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Secure Your Retirement
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6 Considerations for Your Estate Plan
23 mins; May 30, 2022
When is Cash Good?
18 mins; May 23, 2022
Tax Planning Versus Tax Preparation
21 mins; May 16, 2022
The Retirement Bucket Strategy
16 mins; May 09, 2022
Lynne Bowman - Brownies for Breakfast
29 mins; May 02, 2022
Wine Down - Social Security Questions Answered
21 mins; April 25, 2022
Roderick Spann – 5 Medicare Mistakes to Avoid
21 mins; April 18, 2022
Bonds Versus Bond Alternatives
18 mins; April 11, 2022
Evie Brooks - Real Estate Investing in Panama
24 mins; April 04, 2022
Wine Down - 3 Questions on Investing In 2022
20 mins; March 28, 2022
What's The Difference Between a Mutual Fund and an ETF?
20 mins; March 21, 2022
Marcia Miller – Alternatives for Assisted Living
21 mins; March 14, 2022
Jaime Ramirez - Protecting Against Cyber Attacks
18 mins; March 07, 2022
Wine Down - 5 Retirement Planning Questions
19 mins; February 28, 2022
Risk-Adjusted Portfolio How It Works
19 mins; February 21, 2022
Angelina Carlton - Designing Your Legacy
27 mins; February 14, 2022
Norm Robillard Ph.D. – Digestive Health
27 mins; February 07, 2022
Wine Down – Retirement Planning Options
27 mins; January 31, 2022
2022 Tax Guide and Updates
28 mins; January 24, 2022
Andrew Opdyke - 2022 and the Economy
25 mins; January 17, 2022
2022 Retirement Issues to Consider
27 mins; January 10, 2022
Dan Sheeks – A Teenager's Guide to Achieving Financial Freedom
24 mins; January 03, 2022
What To Consider About Long-Term Care
23 mins; December 29, 2021
Wine Down - Secure Your Retirement Podcast Memories
19 mins; December 27, 2021
Retirement Before Medicare
14 mins; December 22, 2021
How to Create an Estate Plan Without the Stress
29 mins; December 20, 2021
How to Have Peace of Mind During Troubled Times
20 mins; December 15, 2021
Steven Jarvis - Tax Planning for Retirement
32 mins; December 13, 2021
Federal Reserve, Inflation and the Economy
17 mins; December 08, 2021
Laurence Kotlikoff – Money Magic
33 mins; December 06, 2021
Considerations For Charitable Giving
17 mins; December 01, 2021
Wine Down - Tips and Lessons Learned - Continuous Care Retirement Communities - CCRC
33 mins; November 29, 2021
Should I Consider an Annuity in My Financial Plan?
19 mins; November 24, 2021
Shellee Howard - College Ready - Without Losing Your Mind or Money
33 mins; November 22, 2021
The Market Is High Should I Sell
20 mins; November 17, 2021
Jennifer Pilates - How Pilates Can Reform Your Body
28 mins; November 15, 2021
IRAs - Required Minimum Distributions
20 mins; November 10, 2021
Allan Milham - Transition into The Third Act of Life
22 mins; November 08, 2021
Inflation And Your Retirement
22 mins; November 03, 2021
Myra Oliver - Down Home Money
22 mins; November 01, 2021
How To Protect Against Being Scammed
20 mins; October 27, 2021
Wine Down - Tips and Lessons Learned for Retirement Planning
32 mins; October 25, 2021
4 Questions to Help Your Income Plan
19 mins; October 20, 2021
Diane Pleuss - Finding a New Career After Age 50
32 mins; October 18, 2021
4 Steps to a Healthy, Financially Secure Retirement
18 mins; October 13, 2021
Andrew Opdyke - The Economy-Inflation-Unemployment-Evergrande
29 mins; October 11, 2021
Protect Against Identity Theft and Fraud
21 mins; October 06, 2021
Steve Moskowitz – Small Business Tax Planning
34 mins; October 04, 2021
8 Mistakes to Avoid When Choosing an Advisor
18 mins; September 29, 2021
Wine Down - Mortgages - Fear Selling - Getting Hacked
20 mins; September 27, 2021
10 Step Layoff Survival Guide
20 mins; September 22, 2021
Chess Griffin - Special Needs Trust - What You Need to Know
24 mins; September 20, 2021
Fees, Commissions, and Being a Fiduciary
21 mins; September 15, 2021
Lynn Cherry - Learning the Game of Pickleball
25 mins; September 13, 2021
What Should You Consider If Your Spouse Passes Away?
17 mins; September 08, 2021
Paul Moore - Secrets of The Super Wealthy
27 mins; September 06, 2021
4 Costly Misconceptions About Retirement Planning
21 mins; September 01, 2021
Wine Down - Power of Attorney - 401Ks - Social Security
18 mins; August 30, 2021
College Planning Using a 529 Plan
22 mins; August 25, 2021
Andy Robin - How To Have a Tapas Life
29 mins; August 23, 2021
Avoid 4 Retirement Investment and Planning Rip-Offs
22 mins; August 18, 2021
Julie Herres - Potential Tax Changes Coming
24 mins; August 16, 2021
Secure Your Retirement - Introducing Our New Book
19 mins; August 11, 2021
Social Security Strategies
30 mins; August 09, 2021
What Happens to My Money if Something Happens to My Advisor?
18 mins; August 04, 2021
Holley Kelley - Aging Greatfully Into Retirement and Beyond
26 mins; August 02, 2021
Tax Strategies for Non-IRA Brokerage Accounts
20 mins; July 28, 2021
Wine Down - Taxes, Roth Conversion, Market Correction and Inflation
19 mins; July 26, 2021
What Is the Process to Move from One Advisor to Another?
19 mins; July 21, 2021
Andrew Opdyke -The Economy - 2nd Quarter Update 2021
29 mins; July 19, 2021
How Do I Break Up with My Current Advisor?
20 mins; July 14, 2021
Renee Hillman – Buying and Selling Real Estate in a Hot Market
23 mins; July 12, 2021
Having A Team Approach in Retirement
15 mins; July 07, 2021
Scott Oots – How to Buy a Rental Property
29 mins; July 05, 2021
Life Insurance in Retirement
19 mins; June 30, 2021
Wine Down – 5 Common Retirement Questions
18 mins; June 28, 2021
What Is a Robo-Advisor?
15 mins; June 23, 2021
Uwe Dockhorn - Liberating Your Life for Retirement
26 mins; June 21, 2021
How To Have A Successful Retirement Plan
21 mins; June 16, 2021
Coach Chris – How to Travel on A Budget
32 mins; June 14, 2021
Should You Invest in Cryptocurrency?
17 mins; June 09, 2021
Karen Duncum - How to Live Vibrantly
23 mins; June 07, 2021
What is an Exchange Traded Fund (ETF)?
18 mins; June 02, 2021
Wine Down - We Need Your Help
22 mins; May 31, 2021
How Do Financial Advisors Get Paid?
20 mins; May 26, 2021
Kevin Huston - How Does Medicaid Planning Work?
23 mins; May 24, 2021
How to Know Your Advisor Is Not a Bernie Madoff
21 mins; May 19, 2021
Chess Griffin - Do You Need a Trust?
25 mins; May 17, 2021
How Does a Variable Annuity Work?
21 mins; May 12, 2021
Dean Ogan - Grill Like a Chef
32 mins; May 10, 2021
How To Leave Money To The Next Generation
19 mins; May 05, 2021
Vix Munro - Is A Financial Coach Right For You?
28 mins; May 02, 2021
Should You Pay Off Your Mortgage?
14 mins; April 27, 2021
Wine Down - Estate Planning - Long Term Care and More
34 mins; April 25, 2021
How To Convert an IRA to a Roth IRA
21 mins; April 20, 2021
Andrew Opdyke - The Economy After The First Quarter 2021
24 mins; April 18, 2021
How Does Inflation Affect Retirement?
19 mins; April 13, 2021
Dr. Amy D’Aprix - Navigating Life's Changes
25 mins; April 11, 2021
Can You Retire Early?
20 mins; April 06, 2021
Dr. Prakash - Living Your Healthiest Life in Retirement
30 mins; April 04, 2021
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