How to Pay Yourself Consistently as a Small Business Owner

How a 13-Week Cash Flow Forecast Can Save Your Business | Ep 67

The Truth About Reverse Mortgages (It’s Not What You Think)

Making Sense of Your HSA: What It Is, How It Works, and How to Get One| EP 65

You Asked: Addressing Inflation in Retirement| EP 64

The Reverse Retirement: Redefining Purpose Post-Career| EP 63

You Asked: Will Long-Term Care Needs Drain Retirement Savings?| EP 62

How Fixed Indexed Annuities Help Address Sequence of Returns Risk| EP 61

There’s Moore to Life: Living for Today While Saving for Tomorrow| EP 60

The Financial Advice I’d Give My 51-Year-Old Self | EP 59

Asset Allocation and Asset Location: Two Tools, One Plan | EP 58

Annuities: The Most Misunderstood Tool in Retirement Planning | EP 57

Should You Be Paying Taxes on Your Employer Match? Here’s What Changed | EP 56

-Welcome to Saturday Every Day: A Retiree’s First-Year Report | EP 55

The Gen X Balancing Act: Are You Saving Your Family or Sacrificing Yourself? | EP 54

8 Genius Ways to Use RMD Money You Don’t Need (Yet) | EP 53

Traditional vs Roth 401(k): Which One's Right for You Now? | EP 52

From Saver to Spender: The Mindset Shift That Shapes Retirement | EP 51

Why Paying Off Your House Isn’t the Finish Line (and What Actually Comes Next) | EP 50

The Hard Truth About Instant Gratification You Don’t Want to Hear | EP 49

From Overwhelmed to Confident: The Step Nobody Talks About When You Start Investing | EP 48

The Lie You’ve Been Told About “Playing It Safe” with Your Money | EP 47

Why Most People Fail at Beating Money Stress (and What Actually Works) W/Dr. Rebecca Heiss | EP 46

When the Fed Cuts Rates, Here’s How It Hits Your Wallet | EP 45

Unseen Millionaire Habits, The Quiet Path to Wealth | EP 44

Beyond the Checkbook, Defining Your Legacy | EP 43

Why Most Americans Feel Unprepared, And What to Do About It | EP 42

Can Artificial Intelligence or AI Replace Your Financial Advisor? Unpacking the Hype | EP 41

Tooth Fairy Money – Teaching Your Kids About Money | EP 40

Trapped in the Middle: Why Your Wealth Feels Out of Reach | EP 39

Early Retirement: Dream Life or Financial Trap? - The Pros and Cons of Early Retirement | EP 38

The Psychology of Money: Why We Make Bad Financial Decisions | EP 37

Play #7: Finding a Financial Coach to Help You Plan in Decades | 36

Play #6: Planning for Healthcare in Retirement | Ep 35

Play #5: Retiring Early and Pivoting to Time Freedom | Ep 34

Play #4: Optimizing Social Security Retirement Benefits | Ep 33

Play #3: The Do’s and Don’ts of Retirement Taxes | Ep 32

Play #2: Determining How Much You Need in Retirement | Ep 31

Play #1: Maximizing the Five Years Before and After Retirement | Ep 30

Seven Plays for Winning the Most Important Ten Years to Retirement Success | Ep 29

Do I Really Need Long-Term Care Insurance? | Ep 28

4 Key Ages for Generation X in Retirement Planning | Ep 27

Should You Pay Off Your Mortgage Before Retirement? | Ep 26

Two Ways for Crowdfunding Your Future | Ep 25

Is a Financial Advisor Really Worth It? The Value of Trusted Guidance | Ep 24

The Truth About Investment Assumptions: Average vs. Actual Returns | Ep 23

The Hidden Cost of Subscription Creep: How to Take Back Control of Your Finances | Ep 22

The Top 10 Financial Choices That Define Your Future (Part 1) | Ep 18

Navigating Medicare: Making the Right Healthcare Choice in Retirement | Ep 21

The Big 4: Financial Steps Every College Grad Should Take Now | Ep 20

The Top 10 Financial Choices That Define Your Future (Part 2) | Ep 19

The Top 10 Financial Choices That Define Your Future (Part 1) | Ep 18

DIY Financial Planning? | Ep 17

Is the Roth IRA Worth Its Weight in Gold? The Truth About Retirement Savings | Ep 16

Memories vs. Money: Should You Spend on Family Trips or Save for the Future? | Ep 15

How Millionaires Are REALLY Made (The Truth No One Tells You) | Ep 14

How 401(k) Withdrawals Are Really Taxed (Most People Get This Wrong!) | Ep 13

Think You Don’t Need a Financial Advisor? Here’s Why You’re Wrong | Ep 12

Why Conventional Financial Advice Is Keeping You Broke | Ep 11

Most People Get This Wrong About Retirement Investing—Do You? | Ep 10