
Rebalance Your Retirement Portfolio - January 18, 2026
Finding the right mix of investments can be tricky, and having to rebalance that mix can be even more daunting. Robert discusses the importance of rebalancing your portfolio to fit your goals and risk...
18 Jan 29min

Avoiding Financial Pitfalls - January 11, 2026
Mistakes in planning for retirement can cause a lot of stress during a time where people should be relaxing and enjoying their free time. Today Robert looks at some of the top financial challenges and...
11 Jan 29min

Battling Inflated Prices - January 4, 2026
Inflation is a top concern for many retirees, but is it the biggest threat to your retirement future? Robert discusses ways for retirees to protect their long term buying power and help make their mon...
4 Jan 29min

A Christmas Guide to Retirement Part Two - December 28, 2025
In part two of this Christmas themed program, Robert takes you through strategies to maximize returns from retirement accounts, including various diversification methods and so-called back door Roth s...
28 Des 202529min

A Christmas Guide to Retirement Part One - December 21, 2025
Santa makes a list - and checks it twice - for Christmas. Why not do the same thing for your retirement plan? In part one of a two part series, Robert looks at the things which should be on that list ...
21 Des 202530min

Advanced Planning Strategies for 2026 - December 14, 2025
Robert takes a look at deeper planning strategies that a do-it-yourselfer might overlook as we look at the start of another new year. Some of these include understanding tax loss harvesting, looking a...
14 Des 202529min

What Lower Interest Rates May Mean to You - December 7, 2025
Last month the Federal Reserve cut interest rates by a quarter percent, but there is disagreement as to whether this was a smart move, especially in regards to triggering inflation. Robert discusses t...
7 Des 202530min

Happy Thanksgiving - November 30, 2025
Robert celebrates the holiday by comparing a retirement plan to a Thanksgiving feast - what parts equate to the various dishes served for the traditional meal and how they all fit together, just like ...
30 Nov 202529min



















