Tax-Smart Giving | Pension Planning
Episode 646: Whether you itemize or take the standard deduction, new charitable giving rules could affect your tax bill. Learn what’s changing in 2026. Then, discover why having a pension changes ret...
12 Jun 31min
Market Perspective | Reality Check
Episode 645: Bad news dominates the headlines, yet markets often remain surprisingly resilient. Learn what investors may be missing about how markets really work. Then, Ryan and Zach explore why many ...
5 Jun 32min
Behind the Scenes | Investor Confidence
Episode 644: Matthew and Justin talk with Josh Marbert about the technology and operations behind RYA, along with a few lighter moments and personal insights along the way. Then, discover how investi...
29 Mai 33min
The 4.7% Rule | Rental Returns
Episode 643: The famous 4% retirement rule is getting a rethink. Learn why flexibility, diversification, and real-life spending patterns may reshape retirement income. Then, Steve and Abbie walk throu...
22 Mai 34min
Debt Ratio | Income Anxiety
Episode 641: Before taking on a mortgage, car loan, or new payment, learn how lenders evaluate your debt-to-income ratio and what it reveals about your financial health. Then, explore the hidden habit...
8 Mai 32min
Retirement Readiness | Understanding Medicare
Episode 640: Abbie and Justin go beyond simple rules of thumb to explore the key financial and personal factors that can guide a more confident retirement decision. Then, learn how Medicare really wor...
1 Mai 33min
Meet Elizabeth | Tax Planning
Episode 639: Matthew and Steve sit down with Elizabeth Fain for a closer look at her role at RYA, plus a few personal insights you may not know. Next, they explore the most important tax updates and s...
24 Apr 33min
