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Recent episodes
8 Habits of a Happy Retirement Part 1
Jun 10, 2026
Unknown duration
Should You Hire a Financial Advisor or Do It Yourself?
Jun 3, 2026
Unknown duration
The Biggest Retirement Planning Mistake No One Talks About
May 27, 2026
Unknown duration
Wealthy vs Rich: Which is better? High income vs high net worth
May 20, 2026
Unknown duration
7 Questions to Answer Before You Claim Social Security
May 13, 2026
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 6/10/26 | 8 Habits of a Happy Retirement Part 1 | Money matters in retirement—but it's not the whole story. Many people spend decades focused on saving, investing, and building wealth. They believe that once they reach a certain amount of money, happiness will follow. But reality and research often show something different. Once your basic financial needs are met, happiness in retirement is driven by something deeper: your health, relationships, purpose, mindset, and the habits you build each day. If you were unhappy before retirement, more money won't fix that. A happy retirement is built intentionally—with both a financial and a life plan that work together. In this episode, you will learn: >> (4:14) The priority that impacts everything >> (10:36) Real-life examples of finding your passion in retirement >> (17:08) What creates confidence >> (17:53) One thing my happiest clients did >> (19:09) How to determine how much guaranteed income you need >> (22:20) The secret of truly happy people A happy retirement isn't about having the most money. It's about having the right foundation in place. That includes: A clear, coordinated financial plan Reliable income you can count on Strong relationships A sense of purpose The freedom to spend your time the way you choose When those pieces come together, something powerful happens: You stop worrying about money—and start living your life. Because the truth is, retirement isn't just a financial transition. It's a life transition. And the more intentional you are in designing it, the more confident, secure, and fulfilling your retirement becomes. Next week, we will dive into Part 2 and the numbers you need to know for a happy retirement. Are You Ready For Retirement? When you replace uncertainty with facts, including your income, your spending, and your strategy, everything changes. You move from guessing… to knowing. Retirement readiness is not just financial; It's your life and future. Take the quiz: https://themillionaireinsider.com/rrq. Enjoy the episode! Links Referenced in the Show: Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/166 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 6/3/26 | Should You Hire a Financial Advisor or Do It Yourself? | As you move closer to retirement, the financial decisions you make begin to carry more weight. What worked during your working years may no longer be enough once your paycheck stops and your assets are expected to support your lifestyle. That's why many people begin asking an important question: Should I manage my money on my own or work with a financial advisor? The answer depends on your situation, your level of confidence, and where you are in life and retirement planning. As retirement approaches, there is often a major shift. The focus is no longer just on growing your money—it becomes about creating a reliable income, reducing mistakes, coordinating decisions, and building a plan you can rely on. When all the pieces work together, it creates greater clarity, confidence, and control. In this episode, we break down when DIY makes sense, when professional guidance may be beneficial, and how to make the best decision for your future. In this episode, you will learn: >> (3:40) Considerations for DIY vs. hiring an advisor >> (7:20) Warning signs that do it yourself isn't working >> (8:47) Insight into when DIY works and when it doesn't >> (9:39) The transition from doing it yourself to working with an advisor >> (12:01) How to find the right advisor (if you need one) As you approach retirement, your financial life becomes more complex—not less. Financial planning is no longer just about growing your money. It's about turning your assets into income, coordinating taxes, protecting what you've built, and creating a plan that supports the life you truly want. If you are not qualified, you may need to consider a second opinion. You don't have to do this alone. With the right plan and guidance, you can move into retirement feeling confident, secure, and in control. And that is the goal. Are You Ready for Retirement? When you replace uncertainty with facts, including your income, your spending, and your strategy, everything changes. You move from guessing… to knowing. Retirement readiness is not just financial; It's your life and future. Take the quiz: https://themillionaireinsider.com/rrq Enjoy the episode! Links Referenced in the Show: Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/165 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 5/27/26 | The Biggest Retirement Planning Mistake No One Talks About | Most people believe they have a retirement plan. When in reality, they have investments, a CPA, maybe an advisor, and some life insurance. On the surface, it looks good and like everything is covered. But after more than three decades of advising pre-retirees and retirees, I can tell you this: what most people have are pieces—not a cohesive plan. And when those pieces aren't working together, even good decisions can lead to costly outcomes. In this episode, we uncover the biggest retirement planning mistake no one talks about, and how to avoid it so you can create clarity, confidence, and a retirement you truly feel secure about. In this episode, you will learn: >> (4:00) Some of the most common mistakes >> (5:30) Two types of financial planners >> (6:53) How one question saved me $75,000 >> (7:35) The most important role >> (9:46) Costly mistakes that often occur >> (10:56) The results of a coordinated plan You don't need more accounts, more products, or more complexity. What you need is a plan that brings everything together. Because when your financial life is coordinated—when your income strategy, tax planning, investments, and estate plan are all aligned—you reduce unnecessary risk. You'll keep more of what you've earned and create a retirement you can feel confident about. And most importantly, you worry less. You gain clarity on what you can spend, how your income will last, and how your decisions support your life, not just your finances. That's where true wealth comes from. Wealth isn't just about money—it's about confidence, clarity, and control over your future. Are You Ready For Retirement? When you replace uncertainty with facts, including your income, your spending, and your strategy, everything changes. You move from guessing… to knowing. Retirement readiness is not just financial; It's your life and future. If you're asking, "Am I really ready?" this episode will help you answer that question with confidence. Go here to access the quiz: https://themillionaireinsider.com/rrq. Enjoy the episode! Links Referenced in the Show: Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/164 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 5/20/26 | Wealthy vs Rich: Which is better? High income vs high net worth | Many people assume the goal is to earn more money, and if you do, everything else will fall into place. Unfortunately, high income doesn't always lead to financial security or peace of mind. After more than 36 years of working with pre-retirees and retirees, I've seen this firsthand. Some of the highest earners live paycheck to paycheck, just at a higher level. And others, who may earn less, focus on building real wealth—quietly creating stability, confidence, and a secure financial future. If you're within 10 years of retirement, understanding this difference can completely change your financial future. Because true wealth isn't about how much you make—it's about how you manage, grow, and use what you have to support your life. >> (3:49) The difference between rich and wealthy >> (7:01) A common outcome of high earners >> (10:17) The shift that changes everything >> (14:18) The mindset shift in retirement Rich is about income and lifestyle. Wealthy is about assets, strategy, and intention. And as you approach retirement, this distinction becomes even more important. Because at some point, it's no longer about how much you earn—it's about how your money supports your life. When you have a clear plan, you know how much you can spend, how your income will be generated, and how to create long-term security. You move from uncertainty to confidence. And that's the real goal. Not just more money, but more clarity, more control, and more freedom to spend your time doing what you love. Because when you build wealth the right way, you don't just create financial security. Rather, you create a life that feels as good as it looks. Are You Ready For Retirement? When you replace uncertainty with facts, including your income, your spending, and your strategy, everything changes. You move from guessing… to knowing. Retirement readiness is not just financial; It's your life and future. Go here to access the quiz: https://themillionaireinsider.com/rrq Enjoy the episode! Links Referenced in the Show: Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/163 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 5/13/26 | 7 Questions to Answer Before You Claim Social Security | Social Security is one of the most important income decisions you will make in retirement, and yet it's often one of the most rushed and misunderstood. Many people think it's simply a choice between different ages. However, this decision is far more strategic. Social Security is not just a breakeven calculation; it's a key part of your overall retirement income plan. When coordinated properly, it can help create stability, reduce risk, and support a financially secure life. In this episode, we walk through the essential questions you need to answer before claiming Social Security. These will help you make a confident decision that supports your long-term goals, not just your short-term needs. In this episode, you will learn: >> (4:35) The first question you should ask before making a decision >> (5:25) Determine why you are taking Social Security >> (7:58) Key considerations when you're married >> (11:12) Concerns about the future of Social Security and how it may impact your retirement >> (14:19) IRMAA considerations and its impact Social Security is not just about when you claim—it's about how it fits into your life, your income, and your long-term financial security. There is no one-size-fits-all answer. The right decision is the one that aligns with your overall plan, including your income needs, goals, family, and future. When you take the time to create a coordinated retirement and tax strategy, everything changes. Are You Ready For Retirement? When you replace uncertainty with facts, including your income, your spending, and your strategy, everything changes. You move from guessing… to knowing. Retirement readiness is not just financial; It's your life and future. If you're asking, "Am I really ready?" this episode will help you answer that question with confidence. Go here to access the quiz: https://themillionaireinsider.com/rrq Enjoy the episode! Links Referenced in the Show:Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/162 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 5/6/26 | Am I Ready to Retire? | If you're in your 40s, 50s, or early 60s, you've probably asked yourself: "Am I really ready to retire?" It's one of the most important and emotional questions you'll ask. After all, retirement readiness is not just about having enough money. It's about knowing your money will support your life… and feeling confident in your decision. Retirement readiness is about your plan, your lifestyle, and your confidence. In this episode, you will learn: >> (4:44) How to deal with the fear of retirement >> (5:39) Research on having a happy life in retirement >> (11:15) A critical step towards a successful retirement >> (14:04) How to create a plan for your lifestyle >> (16:37) Redefining a retirement that works for you Here's What Most People Get Wrong Many people think they're not ready. In reality, they just don't have a clear plan. Without a plan, fear takes over: "What if I run out of money?" "How will I find meaning in my life?" "What if the market drops?" "How can I ensure I am making the right decision?" When you replace uncertainty with facts—your income, your spending, and your strategy—everything changes. You move from guessing… to knowing. Retirement readiness is not just financial; It's your life and future. If you're asking, "Am I really ready?" this episode will help you answer that question with confidence. Enjoy the episode! Links Referenced in the Show: Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/161 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 4/29/26 | 6 Insights to Managing Sudden Wealth | Receiving sudden wealth can feel like a dream. However, without the right plan, wealth can quickly become overwhelming and even a nightmare. Whether it's an inheritance, business sale, or financial windfall, what you do next matters. In fact, many people lose sudden wealth within a few years. Often, they don't lose their windfall because they made one big mistake, but because they didn't have a clear, coordinated plan. In this episode, I walk you through five essential steps to help you protect your wealth, make confident decisions, and turn this opportunity into long-term financial security. In this episode, you will learn: >> (2:57) Statistics about inheritances >> (4:59) Where to start >> (9:32) Why tax planning is so important >> (15:04) What the real goal really should be >> (15:33) Tips to manage a sudden windfall If you've recently experienced or expect to experience a financial windfall, this episode will help you avoid costly mistakes and create a plan that supports your retirement and your life. True wealth isn't just about how much you have—it's about how confident and secure you feel so you can make financial decisions that support your goals, dreams, and ideal life. A windfall is one of those moments that can change everything—if you handle it the right way. Enjoy the episode! Links Referenced in the Show: Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/160 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 4/22/26 | Finding Time to Manage Your Money | If you've ever felt like managing your money keeps getting pushed to the bottom of your list, you're not alone. You've worked hard to build what you have. But with everything competing for your attention—family, career, health, and life—it's easy for your finances to feel like just one more thing you don't have time for. In this episode, we simplify the conversation so you can reduce overwhelm, avoid information overload, and focus on what truly matters. When you do, you can create clarity, confidence, and a plan that supports your life today and your retirement. In this episode, you will learn: >> (6:57) A critical question you need to ask >> (9:26) A common reason we don't have time >> (12:02) A common reason people lose thousands >> (14:02) Why income planning is so important >> (15:41) When you may need to hire a financial advisor Finding time to manage your money isn't usually a time problem—it's a clarity problem. Your life is full of responsibilities that matter—family, health, career, and relationships. But your financial life supports all of them. When you don't have clarity, managing money can feel overwhelming and time-consuming. And when something feels overwhelming, it's easy to avoid it. Many people also believe they need to know everything and do everything to get it right. You don't. That's where the concept of "the vital few vs. the trivial many" becomes powerful. Instead of trying to manage every detail, you focus on the few things that truly move the needle. In this episode, we walk through: The key numbers you need to know now and in retirement How to simplify your financial decisions And how to identify and close any gaps in your plan Managing your money isn't about finding more time; it's about creating clarity. When you know what matters, what you need, and what actions to take, managing your finances becomes simpler, faster, and far more effective. And most importantly, it gives you something far greater than money: confidence in your future. Enjoy the episode! Links Referenced in the Show: Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/159 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 4/15/26 | Are Medical Sharing Programs the Solution to Rising Healthcare Costs? | Healthcare costs remain one of the biggest concerns for pre-retirees and retirees. Many people feel frustrated by rising premiums, limited coverage, and a system that often feels confusing and unpredictable. As a result, more individuals are exploring alternatives that appear more affordable and are aligned with their personal values. One of the most talked-about options is medical sharing programs. But here's the challenge—many people don't fully understand how these programs work, what they cover, or the potential risks they may pose to your financial future. And when it comes to healthcare, making the wrong decision can have serious financial consequences. In today's episode, we're going to break down what medical sharing programs are, how they work, and whether they belong in a solid retirement plan so you can make a confident, informed decision that supports your long-term financial security. Because your healthcare strategy is one of the most important pieces of your financial plan, this is an episode you don't want to miss. >> (4:26) What a medical sharing program is—and how it differs from traditional insurance >> (5:16) How these programs work behind the scenes >> (7:51) The potential advantages of medical sharing programs >> (9:55) The risks and limitations you need to know about >> (10:17) Important insights about pre-existing conditions >> (11:28) One of the most overlooked advantages At the end of the day, your healthcare strategy should strengthen your financial security—not introduce more uncertainty. Medical sharing programs may be a fit for some, but they are not a one-size-fits-all solution. The key is understanding how they align with your overall financial plan, your risk tolerance, and your long-term goals. When you take the time to evaluate your options and build a thoughtful, coordinated strategy, you put yourself in control, and that's where true peace of mind comes from. You can do this, and we can help you. Enjoy the episode! Links Referenced in the Show: The Estate Plan Checklist: https://themillionaireinsider.com/epc Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/158 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 4/8/26 | 3 Common Estate Planning Mistakes | Too often, estate planning is treated as an afterthought—something people only address when there's urgency or a crisis. In my 36 years of advising clients, I've seen firsthand how this can become a nightmare and devastating experience for those left to handle the aftermath. When a will or trust isn't properly coordinated with a financial plan, it can create confusion, delays, unnecessary taxes, and even conflict among loved ones. And during a time when everyone is already emotional, the last thing your family needs is a financial mess to untangle. Estate planning is not just about documents. It's about creating a solid, coordinated plan that ensures your wishes are carried out and your loved ones are cared for. Without that coordination, the very people you intend to benefit from your estate may not receive your assets the way you planned. In today's episode, we're walking through three of the most common estate planning mistakes. We'll discuss how to avoid these common misnomers so you can move forward with clarity, confidence, and peace of mind. >> (2:15) One of the most common estate planning mistakes that can derail your entire plan >> (8:53) Real-world examples of estate plans working the right way >> (10:26) The critical steps you must take after drafting a will or trust >> (17:12) The first and most important step to getting your plan in place A well-designed estate plan can be a game-changer for your financial life. A properly coordinated plan gives you clarity, reduces stress, and ensures your loved ones are supported exactly the way you intend. This process is about more than documents. Rather, it's about creating a plan so you can worry less and spend more time doing what you love, knowing your future and your family are secure. You can do this, and we are here to help you. Until next time, schedule time on your calendar to begin creating or refining your plan. Taking that first step today can make all the difference in ensuring your wishes come to fruition. Enjoy the episode! Links Referenced in the Show: The Estate Plan Checklist: https://themillionaireinsider.com/epc Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/157 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
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| 4/1/26 | Should I Invest in a Roth IRA? | Most people have heard of the benefits of a Roth IRA, but aren't fully sure how they work or whether they should use one. A Roth IRA can be a powerful retirement planning tool that allows your investments to grow tax-free and, in many cases, be withdrawn tax-free in retirement. The key is understanding how IRAs work, who they're designed for, and how they fit into a broader financial plan. Today, we dive into what a Roth IRA is, what makes it valuable, and who may be a good candidate for one. In this episode, you will learn: >> (2:47) The first and possibly most critical step before investing >> (4:06) What is a Roth IRA? >> (8:23) Important Roth IRA details >> (14:55) Why multiple tax buckets are important >> (16:25) Tips to avoid problems when creating and implementing your plan >> (16:53) Who should consider a Roth? A Roth IRA can be a valuable tool in retirement planning. With tax-free growth, tax-free withdrawals, and flexibility in retirement, it offers benefits that few other accounts can match. But the real power of a Roth IRA comes from using it as part of a comprehensive financial plan. When you understand how an IRA fits into your larger retirement strategy, you can make smarter decisions about saving, investing, and managing taxes throughout your life. And that's the ultimate goal: creating a plan that allows you to stop worrying about money and spend more time doing what you love. Enjoy the episode! Links Referenced in the Show: The Estate Plan Checklist: https://themillionaireinsider.com/epc Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/156 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 3/25/26 | Triggers, Distractions, & Your Worth Barometer | Many people are feeling more stress, fear, and anger than ever before. And it is easy to get caught in a loop with what is happening both in our country and globally, and to become overwhelmed. The reality is that our emotional reactions come from internal triggers, beliefs, and stories we carry that affect how we interpret events, not the actual event. Left unchecked, these triggers become distractions and keep us from taking the action needed to achieve our goals. And that is where the opportunity lies. One of the most powerful tools for navigating our reactions is our Worth Barometer. Our Worth Barometer is the internal gauge that reflects how worthy we feel. Examples include love, respect, success, security, and peace. When our Worth Barometer is high, we can respond to life from a place of gratitude and feel calm and confident, regardless of what is happening in the world around us. Today, we dive into how to better understand and navigate triggers, so we can avoid distractions that get us off course, and how to elevate our Worth Barometer. >> (3:00) One of the most common reasons people don't achieve their financial goals >> (9:23) How to evaluate your next best step >> (12:39) Why your Worth Barometer is so important >> (16:52) What you must protect >> (17:29) A critical mental health practice As long as we are alive, we will experience challenges. How we respond to those challenges is the difference between an amazing life you love and one not so great. When your Worth Barometer is elevated, you respond from a place of clarity and confidence rather than one of fear and anxiety. This is where real freedom begins. As a result, you are able to develop a strong foundation that allows you to worry less and spend more time doing what you love. Enjoy the episode. Links Referenced in the Show: The Retirement Plan Checklist: https://themillionaireinsider.com/rpc Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/155 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 3/18/26 | Replace Your Paycheck With Guaranteed Retirement Income | As you approach retirement, planning the transition away from receiving a paycheck can feel overwhelming. For decades, your paycheck has represented stability, structure, and certainty. Then one day… it stops. That shift is not just financial. It's emotional. Without a clear plan, many pre-retirees begin to ask: Will my money last? What if the market drops? What happens if I live longer than expected? What happens if my spouse passes first? That's why creating a guaranteed retirement income plan is so important. Plans replace uncertainty with structure. They replace fear with clarity. And planning gives you the confidence to spend your retirement enjoying life instead of worrying about money. In this episode, you will learn: >> (1:15) The Century Club projections and the impact on your retirement >> (3:36) The painful reality in retirement >> (5:22) The impact of your retirement running 5 years longer than expected >> (11:22) Guaranteed lifetime income options >> (17:07) The difference a plan can make in your life Replacing your paycheck with guaranteed income is about creating security. When your foundation is solid, everything else becomes easier. As a result, you can enjoy your golden years without worrying about money and how long it will last. Enjoy the episode. Links Referenced in the Show: The Retirement Plan Checklist: https://themillionaireinsider.com/rpc Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/154 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 3/11/26 | 3 Steps to Finding Money | Sometimes the problem isn't earning more money — it's stopping the leaks in your current spending plan. Today, you will learn how to find money leaks so you can keep more of your money. In this episode, you'll learn how to find money in three simple, practical steps. These steps work without cutting into your lifestyle or complicating it. In this episode, you will learn: (4:01) How I discovered a $4,800 phone bill error and what I did to get reimbursed (8:44) Why asking questions can save money (it saved me $300/month) (10:33) A mistake that cost me $20,000 and how it can be avoided (12:23) How to quickly find money (15:34) A tip to get reimbursed for a break in service (16:33) Recap on finding & saving money Often, finding and saving money is right in front of us when we listen and ask the right questions. When you find money and create a plan on how to use it best, you can redirect that money to your retirement. Enjoy the episode. Links Referenced in the Show: The Retirement Plan Checklist: https://themillionaireinsider.com/rpc Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/support Show notes and more information: https://themillionaireinsider.com/153 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 3/4/26 | What Is a RILA & Where They Fit | There are a variety of annuities and other insurance products available for retirement planning. Trying to find the one with the best fit can be almost impossible without the right guidance. Today, we dive into registered index-linked annuities (RILAs). What they are, what makes them special, some pointers to see if they are a good fit for you, and who shouldn't purchase one. In this episode, you will learn: >> (3:26) What is a RILA? >> (3:46) Common misconceptions of RILAs >> (4:22) Real-world examples of a buffer floor >> (6:52) When protections apply >> (7:24) What a good advisor should do >> (9:39) A critical retirement planning step >> (11:38) When a RILA may not be the best choice By creating a plan and gaining understanding, you can give yourself peace of mind and confidence and make better investment decisions. Focusing on your goals before rushing to buy a product can save you needless headaches and future worry. RILAs can play a strategic part in that plan in certain situations. Enjoy the episode. Links Referenced in the Show: The Retirement Plan Checklist: https://themillionaireinsider.com/rpc Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/152 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 2/25/26 | How Millionaires Invest at the Different Levels of Wealth | There are three different levels of wealth. Today, we will review how each group invests its money and what it invests in: Millionaires ($1,000,000-$9,999,999) Deca-Millionaires ($10,000,000+) Centi-Millionaires ($100,000,000+) Today's insight will help you regardless of your current stage. In this episode, you will learn: >> (00:31) How to work with us if you want to help >> (8:53) The three different types of millionaires and how they create wealth >> (12:51) The differentiators between each level of wealth >> (15:57) How compound interest can help or hurt you >> (18:46) What millionaires invest in to generate guaranteed income >> (19:28) The millionaire spending plan Millionaires at different wealth levels invest differently. Today, we dive into the three levels. Regardless of where you are in your wealth-building journey, this episode will help you develop the mindset to achieve your goal. Enjoy the episode. Links Referenced in the Show: The Retirement Plan Checklist: https://themillionaireinsider.com/rpc Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/151 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 2/18/26 |  A Big Update & 5 Millionaire Insider Insights | My mission is simple: to help you simplify the money game so you can create a financially secure, fulfilling life and retirement you love without needing a PhD or spending hours managing your finances. On this podcast, you'll learn how to: Think like a confident, calm millionaire Stop worrying about money and second-guessing your decisions Understand whether your financial house is truly in order Free up your time and energy to focus on what matters most to you With over three decades advising millionaires, I'm in a unique position to help you make informed, thoughtful financial choices based on clarity, confidence, and what's right for you. After years of conversations as Wealth Inside and Out®, we are officially rebranding the podcast to The Millionaire Insider® Podcast. It's a name that better reflects the work we do, the clients we serve, and the life we help you create. In this episode, I share why this change matters, what it means for you as a listener, and five core Millionaire Insider insights that guide every decision, strategy, and conversation moving forward. This episode is both a reflection and a reset designed to help you move into the next season of your financial life with clarity, confidence, and intention. In this episode, you will learn: >> (12:07) What I discovered about money mindsets >> (12:29) What you must be willing to do >> (13:15) 3 traits of confident investors >> (14:45) What do you need before developing your strategies >> (18:22) The Millionaire Insider formula >> (19:02) The ultimate goal Everything we share is designed to help you understand your options, gain clarity, and achieve your goals. I look forward to the next chapter of this podcast and look forward to helping you create a financially secure retirement and a life you love. Enjoy the episode. Links Referenced in the Show: The Retirement Plan Checklist: https://themillionaireinsider.com/rpc Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/150 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 2/11/26 | 4 Money Numbers You Must Know Before Retirement | Many people believe they're "bad with money" because they don't like numbers. They say things like "I'm just not a numbers person" or "I don't do money." These statements often distract from what's really going on. That's not the real problem. The real issue is that most people have never been shown which numbers matter, or how knowing them can create confidence, clarity, and security in retirement. Often, the solution is simply to create a plan. In this episode, I break down the few essential money numbers you must understand to stop guessing and start making confident financial decisions. In this episode, you will learn: >> (2:37) Insights to reduce anxiety & fear >> (6:00) A big problem in retirement >> (10:11) One of my favorite retirement solutions >> (14:51) Net-worth and retirement readiness Money doesn't need to be complicated, but it does need to be intentional. You should understand: How much you can safely spend Where your income will come from How long your money must last The risk your plan is exposed to Then, everything changes. You're no longer confused or anxious, clarity brings confidence and stability. Even if you're not in the position you want to be in, you now can build a path to get there. If you're within 10 years of retirement—or already retired—this is critical. Without clarity around your numbers, you may: Hoard your money out of fear Overspend and ignore the long-term impact Rely too heavily on Social Security or market performance Feel anxious, nervous, or frustrated about what to do next A solid roadmap transforms feelings of overwhelm into fuel for your journey towards a secure financial future you'll love. Money becomes far less stressful when you understand the numbers that matter. What you need is clarity around how much you can spend, where your income will come from, and how long your money will last. When you have clarity, you make better decisions. You feel more confident. And you can enjoy your life and retirement without constantly worrying about money. That's what a solid financial plan provides: a clear path forward, confidence in your choices, and the freedom to spend your time doing what you love. Enjoy the episode. Links Referenced in the Show: The Retirement Plan Checklist: https://themillionaireinsider.com/rpc Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/149 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 2/4/26 | Is Retiring Abroad a Smart Move… Or a Costly Mistake? | Over the last year, I have had a record number of questions about living and retiring abroad. And while it may sound like the ultimate freedom, with lower living costs, beautiful surroundings, and a slower pace of life, there are considerations you must address before packing your bags and making a permanent move. Without the right plan, it can also introduce unnecessary financial and emotional stress. In this episode, I explain what it really takes to retire abroad successfully, so your dream lifestyle is supported by clarity, confidence, and a solid financial plan. In this episode, you will learn: >> (5:21) The lifestyle benefits of retiring abroad >> (11:15) An often-overlooked factor when moving overseas >> (15:41) Ways to stay connected and build community >> (20:10) What to consider before you move >> (22:15) Financial management when living abroad Retiring abroad isn't just about saving money; It's about the quality of life, freedom, fulfillment, and choice. Many retirees find their dollars go further in countries like Portugal, Costa Rica, Mexico, Spain, and Thailand. With the right planning, guaranteed income, and ongoing guidance, you can enjoy the freedom of living abroad without worrying about running out of money or making costly mistakes. Enjoy the episode. Links Referenced in the Show: The Financial Freedom Formula Guide: https://themillionaireinsider.com/ffg Take the Retirement Readiness Quiz https://themillionaireinsider.com/rrq Have Questions? Need Support? https://themillionaireinsider.com/sr Show notes and more information: https://themillionaireinsider.com/148 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 1/28/26 | Choosing The Right Financial Advisor | Choosing the right financial advisor can be one of the most important decisions you make, especially as you approach retirement. At this stage of life, the stakes are higher. You're no longer just accumulating, you're making decisions that will determine how confidently you can retire, how long your money will last, and how much freedom you'll have to enjoy your life. The right advisor doesn't just manage investments. They help you create a plan. As a result, you reduce uncertainty and replace worry with confidence, so you can spend less time thinking about money and more time doing what you love. In today's episode, you'll learn how to determine whether you need a financial advisor, what to look for, and how to avoid costly mistakes that can derail your retirement security. In this episode, you will learn: >> (2:23) Why choosing the right financial advisor is so important >> (5:26) A retirement case study >> (8:33) The value of ongoing advice & support >> (14:55) Where to start >> (17:02) Common red flags to watch for >> (20:22) Mistakes to avoid when choosing a financial advisor Many people delay working with a financial advisor because they feel unsure, overwhelmed, or afraid of making the wrong choice. Others have worked with advisors in the past, but never received a comprehensive plan that clearly shows where they stand and what to do next. The right advisor helps you: Know how much you can safely spend Create a reliable, guaranteed income you can't outlive Coordinate investments, taxes, and protection strategies Reduce worry about running out of money Feel confident about your financial future You deserve a plan and an advisor who truly has your back. Finding the best financial advisor for your situation is a critical step to achieving your financial goals. In today's episode, you will learn insights to help you hire the right advisor at the right time. You will leave with some tools to help find the best financial advisor based on your specific situation. Enjoy the episode. Links Referenced in the Show: The Financial Freedom Formula Guide: https://themillionaireinsider.com/ffg Request Support from our Team: https://themillionaireinsider.com/sr Get your Free Financial Checkup: https://themillionaireinsider.com/fc Show notes and more information: https://themillionaireinsider.com/147 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 1/21/26 | 5 Money Habits of Millionaires | One of the most common questions I hear is: "What money habits actually make the biggest difference—especially as retirement gets closer?" It's such an important question, and I'm excited to answer it today. After more than 35 years of advising women, couples, and families, I've seen that building lasting wealth isn't about taking big risks or chasing the next hot investment. It's about developing the right habits, creating a solid plan, and staying focused on what truly matters. In today's episode, I share five core money habits that helped me build wealth and that continue to help my clients feel confident, secure, and in control of their financial future. In this episode, you will learn: >> (2:29) The single most important habit for growing and protecting wealth, especially as you approach retirement >> (6:19) A critical financial skill every woman needs to feel confident and empowered around money >> (15:04) How long it generally take to change a habit, and why progress matters more than perfection >> (21:44) The greatest benefit of wealth, and why it goes far beyond dollars and cents If you want to create a secure financial future and retirement you love, this episode is for you. The habits I share can support you at any stage of life—but they are especially powerful when you're focused on retirement readiness, peace of mind, and financial independence. You can do this, and with the right plan and guidance, we are here to help you on your journey. Enjoy the episode. Links Referenced in the Show: The Millionaire Mindset Guide: https://themillionaireinsider.com/mmg The Magical Budget Template: https://themillionaireinsider.com/mbt Request Support from our Team: https://themillionaireinsider.com/sr Get your Free Financial Checkup: https://themillionaireinsider.com/fc Show notes and more information: https://themillionaireinsider.com/146 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 1/14/26 | How to Declutter Your Life & Finances | Clutter isn't just about piles of paper, overstuffed closets, or garages you can no longer park in; clutter creates mental noise, and mental noise makes it harder to make confident decisions about your life, your finances, and your future. For many people approaching retirement, this shows up as: Feeling overwhelmed by financial decisions Procrastinating on planning because it feels overwhelming Worrying about money without knowing exactly why Knowing you should get organized, but not knowing where to start The truth is this: clarity creates confidence, and confidence creates action. When your environment is cluttered, your mind often follows. That's why simplifying your life, physically and mentally, is one of the most powerful steps you can take toward a secure, fulfilling retirement. In this episode, you will learn: >>(3:41) What clutter and chaos really cost you emotionally, mentally, and financially >>(5:52) What happens when your home (and life) becomes simpler and more organized >>(12:58) The very first action step to begin winning your war on clutter >>(20:58) Why an organized life becomes even more important as you approach or enter retirement >>(21:51) The surprising chemical addiction that keeps people stuck in clutter >>(22:22) My personal guarantee to you Letting go of what no longer serves you, whether it's physical clutter, outdated habits, or financial uncertainty, is one of the most powerful ways to create a life that feels calm, intentional, and fulfilling. Decluttering is not about perfection. It's about creating space to think clearly, plan wisely, and enjoy your life. No matter where you are on the organizational spectrum, this episode will help you begin creating more order, clarity, and confidence, so you can move forward knowing you are building a financially secure future you love. Enjoy the episode. Links Referenced in the Show: The Financial Freedom Formula Guide: https://themillionaireinsider.com/ffg Request Support from our Team: https://themillionaireinsider.com/sr Get your Free Financial Checkup: https://themillionaireinsider.com/fc Show notes and more information: https://themillionaireinsider.com/145 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 1/7/26 | How to Reduce Money Anxiety | A recent report shares that anxiety is the most common mental health challenge people are experiencing today. And money is one of the top reasons people experience anxiety. Today, we explore ways to reduce and manage money anxiety and other stressors more effectively. If you suffer from severe mental health challenges, get support from an expert. This episode is for educational purposes and not meant to replace any mental health expert. In this episode, you will learn: >> (4:12) Ways money anxiety manifests in day-to-day life >> (5:01) One effective strategy to reduce money anxiety >> (8:16) The emotional cost of anxiety >> (11:11) One of the best ways to reduce financial anxiety >> (14:15) Simple but powerful options that get results >> (17:16) Actions you can do now to help yourself Money anxiety is a mental health issue that impacts millions of people. Today, you will learn ways to identify it, better handle it, and make choices that reduce the impact on your mental and physical health. Today, you will learn practical strategies for managing anxiety and stress related to your finances and life. If you suffer from severe mental health challenges, get support from an expert. This episode is for educational purposes and is not meant to replace any mental health professional. Enjoy the episode. Links Referenced in the Show: The Financial Freedom Formula Guide: https://themillionaireinsider.com/ffg Request Support from our Team: https://themillionaireinsider.com/sr Get your Free Financial Checkup: https://themillionaireinsider.com/fc Show notes and more information: https://themillionaireinsider.com/144 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 12/31/25 | The Actions to Achieve Results Formula | Successful people often want to achieve the results they desire, whether in business or in personal life. And yet, so often we don't. Today, I reveal the formula wealthy, healthy, and fulfilled people use to improve their odds of success. In this episode, you will learn: >> (2:19) What to do if you want a different result >> (6:34) An example of what keeps us from achieving our desired goals >> (11:03) One of the most essential skills to achieve good results >> (13:06) What most people do versus what they need to do >> (16:03) My favorite technique I use to achieve results The actions you take produce results, good and bad. So if you want different results, you need to take different actions. Today, you will learn the formula that successful people use to achieve their results and live extraordinary lives. Enjoy the episode. Links Referenced in the Show: The Millionaire Mindset Guide: https://themillionaireinsider.com/mmg Request Support from our Team: https://themillionaireinsider.com/sr Get your Free Financial Checkup: https://themillionaireinsider.com/fc Show notes and more information: https://themillionaireinsider.com/143 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
| 12/24/25 | The Best Podcast Episodes of 2025 | I enjoy browsing through a list of top podcast episodes and comparing them with my favorites. So, today I share the most popular episodes from 2025. Some of them surprised me, and interestingly, some of my favorites were among them. So, grab your favorite beverage and get ready for some binge-worthy insight. In this episode, you will learn: >> (3:49) The mindset shift from millionaire to decamillionaire >> (7:02) The average income of millionaires >> (7:54) One of the easiest ways to build generational wealth >> (10:10) Critical advice if you are within 15 years of retiring Today, I share listeners' favorite episodes from the Wealth Inside and Out® Podcast. I would love it if you could share your favorite as well as your biggest takeaway at The Millionaire Insider's Channel on YouTube! Enjoy the episode. Links Referenced in the Show: The Millionaire Mindset Guide: https://themillionaireinsider.com/mmg Request Support from our Team: https://themillionaireinsider.com/sr Get your Free Financial Checkup: https://themillionaireinsider.com/fc Show notes and more information: https://themillionaireinsider.com/142 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice. | — | ||||||
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