consolidate My Accounts in Retirement?

Published: Nov. 15, 2023, 8 a.m.
Duration: 33 minutes 35 seconds

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How Should I Pay Taxes on My Roth Conversions?

Published: Nov. 8, 2023, 12:19 p.m.
Duration: 34 minutes 30 seconds

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Should I Continue to Own Bond Funds?

Published: Nov. 1, 2023, 7 a.m.
Duration: 47 minutes 14 seconds

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Wisdom for Our Children - Spending, Saving, and Investing

Published: Oct. 25, 2023, 11:42 p.m.
Duration: 51 minutes 43 seconds

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Wisdom for Our Children - Family and Friends

Published: Oct. 18, 2023, 2:48 p.m.
Duration: 28 minutes 12 seconds

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Wisdom for Our Children - Career and Retirement

Published: Oct. 11, 2023, 7 a.m.
Duration: 49 minutes 22 seconds

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Wisdom for Our Children - Energy and Mindset

Published: Oct. 5, 2023, 12:53 p.m.
Duration: 1 hour 11 minutes 2 seconds

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Should I Stop Contributing to My Pre-Tax Accounts?

Published: Sept. 27, 2023, 7 a.m.
Duration: 29 minutes 49 seconds

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What Is the Ideal Mix Between Before and After Tax Retirement Accounts?

Published: Sept. 20, 2023, 7 a.m.
Duration: 27 minutes 46 seconds

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What Should I Consider When Transferring Investment Accounts?

Published: Sept. 13, 2023, 7 a.m.
Duration: 39 minutes 52 seconds

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Should I Borrow Against My Investments to Buy a House?

Published: Sept. 6, 2023, 7 a.m.
Duration: 1 hour 46 seconds

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Should I Realign My 401K Now That Im Retired?

Published: Aug. 30, 2023, 7 a.m.
Duration: 50 minutes 59 seconds

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Historical vs. Projected Returns?

Published: Aug. 24, 2023, 1:02 p.m.
Duration: 52 minutes 22 seconds

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500 Episodes and Still Rocking

Published: Aug. 16, 2023, 7 a.m.
Duration: 31 minutes 9 seconds

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#499 - Should I Do a Roth Conversion?

Published: Aug. 9, 2023, 2:58 p.m.
Duration: 45 minutes 7 seconds

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The Impact of Alcohol on Rocking Retirement

Published: Aug. 2, 2023, 7 a.m.
Duration: 50 minutes 41 seconds

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The Rules for Roth Withdrawals

Published: July 26, 2023, 7 a.m.
Duration: 47 minutes 52 seconds

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The Rules for Roth Conversions

Published: July 19, 2023, 7 a.m.
Duration: 44 minutes 2 seconds

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The Rules for Roth Contributions

Published: July 12, 2023, 8 a.m.
Duration: 49 minutes 40 seconds

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The Roth Opportunity

Published: July 5, 2023, 7 a.m.
Duration: 1 hour 16 minutes 29 seconds

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How Can I Reverse Taking Social Security?

Published: June 28, 2023, 7 a.m.
Duration: 40 minutes 27 seconds

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The KISS Concept for Investing

Published: June 21, 2023, 7 a.m.
Duration: 49 minutes 33 seconds

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How Listener Mike is Finding His Purpose in Retirement

Published: June 14, 2023, 7 a.m.
Duration: 51 minutes 19 seconds

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How Does the 5-Year Rule Work for Roth Conversions?

Published: June 7, 2023, 1:47 a.m.
Duration: 1 hour 8 minutes 48 seconds

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The 8 Pillars of Rocking Retirement: Non-Financial - Energy and Mindset

Published: May 24, 2023, 7 a.m.
Duration: 39 minutes 36 seconds

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The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization

Published: May 17, 2023, 7 a.m.
Duration: 50 minutes 25 seconds

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The 8 Pillars of Rocking Retirement: Financial - Vision and Feasibility

Published: May 10, 2023, 8:22 p.m.
Duration: 45 minutes 23 seconds

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The 8 Pillars of Rocking Retirement: How to Build a Retirement You Can Rock

Published: May 3, 2023, 7 a.m.
Duration: 1 hour 7 minutes 10 seconds

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How Should Spouses Claim Their Social Security Benefits?

Published: April 26, 2023, 7 a.m.
Duration: 38 minutes 35 seconds

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What Retirement Planning Software Should I Use?

Published: April 19, 2023, 7 a.m.
Duration: 49 minutes 33 seconds

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How Do I Report a QCD on My Income Tax Return?

Published: April 12, 2023, 1:45 a.m.
Duration: 33 minutes 1 second

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Im in My Fifties and Got Laid Off. What Should I Do?

Published: April 5, 2023, 7 a.m.
Duration: 49 minutes 35 seconds

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Widowed in Retirement: Wisdom from Those on the Journey

Published: March 29, 2023, 7 a.m.
Duration: 44 minutes 5 seconds

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Widowed in Retirement: Creating a New You

Published: March 22, 2023, 7 a.m.
Duration: 52 minutes 24 seconds

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Widowed in Retirement: Navigating Financial Changes

Published: March 15, 2023, 7 a.m.
Duration: 1 hour 1 minute 33 seconds

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Widowed in Retirement: Navigating Life Changes

Published: March 8, 2023, 8 a.m.
Duration: 1 hour 17 minutes 20 seconds

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How to Rock Retirement on Your Own

Published: March 1, 2023, 8 a.m.
Duration: 43 minutes 8 seconds

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Should I Rebalance My Portfolio Now?

Published: Feb. 22, 2023, 8 a.m.
Duration: 34 minutes 18 seconds

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What are Brokered CDs and How Do They Work?

Published: Feb. 15, 2023, 2:40 p.m.
Duration: 35 minutes 43 seconds

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How Is Deferred Compensation Taxed When I Receive It?

Published: Feb. 8, 2023, 8 a.m.
Duration: 50 minutes 15 seconds

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How Do I Calculate the Decreased Social Security Benefit If I Retire Early?

Published: Feb. 1, 2023, 8 a.m.
Duration: 39 minutes 38 seconds

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Retirement Plan Live: The Impact of the Bear Market

Published: Jan. 25, 2023, 8 a.m.
Duration: 53 minutes 35 seconds

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Retirement Plan Live: Their Financial Resources

Published: Jan. 18, 2023, 8 a.m.
Duration: 29 minutes 4 seconds

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Retirement Plan Live 2023: Their Goals for Rocking Retirement

Published: Jan. 11, 2023, 8 a.m.
Duration: 42 minutes 44 seconds

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Retirement Plan Live: Meet Rosie and Dwayne

Published: Jan. 4, 2023, 8 a.m.
Duration: 56 minutes 13 seconds

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Should I Take My Pension Lump Sum Now or Wait?

Published: Dec. 28, 2022, 8 a.m.
Duration: 45 minutes 5 seconds

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Should I Have a Mortgage on My Rental Property?

Published: Dec. 21, 2022, 8 a.m.
Duration: 32 minutes 10 seconds

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Should I File for Social Security If Im Still Working?

Published: Dec. 14, 2022, 11:53 p.m.
Duration: 47 minutes 14 seconds

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Should I Invest in Individual Stocks or ETFs in Retirement?

Published: Dec. 7, 2022, 8 a.m.
Duration: 47 minutes 33 seconds

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Should I Pay Off My Mortgage or Invest?

Published: Nov. 30, 2022, 8 a.m.
Duration: 35 minutes 54 seconds

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How Do I Know if an Annuity Is Right for Me in Retirement?

Published: Nov. 23, 2022, 8 a.m.
Duration: 28 minutes 8 seconds

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How to Rebalance a Bond Ladder

Published: Nov. 15, 2022, 9:31 p.m.
Duration: 24 minutes 42 seconds

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What Should I Know Before Using 72T to Fund Retirement?

Published: Nov. 9, 2022, 8 a.m.
Duration: 38 minutes 58 seconds

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Should I Invest in Commodity ETFs to Fight Inflation?

Published: Nov. 2, 2022, 7 a.m.
Duration: 38 minutes 32 seconds

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When Can I Make a Backdoor Roth Contribution?

Published: Oct. 26, 2022, 7 a.m.
Duration: 39 minutes 40 seconds

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RRC Anniversary Special Episode

Published: Oct. 21, 2022, 8:17 p.m.
Duration: 14 minutes 40 seconds

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Will I Still Get Inflation Adjustments If I Wait to File Social Security?

Published: Oct. 19, 2022, 7 a.m.
Duration: 35 minutes 48 seconds

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Should I Switch My Bond Portfolio to CDs?

Published: Oct. 12, 2022, 2:04 p.m.
Duration: 49 minutes 16 seconds

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Which Account Should I Begin Drawing from First in Retirement?

Published: Oct. 5, 2022, 7 a.m.
Duration: 41 minutes 19 seconds

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What Is the Best Way to Save Money for Our Grandchildren?

Published: Sept. 28, 2022, 12:11 p.m.
Duration: 36 minutes 11 seconds

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Should I Switch My 401K Contribution to the Roth Option Near Retirement?

Published: Sept. 21, 2022, 7 a.m.
Duration: 42 minutes 31 seconds

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Should We Consider a Mortgage for Building Our Retirement House?

Published: Sept. 14, 2022, 7 a.m.
Duration: 49 minutes 29 seconds

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How Should I Pay for Big Ticket Expenses Near Retirement?

Published: Sept. 7, 2022, 10:41 p.m.
Duration: 35 minutes 58 seconds

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Living a Heroic Retirement: How to Walk the Heros Journey

Published: Aug. 31, 2022, 7 a.m.
Duration: 37 minutes 35 seconds

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How to Live a Heroic Retirement Today

Published: Aug. 24, 2022, 2:24 p.m.
Duration: 55 minutes 12 seconds

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#448 - Living a Heroic Retirement: The 3 Identities a Hero Should Have

Published: Aug. 17, 2022, 7 a.m.
Duration: 1 hour 2 minutes 34 seconds

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Living a Heroic Retirement: The Virtues of a Hero

Published: Aug. 10, 2022, 7 a.m.
Duration: 56 minutes 8 seconds

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Living a Heroic Retirement: What Is a Hero?

Published: Aug. 3, 2022, 11:25 a.m.
Duration: 45 minutes 47 seconds

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Dealing with Post-Pandemic Burnout

Published: July 27, 2022, 7 a.m.
Duration: 57 minutes 12 seconds

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Will My Social Security Benefit Be Impacted by My Divorce?

Published: July 20, 2022, 7 a.m.
Duration: 46 minutes 39 seconds

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Should I Prepay the Mortgage on My Rental Property Before I Retire?

Published: July 13, 2022, 7 a.m.
Duration: 38 minutes 41 seconds

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Can I Count on Average Returns and Inflation for Retirement?

Published: July 6, 2022, 7 a.m.
Duration: 1 hour 11 minutes 5 seconds

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When Is It Time to Switch Advisors and More of Your Questions

Published: June 29, 2022, 7 a.m.
Duration: 51 minutes 33 seconds

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Leave a Lasting Legacy: How to Create Your Legacy Strategy

Published: June 22, 2022, 7 a.m.
Duration: 48 minutes 44 seconds

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Leave a Lasting Legacy: How to Leave a Nonfinancial Legacy

Published: June 15, 2022, 10:37 p.m.
Duration: 40 minutes 35 seconds

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Leave a Lasting Legacy: How to Leave a Financial Legacy

Published: June 9, 2022, 3 a.m.
Duration: 46 minutes 18 seconds

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Leave a Lasting Legacy: What Is a Legacy?

Published: June 1, 2022, 7 a.m.
Duration: 36 minutes 2 seconds

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Functional Health to Rock Retirement: How to Be a Better Advocate for Your Health

Published: May 25, 2022, 7 a.m.
Duration: 1 hour 12 minutes 20 seconds

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Functional Health to Rock Retirement: Finding the Right Nutrition Plan

Published: May 18, 2022, 7 a.m.
Duration: 59 minutes 27 seconds

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Functional Health to Rock Retirement - Creating the Right Exercise Plan

Published: May 11, 2022, 7 a.m.
Duration: 1 hour 14 minutes 50 seconds

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Functional Health in Retirement: What Is Functional Health?

Published: May 4, 2022, 7 a.m.
Duration: 47 minutes 16 seconds

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How Do I Inflation Proof My Retirement?

Published: April 27, 2022, 7 a.m.
Duration: 47 minutes 39 seconds

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Are Interest Rate-Hedged ETFs a Good Investment Right Now?

Published: April 20, 2022, 7 a.m.
Duration: 26 minutes 25 seconds

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How Do RMDs Work for Married Couples?

Published: April 13, 2022, 7 a.m.
Duration: 29 minutes 4 seconds

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Should I Retire Earlier if I Have Health Issues? And More Listener Questions

Published: April 6, 2022, 7 a.m.
Duration: 36 minutes 31 seconds

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How to Plan Your Agile Retirement: Stage 4 - Optimize & Establish Your Plan of Record

Published: March 30, 2022, 7 a.m.
Duration: 43 minutes 28 seconds

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How to Plan Your Agile Retirement: Stage 3 - Make Your Strategy Resilient

Published: March 24, 2022, 3:50 p.m.
Duration: 43 minutes 11 seconds

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How to Plan Your Agile Retirement: Stage 2 - A Feasible Retirement Strategy

Published: March 16, 2022, 7 a.m.
Duration: 44 minutes 54 seconds

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How to Plan Your Agile Retirement: Stage 1 - Your Vision

Published: March 10, 2022, 4:05 p.m.
Duration: 46 minutes 27 seconds

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How to Plan Your Agile Retirement: Why You Need to Be Agile

Published: March 2, 2022, 8 a.m.
Duration: 34 minutes 38 seconds

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What Investments Help Protect Me from Inflation?

Published: Feb. 23, 2022, 2:11 p.m.
Duration: 46 minutes 3 seconds

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How Do I Manage Inflation Risk?

Published: Feb. 16, 2022, 8 a.m.
Duration: 40 minutes 22 seconds

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How Will Inflation Impact My Retirement?

Published: Feb. 9, 2022, 10:56 a.m.
Duration: 53 minutes 33 seconds

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How to Manage Inflation in Retirement: What Is Inflation and How Is It Measured?

Published: Feb. 3, 2022, 2:17 p.m.
Duration: 1 hour 35 seconds

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Retirement Plan Live: Establishing a New Life

Published: Jan. 26, 2022, 8 a.m.
Duration: 40 minutes 33 seconds

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Retirement Plan Live: Creating Our Retirement Paycheck

Published: Jan. 19, 2022, 8 a.m.
Duration: 56 minutes 13 seconds

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Retirement Plan Live: Dreams for Our New Home

Published: Jan. 12, 2022, 8 a.m.
Duration: 1 hour 12 minutes 24 seconds

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Relocation for Retirement: Why We Moved

Published: Jan. 5, 2022, 8 a.m.
Duration: 40 minutes 47 seconds

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Is Cryptocurrency a Good Investment for My Retirement?

Published: Dec. 29, 2021, 8 a.m.
Duration: 32 minutes 21 seconds

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How Will I Estimate What My RMD Will Be at Age 72?

Published: Dec. 22, 2021, 8 a.m.
Duration: 38 minutes 7 seconds

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Are I-Bonds a Smart Investment for My Retirement Portfolio?

Published: Dec. 15, 2021, 8 a.m.
Duration: 41 minutes 35 seconds

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What Is a Retirement Plan of Record?

Published: Dec. 8, 2021, 8 a.m.
Duration: 42 minutes 27 seconds

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Overcoming Frugality

Published: Dec. 1, 2021, 1:05 p.m.
Duration: 45 minutes 10 seconds

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The Mechanics of Decumulation

Published: Nov. 24, 2021, 8 a.m.
Duration: 43 minutes 11 seconds

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Reflections on the Retirement Scene

Published: Nov. 17, 2021, 2:21 p.m.
Duration: 24 minutes 34 seconds

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Listener Questions: Which Account Should I Withdraw from to Fill Up My Tax Bracket?

Published: Nov. 9, 2021, 8 a.m.
Duration: 18 minutes 54 seconds

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Retirement Planning Guidebook with Wade Pfau

Published: Nov. 5, 2021, 7 a.m.
Duration: 40 minutes 59 seconds

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What the Happiest Retirees Know with Wes Moss

Published: Nov. 2, 2021, 7 a.m.
Duration: 28 minutes 58 seconds

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Listener Questions: Dont Let Perfect Be the Enemy of Good

Published: Oct. 29, 2021, 7 a.m.
Duration: 30 minutes 38 seconds

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Retirement Tax Management: How to Incorporate into Your Retirement Plan

Published: Oct. 26, 2021, 7 a.m.
Duration: 34 minutes 2 seconds

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Listener Questions: I have Roth Conversion Questions!

Published: Oct. 22, 2021, 7 a.m.
Duration: 34 minutes 7 seconds

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Retirement Tax Management: The Tax Toolbox

Published: Oct. 20, 2021, 9:27 p.m.
Duration: 44 minutes 28 seconds

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Listener Questions: Is an Immediate Annuity a Good Option for Me?

Published: Oct. 15, 2021, 7 a.m.
Duration: 27 minutes 51 seconds

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Retirement Tax Management: Hidden Tax Bombs

Published: Oct. 12, 2021, 7 a.m.
Duration: 46 minutes 20 seconds

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Listener Questions: How Do I Go from Zero to Retired?

Published: Oct. 8, 2021, 7 a.m.
Duration: 32 minutes 26 seconds

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Retirement Tax Management: Why Its Important

Published: Oct. 5, 2021, 7 a.m.
Duration: 30 minutes 37 seconds

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Retirement Planning for Non-Planners: 5 Things to Track During Retirement

Published: Sept. 29, 2021, 7 a.m.
Duration: 45 minutes 50 seconds

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Retirement Planning for Non-Planners: Investment Basics

Published: Sept. 22, 2021, 7 a.m.
Duration: 44 minutes 4 seconds

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Retirement Planning for Non-Planners: Retirement Risk Basics

Published: Sept. 16, 2021, 4:22 p.m.
Duration: 1 hour 8 minutes 35 seconds

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Retirement Planning for Non-Planners: How to Pay for Retirement

Published: Sept. 8, 2021, 7 a.m.
Duration: 37 minutes 54 seconds

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Retirement Planning for Non-Planners: Setting Goals for Your Retirement

Published: Sept. 1, 2021, 7 a.m.
Duration: 42 minutes 29 seconds

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Special Episode: Retirement Wisdom from Women Planners

Published: Aug. 30, 2021, 7 a.m.
Duration: 14 minutes 51 seconds

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Women, Money, and Retirement: How Do I Put the I in Retirement?

Published: Aug. 25, 2021, 10 a.m.
Duration: 47 minutes 58 seconds

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Women, Money, and Retirement: How Do I Plan for Retiring Alone?

Published: Aug. 18, 2021, 11 a.m.
Duration: 43 minutes 10 seconds

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Women, Money, & Retirement: How Can I Feel Confident Enough in My Plan?

Published: Aug. 11, 2021, 10 a.m.
Duration: 43 minutes 29 seconds

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Women, Money, and Retirement: Whats Different About Us?

Published: Aug. 4, 2021, 10 a.m.
Duration: 42 minutes 12 seconds

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Retirement Withdrawal Strategies: Selecting the Right Strategy for YOU

Published: July 28, 2021, 10 a.m.
Duration: 1 hour 2 minutes 16 seconds

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Retirement Withdrawal Strategies: Matching Your Assets to Your Spending

Published: July 21, 2021, 10 a.m.
Duration: 37 minutes 52 seconds

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Retirement Withdrawal Strategies: The Safety First Approach

Published: July 14, 2021, 10 a.m.
Duration: 41 minutes 15 seconds

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Retirement Withdrawal Strategies: The 4% Rule

Published: July 7, 2021, 10 a.m.
Duration: 1 hour 2 minutes 10 seconds

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Listener Questions: How Should I Incorporate an Inherited IRA into my Retirement Plan?

Published: July 1, 2021, 11:38 a.m.
Duration: 18 minutes 40 seconds

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Listener Questions: Should I Pay Off the Mortgage or Keep the Cash if Im About to Retire?

Published: June 23, 2021, 10 a.m.
Duration: 26 minutes 36 seconds

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Listener Questions: How Do I Account for My Pension on a Net Worth Statement?

Published: June 16, 2021, 10 a.m.
Duration: 34 minutes 16 seconds

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Listener Questions: How Do Rental Properties Fit into My Retirement Plan?

Published: June 9, 2021, 10 a.m.
Duration: 35 minutes 47 seconds

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Listener Questions

Published: June 2, 2021, 10 a.m.
Duration: 34 minutes 18 seconds

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Your Non-Financial Retirement Plan: Creating Your New Rhythm of Life

Published: May 26, 2021, 10 a.m.
Duration: 34 minutes 27 seconds

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Your Non-Financial Retirement Plan: People and Play

Published: May 19, 2021, 10 a.m.
Duration: 46 minutes 21 seconds

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Your Non-Financial Retirement Plan: Identity, Purpose, and Growth

Published: May 12, 2021, 10 a.m.
Duration: 36 minutes 29 seconds

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Your Non-Financial Plan: A Great Life Is About More than Money

Published: May 5, 2021, 10 a.m.
Duration: 26 minutes 6 seconds

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Asset Allocation Ingredients: What Are UITs and Structured Notes?

Published: April 28, 2021, 10 a.m.
Duration: 40 minutes 11 seconds

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Asset Allocation Ingredients: What Is a Separately Managed Account (SMA)?

Published: April 22, 2021, 2:44 a.m.
Duration: 36 minutes 52 seconds

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Asset Allocation Ingredients - What is a Mutual Fund?

Published: April 14, 2021, 10 a.m.
Duration: 36 minutes 59 seconds

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Asset Allocation Ingredients: What is an Exchange Traded Fund (ETF)?

Published: April 7, 2021, 10 a.m.
Duration: 45 minutes 57 seconds

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What to Do in the 5 Years Before Retirement: Wisdom from Current Retirees

Published: March 31, 2021, 10 a.m.
Duration: 37 minutes 42 seconds

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On Your Mark Get Set Go: How to Gracefully Cross the Finish Line into Retirement

Published: March 24, 2021, 10 a.m.
Duration: 1 hour 21 seconds

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What to Do in the 5 Years Before Retirement: On Your Mark, Get Set, Go - Your Non-Financial Pit Strategy

Published: March 17, 2021, 10 a.m.
Duration: 42 minutes 52 seconds

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On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Start Your Engines

Published: March 3, 2021, 11 a.m.
Duration: 34 minutes 14 seconds

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Lets Get Physical - Creating Your Health Action Plan

Published: Feb. 24, 2021, noon
Duration: 37 minutes 19 seconds

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Lets Get Physical - 5 Tips for Excellent Nutrition

Published: Feb. 17, 2021, noon
Duration: 35 minutes 5 seconds

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Lets Get Physical: Maintaining Your Strength and Mobility

Published: Feb. 10, 2021, noon
Duration: 40 minutes 9 seconds

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Lets Get Physical: The Importance of Healthy Habits

Published: Feb. 3, 2021, noon
Duration: 27 minutes 8 seconds

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Retirement Plan Live 2021 - Unexpected Retirement: Discovering a New Identity and Purpose

Published: Jan. 27, 2021, noon
Duration: 39 minutes 31 seconds

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Retirement Plan Live 2021 - Unexpected Retirement: Counting It Up - Trishs Resources

Published: Jan. 20, 2021, noon
Duration: 53 minutes 11 seconds

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Retirement Plan Live 2020: Unexpected Retirement - Trish and Lynns Retirement Goals

Published: Jan. 13, 2021, 11 a.m.
Duration: 41 minutes 23 seconds

Listed in: Business

Retirement Plan Live 2021: Unexpected Retirement - Trish Lost Her Job!

Published: Jan. 6, 2021, 2:19 p.m.
Duration: 40 minutes 53 seconds

Listed in: Business

The Parent Project: 5 Tips for Managing Your Parents Finances

Published: Dec. 30, 2020, noon
Duration: 43 minutes 39 seconds

Listed in: Business

The Parent Project: When, What, and How to Take Over When the Time Comes

Published: Dec. 23, 2020, noon
Duration: 1 hour 17 minutes 6 seconds

Listed in: Business

The Parent Project: Organizing Your Parents Finances and Estate Plan

Published: Dec. 16, 2020, noon
Duration: 54 minutes 13 seconds

Listed in: Business

The Parent Project: How to Have the Talk with Your Parents (and Siblings)

Published: Dec. 9, 2020, noon
Duration: 33 minutes 35 seconds

Listed in: Business

The Parent Project: 6 Ways Aging Parents Can Impact Your Retirement

Published: Dec. 2, 2020, noon
Duration: 40 minutes 39 seconds

Listed in: Business

What Are the Chances We Have a Market Crash, and How Do I Protect Myself?

Published: Nov. 25, 2020, noon
Duration: 33 minutes 52 seconds

Listed in: Business

How Do I Stop Feeling Guilty About Success So I Can Enjoy Retirement?

Published: Nov. 18, 2020, noon
Duration: 33 minutes 2 seconds

Listed in: Business

How Do I Use an HSA for Retirement Healthcare Costs?

Published: Nov. 11, 2020, noon
Duration: 32 minutes 17 seconds

Listed in: Business

Listener Questions: How Can We Enjoy Life Now and Be Okay When Were Older?

Published: Nov. 4, 2020, noon
Duration: 34 minutes 27 seconds

Listed in: Business

Unexpected Retirement: How Do I Find Work to Fill the Gap?

Published: Oct. 28, 2020, 11 a.m.
Duration: 41 minutes 14 seconds

Listed in: Business

Unexpected Retirement - Do I Take the Retirement Package?

Published: Oct. 21, 2020, 11 a.m.
Duration: 30 minutes 56 seconds

Listed in: Business

Unexpected Retirement: Annie Duke on How to Decide

Published: Oct. 14, 2020, 11 a.m.
Duration: 49 minutes 56 seconds

Listed in: Business

Unexpected Retirement: 5 Things to Do When Youre Suddenly Retired

Published: Oct. 7, 2020, 11 a.m.
Duration: 39 minutes 16 seconds

Listed in: Business

How Does Medicare Work? Making Your Medicare Decision

Published: Sept. 30, 2020, 11 a.m.
Duration: 42 minutes 57 seconds

Listed in: Business

How Does Medicare Work? Common Medicare Mistakes

Published: Sept. 23, 2020, 11 a.m.
Duration: 42 minutes 19 seconds

Listed in: Business

How Does Medicare Work? Medigap and Medicare Advantage

Published: Sept. 17, 2020, 5:19 p.m.
Duration: 49 minutes 40 seconds

Listed in: Business

How Does Medicare Work? Part D and What Medicare Doesnt Cover

Published: Sept. 9, 2020, 11 a.m.
Duration: 40 minutes 45 seconds

Listed in: Business

How Does Medicare Work? - Part A and Part B with Danielle K. Roberts

Published: Sept. 2, 2020, 11 a.m.
Duration: 47 minutes 2 seconds

Listed in: Business

A Framework for Better Decision Making

Published: Aug. 26, 2020, 11 a.m.
Duration: 38 minutes 9 seconds

Listed in: Business

Process, Strategy, Tactics: A Formula for Better Decisions

Published: Aug. 19, 2020, 11 a.m.
Duration: 37 minutes

Listed in: Business

48 Days to the Work and Life You Love with Dan Miller

Published: Aug. 12, 2020, 11 a.m.
Duration: 1 hour 12 minutes 8 seconds

Listed in: Business

Better Retirement Decision Making - The Retirement Choices You Have to Make

Published: Aug. 5, 2020, 11 a.m.
Duration: 45 minutes 7 seconds

Listed in: Business

Estate Planning in Retirement: Lessons from Handling My Parents Estate

Published: July 29, 2020, 11 a.m.
Duration: 35 minutes 12 seconds

Listed in: Business

Estate Planning in Retirement: Organization and Communication

Published: July 22, 2020, 11 a.m.
Duration: 42 minutes 9 seconds

Listed in: Business

Estate Planning in Retirement: Giving to Charity

Published: July 15, 2020, 11 a.m.
Duration: 55 minutes 47 seconds

Listed in: Business

Estate Planning in Retirement: Giving to Family

Published: July 8, 2020, 11 a.m.
Duration: 1 hour 2 minutes 30 seconds

Listed in: Business

Estate Planning in Retirement: The Basics

Published: July 1, 2020, 9:23 p.m.
Duration: 54 minutes 36 seconds

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Oh, Behave! Behavioral Finance and Retirement: Investment Management

Published: June 24, 2020, 11 a.m.
Duration: 37 minutes 12 seconds

Listed in: Business

Oh, Behave! Behavioral Finance and Retirement: Retirement Planning

Published: June 17, 2020, 11 a.m.
Duration: 38 minutes 44 seconds

Listed in: Business

Oh, Behave! Behavioral Finance and Retirement: Life Planning

Published: June 10, 2020, 11 a.m.
Duration: 34 minutes 5 seconds

Listed in: Business

Oh, Behave! Behavioral Finance and Retirement: Are You Rational?

Published: June 3, 2020, 11 a.m.
Duration: 34 minutes 51 seconds

Listed in: Business

Setting Your Retirement Assumptions: 5 Rules to Follow

Published: May 27, 2020, 11 a.m.
Duration: 30 minutes 20 seconds

Listed in: Business

Setting Your Retirement Assumptions: Markets

Published: May 20, 2020, 11 a.m.
Duration: 34 minutes 31 seconds

Listed in: Business

Setting Your Retirement Assumptions: Costs

Published: May 13, 2020, 11 a.m.
Duration: 55 minutes 31 seconds

Listed in: Business

Setting Your Retirement Assumptions: Life Assumptions

Published: May 6, 2020, 11 a.m.
Duration: 57 minutes 37 seconds

Listed in: Business

Beachwalker (The Retirement Coach) is in the House

Published: April 29, 2020, 11 a.m.
Duration: 22 minutes 23 seconds

Listed in: Business

5 Ways Retirement Planning Will Never Be the Same

Published: April 22, 2020, 11 a.m.
Duration: 37 minutes 45 seconds

Listed in: Business

How to Navigate a Recession in Retirement

Published: April 15, 2020, 11 a.m.
Duration: 42 minutes 27 seconds

Listed in: Business

Retirement Planning Overload: Dont Think too Much!

Published: April 8, 2020, 11 a.m.
Duration: 32 minutes 1 second

Listed in: Business

6 Retirement Lessons from 6 Years of The Retirement Answer Man

Published: April 1, 2020, 3:01 p.m.
Duration: 30 minutes 58 seconds

Listed in: Business

Fritz Gilbert's Keys to a Successful Retirement

Published: March 27, 2020, 12:13 p.m.
Duration: 36 minutes 40 seconds

Listed in: Business

Where to Live in Retirement: Steps to Navigate the Transition

Published: March 25, 2020, 11 a.m.
Duration: 31 minutes 21 seconds

Listed in: Business

Retirement Planning in the Midst of the Coronavirus Disruption

Published: March 20, 2020, 5:25 p.m.
Duration: 1 hour 7 minutes

Listed in: Business

Where to Live in Retirement: Experiment and Decide

Published: March 18, 2020, 11 a.m.
Duration: 41 minutes 1 second

Listed in: Business

Special Commentary on This Week's Markets

Published: March 13, 2020, 2:12 p.m.
Duration: 21 minutes 33 seconds

Listed in: Business

Where to Live in Retirement: Creating the Ideal Living Profile

Published: March 11, 2020, 5:59 p.m.
Duration: 39 minutes 16 seconds

Listed in: Business

Where to Live in Retirement: Avoid a Common Mistake - Getting Trapped by What Is

Published: March 4, 2020, 11 a.m.
Duration: 34 minutes 7 seconds

Listed in: Business

Hybrid Long-Term Care Insurance Explained

Published: Feb. 26, 2020, noon
Duration: 1 hour 3 minutes 6 seconds

Listed in: Business

Traditional Long-Term Care Insurance Key Facts

Published: Feb. 19, 2020, noon
Duration: 53 minutes 23 seconds

Listed in: Business

Mitigating Your Long-Term Care Risk with Dr. Marc Milstein

Published: Feb. 12, 2020, noon
Duration: 35 minutes 19 seconds

Listed in: Business

Will I Need Long-Term Care? Reviewing the Statistics with Christine Benz from Morningstar

Published: Feb. 5, 2020, noon
Duration: 37 minutes 27 seconds

Listed in: Business

Crashes, Retirement, and Bears, Oh My! Investing in Retirement: The Pie Cake

Published: Jan. 29, 2020, noon
Duration: 26 minutes 28 seconds

Listed in: Business

Crashes, Retirement, and Bears, Oh My! How to Protect Your Retirement Lifestyle

Published: Jan. 22, 2020, noon
Duration: 31 minutes 36 seconds

Listed in: Business

Crashes, Retirement, and Bears, Oh My! Market Crashes, What They Are and How They Work

Published: Jan. 15, 2020, noon
Duration: 25 minutes 32 seconds

Listed in: Business

Crashes, Retirement, and Bears, Oh My! Bear Markets: What They Are and How They Work

Published: Jan. 8, 2020, noon
Duration: 35 minutes 14 seconds

Listed in: Business

Crashes, Retirement, and Bears, Oh My! How Investing Changes in Retirement

Published: Jan. 1, 2020, noon
Duration: 38 minutes 50 seconds

Listed in: Business

Travel in Retirement: Hacks to Save Money

Published: Dec. 25, 2019, noon
Duration: 38 minutes 2 seconds

Listed in: Business

Travel in Retirement: Mapping Out Your Journeys

Published: Dec. 18, 2019, noon
Duration: 41 minutes

Listed in: Business

Travel in Retirement: Creating a Budget

Published: Dec. 11, 2019, noon
Duration: 38 minutes 59 seconds

Listed in: Business

Travel in Retirement: Dreaming Up Your Vacation Vision

Published: Dec. 4, 2019, noon
Duration: 28 minutes 23 seconds

Listed in: Business

Retirement Tax Management: Withdrawal Strategies

Published: Nov. 27, 2019, noon
Duration: 43 minutes 51 seconds

Listed in: Business

Retirement Tax Management: Medicare and IRMAA

Published: Nov. 20, 2019, noon
Duration: 26 minutes 42 seconds

Listed in: Business

Retirement Tax Management: Social Security and Taxes

Published: Nov. 13, 2019, noon
Duration: 29 minutes 51 seconds

Listed in: Business

Retirement Tax Management: The Opportunity to Manage Tax Brackets

Published: Nov. 6, 2019, noon
Duration: 23 minutes 48 seconds

Listed in: Business

Classic Episodes: Whats Wrong with Index-Based Investments?

Published: Oct. 30, 2019, 11 a.m.
Duration: 38 minutes 2 seconds

Listed in: Business

Work and Retirement, A Match Made in Heaven?

Published: Oct. 23, 2019, 11 a.m.
Duration: 43 minutes 21 seconds

Listed in: Business

Classic Episodes: How Personal Values can Affect Your Happiness in Retirement

Published: Oct. 16, 2019, 11 a.m.
Duration: 36 minutes 11 seconds

Listed in: Business

Classic Episodes: Michael Kitces and the Rising Equity Glidepath

Published: Oct. 9, 2019, 11 a.m.
Duration: 31 minutes 42 seconds

Listed in: Business

Retirement Answer Man Classic Episodes - Your Net Worth Statement: The MVP of Managing Your Finances

Published: Oct. 2, 2019, 11 a.m.
Duration: 50 minutes 53 seconds

Listed in: Business

Retirement Plan Live 2019 - How to Navigate Uncertainty

Published: Sept. 25, 2019, 11 a.m.
Duration: 55 minutes 17 seconds

Listed in: Business

Retirement Plan Live 2019 - Counting What You Have

Published: Sept. 18, 2019, 11 a.m.
Duration: 41 minutes 5 seconds

Listed in: Business

Retirement Plan Live 2019 - How to Move Forward

Published: Sept. 11, 2019, 11 a.m.
Duration: 35 minutes 27 seconds

Listed in: Business

Retirement Plan Live 2019 - When Life Disrupts Retirement

Published: Sept. 4, 2019, 11 a.m.
Duration: 32 minutes 39 seconds

Listed in: Business

Whooooo Are You? (In Retirement) Who? Who? 5 Steps to Creating Your Retirement Identity

Published: Aug. 28, 2019, 11 a.m.
Duration: 41 minutes 1 second

Listed in: Business

Whooooo Are You? (In Retirement) Who? Who? How to Determine Whats Next with Skip Prichard

Published: Aug. 21, 2019, 11 a.m.
Duration: 43 minutes 59 seconds

Listed in: Business

Are You Ready to Redefine Yourself in Retirement? with Dr. Joe Coughlin from the MIT Age Lab

Published: Aug. 7, 2019, 10 a.m.
Duration: 39 minutes 1 second

Listed in: Business

Is an Annuity Right for Retirement? Your Annuity Questions Answered

Published: July 31, 2019, 11 a.m.
Duration: 22 minutes 50 seconds

Listed in: Business

Is an Annuity Right for Retirement? The Pros and Cons of Fixed Annuities

Published: July 17, 2019, 11 a.m.
Duration: 43 minutes 23 seconds

Listed in: Business

Is an Annuity Right for Retirement? The Role an Annuity Can Play in Your Portfolio

Published: July 10, 2019, 11 a.m.
Duration: 44 minutes 52 seconds

Listed in: Business

Is an Annuity Right for Retirement? Annuity Basics

Published: July 3, 2019, 11 a.m.
Duration: 34 minutes 9 seconds

Listed in: Business

Longevity and Retirement: Working to Make Your Money Last as Long as You Do in Retirement

Published: June 26, 2019, 11 a.m.
Duration: 33 minutes 59 seconds

Listed in: Business

Longevity and Retirement: Professor Andrew Scott on the Positive Impact of Longevity

Published: June 19, 2019, 11 a.m.
Duration: 39 minutes 57 seconds

Listed in: Business

Longevity and Retirement: 8 Great Habits to Age Well

Published: June 12, 2019, 11 a.m.
Duration: 39 minutes 19 seconds

Listed in: Business

Longevity in Retirement: How Long Will You Live in Retirement?

Published: June 5, 2019, 11 a.m.
Duration: 36 minutes 21 seconds

Listed in: Business

Retirement of the Future: How to Harness Technology as You Age

Published: May 29, 2019, 11 a.m.
Duration: 44 minutes 45 seconds

Listed in: Business

Retirement of the Future: How Technology Will Help Keep You Independent

Published: May 15, 2019, 3:20 p.m.
Duration: 34 minutes 15 seconds

Listed in: Business

Retirement of the Future: How Technology Will Keep You Mobile

Published: May 1, 2019, 11 a.m.
Duration: 36 minutes 46 seconds

Listed in: Business

Youre Retired! How to Use Your Accounts: Listener Questions, IRA, Roth, and 401K Management

Published: April 24, 2019, 11 a.m.
Duration: 39 minutes 48 seconds

Listed in: Business

Youre Retired! How to Use Your Accounts: Should I Convert My IRA to a Roth? And Other Conversion Questions

Published: April 17, 2019, 11 a.m.
Duration: 22 minutes 37 seconds

Listed in: Business

Youre Retired! How to Use Your Accounts: Creating a Withdrawal Strategy to Fund Your Retirement

Published: April 10, 2019, 11 a.m.
Duration: 30 minutes 35 seconds

Listed in: Business

Youre Retired! How to Use Your Accounts: The Basics of IRAs, Roth IRAs, and 401Ks

Published: April 3, 2019, 11 a.m.
Duration: 30 minutes 22 seconds

Listed in: Business

#266 - The RV Virus Road Trip Edition: Real Stories from the Rock Retirement Club

Published: March 27, 2019, 11 a.m.
Duration: 36 minutes 1 second

Listed in: Business

#265 - The RV Antivirus: How to See America Without Adding a Motor to Your Home

Published: March 21, 2019, 6:13 a.m.
Duration: 41 minutes 50 seconds

Listed in: Business

#264 - Living with RV Virus: How to Live the Retirement RV Life Without Braking the Bank

Published: March 13, 2019, 11 a.m.
Duration: 47 minutes 30 seconds

Listed in: Business

The RRC: Walk with the Wise and Become Wise

Published: March 8, 2019, noon
Duration: 25 minutes 54 seconds

Listed in: Business

#263 - The Retirement RV Virus: Symptoms and Prognosis

Published: March 6, 2019, noon
Duration: 34 minutes 41 seconds

Listed in: Business

#262 - How to Live Without a Paycheck: The Upside of Building an Income Floor

Published: Feb. 27, 2019, noon
Duration: 32 minutes 17 seconds

Listed in: Business

#260 - How to Live Without a Paycheck: Building a Bucket System

Published: Feb. 20, 2019, 9 a.m.
Duration: 30 minutes 10 seconds

Listed in: Business

#261 - How to Live Without a Paycheck: Keeping Your Buckets Full

Published: Feb. 13, 2019, noon
Duration: 30 minutes 46 seconds

Listed in: Business

#259 - How to Live Without a Paycheck: Making Sure You Have Enough Money in Retirement

Published: Feb. 6, 2019, noon
Duration: 24 minutes 8 seconds

Listed in: Business

#258 - Tips from the Rock Retirement Club

Published: Jan. 30, 2019, noon
Duration: 31 minutes 32 seconds

Listed in: Business

#257 - The Bare Necessities: Tallying the Cost of Your Needs in Retirement

Published: Jan. 24, 2019, 8:31 p.m.
Duration: 28 minutes 51 seconds

Listed in: Business

#256 - Wants and Wishes: How to Make Room for Important Extras

Published: Jan. 16, 2019, noon
Duration: 47 minutes 32 seconds

Listed in: Business

#255 - Wishin' and Hopin': Dreaming Up Your Big Retirement

Published: Jan. 9, 2019, noon
Duration: 28 minutes 34 seconds

Listed in: Business

#254 - Know Your Numbers: Will You Have Enough Money in Retirement?

Published: Jan. 2, 2019, noon
Duration: 24 minutes 19 seconds

Listed in: Business

#253 - Are You Using the Wrong Age to Plan Retirement?

Published: Dec. 26, 2018, noon
Duration: 23 minutes 1 second

Listed in: Business

#252 - Whats Your Word? Whittling Your Resolutions to a One-Word Goal

Published: Dec. 19, 2018, noon
Duration: 26 minutes

Listed in: Business

#251 - Behave Yourself: An Interview with Dan Crosby, Author of The Behavioral Investor

Published: Dec. 12, 2018, noon
Duration: 32 minutes 55 seconds

Listed in: Business

#250 - Is Global Diversification Worth It?

Published: Dec. 5, 2018, noon
Duration: 30 minutes 37 seconds

Listed in: Business

#249 - How to Prepare for the End of Days in 2018

Published: Nov. 28, 2018, noon
Duration: 19 minutes 6 seconds

Listed in: Business

#248 - How a Spirit of Gratitude Creates Your Best Life & Retirement

Published: Nov. 21, 2018, noon
Duration: 20 minutes 56 seconds

Listed in: Business

#247 - 10+ Gifts That Keep On Giving

Published: Nov. 14, 2018, noon
Duration: 34 minutes 52 seconds

Listed in: Business

#246 - Gabbing with Gretchen Rubin: Your Personality and How it Plays into Your Retirement Planning

Published: Nov. 7, 2018, noon
Duration: 31 minutes 40 seconds

Listed in: Business

#245 - 4 Scary Retirement Stories

Published: Oct. 31, 2018, 11 a.m.
Duration: 28 minutes 37 seconds

Listed in: Business

#244 - Listeners Weigh in on Retirement Hopes and Fears

Published: Oct. 24, 2018, 11 a.m.
Duration: 26 minutes 20 seconds

Listed in: Business

#243 - Real Conversations with Listeners About Retirement Hopes and Fears

Published: Oct. 17, 2018, 11 a.m.
Duration: 25 minutes 48 seconds

Listed in: Business

#242 - You Asked: Should I Pay Off My House Before I Retire?

Published: Oct. 10, 2018, 11 a.m.
Duration: 23 minutes 28 seconds

Listed in: Business

#241 - You Asked: Is Meaningful Work After 50 a Possibility or a Pipe Dream?

Published: Oct. 3, 2018, 11 a.m.
Duration: 32 minutes 40 seconds

Listed in: Business

#240 - Relocation in Retirement: Making the Most of Your New Locale

Published: Sept. 26, 2018, 11 a.m.
Duration: 30 minutes 24 seconds

Listed in: Business

#239 - Relocation in Retirement: Finding the Perfect Place to Retire

Published: Sept. 19, 2018, 11 a.m.
Duration: 23 minutes 27 seconds

Listed in: Business

#238 - Relocation in Retirement: Getting the Most Out of Your Home Sale

Published: Sept. 12, 2018, 11 a.m.
Duration: 57 minutes 57 seconds

Listed in: Business

#237 - An Interview with Mike Michalowicz: How to Walk Into Retirement with a Business that Runs Itself

Published: Sept. 5, 2018, 11 a.m.
Duration: 27 minutes 9 seconds

Listed in: Business

#236 - You Asked: Tips for Renting a Vacation Home

Published: Aug. 29, 2018, 11 a.m.
Duration: 33 minutes 5 seconds

Listed in: Business

#235 - You Asked: My Wisdom For Adulting

Published: Aug. 22, 2018, 11 a.m.
Duration: 30 minutes 31 seconds

Listed in: Business

#234 - You Asked: The Sobering Stats of Alcohol Abuse in Retirement

Published: Aug. 15, 2018, 11 a.m.
Duration: 33 minutes 55 seconds

Listed in: Business

#233 - You Asked: Investing for Retirement Given This Market

Published: Aug. 8, 2018, 11 a.m.
Duration: 30 minutes 50 seconds

Listed in: Business

#232 - You Asked: Social Security Facts

Published: Aug. 1, 2018, 11 a.m.
Duration: 29 minutes

Listed in: Business

#231 - Maximizing Social Security: When to File, When to Relax, and When to Worry

Published: July 25, 2018, 11 a.m.
Duration: 35 minutes 41 seconds

Listed in: Business

#230 - Maximizing Social Security: How Earning Income Impacts Your Benefit Amount

Published: July 18, 2018, 11 a.m.
Duration: 23 minutes 29 seconds

Listed in: Business

#229 - Maximizing Social Security: The Best Social Security Benefits Calculators

Published: July 11, 2018, 10:21 p.m.
Duration: 31 minutes 56 seconds

Listed in: Business

#228 - Maximizing Social Security: How it Works and Will It Be There When You Need It?

Published: July 4, 2018, 11 a.m.
Duration: 22 minutes 5 seconds

Listed in: Business

#227 - Entrepreneurship in Retirement: Lessons From Those Who Launched and Lived the Dream

Published: June 27, 2018, 11 a.m.
Duration: 1 hour 3 minutes 43 seconds

Listed in: Business

#226 - Entrepreneurship in Retirement: The Pros and Cons of Buying a Franchise

Published: June 20, 2018, 11 a.m.
Duration: 35 minutes 29 seconds

Listed in: Business

#225 - Entrepreneurship in Retirement: Harness the Mindset and Retire Like a Boss

Published: June 13, 2018, 11 a.m.
Duration: 32 minutes 57 seconds

Listed in: Business

#224 - Entrepreneurship in Retirement: The How, When, and What The Heck Am I Doing?

Published: June 6, 2018, 11 a.m.
Duration: 27 minutes 34 seconds

Listed in: Business

#223 - Retirement Plan Live: Flying Solo Edition, Your Most Stressful Retirement Questions Answered

Published: May 30, 2018, 11 a.m.
Duration: 39 minutes 24 seconds

Listed in: Business

#222 - Retirement Plan Live: Flying Solo Edition, Is Retiring Single Risky?

Published: May 23, 2018, 11 a.m.
Duration: 45 minutes 6 seconds

Listed in: Business

#221 - Retirement Plan Live: Flying Solo Edition, 5 Must-Have Resources for Single Retirees

Published: May 16, 2018, 11 a.m.
Duration: 35 minutes 30 seconds

Listed in: Business

#220 - Retirement Plan Live, Flying Solo Edition: How to Make Multiple Goals for a Single Retirement

Published: May 9, 2018, 11 a.m.
Duration: 42 minutes 43 seconds

Listed in: Business

#219 - Retirement Plan Live, Flying Solo Edition: 5 Ways to Retire Solo

Published: May 2, 2018, 11 a.m.
Duration: 49 minutes 55 seconds

Listed in: Business

#217 - Rising Interest Rates: The Ultimate Bond Villain?

Published: April 18, 2018, 11 a.m.
Duration: 37 minutes 4 seconds

Listed in: Business

#216 - Shaken, Not Stirred: What Bonds Add to the Investment Cocktail

Published: April 11, 2018, 11 a.m.
Duration: 28 minutes 31 seconds

Listed in: Business

#215 - The 007 Effect: Why Everyone Loves a Good Bond

Published: April 4, 2018, 11 a.m.
Duration: 24 minutes 37 seconds

Listed in: Business

#214 - Healthcare Before Medicare: Part-time Work With Benefits

Published: March 28, 2018, 11 a.m.
Duration: 42 minutes 53 seconds

Listed in: Business

#213 - Healthcare Before Medicare: Getting Creative

Published: March 21, 2018, 11 a.m.
Duration: 56 minutes 24 seconds

Listed in: Business

Chat with John Leland, Author of Happiness is a Choice You Make: Lessons From a Year Among the Oldest Old

Published: March 16, 2018, 11 a.m.
Duration: 23 minutes 18 seconds

Listed in: Business

#212 - Healthcare Before Medicare: ACA and COBRA

Published: March 14, 2018, 11 a.m.
Duration: 44 minutes 17 seconds

Listed in: Business

#211 - Healthcare Before Medicare: My Wife Quit Her Job!

Published: March 7, 2018, noon
Duration: 23 minutes 33 seconds

Listed in: Business

#210 - How to be Single, Retired, and Happy

Published: Feb. 28, 2018, noon
Duration: 31 minutes 48 seconds

Listed in: Business

#209 - Making Friends in Retirement

Published: Feb. 21, 2018, noon
Duration: 29 minutes 41 seconds

Listed in: Business

#208 - Happy Spouse, Happy Retirement

Published: Feb. 14, 2018, noon
Duration: 42 minutes 59 seconds

Listed in: Business

#207 - Loneliness Can Be a Retirement Killer: Heres How to Combat It

Published: Feb. 7, 2018, noon
Duration: 28 minutes 16 seconds

Listed in: Business

#206 - My Reading List 2018

Published: Jan. 31, 2018, noon
Duration: 35 minutes

Listed in: Business

#205 - How to Make 2018 Your Best Year Yet

Published: Jan. 24, 2018, noon
Duration: 31 minutes 28 seconds

Listed in: Business

#204 - Is Your Financial Advisor Worth the Cost?

Published: Jan. 17, 2018, noon
Duration: 43 minutes 37 seconds

Listed in: Business

#203 - Why the Great and Powerful Oz Wont Save Your Retirement

Published: Jan. 10, 2018, noon
Duration: 29 minutes 30 seconds

Listed in: Business

#202 - Market Correction Fire Drill Step 3Having Enough Cash Reserves

Published: Jan. 3, 2018, noon
Duration: 26 minutes 18 seconds

Listed in: Business

#201 - Market Correction Fire Drill Step 2

Published: Dec. 20, 2017, noon
Duration: 21 minutes 56 seconds

Listed in: Business

#200 - Market Correction Fire Drill - Step 1

Published: Dec. 13, 2017, noon
Duration: 31 minutes 7 seconds

Listed in: Business

#199 - Market Correction Fire Drill Starts Here

Published: Dec. 6, 2017, noon
Duration: 31 minutes 42 seconds

Listed in: Business

What a 34 Year Old Can Teach You About Retirement

Published: Nov. 29, 2017, noon
Duration: 26 minutes 12 seconds

Listed in: Business

#197 - How to Take Your Retirement Travel to the Next Level

Published: Nov. 22, 2017, noon
Duration: 30 minutes 40 seconds

Listed in: Business

#196 - How to Manage Retirement Risks

Published: Nov. 15, 2017, noon
Duration: 38 minutes 54 seconds

Listed in: Business

#195 - Organizing Your Financial Resources for Retirement

Published: Nov. 8, 2017, noon
Duration: 35 minutes 19 seconds

Listed in: Business

#194 Dream Up Your Ideal Retirement

Published: Nov. 1, 2017, 11 a.m.
Duration: 44 minutes 4 seconds

Listed in: Business

How to Avoid This HUGE Threat to Your Retirement #193

Published: Oct. 25, 2017, 11 a.m.
Duration: 43 minutes 44 seconds

Listed in: Business

#192 - Should You Worry About a Market Crash?

Published: Oct. 18, 2017, 11 a.m.
Duration: 43 minutes 48 seconds

Listed in: Business

191 - What Your Financial Advisor Should Be Doing

Published: Oct. 11, 2017, 11 a.m.
Duration: 34 minutes 34 seconds

Listed in: Business

#190 - How much you should have saved for retirement by now

Published: Oct. 4, 2017, 11 a.m.
Duration: 41 minutes 34 seconds

Listed in: Business

#189 - How Indexes and Bear Markets Can Make a Bad Mix

Published: Sept. 27, 2017, 11 a.m.
Duration: 35 minutes 6 seconds

Listed in: Business

#188 - Worried about the Equifax Data Breach? Heres Your Protect Your Credit Action Plan

Published: Sept. 20, 2017, 11 a.m.
Duration: 27 minutes 56 seconds

Listed in: Business

#185 - Should My Advisor Have Access to My 401(k)? And Other Listener Questions

Published: Sept. 13, 2017, 11 a.m.
Duration: 26 minutes 13 seconds

Listed in: Business

Retirement Travel - One Way to Fund Your Dreams

Published: Sept. 6, 2017, 3:17 p.m.
Duration: 34 minutes 44 seconds

Listed in: Business

#185 - Dont Be Like Wimpy! How Spending Can Ruin Your Retirement

Published: Aug. 30, 2017, 11 a.m.
Duration: 41 minutes 1 second

Listed in: Business

#184 - Passive Investing: What You Should Understand

Published: Aug. 23, 2017, 11 a.m.
Duration: 35 minutes 10 seconds

Listed in: Business

#183 - How Pre-tirement Could Save Your Retirement

Published: Aug. 16, 2017, 11 a.m.
Duration: 39 minutes 46 seconds

Listed in: Business

#182 - Want a Great Retirement?

Published: Aug. 9, 2017, 11 a.m.
Duration: 25 minutes 47 seconds

Listed in: Business

#181 - Stop Financial Stress Now!

Published: Aug. 2, 2017, 11 a.m.
Duration: 30 minutes 9 seconds

Listed in: Business

#180 - Should You Retire Overseas?

Published: July 26, 2017, 11 a.m.
Duration: 36 minutes 29 seconds

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#179 - A Simple Tool to Estimate Retirement Spending

Published: July 19, 2017, 11 a.m.
Duration: 34 minutes 36 seconds

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#178 - The Science of Index-Based Asset Allocation

Published: July 12, 2017, 11 a.m.
Duration: 26 minutes 33 seconds

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#177 - The 5 Ps of a Good Investment Philosophy

Published: July 5, 2017, 3:29 p.m.
Duration: 44 minutes 20 seconds

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#176 - The Role of Asset Allocation in Retirement Planning

Published: June 28, 2017, 11 a.m.
Duration: 36 minutes 55 seconds

Listed in: Business

#175 - Market Forecasting: Who Can You Trust To Tell You What to Expect During Retirement?

Published: June 21, 2017, 11 a.m.
Duration: 27 minutes 12 seconds

Listed in: Business

#174 - Does the Institutional Approach to Asset Allocation For Retirement Work These Days?

Published: June 14, 2017, 11 a.m.
Duration: 29 minutes 31 seconds

Listed in: Business

#173 - Investment Risk Management for Regular People

Published: June 7, 2017, 11 a.m.
Duration: 37 minutes 10 seconds

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#172 - Building A Strong Foundation For Your Retirement Investments

Published: May 31, 2017, 11 a.m.
Duration: 37 minutes 31 seconds

Listed in: Business

#171 - J. David Stein on How Not To Gamble Your Retirement Away

Published: May 24, 2017, 11 a.m.
Duration: 39 minutes 56 seconds

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#170-Learn From Your Mistakes To Create A Great Retirement

Published: May 17, 2017, 11 a.m.
Duration: 38 minutes 9 seconds

Listed in: Business

#169 - A Business Exit Strategy That Creates Family Legacy With Randy Long

Published: May 10, 2017, 11 a.m.
Duration: 35 minutes 14 seconds

Listed in: Business

#168 - Using Your HSA To Slay The Health care Dragon

Published: May 3, 2017, 11 a.m.
Duration: 35 minutes 49 seconds

Listed in: Business

#167 - Should I use Social Security Income To Fuel My Retirement Investments?

Published: April 26, 2017, 11 a.m.
Duration: 33 minutes 54 seconds

Listed in: Business

#166 Holistic Retirement Planning

Published: April 19, 2017, 11 a.m.
Duration: 37 minutes 19 seconds

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#165 - Retirement Crisis: Why Work You Love Might Be The Answer

Published: April 12, 2017, 11 a.m.
Duration: 37 minutes 24 seconds

Listed in: Business

#164 - My adviser stole my money! A simple way to avoid investment fraud.

Published: April 11, 2017, 2:49 p.m.
Duration: 39 minutes 44 seconds

Listed in: Business

#163 Will The Trump Bump Continue?

Published: March 29, 2017, 3:17 p.m.
Duration: 37 minutes 12 seconds

Listed in: Business

#162 - The Problem with Retirement Planning and How to Fix It

Published: March 22, 2017, 11 a.m.
Duration: 34 minutes

Listed in: Business

#161 - Simple Living In Retirement

Published: March 15, 2017, 11 a.m.
Duration: 24 minutes 20 seconds

Listed in: Business

#160 - Certainty Is Absurd: How To Deal With Uncertainty.

Published: March 8, 2017, noon
Duration: 40 minutes 52 seconds

Listed in: Business

#159 - Make your net worth work for your retirement not against it!

Published: March 1, 2017, noon
Duration: 31 minutes 10 seconds

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#158 - How Binary Thinking Can Ruin Your Retirement Goals

Published: Feb. 22, 2017, noon
Duration: 31 minutes 37 seconds

Listed in: Business

#157 - Mitigating Retirement Risks as You Plan For Your Future (Retirement Plan Live Session 3)

Published: Feb. 15, 2017, noon
Duration: 38 minutes 27 seconds

Listed in: Business

#155 - Retirement Wishes Start With Good Planning (Retirement Plan LIVE 2017)

Published: Feb. 1, 2017, noon
Duration: 45 minutes 20 seconds

Listed in: Business

#154 - Introducing Kim and Joe, the Couple Planning For Retirement via Retirement Plan LIVE.

Published: Jan. 26, 2017, 5:38 p.m.
Duration: 34 minutes 19 seconds

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#153 - Real Life Personal Growth And Finance Stories with P.T. Money

Published: Jan. 18, 2017, noon
Duration: 36 minutes 8 seconds

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#152 - Financial Forecasting: 2017 Predictions And The Impact They Have On YOU

Published: Jan. 11, 2017, noon
Duration: 33 minutes 59 seconds

Listed in: Business

#151 - Setting Retirement Goals and Working Toward Them: How One Couple Is Doing It

Published: Jan. 4, 2017, noon
Duration: 37 minutes 26 seconds

Listed in: Business

#150 - Dealing With Failure By Seeing It As Feedback

Published: Dec. 21, 2016, noon
Duration: 34 minutes 7 seconds

Listed in: Business

#149 - How The Temptation of Hyperbolic Discounting Can Bite You In the End.

Published: Dec. 14, 2016, noon
Duration: 30 minutes 13 seconds

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#148 - Maximizing Social Security For Your Best Retirement Ever!

Published: Dec. 7, 2016, noon
Duration: 36 minutes 58 seconds

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#147 - Avoid The Retirement Crisis By Building Retirement Dreams

Published: Nov. 30, 2016, noon
Duration: 32 minutes 33 seconds

Listed in: Business

#146 - The Strength of the Dollar, The Forex Market, and Listener Questions About Asset Allocation

Published: Nov. 23, 2016, noon
Duration: 37 minutes 23 seconds

Listed in: Business

#145 - Year End Financial Issues You Should Consider

Published: Nov. 16, 2016, noon
Duration: 27 minutes 38 seconds

Listed in: Business

#144 - The Power of Reading For Life, Success, and A Better Retirement.

Published: Nov. 9, 2016, noon
Duration: 34 minutes 17 seconds

Listed in: Business

#143 - Sunk Cost Bias and How It Makes YOU Your Biggest Retirement Obstacle

Published: Nov. 2, 2016, 11 a.m.
Duration: 31 minutes 24 seconds

Listed in: Business

#142 - How Do Financial Markets React To Presidential Election Cycles?

Published: Oct. 26, 2016, 11 a.m.
Duration: 31 minutes 27 seconds

Listed in: Business

#141 - Why Longevity Makes Retirement a Whole New Game

Published: Oct. 19, 2016, 11 a.m.
Duration: 37 minutes 55 seconds

Listed in: Business

#140 - Do You Have The Courage To Color Outside the Lines?

Published: Oct. 12, 2016, 11 a.m.
Duration: 33 minutes 38 seconds

Listed in: Business

#139 - The #1 Fear About Retirement: Losing My Mind

Published: Oct. 5, 2016, 11 a.m.
Duration: 30 minutes 35 seconds

Listed in: Business

#138- 10 Powerful Book Recommendations For Investing And Personal Growth

Published: Sept. 28, 2016, 11 a.m.
Duration: 29 minutes 52 seconds

Listed in: Business

#137 -How To Become A Better Decision Maker, Even In The Small Things

Published: Sept. 21, 2016, 11 a.m.
Duration: 24 minutes 41 seconds

Listed in: Business

#136 - Decision Making: Getting It Right For Retirement (and the rest of life)

Published: Sept. 14, 2016, 11 a.m.
Duration: 35 minutes 2 seconds

Listed in: Business

#135 - Why People In The Financial Services Industry Are Freaking Out!

Published: Sept. 7, 2016, 11 a.m.
Duration: 31 minutes 12 seconds

Listed in: Business

#134 - Is Economic Growth Always A Good Thing?

Published: Aug. 31, 2016, 11 a.m.
Duration: 26 minutes 19 seconds

Listed in: Business

#133 - Economic Growth, the Upcoming Election, Life Satisfaction!

Published: Aug. 24, 2016, 11 a.m.
Duration: 30 minutes 29 seconds

Listed in: Business

#132 - How Personal Values Can Impact Your Level Of Happiness In Retirement

Published: Aug. 17, 2016, 11 a.m.
Duration: 33 minutes 32 seconds

Listed in: Business

#131 - How To Detect Burnout and Fix The Cause Of It, with Dr. Clark Gaither

Published: Aug. 10, 2016, 11 a.m.
Duration: 35 minutes 24 seconds

Listed in: Business

#130 - Retirement Age Is Approaching! Are You Going to Be Secure In Your Older Years?

Published: Aug. 3, 2016, 11 a.m.
Duration: 31 minutes 23 seconds

Listed in: Business

#129 - How to Avoid the Trap of Emotional Investing, with Dr. Daniel Crosby

Published: July 27, 2016, 11 a.m.
Duration: 40 minutes 6 seconds

Listed in: Business

#128 - Heres How Technology Will Help You Combat Loneliness in Retirement

Published: July 20, 2016, 11 a.m.
Duration: 36 minutes 20 seconds

Listed in: Business

#127 - Heres How Technology Will Impact Your Mobility During Retirement

Published: July 13, 2016, 11 a.m.
Duration: 37 minutes 14 seconds

Listed in: Business

#126: Heres to the Future: How Technology Will Change Your Retirement

Published: July 6, 2016, 11 a.m.
Duration: 41 minutes 57 seconds

Listed in: Business

#125 - 5 Ways BREXIT Could Impact You and Your Retirement

Published: June 29, 2016, 11 a.m.
Duration: 55 minutes 7 seconds

Listed in: Business

#124 - Why You Should't Be Afraid of Yes

Published: June 22, 2016, 11 a.m.
Duration: 29 minutes 31 seconds

Listed in: Business

#123 - How to Make the Most of Social Security with Emily Guy Birken

Published: June 15, 2016, 11 a.m.
Duration: 23 minutes 11 seconds

Listed in: Business

#122 How the Wisdom of Chess Can Make You a Grandmaster of Investing With Doug Goldstein

Published: June 8, 2016, 11 a.m.
Duration: 34 minutes 6 seconds

Listed in: Business

#121 - What You Should Know About Risk Management and Insurance

Published: June 1, 2016, 11 a.m.
Duration: 35 minutes 40 seconds

Listed in: Business

#120 - How to Use the Sharing Economy in Retirement

Published: May 25, 2016, 11 a.m.
Duration: 39 minutes 8 seconds

Listed in: Business

#119 - What You Need to Know to Invest in Bonds

Published: May 18, 2016, 11 a.m.
Duration: 43 minutes 9 seconds

Listed in: Business

#118 - 3 Action Steps to Maximize Your Social Security Benefits.

Published: May 11, 2016, 11 a.m.
Duration: 35 minutes 50 seconds

Listed in: Business

#117 - How to Break Free and Live a Life True to YOU

Published: May 4, 2016, 11 a.m.
Duration: 30 minutes 4 seconds

Listed in: Business

#116 - 6 Mistakes You Need to Avoid in Retirement

Published: April 27, 2016, 11 a.m.
Duration: 37 minutes 50 seconds

Listed in: Business

How to Decide Whether to Rollover your 401(k) to an IRA

Published: April 18, 2016, 9:18 p.m.
Duration: 33 minutes 1 second

Listed in: Business

#114 What You Need to Know About the World Economy

Published: April 11, 2016, 11:31 p.m.
Duration: 46 minutes 5 seconds

Listed in: Business

#113 - How a Personality Assessment Can Help You Make Better Money Choices

Published: April 5, 2016, 11 a.m.
Duration: 33 minutes 36 seconds

Listed in: Business

#112 - What you Should Know About Investing in Real Estate

Published: March 29, 2016, 11 a.m.
Duration: 41 minutes 3 seconds

Listed in: Business

#111- Why You Shouldnt Fall into the Market Timing Trap

Published: March 22, 2016, 11 a.m.
Duration: 30 minutes 55 seconds

Listed in: Business

#110 - What Youd Better Understand About Diversification and Indexes

Published: March 15, 2016, 11 a.m.
Duration: 28 minutes 56 seconds

Listed in: Business

How to Make a Successful Career Pivot with Mike Kim

Published: March 8, 2016, noon
Duration: 46 minutes 53 seconds

Listed in: Business

#108 - This is What the Market Thinks About Presidential Elections

Published: March 1, 2016, noon
Duration: 37 minutes 43 seconds

Listed in: Business

#107 - Why You Should Stop Worrying So Much

Published: Feb. 23, 2016, noon
Duration: 29 minutes 41 seconds

Listed in: Business

#106 - This Market SUCKS: What to Expect for the Rest of the Year

Published: Feb. 16, 2016, noon
Duration: 27 minutes 29 seconds

Listed in: Business

#104 - Why You Should Ignore All Market Predictions

Published: Feb. 9, 2016, noon
Duration: 38 minutes 6 seconds

Listed in: Business

#104 - Is tax deferral really the best way to save for retirement?

Published: Feb. 2, 2016, noon
Duration: 32 minutes 8 seconds

Listed in: Business

#103 -How Will You Manage These Risks During Retirement?

Published: Jan. 26, 2016, noon
Duration: 53 minutes 2 seconds

Listed in: Business

#102 - Want to Retire? Stop Watching the Markets, Watch This

Published: Jan. 19, 2016, noon
Duration: 50 minutes 16 seconds

Listed in: Business

#101 - How to Dream Up Your Ideal Retirement

Published: Jan. 12, 2016, noon
Duration: 46 minutes 9 seconds

Listed in: Business

#100 - How to Become a Super Saver in 2016

Published: Jan. 5, 2016, noon
Duration: 40 minutes 35 seconds

Listed in: Business

#99 - Five Reasons to be Thankful Interest Rates are Going Up

Published: Dec. 29, 2015, noon
Duration: 28 minutes 4 seconds

Listed in: Business

Is Your Asset Allocation All Wrong During Retirement??

Published: Dec. 23, 2015, 3:16 p.m.
Duration: 28 minutes 47 seconds

Listed in: Business

#97 - How to Build Wealth with Todd Tresidder, The Financial Mentor

Published: Dec. 15, 2015, noon
Duration: 49 minutes 29 seconds

Listed in: Business

#96 - How to Evaluate When to Take Your Pension

Published: Dec. 8, 2015, noon
Duration: 37 minutes 42 seconds

Listed in: Business

#95 - Make Sure You Know This About Your Inherited IRA

Published: Dec. 1, 2015, noon
Duration: 32 minutes 9 seconds

Listed in: Business

#94 - How to Save on Taxes and Pay for Christmas

Published: Nov. 24, 2015, noon
Duration: 38 minutes 18 seconds

Listed in: Business

#93 - How to Be Happy: It's Easier Than You Think

Published: Nov. 17, 2015, noon
Duration: 35 minutes 3 seconds

Listed in: Business

#92 - Goodbye File and Suspend: What You Need to Know

Published: Nov. 10, 2015, noon
Duration: 34 minutes 3 seconds

Listed in: Business

#91 - Chris Hogan Wants You to Know This About Retirement

Published: Nov. 3, 2015, noon
Duration: 28 minutes 33 seconds

Listed in: Business

#90 - How to answer the question, "When Can I Retire?"

Published: Oct. 27, 2015, 11 a.m.
Duration: 29 minutes 23 seconds

Listed in: Business

#89 - 5 Impacts Longevity Could Have on Your Retirement

Published: Oct. 20, 2015, 11 a.m.
Duration: 36 minutes 18 seconds

Listed in: Business

#88 - The 6 Biggest Expenses During Retirement

Published: Oct. 13, 2015, 11 a.m.
Duration: 41 minutes 38 seconds

Listed in: Business

3-talks-you-should-be-having-now-to-work-toward-a-great-retirement-2.pdf

Published: Oct. 12, 2015, 1:34 p.m.
Duration: N/A

Listed in: Business

#87 - 4 Myths That Could Ruin Your Retirement and How to Avoid Them

Published: Oct. 6, 2015, 11 a.m.
Duration: 28 minutes 46 seconds

Listed in: Business

#86 -You Are Enough For Today

Published: Sept. 29, 2015, 11 a.m.
Duration: 42 minutes 42 seconds

Listed in: Business

#84 Learn How to Career Pivot to a More Independent Life During Retirement

Published: Sept. 15, 2015, 11 a.m.
Duration: 42 minutes 24 seconds

Listed in: Business

#83 When You Feel Like Your Plan to Retire is Screwed

Published: Sept. 8, 2015, 11 a.m.
Duration: 43 minutes 6 seconds

Listed in: Business

#82 Worried About the Markets? Dont Change a Good Strategy Now

Published: Sept. 1, 2015, 11 a.m.
Duration: 45 minutes 48 seconds

Listed in: Business

#81 How to Find a Good Charity in Your Community

Published: Aug. 25, 2015, 11 a.m.
Duration: 36 minutes 42 seconds

Listed in: Business

#80 Why Smart People Can Be Stupid with Money Too

Published: Aug. 19, 2015, 11 a.m.
Duration: 38 minutes 57 seconds

Listed in: Business

Want to Start a Business? Learn How to Fail Forward

Published: Aug. 11, 2015, 11 a.m.
Duration: 34 minutes 25 seconds

Listed in: Business

See, Retirement Planning Can Be Fun!

Published: Aug. 3, 2015, 8:16 p.m.
Duration: 34 minutes 37 seconds

Listed in: Business

How NOT to Be A Terrible Husband

Published: July 23, 2015, 8:26 p.m.
Duration: 31 minutes 35 seconds

Listed in: Business

The Mid Year Outlook for Investing

Published: July 10, 2015, 2:06 a.m.
Duration: 42 minutes 40 seconds

Listed in: Business

Starting a Family and Planning for Retirement? I Got This

Published: July 5, 2015, 5:13 p.m.
Duration: 37 minutes 49 seconds

Listed in: Business

From High School Sweethearts to Retirement

Published: June 25, 2015, 7:20 p.m.
Duration: 46 minutes 20 seconds

Listed in: Business

Don't Make This Stupid Retirement Investment

Published: June 25, 2015, 6:28 p.m.
Duration: 29 minutes 29 seconds

Listed in: Business

Dying Ain't Cheap: The Emotional and Financial Costs of End of Life Care

Published: June 24, 2015, 10:28 p.m.
Duration: 42 minutes 52 seconds

Listed in: Business

Don't Miss Your Life While Planning for Retirement

Published: June 16, 2015, 10:17 p.m.
Duration: 41 minutes 20 seconds

Listed in: Business

WARNING: Investment Talk Radio May Be Hazardous to Your Retirement

Published: June 10, 2015, 1:40 p.m.
Duration: 41 minutes 22 seconds

Listed in: Business

Retirement Means the Freedom to What I Want, When I Want

Published: June 3, 2015, 1:52 a.m.
Duration: 45 minutes 31 seconds

Listed in: Business

Intentional Decisions Can Lead to a Great Retirement

Published: May 29, 2015, 3:11 p.m.
Duration: 30 minutes 40 seconds

Listed in: Business

Yes, 27 Year Olds Think About Retirement Too

Published: May 17, 2015, 11:50 p.m.
Duration: 39 minutes 59 seconds

Listed in: Business

Jen's Retirement Journey: Rising From the Ashes

Published: May 12, 2015, 1:30 p.m.
Duration: 51 minutes 7 seconds

Listed in: Business

Rick's Journey to Retirement: Steady as It Goes

Published: May 3, 2015, 8:41 p.m.
Duration: 35 minutes 47 seconds

Listed in: Business

Aaron Walker Wants You to Be Extraordinary

Published: May 1, 2015, 1:20 a.m.
Duration: 35 minutes 5 seconds

Listed in: Business

Tell Your Money & Retirement Story

Published: April 22, 2015, 2:38 a.m.
Duration: 35 minutes 9 seconds

Listed in: Business

Want to Retire? Why Smart isn't Enough

Published: April 16, 2015, 10:20 p.m.
Duration: 40 minutes 10 seconds

Listed in: Business

Should I Take a Company Buyout Package? with Marc Miller

Published: April 9, 2015, 2:29 a.m.
Duration: 43 minutes 33 seconds

Listed in: Business

You Can't Frugal Your Way to Retirement With Paula Pant

Published: April 2, 2015, 3 a.m.
Duration: 49 minutes 23 seconds

Listed in: Business

Solving Your Retirement Puzzle

Published: March 25, 2015, 2:38 a.m.
Duration: 25 minutes 17 seconds

Listed in: Business

NO Ideal Retirement for YOU, Bill & Sally

Published: March 18, 2015, 8:50 p.m.
Duration: 38 minutes 35 seconds

Listed in: Business

Bill & Sally Created a Net Worth Statement, Have You?

Published: March 11, 2015, 12:09 p.m.
Duration: 43 minutes 40 seconds

Listed in: Business

How to Dream Big About Your Retirement with Bill and Sally

Published: March 4, 2015, 1:54 a.m.
Duration: 35 minutes 19 seconds

Listed in: Business

Buy Cars Better With James Kinson

Published: Feb. 25, 2015, 4:28 a.m.
Duration: 45 minutes 54 seconds

Listed in: Business

What Do You See for YOUR Retirement?

Published: Feb. 18, 2015, 12:55 a.m.
Duration: 42 minutes 20 seconds

Listed in: Business

A Kitchen Table Talk with Carl and Jane About Retirement

Published: Feb. 11, 2015, 11:57 a.m.
Duration: 32 minutes 49 seconds

Listed in: Business

Listener Questions From the Can Carl Retire? Webinar

Published: Feb. 4, 2015, 2:50 p.m.
Duration: 38 minutes 18 seconds

Listed in: Business

Will You Leave a Mess When You Die? Step 4 of Can Carl Retire?

Published: Jan. 27, 2015, 2:42 p.m.
Duration: 23 minutes 38 seconds

Listed in: Business

I Want to Retire, But What About...?!?: How to Manage Risk in Retirement

Published: Jan. 20, 2015, 5:05 p.m.
Duration: 44 minutes 40 seconds

Listed in: Business

Step 2 Identify and Organize Your Financial Resources

Published: Jan. 14, 2015, 5:10 a.m.
Duration: 39 minutes 37 seconds

Listed in: Business

Step 1 Identifying My Ideal Retirement

Published: Jan. 4, 2015, 4:37 p.m.
Duration: 42 minutes 44 seconds

Listed in: Business

Lady J Can Help You Get Unstuck in 2015

Published: Dec. 31, 2014, 8:36 p.m.
Duration: 24 minutes 47 seconds

Listed in: Business

See the Retirement Planning Process in Action

Published: Dec. 29, 2014, 4:49 p.m.
Duration: 14 minutes 43 seconds

Listed in: Business

How to Launch Yourself to a Great Retirement

Published: Dec. 24, 2014, 2:40 a.m.
Duration: 37 minutes 32 seconds

Listed in: Business

Stop Watching the Market and Create a Great Life

Published: Dec. 17, 2014, 3:34 a.m.
Duration: 35 minutes 57 seconds

Listed in: Business

7 Super Simple Tasks to Complete Before You Rock in the New Year

Published: Dec. 10, 2014, 2:34 a.m.
Duration: 36 minutes 6 seconds

Listed in: Business

3 Habits to Help You Make Smarter Money Choices

Published: Dec. 3, 2014, 2:34 p.m.
Duration: 27 minutes 52 seconds

Listed in: Business

How to Ride the Rapids Towards Retirement

Published: Nov. 19, 2014, 1:29 a.m.
Duration: 33 minutes 4 seconds

Listed in: Business

7 Investing Lies We Tell Ourselves & How to Avoid Them

Published: Nov. 13, 2014, 1:27 a.m.
Duration: 27 minutes 57 seconds

Listed in: Business

My #1 Retirement Planning Tool to Help People Find Balance

Published: Nov. 5, 2014, 3:18 a.m.
Duration: 32 minutes 28 seconds

Listed in: Business

Kary Oberbrunner Wants You to Ignite Your Soul

Published: Oct. 28, 2014, 10:18 p.m.
Duration: 45 minutes 33 seconds

Listed in: Business

7 Steps to Help You Fight Through a Market Correction

Published: Oct. 20, 2014, 12:58 p.m.
Duration: 49 minutes 17 seconds

Listed in: Business

#35 4 Benefits of Forest Fires and Market Corrections [Podcast]

Published: Oct. 12, 2014, 11:01 p.m.
Duration: 49 minutes 7 seconds

Listed in: Business

#34 Healthcare Options Before Age 65

Published: Oct. 6, 2014, 12:46 a.m.
Duration: 30 minutes 21 seconds

Listed in: Business

#33 5 Steps to a Healthier LIfe

Published: Sept. 29, 2014, 10:08 p.m.
Duration: 1 hour 1 minute 52 seconds

Listed in: Business

32 Career Pivot: How to Change Careers When You're in Your 50's

Published: Sept. 23, 2014, 1:15 a.m.
Duration: 37 minutes 1 second

Listed in: Business

31 What You Can Learn From the Retiree Next Door

Published: Sept. 16, 2014, 7:54 p.m.
Duration: 21 minutes 15 seconds

Listed in: Business

30 How to Invest in Your Marriage with Jackie Bledsoe

Published: Sept. 14, 2014, 7:51 p.m.
Duration: 43 minutes 58 seconds

Listed in: Business

Should I Convert to a ROTH IRA? A Talk with Ed Slott

Published: Sept. 7, 2014, 9:41 p.m.
Duration: 34 minutes 13 seconds

Listed in: Business

#28 4 Strategies for Beating Retirement Planning Stress

Published: Sept. 1, 2014, 10:53 p.m.
Duration: 41 minutes 13 seconds

Listed in: Business

#27 Screw Retirement Goals, Here's a Better Way

Published: Aug. 26, 2014, 1:57 a.m.
Duration: 40 minutes 57 seconds

Listed in: Business

What You Need to Know Before Investing in Rental Properties

Published: Aug. 19, 2014, 2:45 a.m.
Duration: 44 minutes 7 seconds

Listed in: Business

#24 How to Organize Your Financial Records

Published: Aug. 13, 2014, 12:26 a.m.
Duration: 38 minutes 47 seconds

Listed in: Business

#24 Strategies for Handling Market Corrections

Published: Aug. 5, 2014, 2:53 p.m.
Duration: 38 minutes 49 seconds

Listed in: Business

7 Ways You Can Screw Up Your Retirement

Published: July 25, 2014, 6:17 p.m.
Duration: 27 minutes 17 seconds

Listed in: Business

Invest Wisely: LPL's Investor's Almanac: Mid-Year Outlook

Published: July 17, 2014, 10:35 p.m.
Duration: 37 minutes 22 seconds

Listed in: Business

#21 How to Accept the Worry and Start Planning for Retirement

Published: July 14, 2014, 12:15 p.m.
Duration: 33 minutes 39 seconds

Listed in: Business

Unwrapping Medicare: The Basics

Published: July 7, 2014, 12:06 a.m.
Duration: 47 minutes 3 seconds

Listed in: Business

Hate Keeping a Monthly Budget? Here is an Easier Way

Published: June 30, 2014, 1:49 p.m.
Duration: 28 minutes 7 seconds

Listed in: Business

Deal With Death By Celebrating Life

Published: June 23, 2014, 1:43 a.m.
Duration: 34 minutes 20 seconds

Listed in: Business

Managing Cash Flow During Retirement

Published: June 16, 2014, 2:03 p.m.
Duration: 25 minutes 20 seconds

Listed in: Business

Second-Act Careers: The Benefits of Working During Retirement

Published: June 8, 2014, 9:49 p.m.
Duration: 44 minutes 12 seconds

Listed in: Business

Jeff Goins Doesn't Want You to Miss Out on Your Life

Published: June 1, 2014, 11:34 p.m.
Duration: 41 minutes 56 seconds

Listed in: Business

Retirement & Planning for Housing

Published: May 19, 2014, 2:04 a.m.
Duration: 32 minutes 13 seconds

Listed in: Business

Do You Have a Question About How to Plan for Retirement? [Podcast]

Published: May 12, 2014, 1:57 p.m.
Duration: 37 minutes 7 seconds

Listed in: Business

Do You Make These Mistakes When You Invest?

Published: May 4, 2014, 11:02 p.m.
Duration: 26 minutes 41 seconds

Listed in: Business

How to Plan Your Walt Disney World Vacation with Lou Mangello

Published: April 22, 2014, 11:09 p.m.
Duration: 30 minutes 4 seconds

Listed in: Business

How to Pay for College with Celest Horton

Published: April 20, 2014, 9:54 p.m.
Duration: 31 minutes 3 seconds

Listed in: Business

Lauren Gaggioli Discusses Preparing for the SAT and the Selecting the Right College

Published: April 10, 2014, 2:55 p.m.
Duration: 36 minutes 25 seconds

Listed in: Business

10 Things to Consider Before You Purchase an RV

Published: April 7, 2014, 12:31 a.m.
Duration: 24 minutes 54 seconds

Listed in: Business

15 Questions to Ask When Choosing a Financial Advisor

Published: April 2, 2014, 1:18 p.m.
Duration: 35 minutes 26 seconds

Listed in: Business

Do I Have Enough Money to Maintain My Lifestyle in Retirement?

Published: March 31, 2014, 6:44 p.m.
Duration: 34 minutes 47 seconds

Listed in: Business

INVEST in Your Health

Published: March 24, 2014, 1:14 a.m.
Duration: 29 minutes 27 seconds

Listed in: Business

Episode #3 Amazon Prime & Your Emergency Fund

Published: March 17, 2014, 2:26 a.m.
Duration: 33 minutes 8 seconds

Listed in: Business

Episode 2 The Importance of Tracking Your Net Worth

Published: March 10, 2014, 5:57 p.m.
Duration: 30 minutes 8 seconds

Listed in: Business