401(k) Rollover Guide: Leave It, Move It, Cash It, or Roll It Over?

10 Tax Moves to Make Before December 31st | Talk to Your CPA Before Year-End

23 Lessons From 23 Years as a Financial Advisor | Wealth, Investing & Retirement Planning (Ep. 37)

Inherited IRA Rules: What You MUST Know Under SECURE Act 2.0

Is Buying an Annuity Worth It? Two Advisors Debate the Pros, Cons & Hidden Costs

The Hidden Retirement Cost No One Talks About

Roth Conversions: The Tax Move Most Retirees Avoid — But Shouldn’t | Debating Your Dollars Ep.2

Custom Indexing for 2025 with Gregory Allison, CFA (Episode 36)

Social Security: The Costly Mistake 79% of Retirees Make — And How to Avoid It

Why 96% of Retirees Claim Social Security at the Wrong Time | Debating Your Dollars Ep. 1

Caregiving, Power of Attorney & Family Financial Stress — Insights from Beth Pinsker, CFP®

You Can't Diversify Away Behavior: What Most Investors Get Wrong w Felipe Toews (Episode 34)

Volatility, Gold, and Staying the Course: Breakdown of Q4 Market w/ Ryan Detrick (Episode 33)

How Should I Be Invested When Retired? (Episode 32)

Vanguard Proves Why Financial Advisors Matter: The Power of Behavioral Coaching

Maximizing Financial Aid: The FAFSA Guide with @TheFAFSAGuru (Episode 30)

How to Win Scholarships & Pay for College Without Student Loans with Dave Peterson (Episode 29)

Healthy Wealthy Longevity: A New Prospective with @Jonsabesofficial (Episode 28)

The NIL Revolution: Transforming College Sports with @BusinessofCollegeSports (Episode 27)

All About the One Big Beautiful Bill Act with Tax Wizard Kelly Bender @lifeuntaxed (Episode 26)

Navigating Market Volatility | Insights from Q2 with Andrew Opdyke (Episode 25)

Fitness & Finance: How Discipline Builds Wealth and Wellness with @stanvaccari (Episode 24)

Travel Free, Live Rich: Unlocking the Freedom Lifestyle— @AlwaysBeChanging (Episode 23 / Part 2)

Nomadic Living w/ Kids, Journey to Intentional Wealth & Freedom @AlwaysBeChanging (Ep. 22/ Pt. 1)

Navigating Financial Uncertainty with Dr. Naomi Win (Episode 21)

New Data Reveals How Retirees Really Spend Money!

$1.65 Trillion Forgotten: Use This Tool to Reclaim Your Old 401(k)

How to Talk to Your Aging Parents About Caregiving and Finances

Navigating Life Financially: After Graduation (Episode 20)

Protecting Your Data: Insights from Cybersecurity Expert Philip Coniglio (Episode 19)

7 Major Life Events That Could Impact Your Retirement

Widow’s Guide to Social Security: How to Get the Most from Survivor Benefits

How to Avoid Running Out of Money in Retirement: Withdrawal Strategy Breakdown

Maximize Your Social Security: Key Questions to Boost Lifetime Benefits

Navigating Market Volatility: Insights from Ryan Detrick (Episode 18)

What Tax Strategies Do You NEED to Know?

Market Volatility Explained: How to Stay Invested & Build Wealth Long-Term

Unlocking Financial Freedom: The Side Hustle Revolution with Mike Kavanagh (Episode 17)

RSAs vs. RSUs: Understanding Your Equity Options (Episode 16)

How Can Asset Location Strategy Help You Maximize Retirement Income & Minimize Taxes?

Achieving Your FIRE Number: Strategies for Success (Episode 15)

How Can You Achieve Wealth and Retire Early? 🚀

Unlocking the Secrets of the F.I.R.E Movement (Episode 14)

Will Your Money Last? 5 Retirement Fears & How to Beat Them!

Hip Hop x Finance with author Drew Boyer (Episode 13)

The Soul of Wealth with Author Dr. Daniel Crosby, Ph.D. (Episode 12)

Navigating Financial Independence as a H.E.N.R.Y (Episode 11)

Money Matters: Before Marriage (Episode 10)

Navigating Estate Planning with Ashley Sharek (Episode 9)

Thinking About Retiring Early? Here Are Key Financial Tips for a Smooth Transition

The Critical Role of Tax Planning in Financial Success (Episode 8)

Are You Prepared for Retirement? Why the Distribution Phase Requires More Attention

Empowering the Next Generation with Financial Knowledge with Tim Smith from The Financial Dad (Ep.7)

Redefining Retirement and Embracing Change with Suzanne Campi (Episode 6)

Lifetime Tax Planning vs. Annual Tax Returns: Key Strategies for Executives

2024 LAST-CHANCE Financial Planning Checklist (Episode 5)

7 Questions to Ask Your CPA Before Year-End for Optimal Tax Planning #YearEndTaxPlanning

Navigating Money and Mindfulness with Michele Walter (Episode 4)

Roth Conversions: 5 Key Benefits for Reducing Taxes

Tax Tips After Losing a Spouse