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Success in the New Retirement
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Spring Cleaning Your Retirement Tax Strategy
10 mins; March 14, 2024
Acute Wealth Takes Over Nashville With George Birge
7 mins; March 12, 2024
Retiring on $1M or Less
11 mins; March 05, 2024
Tax Scams Targeting Your Retirement Plan
21 mins; February 27, 2024
Can You Retire With Less Than $5 Million?
13 mins; February 15, 2024
Updating Your ROTH Strategy
11 mins; February 13, 2024
Do You Need One More Year to Retire?
16 mins; February 06, 2024
Is the Risk Worth the Reward in Retirement?
16 mins; January 30, 2024
Hot Dogging Your Retirement
17 mins; January 23, 2024
Why We Don't Seek Retirement Help: Unveiling the Truth
17 mins; January 16, 2024
Setting Financial Goals, Not Resolutions
15 mins; January 09, 2024
Preparing for the Expiring Trump Tax Cuts
11 mins; December 13, 2023
Updates to Your 401k Strategy
20 mins; December 12, 2023
Love/Hate Relationship with Annuities
8 mins; December 07, 2023
Political Side of Investing
11 mins; December 05, 2023
What to Expect in the First Appointment
11 mins; November 28, 2023
Stop Fudging the Retirement Numbers!!
18 mins; November 21, 2023
Your Money Lost & Found
16 mins; November 14, 2023
Do This Before the End of 2023
9 mins; November 07, 2023
49% of Adults Must Be Confused About Taxes
18 mins; October 31, 2023
Three Pillars of a Proper Financial Plan
16 mins; October 24, 2023
Damon Roberts Conversation with Dr. Roger Ibbotson
12 mins; October 17, 2023
A "Swift" Tax Strategy
17 mins; October 10, 2023
Matt Deaton Sits with Yale Professor of Finance Dr. Roger Ibbotson
12 mins; October 03, 2023
Tax Advantages of ROTH IRA
11 mins; September 26, 2023
Learn a root cause of inflation and when to [never] rely on TikTok for retirement advice
19 mins; September 19, 2023
Only 35% of Adults Get "This" Right
17 mins; September 12, 2023
Voting With Your Wallet
11 mins; September 05, 2023
$53 Trillion Up For Grabs - Who Wants It?!
10 mins; August 29, 2023
Boomers Are Getting Left Behind
19 mins; August 21, 2023
Is Mickey Worth The Stress?!
14 mins; August 14, 2023
Questionable Advice from a Billionaire
20 mins; August 07, 2023
How Big is Your Paycheck?!
12 mins; July 31, 2023
Building Income Through an Annuity
10 mins; July 24, 2023
Aloe for Your Burned Portfolio
16 mins; July 17, 2023
Most Common Needs Ignored
11 mins; July 10, 2023
What Do Adults Really Want?!
16 mins; July 03, 2023
Misconceptions About Annuities
9 mins; June 26, 2023
What Do Retirees Really Want?
18 mins; June 19, 2023
Finding Your Tax Strategy
9 mins; June 12, 2023
Building Confidence in a Plan
12 mins; June 05, 2023
When Snooping is Encouraged
11 mins; May 29, 2023
3 Legs to a Full Financial Plan
18 mins; May 22, 2023
How DIY Could Mean DONT
11 mins; May 17, 2023
Challenges & Solutions for Women in Retirement
8 mins; May 15, 2023
Country Superstar Lainey Wilson Talks Trust
9 mins; May 10, 2023
Pitfalls of Using 401k for Emergencies
10 mins; May 08, 2023
Advice for the Nervous Investor
17 mins; May 01, 2023
Tax Freedom Day.. That Isn't
20 mins; April 24, 2023
Dangers of Timing the Market
19 mins; April 17, 2023
How Much is TOO Much?!
21 mins; April 10, 2023
Stop Listening to Your Family
18 mins; April 03, 2023
Why 64% of Retirees Can't Sleep Comfortably
20 mins; March 27, 2023
Did We Learn NOTHING From 2008?!
19 mins; March 20, 2023
Power of Patience
19 mins; March 13, 2023
Retirement Lessons from... Justin Bieber?
22 mins; March 06, 2023
Most Common Retirement Fear
18 mins; February 20, 2023
Trusting a 90% FAILURE Rate?!
20 mins; February 13, 2023
Taking the "Brady" Approach to Retirement
16 mins; February 06, 2023
Retirement Lessons While Pumping Gas
21 mins; January 30, 2023
Buckle Up: 2-3 Years of Recovery is Possible
18 mins; January 23, 2023
2023 Outlook
18 mins; January 16, 2023
Lessons From a Rough 2022
15 mins; January 09, 2023
Laziest Word in Financial Planning
20 mins; January 02, 2023
Smiling Through a Forced Retirement
7 mins; December 26, 2022
Too Soon to Stress About the 2024 Market?!
20 mins; December 19, 2022
2023: Banner Year or Bad Recession?
18 mins; December 12, 2022
Do You Have Time To Recover?
19 mins; December 05, 2022
How to Supersize Your Retirement Plan
17 mins; November 21, 2022
Trickle Down Layoffs
16 mins; November 15, 2022
Is $1.2M Enough to Retire?
17 mins; November 07, 2022
Safe to "time" the Market?
19 mins; October 31, 2022
Time to Consider Delaying Retirement?
18 mins; October 24, 2022
Changes To Your RMD
15 mins; October 17, 2022
An Economic Milestone That Will Affect Your Grandkids Kids
15 mins; October 10, 2022
Even E.T. Needs a Tax Strategy
16 mins; October 03, 2022
it's Tax Harvesting Season!
16 mins; September 26, 2022
What the Latest CPI Numbers Really Mean
18 mins; September 20, 2022
Your Net Worth is Worthless
18 mins; September 12, 2022
Playing Politics
20 mins; September 05, 2022
Creating a "Degenerate" Bucket
20 mins; August 29, 2022
"Fatal Flaw" in Target Date Funds
20 mins; August 22, 2022
Understanding The Inflation Reduction Act
27 mins; August 15, 2022
Is the Worst Yet To Come?
23 mins; August 08, 2022
"Experts" To Avoid in Financial Planning
14 mins; August 01, 2022
Being Happy While Jobless
16 mins; July 25, 2022
Relief From Record High Inflation
17 mins; July 18, 2022
When Snooping is Acceptable
11 mins; July 11, 2022
Defining a "Mild" Recession
14 mins; July 04, 2022
Preparing for a Recession
16 mins; June 27, 2022
Finding Perspective in a Down Market
14 mins; June 20, 2022
Uncomfortable Questions to Ask Your Advisor
11 mins; June 15, 2022
Vice President Mike Pence
10 mins; June 13, 2022
Summer Predictions - The Good and Bad
9 mins; June 06, 2022
Benefits of a Recession
14 mins; May 30, 2022
Finally, Some Inflation Relief?!
16 mins; May 23, 2022
Bill Murray Joins Success in the New Retirement
11 mins; May 18, 2022
Silver Lining to a Recession?
16 mins; May 16, 2022
Handling Work Anxiety
18 mins; May 09, 2022
America Is Not built For 4-Day Work Weeks
9 mins; May 02, 2022
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