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On the show
Recent episodes
The Wealth Defender Playbook
Feb 14, 2026
47m 48s
The Retirement-Rewirement Playbook
Oct 4, 2025
48m 50s
One Big Beautiful Bill
Sep 30, 2025
41m 25s
Why Most Retirement Plans Fail and How to Fix Yours
Sep 24, 2025
51m 15s
Retirement Unfiltered: What You Need to Know Now
Sep 19, 2025
48m 26s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 2/14/26 | The Wealth Defender Playbook✨ | wealth managementfinancial planning+1 | — | Wealth Defender PlaybookThe Wealth Defender Playbook | — | wealth defenderfinancial security+1 | — | 47m 48s | |
| 10/4/25 | The Retirement-Rewirement Playbook✨ | retirementfinancial planning+1 | — | retirement calculatorsinvestment portfolios+1 | — | retirement planningfinancial independence+1 | — | 48m 50s | |
| 9/30/25 | One Big Beautiful Bill✨ | financemoney management+1 | — | financial planning toolsbudgeting apps | — | financial literacybudgeting+1 | — | 41m 25s | |
| 9/24/25 | Why Most Retirement Plans Fail and How to Fix Yours✨ | retirement plansfinancial planning+1 | — | — | — | retirementfinancial security+1 | — | 51m 15s | |
| 9/19/25 | Retirement Unfiltered: What You Need to Know Now✨ | retirementfinancial planning+1 | — | — | — | retirement planningfinancial security+1 | — | 48m 26s | |
| 5/8/25 | 10 Signs You're Not Ready to Retire✨ | retirementfinancial planning+1 | — | — | — | retirement readinessfinancial security+1 | — | 47m 58s | |
| 3/15/25 | The House Just Passed $4.5 TRILLION in Tax Cuts✨ | tax cutsgovernment spending+1 | — | House | — | tax policyfiscal policy+1 | — | 47m 23s | |
| 2/8/25 | The Hidden Costs of Retirement No One Talks About✨ | retirementfinancial planning+1 | — | — | — | retirement costsfinancial advice+1 | — | 45m 39s | |
| 1/18/25 | Changes Coming to Social Security IRAs and 401(k)s in 2025✨ | Social SecurityIRAs+2 | — | Social Security | — | retirementfinancial planning+1 | — | 48m 03s | |
| 7/29/24 | Mastering the Art of Social Security Timing✨ | Social SecurityRetirement Planning+1 | — | Social Security | — | Social Security TimingRetirement Income+1 | — | 46m 13s | |
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| 7/17/24 | Mastering the Triple Tax Benefits of an HSA for Personal Finance Success | No description provided. | — | ||||||
| 3/16/24 | The Future of Social Security | No description provided. | — | ||||||
| 2/12/24 | Managing Retirement Risks: 10 Strategies to Beat Inflation & Keep Your Wealth | No description provided. | — | ||||||
| 2/3/24 | The Silver Lining in Rising Interest Rates 2024 | No description provided. | — | ||||||
| 1/29/24 | Opportunities When it Comes to Your Retirement Plan Changes in 2024 | No description provided. | — | ||||||
| 1/28/24 | Say Goodbye to Tax Deferral | No description provided. | — | ||||||
| 1/21/24 | Facts to Know Before Taking the Social Security Lump Sum Cash Option | No description provided. | — | ||||||
| 1/17/24 | Important Retirement Plan Changes for 2024 | Can I Afford to Retire? | No description provided. | — | ||||||
| 10/31/23 | Should You Roll Over Retirement Funds or Stay Put? | No description provided. | — | ||||||
| 10/3/23 | Hidden Wealth: The Unconventional Success of Retirees Who Are Poor On Paper | No description provided. | — | ||||||
| 9/11/23 | Year-End Tax Savings Strategies | No description provided. | — | ||||||
| 8/21/23 | 6 Strategies to Keep More of Your Money in Retirement | No description provided. | — | ||||||
| 7/17/23 | What's the Most Important Number in Retirement Planning? | No description provided. | — | ||||||
| 6/12/23 | How to harness the tax strategies of the affluent and super wealthy | No description provided. | — | ||||||
| 5/22/23 | Don't Run Out of Money in Retirement | No description provided. | — | ||||||
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