Secure Your Retirement
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you are getting closer to having the life you have always dreamed about. Radon Stancil, CFP®, and Murs Tariq, CFP® are dedicated to guiding you through knowing what questions to ask and what information to gather in order to feel 100% confident about your retirement plan. For more information visit: https://pomwealth.net/podcastPodcasts
529 Plans to Roth IRA - How it Works in Retirement
Published: Jan. 15, 2024, 7 a.m.Duration: 17 minutes 38 seconds
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Understanding Medicare Advantage Open Enrollment in Retirement
Published: Jan. 8, 2024, 9 a.m.Duration: 26 minutes 22 seconds
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What Are You Getting for the Fee You Are Paying in Retirement?
Published: Jan. 1, 2024, 9 a.m.Duration: 19 minutes
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Reviewing 2023 in your Retirement
Published: Dec. 25, 2023, 7 a.m.Duration: 23 minutes 30 seconds
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Important 2024 Tax Numbers in Retirement
Published: Dec. 18, 2023, 7 a.m.Duration: 27 minutes 34 seconds
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End Of Year Issues to Consider in Retirement
Published: Dec. 11, 2023, 7 a.m.Duration: 23 minutes 19 seconds
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Anne Rhodes Estate Planning in Retirement Simplified
Published: Dec. 4, 2023, 7 a.m.Duration: 28 minutes 23 seconds
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Rae Dawson - The Basics About a CCRC in Retirement - Part 2
Published: Nov. 27, 2023, 7 a.m.Duration: 24 minutes 47 seconds
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Andrew Opdyke - 2023 End-of-Year Economic Update
Published: Nov. 20, 2023, 7 a.m.Duration: 31 minutes 38 seconds
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Rae Dawson The Basics About a CCRC in Retirement
Published: Nov. 13, 2023, 7 a.m.Duration: 34 minutes 7 seconds
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The Art of a Risk-Adjusted Portfolio in Retirement
Published: Nov. 6, 2023, 7 a.m.Duration: 18 minutes 44 seconds
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Roth IRA - 5-Year Rule - Your Retirement - Part 2 with Denise Appleby
Published: Oct. 30, 2023, 7 a.m.Duration: 25 minutes 14 seconds
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Roth IRAs - 5-Year Rule and Conversions in Retirement
Published: Oct. 23, 2023, 7 a.m.Duration: 26 minutes 7 seconds
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Required Minimum Distributions in Retirement - Monthly, Quarterly, or Annually?
Published: Oct. 16, 2023, 7 a.m.Duration: 24 minutes 18 seconds
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Social Security Taxation How it Works in Retirement
Published: Oct. 9, 2023, 7 a.m.Duration: 22 minutes 48 seconds
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QCDs and Donor Advised Funds in Retirement Planning
Published: Oct. 1, 2023, 7 a.m.Duration: 17 minutes 41 seconds
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Practical Tips for a Successful RV Lifestyle when you Retire
Published: Sept. 25, 2023, 7 a.m.Duration: 26 minutes 1 second
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Mastering Medicare Planning in Retirement
Published: Sept. 18, 2023, 7 a.m.Duration: 19 minutes 47 seconds
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What's The Difference Between an EA and a CPA in Retirement?
Published: Sept. 11, 2023, 7 a.m.Duration: 20 minutes 20 seconds
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Integrated Wealth Management Experience in Retirement
Published: Sept. 4, 2023, 7 a.m.Duration: 21 minutes 24 seconds
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5 Financial Planning Topics That Need to Be Discussed Annually
Published: Aug. 28, 2023, 7 a.m.Duration: 17 minutes 43 seconds
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Long-Term Care Planning Options in Retirement
Published: Aug. 21, 2023, 7 a.m.Duration: 24 minutes 35 seconds
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Protecting Against Cybersecurity Threats
Published: Aug. 14, 2023, 7 a.m.Duration: 24 minutes 30 seconds
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2023 IRMAA Update - Will You Have a Surcharge for Medicare Part B and D?
Published: Aug. 6, 2023, 7 a.m.Duration: 16 minutes 59 seconds
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Andrew Opdyke - 2023 Mid-Year Economic Update for Retirement
Published: July 31, 2023, 7 a.m.Duration: 32 minutes 50 seconds
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Should You Consider a Franchise as a Part of Your Retirement Plan?
Published: July 24, 2023, 7 a.m.Duration: 25 minutes 26 seconds
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Annuities or CDs - What You Should Consider
Published: July 17, 2023, 7 a.m.Duration: 17 minutes 20 seconds
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Using a Health Savings Account (HSA) for Medical and Retirement Planning
Published: July 10, 2023, 7 a.m.Duration: 22 minutes 12 seconds
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You Have Enough to Retire, but How Do You Create an Income
Published: July 3, 2023, 7 a.m.Duration: 27 minutes 33 seconds
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What To Consider If Your Spouse Has Passed Away After Retirement
Published: June 26, 2023, 7 a.m.Duration: 21 minutes 59 seconds
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Mid-Year Tax Planning - Why So Important in Retirement?
Published: June 19, 2023, 7 a.m.Duration: 24 minutes 43 seconds
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What If You Need Long-Term Care in Retirement?
Published: June 12, 2023, 7 a.m.Duration: 30 minutes 42 seconds
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Does The Rule 100 Work in Retirement?
Published: June 5, 2023, 7 a.m.Duration: 19 minutes 4 seconds
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How To Manage Risk in Volatile Markets
Published: May 29, 2023, 7 a.m.Duration: 21 minutes 15 seconds
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Important Age Milestones in Retirement
Published: May 22, 2023, 7 a.m.Duration: 19 minutes 3 seconds
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Why You Need a HIPAA Authorization
Published: May 15, 2023, 7 a.m.Duration: 17 minutes 56 seconds
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What Issues Should You Consider Before You Retire?
Published: May 8, 2023, 7 a.m.Duration: 25 minutes 19 seconds
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Maximizing Tax Benefits by "Bunching" Charitable Contributions
Published: May 1, 2023, 7 a.m.Duration: 19 minutes 11 seconds
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2023 1st Quarter Economic Update
Published: April 24, 2023, 7 a.m.Duration: 26 minutes 5 seconds
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Retirement Withdrawal Strategy
Published: April 17, 2023, 7 a.m.Duration: 21 minutes 42 seconds
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Why Review Beneficiary Designations Annually in Retirement?
Published: April 10, 2023, 7 a.m.Duration: 24 minutes 3 seconds
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Social Security Spousal Benefit in Retirement
Published: April 3, 2023, 7 a.m.Duration: 26 minutes 57 seconds
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Implementing Your Retirement Plan
Published: March 27, 2023, 7 a.m.Duration: 25 minutes 24 seconds
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I'm 66 - Can I Retire?
Published: March 20, 2023, 7 a.m.Duration: 18 minutes 25 seconds
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Do You Need a Trust in Retirement?
Published: March 13, 2023, 7 a.m.Duration: 27 minutes 21 seconds
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How Secure Act 2.0 Could Affect Your Retirement
Published: March 6, 2023, 7 a.m.Duration: 32 minutes 14 seconds
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The Retirement Planning Process
Published: Feb. 27, 2023, 7 a.m.Duration: 35 minutes
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Planning For Taxes in Retirement
Published: Feb. 20, 2023, 7 a.m.Duration: 24 minutes 2 seconds
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10 Reasons Everyone Needs a Power of Attorney in Retirement
Published: Feb. 13, 2023, 7 a.m.Duration: 21 minutes 53 seconds
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Clifton Corbin Teaching Kids About Money & Retirement
Published: Feb. 6, 2023, 7 a.m.Duration: 23 minutes 43 seconds
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Looking Ahead for 2023 in Retirement
Published: Jan. 30, 2023, 7 a.m.Duration: 16 minutes 17 seconds
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Secure Act 2.0 How Your Retirement Plan is Affected
Published: Jan. 23, 2023, 7 a.m.Duration: 22 minutes 46 seconds
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Navigating The Decision to Retire Now or Work Longer
Published: Jan. 16, 2023, 7 a.m.Duration: 20 minutes 30 seconds
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10 Retirement Tax Tips for The Beginning of 2023
Published: Jan. 9, 2023, 7 a.m.Duration: 22 minutes 43 seconds
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Retirement Planning Considerations to Begin in 2023
Published: Jan. 2, 2023, 7 a.m.Duration: 21 minutes 48 seconds
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Looking Back - Taxes - Retirement Planning Annuities
Published: Dec. 26, 2022, 7 a.m.Duration: 22 minutes 16 seconds
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MAGI Versus AGI - What is the Difference?
Published: Dec. 19, 2022, 7 a.m.Duration: 17 minutes 4 seconds
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Andrew Opedyke - The Economic Update For 2022
Published: Dec. 12, 2022, 7 a.m.Duration: 25 minutes 6 seconds
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Fixed Annuities - Best Rates in Over a Decade
Published: Dec. 5, 2022, 7 a.m.Duration: 18 minutes 4 seconds
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Structured Notes - Frequently Asked Questions
Published: Nov. 28, 2022, 7 a.m.Duration: 20 minutes 59 seconds
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Steven Jarvis, CPA - 2022 End-of-Year Tax Strategies
Published: Nov. 21, 2022, 7 a.m.Duration: 28 minutes 21 seconds
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Tax Planning Should Be a Part of Your Retirement Plan
Published: Nov. 14, 2022, 7 a.m.Duration: 23 minutes 58 seconds
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Having a Fun Fund in Retirement
Published: Nov. 7, 2022, 7 a.m.Duration: 17 minutes 43 seconds
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3 Questions to Ask Yourself About Retirement
Published: Oct. 31, 2022, 7 a.m.Duration: 20 minutes 43 seconds
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How to Invest in a Volatile Market in Retirement
Published: Oct. 24, 2022, 7 a.m.Duration: 18 minutes 4 seconds
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Federal Reserve and Inflation in Retirement
Published: Oct. 17, 2022, 7 a.m.Duration: 19 minutes 57 seconds
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Why You Should Use a Fiduciary
Published: Oct. 10, 2022, 7 a.m.Duration: 17 minutes 19 seconds
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Will I Avoid IRMAA Surcharges on Medicare?
Published: Sept. 26, 2022, 7 a.m.Duration: 16 minutes 45 seconds
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The GPS Retirement System
Published: Sept. 19, 2022, 7 a.m.Duration: 23 minutes 59 seconds
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Beneficiary Designations - What You Need to Know
Published: Sept. 12, 2022, 7 a.m.Duration: 18 minutes 8 seconds
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Dr. Doug - Hormone Optimization Therapy
Published: Sept. 5, 2022, 7 a.m.Duration: 24 minutes 9 seconds
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Peace of Mind Wealth Management Process
Published: Aug. 29, 2022, 7 a.m.Duration: 22 minutes 12 seconds
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I Bonds - How They Work
Published: Aug. 22, 2022, 7 a.m.Duration: 16 minutes 15 seconds
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Jen Smith - Frugal Is Not a Bad Word
Published: Aug. 15, 2022, 7 a.m.Duration: 23 minutes 19 seconds
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Diane Omdahl - How Does Medicare Work?
Published: Aug. 8, 2022, 7 a.m.Duration: 24 minutes 6 seconds
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Ellen Leonard Dealing with Stress in Retirement
Published: Aug. 1, 2022, 7 a.m.Duration: 22 minutes 9 seconds
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Where Is My Episode?
Published: July 25, 2022, 7 a.m.Duration: 18 minutes 27 seconds
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Andy Murphy - Securing Yourself Online and at Home
Published: July 18, 2022, 7 a.m.Duration: 24 minutes 40 seconds
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Dr. Doug Lucas How to Reverse Osteoporosis
Published: July 11, 2022, 7 a.m.Duration: 26 minutes 51 seconds
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Nick Espinosa Cybersecurity
Published: July 4, 2022, 7 a.m.Duration: 26 minutes 18 seconds
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How to Plan for Inflation in Retirement
Published: June 27, 2022, 7 a.m.Duration: 25 minutes 2 seconds
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Steven Jarvis - Mid-Year Tax Strategies
Published: June 20, 2022, 7 a.m.Duration: 27 minutes 16 seconds
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401k Versus IRA
Published: June 13, 2022, 7 a.m.Duration: 19 minutes 32 seconds
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How Required Minimum Distributions and QCDs Work?
Published: June 6, 2022, 7 a.m.Duration: 21 minutes 12 seconds
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6 Considerations for Your Estate Plan
Published: May 30, 2022, 7 a.m.Duration: 23 minutes 26 seconds
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When is Cash Good?
Published: May 23, 2022, 7 a.m.Duration: 18 minutes 51 seconds
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Tax Planning Versus Tax Preparation
Published: May 16, 2022, 7 a.m.Duration: 21 minutes 1 second
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The Retirement Bucket Strategy
Published: May 9, 2022, 7 a.m.Duration: 16 minutes 17 seconds
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Lynne Bowman - Brownies for Breakfast
Published: May 2, 2022, 7 a.m.Duration: 29 minutes 54 seconds
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Wine Down - Social Security Questions Answered
Published: April 25, 2022, 7 a.m.Duration: 21 minutes 41 seconds
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Roderick Spann 5 Medicare Mistakes to Avoid
Published: April 18, 2022, 7 a.m.Duration: 21 minutes
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Bonds Versus Bond Alternatives
Published: April 11, 2022, 7 a.m.Duration: 18 minutes 56 seconds
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Evie Brooks - Real Estate Investing in Panama
Published: April 4, 2022, 7 a.m.Duration: 24 minutes 46 seconds
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Wine Down - 3 Questions on Investing In 2022
Published: March 28, 2022, 7 a.m.Duration: 20 minutes 23 seconds
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What's The Difference Between a Mutual Fund and an ETF?
Published: March 21, 2022, 7 a.m.Duration: 20 minutes 6 seconds
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Marcia Miller Alternatives for Assisted Living
Published: March 14, 2022, 7 a.m.Duration: 21 minutes 50 seconds
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Jaime Ramirez - Protecting Against Cyber Attacks
Published: March 7, 2022, 7 a.m.Duration: 18 minutes 53 seconds
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Wine Down - 5 Retirement Planning Questions
Published: Feb. 28, 2022, 7 a.m.Duration: 19 minutes 49 seconds
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Risk-Adjusted Portfolio How It Works
Published: Feb. 21, 2022, 7 a.m.Duration: 19 minutes
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Angelina Carlton - Designing Your Legacy
Published: Feb. 14, 2022, 7 a.m.Duration: 27 minutes 27 seconds
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Norm Robillard Ph.D. Digestive Health
Published: Feb. 7, 2022, 7 a.m.Duration: 27 minutes 21 seconds
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Wine Down Retirement Planning Options
Published: Jan. 31, 2022, 7 a.m.Duration: 27 minutes 23 seconds
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2022 Tax Guide and Updates
Published: Jan. 24, 2022, 7 a.m.Duration: 28 minutes 37 seconds
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Andrew Opdyke - 2022 and the Economy
Published: Jan. 17, 2022, 7 a.m.Duration: 25 minutes 26 seconds
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2022 Retirement Issues to Consider
Published: Jan. 10, 2022, 7 a.m.Duration: 27 minutes 15 seconds
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Dan Sheeks A Teenager's Guide to Achieving Financial Freedom
Published: Jan. 3, 2022, 7 a.m.Duration: 24 minutes 7 seconds
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What To Consider About Long-Term Care
Published: Dec. 29, 2021, 7 a.m.Duration: 23 minutes 49 seconds
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Wine Down - Secure Your Retirement Podcast Memories
Published: Dec. 27, 2021, 7 a.m.Duration: 19 minutes 56 seconds
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Retirement Before Medicare
Published: Dec. 22, 2021, 7 a.m.Duration: 14 minutes 56 seconds
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How to Create an Estate Plan Without the Stress
Published: Dec. 20, 2021, 7 a.m.Duration: 29 minutes 11 seconds
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How to Have Peace of Mind During Troubled Times
Published: Dec. 15, 2021, 7 a.m.Duration: 20 minutes 23 seconds
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Steven Jarvis - Tax Planning for Retirement
Published: Dec. 13, 2021, 7 a.m.Duration: 32 minutes 4 seconds
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Federal Reserve, Inflation and the Economy
Published: Dec. 8, 2021, 7 a.m.Duration: 17 minutes 59 seconds
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Laurence Kotlikoff Money Magic
Published: Dec. 6, 2021, 7 a.m.Duration: 33 minutes 14 seconds
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Considerations For Charitable Giving
Published: Dec. 1, 2021, 7 a.m.Duration: 17 minutes 26 seconds
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Wine Down - Tips and Lessons Learned - Continuous Care Retirement Communities - CCRC
Published: Nov. 29, 2021, 7 a.m.Duration: 33 minutes 59 seconds
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Should I Consider an Annuity in My Financial Plan?
Published: Nov. 24, 2021, 7 a.m.Duration: 19 minutes 32 seconds
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Shellee Howard - College Ready - Without Losing Your Mind or Money
Published: Nov. 22, 2021, 7 a.m.Duration: 33 minutes 13 seconds
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The Market Is High Should I Sell
Published: Nov. 17, 2021, 7 a.m.Duration: 20 minutes 18 seconds
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Jennifer Pilates - How Pilates Can Reform Your Body
Published: Nov. 15, 2021, 7 a.m.Duration: 28 minutes 26 seconds
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IRAs - Required Minimum Distributions
Published: Nov. 10, 2021, 7 a.m.Duration: 20 minutes 23 seconds
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Allan Milham - Transition into The Third Act of Life
Published: Nov. 8, 2021, 7 a.m.Duration: 22 minutes 12 seconds
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Inflation And Your Retirement
Published: Nov. 3, 2021, 7 a.m.Duration: 22 minutes 10 seconds
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Myra Oliver - Down Home Money
Published: Nov. 1, 2021, 7 a.m.Duration: 22 minutes 24 seconds
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How To Protect Against Being Scammed
Published: Oct. 27, 2021, 7 a.m.Duration: 20 minutes 47 seconds
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Wine Down - Tips and Lessons Learned for Retirement Planning
Published: Oct. 25, 2021, 7 a.m.Duration: 32 minutes 38 seconds
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4 Questions to Help Your Income Plan
Published: Oct. 20, 2021, 7 a.m.Duration: 19 minutes 31 seconds
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Diane Pleuss - Finding a New Career After Age 50
Published: Oct. 18, 2021, 7 a.m.Duration: 32 minutes 27 seconds
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4 Steps to a Healthy, Financially Secure Retirement
Published: Oct. 13, 2021, 7 a.m.Duration: 18 minutes 52 seconds
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Andrew Opdyke - The Economy-Inflation-Unemployment-Evergrande
Published: Oct. 11, 2021, 7 a.m.Duration: 29 minutes 13 seconds
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Protect Against Identity Theft and Fraud
Published: Oct. 6, 2021, 7 a.m.Duration: 21 minutes 7 seconds
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Steve Moskowitz Small Business Tax Planning
Published: Oct. 4, 2021, 7 a.m.Duration: 34 minutes 1 second
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8 Mistakes to Avoid When Choosing an Advisor
Published: Sept. 29, 2021, 7 a.m.Duration: 18 minutes 53 seconds
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Wine Down - Mortgages - Fear Selling - Getting Hacked
Published: Sept. 27, 2021, 7 a.m.Duration: 20 minutes 30 seconds
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10 Step Layoff Survival Guide
Published: Sept. 22, 2021, 7 a.m.Duration: 20 minutes 5 seconds
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Chess Griffin - Special Needs Trust - What You Need to Know
Published: Sept. 20, 2021, 7 a.m.Duration: 24 minutes 12 seconds
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Fees, Commissions, and Being a Fiduciary
Published: Sept. 15, 2021, 7 a.m.Duration: 21 minutes 56 seconds
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Lynn Cherry - Learning the Game of Pickleball
Published: Sept. 13, 2021, 7 a.m.Duration: 25 minutes 41 seconds
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What Should You Consider If Your Spouse Passes Away?
Published: Sept. 8, 2021, 7 a.m.Duration: 17 minutes 56 seconds
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Paul Moore - Secrets of The Super Wealthy
Published: Sept. 6, 2021, 7 a.m.Duration: 27 minutes 31 seconds
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4 Costly Misconceptions About Retirement Planning
Published: Sept. 1, 2021, 7 a.m.Duration: 21 minutes 54 seconds
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Wine Down - Power of Attorney - 401Ks - Social Security
Published: Aug. 30, 2021, 7 a.m.Duration: 18 minutes 3 seconds
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College Planning Using a 529 Plan
Published: Aug. 25, 2021, 7 a.m.Duration: 22 minutes 13 seconds
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Andy Robin - How To Have a Tapas Life
Published: Aug. 23, 2021, 7 a.m.Duration: 29 minutes 50 seconds
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Avoid 4 Retirement Investment and Planning Rip-Offs
Published: Aug. 18, 2021, 7 a.m.Duration: 22 minutes 27 seconds
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Julie Herres - Potential Tax Changes Coming
Published: Aug. 16, 2021, 7 a.m.Duration: 24 minutes 10 seconds
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Secure Your Retirement - Introducing Our New Book
Published: Aug. 11, 2021, 7 a.m.Duration: 19 minutes 4 seconds
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Social Security Strategies
Published: Aug. 9, 2021, 7 a.m.Duration: 30 minutes 56 seconds
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What Happens to My Money if Something Happens to My Advisor?
Published: Aug. 4, 2021, 7 a.m.Duration: 18 minutes 12 seconds
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Holley Kelley - Aging Greatfully Into Retirement and Beyond
Published: Aug. 2, 2021, 7 a.m.Duration: 26 minutes 36 seconds
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Tax Strategies for Non-IRA Brokerage Accounts
Published: July 28, 2021, 7 a.m.Duration: 20 minutes 23 seconds
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Wine Down - Taxes, Roth Conversion, Market Correction and Inflation
Published: July 26, 2021, 7 a.m.Duration: 19 minutes 12 seconds
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What Is the Process to Move from One Advisor to Another?
Published: July 21, 2021, 7 a.m.Duration: 19 minutes 45 seconds
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Andrew Opdyke -The Economy - 2nd Quarter Update 2021
Published: July 19, 2021, 7 a.m.Duration: 29 minutes 51 seconds
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How Do I Break Up with My Current Advisor?
Published: July 14, 2021, 7 a.m.Duration: 20 minutes 44 seconds
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Renee Hillman Buying and Selling Real Estate in a Hot Market
Published: July 12, 2021, 7 a.m.Duration: 23 minutes 53 seconds
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Having A Team Approach in Retirement
Published: July 7, 2021, 7 a.m.Duration: 15 minutes 15 seconds
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Scott Oots How to Buy a Rental Property
Published: July 5, 2021, 7 a.m.Duration: 29 minutes 25 seconds
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Life Insurance in Retirement
Published: June 30, 2021, 7 a.m.Duration: 19 minutes 47 seconds
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Wine Down 5 Common Retirement Questions
Published: June 28, 2021, 7 a.m.Duration: 18 minutes 22 seconds
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What Is a Robo-Advisor?
Published: June 23, 2021, 7 a.m.Duration: 15 minutes 55 seconds
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Uwe Dockhorn - Liberating Your Life for Retirement
Published: June 21, 2021, 7 a.m.Duration: 26 minutes 49 seconds
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How To Have A Successful Retirement Plan
Published: June 16, 2021, 7 a.m.Duration: 21 minutes 40 seconds
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Coach Chris How to Travel on A Budget
Published: June 14, 2021, 7 a.m.Duration: 32 minutes 36 seconds
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Should You Invest in Cryptocurrency?
Published: June 9, 2021, 7 a.m.Duration: 17 minutes 13 seconds
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Karen Duncum - How to Live Vibrantly
Published: June 7, 2021, 7 a.m.Duration: 23 minutes 47 seconds
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What is an Exchange Traded Fund (ETF)?
Published: June 2, 2021, 7 a.m.Duration: 18 minutes 43 seconds
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Wine Down - We Need Your Help
Published: May 31, 2021, 7 a.m.Duration: 22 minutes 5 seconds
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How Do Financial Advisors Get Paid?
Published: May 26, 2021, 7 a.m.Duration: 20 minutes 59 seconds
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Kevin Huston - How Does Medicaid Planning Work?
Published: May 24, 2021, 7 a.m.Duration: 23 minutes 13 seconds
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How to Know Your Advisor Is Not a Bernie Madoff
Published: May 19, 2021, 7 a.m.Duration: 21 minutes 21 seconds
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Chess Griffin - Do You Need a Trust?
Published: May 17, 2021, 7 a.m.Duration: 25 minutes 49 seconds
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How Does a Variable Annuity Work?
Published: May 12, 2021, 7 a.m.Duration: 21 minutes 38 seconds
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Dean Ogan - Grill Like a Chef
Published: May 10, 2021, 7 a.m.Duration: 32 minutes 41 seconds
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How To Leave Money To The Next Generation
Published: May 5, 2021, 7 a.m.Duration: 19 minutes 23 seconds
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Vix Munro - Is A Financial Coach Right For You?
Published: May 3, 2021, 5 a.m.Duration: 28 minutes 31 seconds
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Should You Pay Off Your Mortgage?
Published: April 28, 2021, 5 a.m.Duration: 14 minutes 56 seconds
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Wine Down - Estate Planning - Long Term Care and More
Published: April 26, 2021, 5 a.m.Duration: 34 minutes 23 seconds
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How To Convert an IRA to a Roth IRA
Published: April 21, 2021, 5 a.m.Duration: 21 minutes 54 seconds
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Andrew Opdyke - The Economy After The First Quarter 2021
Published: April 19, 2021, 5 a.m.Duration: 24 minutes 48 seconds
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How Does Inflation Affect Retirement?
Published: April 14, 2021, 5 a.m.Duration: 19 minutes 44 seconds
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Dr. Amy DAprix - Navigating Life's Changes
Published: April 12, 2021, 5 a.m.Duration: 25 minutes 35 seconds
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Can You Retire Early?
Published: April 7, 2021, 5 a.m.Duration: 20 minutes 25 seconds
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Dr. Prakash - Living Your Healthiest Life in Retirement
Published: April 5, 2021, 5 a.m.Duration: 30 minutes 47 seconds
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What Does Being A Fiduciary Mean?
Published: March 31, 2021, 5 a.m.Duration: 17 minutes 40 seconds
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Wine Down - Beyond Retirement and Money
Published: March 29, 2021, 5 a.m.Duration: 29 minutes 48 seconds
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Social Security - When Is The Right Time?
Published: March 24, 2021, 5 a.m.Duration: 24 minutes 4 seconds
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Ashley Liu Kirkman - Fit and Healthy in Retirement
Published: March 22, 2021, 5 a.m.Duration: 39 minutes 25 seconds
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Asset Allocation or Strongest Assets
Published: March 17, 2021, 7 a.m.Duration: 21 minutes 30 seconds
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Mary Thacker - Banking in Retirement - Know Your Options
Published: March 15, 2021, 5 a.m.Duration: 27 minutes 11 seconds
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Annuities - Portfolio Implementation - Part 8
Published: March 10, 2021, 5 a.m.Duration: 26 minutes 57 seconds
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Lexie Rodriguez - Your Mortgage in 2021
Published: March 8, 2021, 7 a.m.Duration: 35 minutes 49 seconds
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The Retirement Planning Checklist
Published: March 3, 2021, 5 a.m.Duration: 25 minutes 13 seconds
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Be The Happiest You Can Be
Published: March 1, 2021, 5 a.m.Duration: 29 minutes 31 seconds
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Annuities - Why Ever Use Them - Part 7
Published: Feb. 24, 2021, 5 a.m.Duration: 24 minutes 10 seconds
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Wine Down - Retirement Goals - Retirement Living
Published: Feb. 22, 2021, 5 a.m.Duration: 37 minutes 34 seconds
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How Much Do You Need to Retire
Published: Feb. 17, 2021, 5 a.m.Duration: 20 minutes 37 seconds
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Taxes in Retirement Updates for 2021
Published: Feb. 15, 2021, 5 a.m.Duration: 30 minutes 43 seconds
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Annuities - Why Ever Use Them - Part 6
Published: Feb. 10, 2021, 5 a.m.Duration: 21 minutes 26 seconds
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Sherri and John Monte - Creating The Home You Never Want to Leave
Published: Feb. 8, 2021, 5 a.m.Duration: 37 minutes 24 seconds
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How Do IRA and 401k Rollovers Work?
Published: Feb. 3, 2021, 5 a.m.Duration: 25 minutes 26 seconds
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Dave Seymour - Real Estate Investing in Retirement
Published: Feb. 1, 2021, 5 a.m.Duration: 41 minutes 24 seconds
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Annuities - Why Ever Use Them - Part 5
Published: Jan. 27, 2021, 5 a.m.Duration: 20 minutes 9 seconds
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Wine Down - Questions and Retirement Answers
Published: Jan. 25, 2021, 5 a.m.Duration: 36 minutes 3 seconds
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Jennifer Dasal - Learning Art in Retirement
Published: Jan. 18, 2021, 5 a.m.Duration: 31 minutes 21 seconds
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Annuities - Why Ever Use Them - Part 4
Published: Jan. 13, 2021, 5 a.m.Duration: 19 minutes 44 seconds
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Andrew Opdyke - The Economic Outlook For 2021
Published: Jan. 11, 2021, 5 a.m.Duration: 39 minutes 49 seconds
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2021 Retirement Checklist - What You Need to Know
Published: Jan. 6, 2021, 5 a.m.Duration: 24 minutes 20 seconds
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Andrea Groon - How to be Healthy in 2021
Published: Jan. 4, 2021, 5 a.m.Duration: 38 minutes 44 seconds
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Annuities - Why Ever Use Them - Part 3
Published: Dec. 30, 2020, 5 a.m.Duration: 17 minutes 30 seconds
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Wine Down - Retirement Plan Peer Review
Published: Dec. 28, 2020, 5 a.m.Duration: 42 minutes 35 seconds
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The Stretch IRA - It's Dead. Now What?
Published: Dec. 23, 2020, 5 a.m.Duration: 18 minutes 3 seconds
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Phillip Alder - Bridge and Retirement - How They Connect
Published: Dec. 21, 2020, 5 a.m.Duration: 31 minutes 16 seconds
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Annuities - Why Ever Use Them - Part 2
Published: Dec. 16, 2020, 5 a.m.Duration: 15 minutes
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Denise Appleby - Secure Act - Cares Act and Retirement
Published: Dec. 14, 2020, 5 a.m.Duration: 28 minutes 32 seconds
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Roth Conversion - When and How
Published: Dec. 9, 2020, 5 a.m.Duration: 19 minutes 42 seconds
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Mark Hulbert - What it Means to Be a Contrarian
Published: Dec. 7, 2020, 5 a.m.Duration: 36 minutes 31 seconds
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Annuities Why Ever Use Them
Published: Dec. 2, 2020, 5 a.m.Duration: 17 minutes 19 seconds
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Wine Down - Roundtable Discussion on Retirement
Published: Nov. 30, 2020, 5 a.m.Duration: 47 minutes 50 seconds
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Assisted Living - How to Talk to Your Parents
Published: Nov. 25, 2020, 5 a.m.Duration: 19 minutes 4 seconds
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Emily Smith - Continuous Care Retirement Community - What Are Your Options?
Published: Nov. 23, 2020, 5 a.m.Duration: 35 minutes 11 seconds
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Looking at The Whole Picture in Retirement
Published: Nov. 18, 2020, 5 a.m.Duration: 20 minutes 36 seconds
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Tammi Rowe - Planning Your Mortgage and Retirement
Published: Nov. 16, 2020, 5 a.m.Duration: 35 minutes 38 seconds
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Sudden Retirement - Now What?
Published: Nov. 11, 2020, 5 a.m.Duration: 23 minutes 16 seconds
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Bill Sherman - Buy and Hold is Dead
Published: Nov. 9, 2020, 5 a.m.Duration: 33 minutes
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How to Build an Income Plan For Retirement
Published: Nov. 4, 2020, 5 a.m.Duration: 16 minutes 54 seconds
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Ron Heath - How a Reverse Mortgage Helps In Retirement
Published: Nov. 2, 2020, 5 a.m.Duration: 36 minutes 58 seconds
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Investing During Retirement - Buy and Hold or Active Management?
Published: Oct. 28, 2020, 5 a.m.Duration: 20 minutes 21 seconds
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Wine Down - The Economy - Medicare Taxes
Published: Oct. 26, 2020, 5 a.m.Duration: 30 minutes 50 seconds
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Connecting Your Retirement and Tax Planning
Published: Oct. 21, 2020, 5 a.m.Duration: 21 minutes 19 seconds
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Tom Turner - Planning Taxes and Retirement
Published: Oct. 19, 2020, 5 a.m.Duration: 45 minutes 52 seconds
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Navigating Medicare in Retirement
Published: Oct. 12, 2020, 5 a.m.Duration: 38 minutes 18 seconds
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Jack Reutemann - How to Manage Your Money When the President Has Coronavirus
Published: Oct. 5, 2020, 5 a.m.Duration: 40 minutes 47 seconds
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Planning for Retirement - How the Process Works, Part 1
Published: Sept. 30, 2020, 5 a.m.Duration: 20 minutes 7 seconds
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Wine Down - A Round Table Discussion About All Topics Retirement
Published: Sept. 28, 2020, 5 a.m.Duration: 39 minutes 50 seconds
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How to Manage Investments in Any Economy
Published: Sept. 23, 2020, 5 a.m.Duration: 18 minutes 59 seconds
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Andrew Opdyke - Does the Economy Impact Your Retirement?
Published: Sept. 21, 2020, 5 a.m.Duration: 49 minutes 7 seconds
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How Retirement Planning and Real Estate are Connected
Published: Sept. 16, 2020, 5 a.m.Duration: 16 minutes 46 seconds
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Renee Hillman - How to Transition to Your Retirement Home
Published: Sept. 14, 2020, 5 a.m.Duration: 38 minutes 7 seconds
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How to Connect Your Retirement Plan & Estate Plan
Published: Sept. 7, 2020, 5:15 a.m.Duration: 19 minutes 33 seconds
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Chess Griffin - How to Know What You Need for Your Estate Plan
Published: Sept. 7, 2020, 5 a.m.Duration: 49 minutes 38 seconds
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