Avoid These Costly Mistakes When Selling Your Home (Ep. 32)

What You Need To Know About the One Big Beautiful Bill (Ep. 31)

LGBTQ+ Legal Planning: Protecting Your Rights if Marriage Equality Is Overturned (Ep. 30)

Tips & Traps: What You Need To Know About Taxes (Ep. 29)

Retiring to a Life You Love in Portugal with Glenda Cole (Ep. 28)

Client Concierge and Paperwork Queen: How Lauren Morris Makes Your Life Easier at Gessner Wealth Strategies (Ep. 27)

You Got Laid Off – Now What? 10 Important Steps to Take (Ep. 26)

How To Find the Right Financial Advisor (Ep.25)

Holding More Stocks and Less Bonds: Commentary from our Expert Investment Team (Ep. 24)

How Are My Social Security Benefits Taxed? (Ep. 23)

Important Tax Mistakes to Avoid {That CPAs Wish You Knew} (Ep.22)

Will Social Security Run Out of Money and Optimizing Your Benefits (Ep. 21)

Behind The Curtain: What You Need To Know About Annuities (Ep.20)

Retirement Checklist: 6 Questions To Ask Yourself (Ep.19)

Long-Term Disability Insurance: What You Don’t Know Can Hurt You (Ep.18)

Discovering Your Purpose in Retirement – Planning for Happiness in the Next Chapter of Your Life with Sue Mintz (Ep.17)

Turning Your Hobby Into a Paid Passion with Lee Rathbun (Ep.16)

Medicare: A Comprehensive Guide with Joanne Giardini Russell (Ep.15)

Retiring Abroad: How Glenda Cole is Living Her Storybook Life in Portugal (Ep.14)

Top Takeaways from 2023 (Ep.13)