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- Season 2 Episode 55: Are you planning for the right retirement?
(Mon, Jan 22, 2024)
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- Season 2 Episode 54: Changes in the SECURE Act for 2024 – and we answer your questions
(Mon, Jan 15, 2024)
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- Season 2 Episode 53: Outlook 2024: Growing Your Wealth in an Uncertain World
(Mon, Jan 08, 2024)
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- Season 2 Episode 52: Starting a small business or side hustle
(Mon, Jan 01, 2024)
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- Season 2 Episode 51: The Best of 2023 – Transitioning into retirement
(Mon, Dec 25, 2023)
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- Listen as I get financially planned
(Mon, Dec 18, 2023)
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- Season 2 Episode 50: Setting (and keeping) your financial resolutions
(Mon, Dec 18, 2023)
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- Season 2 Episode 49: We answer your questions
(Mon, Dec 11, 2023)
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- Season 2 Episode 48: Creating charitable giving strategies that make an impact
(Mon, Dec 04, 2023)
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- Season 2 Episode 47: What if you never retire – by choice?
(Mon, Nov 27, 2023)
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- Season 2 Episode 46: The Secret to Long-Term Investing
(Mon, Nov 20, 2023)
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- Season 2 Episode 45: Introducing the family to your estate plan (and your advisor)
(Mon, Nov 13, 2023)
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- Season 2 Episode 44: Your year-end financial checklist
(Mon, Nov 06, 2023)
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- Season 2 Episode 43: Retiring abroad: The pros and cons
(Mon, Oct 30, 2023)
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- Season 2 Episode 42: Health care in retirement
(Mon, Oct 23, 2023)
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- Season 2 Episode 41: How to deal with a financial windfall
(Mon, Oct 16, 2023)
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- Season 2 Episode 40: Don’t gamble your retirement away
(Mon, Oct 09, 2023)
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- Season 2 Episode 39: We answer your questions
(Mon, Oct 02, 2023)
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- Season 2 Episode 38: Broken ties: The impact of family estrangement on estate planning
(Mon, Sep 25, 2023)
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- Season 2 Episode 37: Protect your wealth against scams
(Mon, Sep 18, 2023)
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- Season 2 Episode 36: The urgent need for tax planning right now
(Mon, Sep 11, 2023)
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- Season 2 Episode 35: The future of personal finance and artificial intelligence
(Mon, Sep 04, 2023)
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- Season 2 Episode 34: Your 100-year life and how to plan for it
(Mon, Aug 28, 2023)
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- Season 2 Episode 33: Retirement strategies for singles
(Mon, Aug 21, 2023)
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- Season 2 Episode 32: Is it a good time to buy a house?
(Mon, Aug 14, 2023)
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- Season 2 Episode 31: Is college worth it?
(Mon, Aug 07, 2023)
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- Season 2 Episode 30: The psychology of retirement
(Mon, Jul 31, 2023)
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- Season 2 Episode 29: Estate planning for people with disabilities
(Mon, Jul 24, 2023)
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- Season 2 Episode 28: Insurance policies that you do and don’t need
(Mon, Jul 17, 2023)
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- Season 2 Episode 27: How to foster financial intimacy
(Mon, Jul 10, 2023)
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- Season 2 Episode 26: 2023 summer trends and financial tips
(Mon, Jul 03, 2023)
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- Season 2 Episode 25: Who do you call when life comes calling?
(Mon, Jun 26, 2023)
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- Season 2 Episode 24: What you need to know about 401k management
(Mon, Jun 19, 2023)
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- Season 2 Episode 23: Investment and market insights
(Mon, Jun 12, 2023)
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- Season 2 Episode 22: Everyday wealth in America
(Mon, Jun 05, 2023)
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- Season 2 Episode 21: We need to talk about annuities
(Mon, May 29, 2023)
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- Season 2 Episode 20: What’s wrong with health care?
(Mon, May 22, 2023)
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- Season 2 Episode 19: How much insurance do you need?
(Mon, May 15, 2023)
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- Season 2 Episode 18: 6 retirement income strategies
(Mon, May 08, 2023)
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- Season 2 Episode 17: What is a backdoor Roth IRA?
(Mon, May 01, 2023)
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- Season 2 Episode 16: The perils of eschewing estate planning
(Mon, Apr 24, 2023)
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- Season 2 Episode 15: Cash is trash. Or is it king?
(Mon, Apr 17, 2023)
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- Season 2 Episode 14: Are your taxes going up?
(Mon, Apr 10, 2023)
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- Season 2 Episode 13: Financial planning for single people
(Mon, Apr 03, 2023)
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- Season 2 Episode 12: 4 Risks of retirement
(Mon, Mar 27, 2023)
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- Season 2 Episode 11: A deep dive into when to claim Social Security
(Mon, Mar 20, 2023)
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- Season 2 Episode 10: The role of finances in gray divorce
(Mon, Mar 13, 2023)
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- Season 2 Episode 9: Last-minute tax tips
(Mon, Mar 06, 2023)
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- Season 2 Episode 8: How to choose a financial advisor
(Mon, Feb 27, 2023)
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- Season 2 Episode 7: Is the 60/40 portfolio dead?
(Mon, Feb 20, 2023)
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- Season 2 Episode 6: Should we re-imagine retirement?
(Sat, Feb 11, 2023)
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- Season 2 Episode 5: Retirement security and the SECURE 2.0 Act
(Mon, Feb 06, 2023)
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- Season 2 Episode 4: Replay: Investing vs. speculation
(Sat, Jan 28, 2023)
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- Season 2 Episode 3: Navigating a challenging housing market
(Sat, Jan 21, 2023)
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- Season 2 Episode 2: Starting a small business or a side gig
(Sat, Jan 14, 2023)
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- Season 2 Episode 1: Keeping your financial New Year’s resolutions
(Sat, Jan 07, 2023)
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- Episode 53: REPLAY: Aging: A family matter
(Sat, Dec 31, 2022)
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- Episode 52: REPLAY: What type of investor are you?
(Sat, Dec 24, 2022)
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- Episode 51: Tying up financial loose ends
(Sat, Dec 17, 2022)
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- Episode 50: Financial considerations for the holiday season
(Sat, , )(10 2022 Dec, 11:00:00)
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- Episode 49: Facing financial challenges
(Sat, Dec 03, 2022)
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- Episode 48: REPLAY: Building First Generation Wealth
(Sat, Nov 26, 2022)
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- Episode 47: How bad is it REALLY out there?
(Sat, Nov 19, 2022)
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- Episode 46: What type of investor are you?
(Sat, Nov 12, 2022)
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- Episode 45: REPLAY: You’re retired (or almost retired) … now what?
(Sat, Nov 05, 2022)
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- Episode 44: Is everything broken?
(Sat, Oct 29, 2022)
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- Episode 43: End-of-year ‘to-do’s’ – Medicare and charitable giving
(Sat, Oct 22, 2022)
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- Episode 42: Leaving a legacy
(Sat, Oct 15, 2022)
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- Episode 41: Building First Generation Wealth
(Sat, Oct 08, 2022)
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- Episode 40: You’re retired (or almost retired) … now what?
(Sat, Oct 01, 2022)
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- Episode 39: Sudden wealth: a blessing or a curse?
(Sat, Sep 24, 2022)
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- What is a good early retirement package and should you take it?
(Thu, Sep 22, 2022)
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- The do’s and don’t’s of open enrollment
(Wed, Sep 21, 2022)
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- What should you expect from your year end review with your financial planner?
(Tue, Sep 20, 2022)
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- SNEAK PEEK: “The Economic Storm of 2022 and Your Wealth”
(Mon, Sep 19, 2022)
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- Episode 38: Fear of Missing Out
(Sat, Sep 17, 2022)
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- 5 things to think about before renting your house on Airbnb
(Fri, Sep 16, 2022)
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- Could buying a second home help hedge against inflation?
(Thu, Sep 15, 2022)
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- Should you take a lump sum or an annuity pension?
(Wed, Sep 14, 2022)
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- What is the first thing you need to do before you decide on a big purchase?
(Tue, Sep 13, 2022)
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- Who benefits from rising interest rates?
(Mon, Sep 12, 2022)
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- Episode 37: Why you should be interested in interest rates
(Sat, Sep 10, 2022)
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- Is it more difficult to retire in a bear market?
(Thu, Sep 08, 2022)
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- What is sequence of return risk? And should you be worried about it?
(Wed, Sep 07, 2022)
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- Listener question: How can a retiree who is forced to take RMDs by law deal with the current bear market?
(Tue, Sep 06, 2022)
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- Withdrawal strategies in a bear market
(Mon, Sep 05, 2022)
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- Episode 36: How to plan to retire in a bear market
(Sat, Sep 03, 2022)
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- Listener question: Can I use QLAC to hedge longevity risk when taking RMDs?
(Thu, Sep 01, 2022)
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- Preparing for the worst financially
(Wed, Aug 31, 2022)
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- Changing jobs later in life
(Tue, Aug 30, 2022)
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- Gifting plans for new grandparents
(Mon, Aug 29, 2022)
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- Episode 35: Moments that matter
(Sat, Aug 27, 2022)
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- Jean’s favorite car hack
(Fri, Aug 26, 2022)
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- Investing Sense with Dr. Wei Hu – Reference Points
(Thu, Aug 25, 2022)
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- Leasing vs. buying a car
(Wed, Aug 24, 2022)
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- What are the differences between investing and speculation?
(Tue, Aug 23, 2022)
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- How to help mitigate investing risks in today’s economy
(Mon, Aug 22, 2022)
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- Episode 34: Investing vs. speculation
(Sat, Aug 20, 2022)
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- What parents need to do before sending their kids to college
(Fri, Aug 19, 2022)
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- What should consumers and investors do in a recession-ish?
(Thu, Aug 18, 2022)
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