The Retirement Success Pod(k)ast

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

As housing costs rise and more adult children return home, many parents are finding themselves supporting a second generation while trying to prepare for, or live through, retirement. In this episode, Karen and Nick explore the financial realities of boomerang kids, including the impact on parents retirement savings, household expenses, family dynamics, and the important boundaries every parent should establish before opening the door. M-963889-2026-07-09

Staying in control of your money is essential to your financial wellness. Join us to learn how completing a small task can help you stay in control stay and ensure that your retirement account assets are distributed according to your wishes upon your death and the importance of beneficiary designations. We’ll answer how changes to your marital status or family composition can affect your accounts and the rules and options that apply to inherited retirement accounts distributions. M-950067-2026-06-09