#97: How to Balance Spending, Giving, and Saving Your Money

#96: How to Have Financial Freedom - The Right Way

#95: Financial Plan Changes - What Do We Do Now?

#94: Checking In on New Year’s Resolutions: Habits, Goals, and Staying Motivated All Year

#93: Tax Time Tips: Getting Organized for Retirement and Avoiding Common Filing Mistakes

#91: Integrating Tax, Legal, and Financial Advice for Better Retirement Outcomes

#92: Navigating Back Taxes and Filing Mistakes for Retirement Readiness

#91: Integrating Tax, Legal, and Financial Advice for Better Retirement Outcomes

Frankfort Office Walkthrough

#90: Avoiding Reckless Decisions: Real-Life Strategies for Pursuing Big Retirement Goals

#89: Should You Pay Off Debt Before Retirement? Navigating Interest Rates & Loans

#88: Should You Choose Roth or Traditional Contributions for Your 401k?

#87: Kickstarting Your Financial Future: Investment Strategies Explained

#86: Kickstarting Your Financial Future: Estate Planning Tips for Ages 25 to 35

#85: Understanding 401k, HSA, and More for Retirement Readiness in Your 20s and 30s

#84: Shatter Your Fishbowl: Recognizing and Overcoming Self-Limiting Beliefs

#83: Financial Kickstart Program: Cash Flow & Debt Management

#82: How To Get The Most Out Of Shatter Your Fishbowl & Live Your Two Comma Life

#81: Financial Kickstart Program: Goal Setting and Planning for Young Professionals

#80: Shattering the Fishbowl: Family, Faith, and Living the Two Comma Life®

#79: Financial Kickstart Program: Money Management for Young Professionals

Getting Financially Ready For College

#78: Shattering the Fishbowl: How Breaking Barriers Creates Ripple Effects Across Generations

6 Steps to Take Before Deciding to Retire

#77: Living Well and Giving Back: Philanthropy, Legacy, and Living Generously in Retirement

#76: Stress vs. Strategy: How to Navigate Life’s Financial Crossroads with Confidence

#75 Rethinking Wealth: Why True Retirement Readiness Means More Than Just Money

Frankfort Open House 2025

#74: Retirement Road Trips: Embracing Adventure and Flexibility on the Open Road

#73: Employee Stock Ownership: Special Guest Laura Rudzinski

#72 Redefining Retirement: How to Build a Meaningful Semi-Retired Life

5 Retirement Considerations

#71: Navigating Tariffs in Retirement: What You Need to Know

#70: Financial Planning: From Building Wealth to Spending in Retirement

PVWP Webinar Tariffs, War, etc

#69: Managing Retirement Finances During Economic Downturns

#68: The Sandwich Generation - Caring for Kids and Aging Parents

#67: Navigating Retirement and Estate Planning in Blended Families

#66: Navigating Long Term Care: Insurance Options and Planning Strategies

#65: Embracing Change for a Better Retirement Life

#64: Your Essential Guide to Choosing the Right Financial Advisor

PV January 2025 Announcement!

Protect Your Digital World - Cybersecurity Strategies for Retirees

New Year, New Financial Goals: A Fresh Take for 2025

Cryptocurrency in Retirement: What You Need to Know

Navigating Holiday Finances: Mastering Budgeting and Intentional Spending

Navigating the AI Revolution in Wealth Management

Thoughtful Decision-Making: The Key to Smart Tax Planning Before Year-End

Creating a Financial Legacy: Family, Communication, Planning, and Transparency

Building Strong Financial Foundations: College Planning and Effective Money Management Strategies

Financial Planning Needs for Different Clients

Success Stories of the Retiree Entrepreneur

August Market Update

Do You Need a Financial Advisor After Retiring?

How Can I Become Independently Wealthy?

What are the steps in effective financial planning?

Starting a Business in Retirement: Pros and Cons

Unlocking the #Millionaire #Mindset

What does the “Two Comma lifestyle” mean?

Retirement and Grandparenting | Retirement Readiness Podcast Episode 48