Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
During this harvest-season episode, we'll look at how confident Americans feel about retirement, how much retirees may withdraw from their savings each year and the rules and strategies around required minimum distributions.
26 Sept 2026
11 Costly Medicare Mistakes to Avoid
During this episode, we'll cover common Medicare mistakes people could make around enrollment, plan selection and premiums.
19 Sept 2026
Wealth Lessons from Dolly Parton
During this episode, we'll explore what Dolly Parton's life and words could teach us about building both financial wealth and “wisdom wealth.”
5 Sept 2026
Important Moves to Make Before You Retire
During this episode, we'll cover the key financial shifts to consider in the five to 10 years before retirement.
1 Aug 2026
Building Wealth During Retirement
Today we’ll discuss strategies for continuing to grow wealth during retirement.
25 Jul 2026
Yes, You Can Spend During Retirement
During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.
11 Jul 2026
Investment Behaviors That Can Hurt Your Retirement
During this episode, we’ll examine seven common investment behaviors that may undermine retirement security.
4 Jul 2026
Is a Roth Conversion Right for You?
During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.
27 Jun 2026
What Trump Accounts Can Mean For You
During this episode, we’ll explore what Trump Accounts mean for American families.
20 Jun 2026
10 Key Retirement Ages
During this episode, we'll walk through key age milestones that help shape retirement planning.
13 Jun 2026
Five Pillars for Retirement
During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
30 May 2026
How Much Monthly Retirement Income is Enough?
During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.
22 May 2026
How to Protect Your 401(k)
During today’s show, we’ll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.
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