Is DIY Financial Planning Costing You?
Doing it yourself feels empowering, until the margin for error disappears. Craig and Jennifer look at why many people stick with a DIY financial approach longer than they should, and how retirement qu...
5 Feb 25min
Navigating Financial Changes in 2026: Retirement, Taxes & Medicare
Craig and Jennifer dive into the key financial updates for 2026 and how they can affect your retirement. They discuss Social Security COLAs, Medicare premium increases, new tax deductions for seniors,...
15 Jan 24min
Taking Out the Financial Trash in Your Retirement Plan
As retirement gets closer, the small financial issues you've ignored can start to pile up fast. In this episode, Craig walks through the most common "financial trash" people carry into retirement, and...
18 Dec 202526min
Safeguard Your Legacy: Avoiding Common Errors in Estate Planning
It's easy to avoid thinking about the realities of aging and the challenges it can bring. But, overlooking the true costs of healthcare and assistance can leave even the best financial plans vulnerabl...
4 Dec 202525min
How Money Works: Planning, Fables, and Real-Life Finance
The stories we believe about money often shape our choices more than the numbers do. In this episode, Craig and Jennifer explores these "financial fables," using real-life situations to reveal how hid...
20 Nov 202523min
You Made It to Retirement… Now Don't Screw It Up!
You've worked for decades, saved diligently, and finally reached retirement, now comes the hard part: not screwing it up. Craig and Jennifer share the most common post-retirement mistakes people make ...
6 Nov 202520min
The Retirement Road Trip: Don't Drive Without a Plan
Most people will spend hours planning a vacation: researching routes, mapping stops, and budgeting for the trip. But when it comes to retirement, many people set off without a roadmap. Today we'll use...
16 Okt 202525min
