Secure Your Retirement
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How a Retirement Plan Should Evolve Once You Stop Working
24 mins; March 30, 2026
Geopolitical Risk and Your Money: Smart Investment Moves for 2026
22 mins; March 23, 2026
Mega Backdoor Roth 401(k): How to Build a Tax-Free Retirement Wealth
22 mins; March 16, 2026
Stock Market Outlook Risks - Opportunities, and What to Do Right Now
17 mins; March 09, 2026
How Much Cash Is Too Much Cash in Retirement?
20 mins; March 02, 2026
Stocks - ETFs - Mutual Funds - Which Is Best?
18 mins; February 23, 2026
Why Retirement Stress Is Not About Just the Market
24 mins; February 16, 2026
The Peace of Mind Pathway – Our New Book
20 mins; February 09, 2026
Portfolio and Economic Update
31 mins; February 02, 2026
5 Ways People Run Out of Money in Retirement – and How to Avoid It
18 mins; January 26, 2026
Smart Tax Moves to Make Early in the Year – Before You Miss Your Chance
18 mins; January 19, 2026
Medicare in 2026 – New Rules, Costs, and Coverage Updates
33 mins; January 12, 2026
Market Update and Investment Strategies
22 mins; January 05, 2026
Vanguard Announcement – Why It Matters to You
16 mins; December 29, 2025
Year-End Retirement Tax Checklist
20 mins; December 22, 2025
Can We Retire Early With 2 Million?
19 mins; December 15, 2025
Don’t Let Scammers Steal Your Peace of Mind
22 mins; December 08, 2025
Market Update and Strategies for Volatility
18 mins; December 01, 2025
How to Build an Income That Lasts in Retirement
23 mins; November 24, 2025
4 Tax Strategies to Lower Your 2025 Tax Bill
32 mins; November 17, 2025
Alternative Investments Explained – Lowering Risk and Improving Portfolio Balance
25 mins; November 10, 2025
Market Update and Tax Efficient Portfolio Management
25 mins; November 03, 2025
4th Quarter 2025 Economic Update
22 mins; October 27, 2025
Understanding How Annuities Fit in Retirement
20 mins; October 20, 2025
The Benefits of Life Insurance - Tax Planning - Legacy - Long Term Care
26 mins; October 13, 2025
One Big Beautiful Bill – Part 2
20 mins; October 06, 2025
The Fed Just Cut Rates - What It Means for Your Retirement
17 mins; September 29, 2025
Is It Possible to Leave Work Before 65?
25 mins; September 22, 2025
The One Big Beautiful Bill Act: What It Means for Your SALT Deductions
25 mins; September 15, 2025
Medicare Advantage Brokers and You – Staying Safe & Asking Smart Questions
20 mins; September 08, 2025
The One More Year Trap – Knowing When It's Time to Retire
19 mins; September 01, 2025
The Big, Beautiful Bill – The Standard Deduction Expansion
25 mins; August 25, 2025
Investing Before Versus During Retirement
23 mins; August 18, 2025
Should I Take My Pension as an Annuity or Lump Sum?
18 mins; August 11, 2025
NUA 101 – Understanding Net Unrealized Appreciation in Your 401K
24 mins; August 04, 2025
I’m 55 and Saved $2 Million – Here’s What Retirement Really Looks Like
30 mins; July 28, 2025
Patient Advocacy for Retirees and Caregivers
21 mins; July 21, 2025
Mid - Year Economic Update
32 mins; July 14, 2025
Triple Tax-Free – The HSA Advantage
24 mins; July 07, 2025
Transitioning into Retirement: Key Steps for a Smooth Shift
39 mins; June 30, 2025
How to Handle an Inherited IRA Step-by-Step for Beneficiaries
28 mins; June 23, 2025
What You Need to Know About Medicare Part D Changes
20 mins; June 16, 2025
Beyond the Nest Egg – Crafting Your Life Plan
22 mins; June 09, 2025
The Good Life Abroad
27 mins; June 02, 2025
The Peace of Mind Pathway – Step 3 – Nurture
19 mins; May 26, 2025
The Peace of Mind Pathway – Step 2 – Implementation
21 mins; May 19, 2025
The Peace of Mind Pathway – Step 1 – Your Roadmap
22 mins; May 12, 2025
Retirement Hobbies and Activities - What Today's Retirees Love to Do
20 mins; May 05, 2025
2025 1st Quarter Economic Update
33 mins; April 28, 2025
Life in Focus – Preserving Memories in the Modern Age
21 mins; April 21, 2025
Required Minimum Distributions – RMDs
20 mins; April 14, 2025
Estate Planning Explained: Executor Duties
24 mins; April 07, 2025
Tariffs – What They Are – How They Work – How They Impact You
21 mins; March 31, 2025
The Retirement Checklist Challenge
18 mins; March 24, 2025
Why Private Equity and Alternative Investments Matter
39 mins; March 17, 2025
The High Net Worth Guide to Secure Your Retirement
31 mins; March 10, 2025
Considering Retirement Planning Goals
24 mins; March 03, 2025
Navigating Retirement - Inflation, Market Volatility and Social Security
22 mins; February 24, 2025
2024 Tax Filing Made Easy - Key Documents & Expert Filing Tips
21 mins; February 17, 2025
2025 - Economic Update with Andrew Opdyke
27 mins; February 10, 2025
Travel Smarter - Insider Advice on Curating Once-in-a-Lifetime Trips
26 mins; February 03, 2025
2025 Considerations About the Economy
29 mins; January 27, 2025
5 Things to Know About Medicare Advantage Open Enrollment Period for Retirement
16 mins; January 20, 2025
2025 - Common Deductible Charitable Gifts in Retirement
18 mins; January 13, 2025
2025 - Important Financial Numbers in Retirement
20 mins; January 06, 2025
What Issues in Retirement Should I Consider at The Start of the Year
27 mins; December 30, 2024
How to Retire at 62 - All the Numbers You Need to Know
19 mins; December 23, 2024
Navigating Life After Losing a Spouse: Financial and Emotional Steps
17 mins; December 16, 2024
How to Retire at 62 in 2026 With Peace of Mind
18 mins; December 09, 2024
Nationwide Monument Advisor For Tax Planning Strategies in Retirement
16 mins; December 02, 2024
The Four Phases Of Retirement
31 mins; November 25, 2024
How Much Money Do I Need Saved to Spend 10,000 Per Month in Retirement?
21 mins; November 18, 2024
Annuities in Retirement as an Asset Class
18 mins; November 11, 2024
Estate Planning 101 - The Importance of a Letter to Your Heirs in Retirement
15 mins; November 04, 2024
Medicare AEP in Retirement - 5 Things You Need to Know
20 mins; October 28, 2024
Andrew Opdyke - 2024 - 3rd Quarter Economic Update for Retirement
32 mins; October 21, 2024
Long-Term Care in Retirement - Annuity and Life - Side by Side
20 mins; October 14, 2024
Retirement and The Power of FDIC Coverage and Competitive Rates
31 mins; October 07, 2024
Long-Term Care Solutions in Retirement - Hybrid Life Insurance
22 mins; September 30, 2024
Retirement Long-Term Care Solutions - Hybrid Annuity
30 mins; September 23, 2024
Long Term Care Insurance Options in Retirement
20 mins; September 16, 2024
Retirement Tax Withholding - Tips for Avoiding Tax Surprises
32 mins; September 09, 2024
Navigating Your Social Security Retirement Benefits
19 mins; September 02, 2024
De-Risking Your Investment Portfolio as You Approach Retirement
23 mins; August 26, 2024
401K Rules in Retirement After Reaching Age 50
17 mins; August 19, 2024
What Documents Should I Keep on File in Retirement?
21 mins; August 12, 2024
Social Security Spousal Benefit in Retirement
26 mins; August 05, 2024
Is Your Annuity Working For You in Retirement? - Key Reasons to Reevaluate Now
17 mins; July 29, 2024
2025 Medicare Part D Overhaul in Retirement- Key Changes in Prescription Drug Coverage
28 mins; July 22, 2024
Social Security at 62 vs 67 in Retirement
28 mins; July 15, 2024
Andrew Opdyke - 2nd Quarter Economic Update for Retirement
29 mins; July 08, 2024
Understanding Holistic Wealth Management in Retirement– Beyond Just Investments
19 mins; July 01, 2024
How Much Income Do I Need in Retirement?
15 mins; June 24, 2024
How to Avoid Scams in Retirement - Practical Tips for Preventing Fraud
21 mins; June 17, 2024
Form 5498 Demystified - Essential Tax Information for Retirement
15 mins; June 10, 2024
Annuitization Versus Deferred Annuities in Retirement
18 mins; June 03, 2024
What's The Difference Between FDIC and SIPC in Retirement?
16 mins; May 27, 2024
Turning 65 in Retirement - What To Do for Medicare
23 mins; May 20, 2024
Aging Gracefully at Home in Retirement
30 mins; May 13, 2024
Downsizing In Retirement
18 mins; May 06, 2024