
Market Dips | Estate Planning
Episode 548: Ryan and Abbie break down the recent stock market drop and share strategies to safeguard your investments. They also delve into the benefits of involving your children in your estate plan...
9 Aug 202432min

Elder Fraud | Losing a Spouse
Episode 548: As elder fraud reaches alarming levels, find out how to protect yourself and your loved ones from financial predators. Matthew and Zach also share seven financial steps to help you navig...
2 Aug 202435min

Gold Insights | Roth Tactics
Episode 548: Join Steve and Ryan as they delve into the allure and pitfalls of investing in gold. Continuing the discussion, Ryan and Steve explore innovative strategies to maximize your Roth IRA and...
26 Jul 202433min

Retirement Checklist | Senior Dialogues
Episode 547: Join Abbie and Justin as they discuss eight essential tasks to complete before you step into retirement. In the second segment, they share strategies for gently initiating long-term care ...
19 Jul 202434min

Retirement Saboteurs | Fraud Forecast
Episode 546: Join the conversation with John and Steve as they explore how to bypass the psychological traps that can derail your financial future. They’ll also explore how old fraud schemes with new ...
12 Jul 202432min

Phased Retirement | Mortgage Hack
Episode 545: John and Ryan discuss the perks of retiring in phases and having more time for what you love, right now! You’ll also discover how paying half your mortgage payment every two weeks can le...
5 Jul 202424min

401(k) Decisions | Priority Power
Episode 544: Matthew and Justin discuss six questions that can help you decide the best plan for your 401(k) at retirement. They also share some practical tips that can help you learn to prioritize l...
28 Jun 202434min

Retiring Early | Wealth Building
Episode 543: Is retiring early the secret to a happier life? Zach and Abbie investigate. They also explore how extraordinary wealth can come from very ordinary habits!
21 Jun 202432min




















