Ep #155 - Illiquid Investments: Smart Strategy or Expensive Mistake?

Ep #154 - When Your Wealth Doesn’t Give You a Paycheck

Ep #153 - The Behavioral Biases That Cost Clients the Most

Ep #152 - Your Estate Plan Probably Needs a Refresh. Here’s Why

Ep #151 - Modeling Generosity for the Next Generation

HFG Giving Tuesday 2025

Ep #150 - Finishing Strong: Smart Year-End Tax Moves

Ep 149 - Filtering the Noise: How to Think Critically About What You Read

Ep 148 - The House as a Retirement Tool: Smart Ways to Tap Home Equity

Ep 147 - Medicare Choices at Open Enrollment. Real Scenarios, Real Trade-Offs

Ep #146 - The Big Social Security Timing Debate

Ep #145 - Why Rich People Still Feel Poor

Ep #144 - Who Wants to Be a Millionaire?

Ep #143 - Fear as Fuel and Being More Aware of Yourself With Matt Strunk

Ep #142 - Timing Matters: Understanding Sequence of Return Risk

Ep #141 - Navigating the Messy Middle of Retirement

Ep #140 - How Much Is Enough? It’s More Than Just Numbers

Ep #139 - You in 2015 vs. Now: Why Future Planning is Difficult

Ep #138 - Navigating Annuities: A Smart Buy or Not?

Ep #137 - When Work Doesn’t Work: Can You Afford a Change?

Ep #136 - Why Ben and Adam HATE Market Volatility

Ep #135 - I’m Selling My Business and Retiring. What Comes Next?

Ep #134 - Recreating Retirement Paychecks - Where Planners Earn Their Keep

Ep #133 - Back to the Future: How Our Bold Predictions for the Financial Advising Industry Held Up

Ep - #132 - How to Handle a Promotion or Large Bonus At Work

Ep - #131 Tune Out The Noise

Ep #130 - 2025 Mindset Reset and Reflection with Life Coach Katie McKenna

Financial Scoop - Fresh Start

Ep #129 - Election Aftermath: What to Expect from Investments in 2025

Giving Tuesday 2024

Ep #128 - 5 Mistakes to Avoid When Choosing a Financial Planner

Ep #127 - Jedi Mind Trick to Help Savers Spend In Retirement

Ep #126 - Most Important Money Conversations to Have With Your Spouse

Ep #125 - Is a Retirement Community For Me, Financially?

Ep #124 - Election Impacts on Planning and Investments

Ep #123 - Signs Someone Might Be On The Path To Broke

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Ep #122 - Executor Preparedness: What to Do Before You Need To

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Ep #121 - You Can’t Delay Taxes Forever! Understanding RMD Rules

Ep #120 - Reviewing Podcast #36 - Should I Invest at Market All-Time Highs?

Ep #119 - Demystifying the Inherited IRA RMD Rules

Ep #118 - Discussing “What Will I Do All Day?” With Author Patrice Jenkins, PH.D.

Ep #117 - Emergencies and Opportunities: Assessing Where to Turn for Money In A Time of Need

#116 - The Flourish Milestone Meeting: Reimagining What’s Possible

Ep #115 - Ready. Fire! Aim?! Plan Before You Invest with HFG

Ep #114 - Call it What it Is! Redefining Your Investment Buckets

Ep #113 - Helping Aging Parents Protect Assets When They Need Care

Ep #112 - Retirement Balancing Act: Spending Now vs. Saving For Later

Ep #111 - Reasons to Hire a Tax Pro

Ep #110 - Can You Have Your Goose & Eat It Too?

Ep #109: New Year. New Portfolio? Not So Fast!

Gabriel Winter Concert 12.11.2023

Ep #108: Thought Leaders vs. Thought Partners

Giving Tuesday 2023

Ep #107: Combatting Worry by Actually Planning for Worst-Case Scenarios

Ep #106 - What is Likelihood of Success & How Can It Help Our Clients?

Ep #105 - Whiteboarding: Combining Emotions, Curiosity, & Math to Create Your Financial Plan

Ep #104: Is It Really Possible to Avoid Taxation?

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