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What Dolly Parton Can Teach You About Smart Money Moves

23 Jan 2025
Dolly Parton isn’t just a music icon—she’s a source of timeless wisdom. In this episode, we explore her most inspiring quotes and how they can guide your financial decisions, from saving to dreaming big. Let Dolly’s advice help you build a life, and wallet, worth singing about!

The Snowbird Retirement: Is a Seasonal Move Right for You?

09 Jan 2025
Brrr, it’s cold out there! Winter has a lot of people thinking about warmer weather. For some, that just means an annual vacation down south. But for certain retirees, they choose to live elsewhere through the brunt of winter, becoming “snowbirds.” Is snowbird life for you? Let’s talk about what motivates people to take up temporary residence elsewhere, where they go, and if it’s worthwhile.

Transform Your Money Mindset in 30 Days (2025 Method)

19 Dec 2024
Today, we’re unveiling the 2025 Method to transform your money mindset in just 30 days. Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve financial comfort.

Most Americans Are Forced to Retire Early – Are You Ready?

05 Dec 2024
Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans.

Why Retirement is Harder Now

21 Nov 2024
In many ways, retirement planning was easier for previous generations. If you’re retiring now, you face a completely different set of challenges than your parents or grandparents did. Let’s talk about why the retirement planning decisions of the past were easier to make…

Reasons You Might NOT Need An Advisor

07 Nov 2024
The obvious thing for us to do on this podcast is to talk about all the reasons why you should work with a financial advisor. And we do that! But today, we're going to have some fun and share some reasons why you shouldn't. Stay tuned!

Retirees In Their 70s Regret These 5 Things

19 Sep 2024
A random, retired YouTuber did a simple video exploring the top 5 regrets from other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire.

The Magic 8 Ball’s Guide to Retirement Planning

05 Sep 2024
Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retirement questions if it had the wisdom of a financial advisor?

Noah’s Ark & Retirement Planning: Lessons in Preparing Ahead

27 Jun 2024
Ever heard the saying, ‘Always plan ahead. It wasn’t raining when Noah built the ark’? Well, today we're diving into that very concept. How did Noah's forward-thinking approach help him survive the flood, and what can it teach us about preparing for retirement? Tune in as we unpack the ancient wisdom of Noah’s Ark and its modern-day implications for ensuring your retirement is secure, no matter what storms might be on the horizon.

Take the Fork: Yogi’s Wisdom on Making Financial Choices

13 Jun 2024
In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi’s memorable sayings!

Common Executor Mistakes To Avoid

23 May 2024
Being an estate executor involves many responsibilities with various people and organizations. In this week's episode, we'll discuss some common mistakes executors make and how to avoid them. We're pleased to have Estate Attorney, Philip Corson, joining us once again for today's show.

Practical Steps After Losing a Loved One

09 May 2024
While death is an inevitable part of life, discussions about what happens afterward are often overlooked. In this episode, we're joined by estate planning attorney Philip Corson to shed light on the aftermath of losing a loved one.

Your Financial Wellness Check-Up

25 Apr 2024
Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.
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