The Retirement Success Pod(k)ast

October is National Retirement Security Month, a time dedicated to raising awareness about the importance of retirement planning. Whether you're just getting started or refining your strategy, every step you take today can help create the retirement you envision tomorrow. In this episode, we're talking about how saving today can help create income when your paycheck stops, why even small actions matter, and how to make your next move toward retirement success. M-998868-2026-09-09

Healthcare costs are always rising and in retirement, healthcare spending will be one of your biggest expenses. Join us to learn about costs, strategies for saving, and how Medicare works.  Linked resources: Looking ahead with long-term care M-984124-2026-08-10

If your retirement is coming up fast and you don’t have a plan or savings for this phase of your life, it’s time to take action. Whether you have 15 years to retirement or 5, this episode can help you get started. M-988586-2026-08-18

More adults than ever are moving back home to improve their finances, but success requires more than just saving on rent. In this episode, Karen and Nick discuss how boomerang kids can create financial goals, establish healthy boundaries with parents, develop a realistic timeline for moving out, and turn a temporary living arrangement into a long-term financial advantage.   M-994771-2026-09-01

AI-powered financial scams are evolving rapidly into sophisticated, authentic looking, personalized and emotionally convincing. Today we’re talking about some of the ways AI is used to perpetuate financial scams and tips on how to avoid them. M-957832-2026-06-25