• What Retirement REALLY Looks Like
    Jul 14 2026

    What if retirement wasn't really about stopping work — but about starting life? Today, we're sharing some powerful real-life stories of families who've RECENTLY made the leap into retirement.

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    25 mins
  • Rule of 55: Are You Retiring Before You're Ready?
    Jun 3 2026

    What if you could get to your retirement savings early — penalty-free — but end up less confident about retiring?

    Today we're talking about Rule of 55…and why retiring early just because you can access your money might actually keep you from ever FEELING retired.

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    19 mins
  • Stop Obsessing Over the Wrong Risks
    May 15 2026

    Author Morgan Housel once said: 'You should obsess over risks that do permanent damage and care little about risks that do temporary harm, but the opposite is more common.' And he's right—most investors spend more energy worrying about the noise than the real danger. We'll talk about it on this episode.

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    26 mins
  • Should I Pay Off My Mortgage Before Retiring?
    Apr 29 2026

    One of the top questions we hear from people right before retirement is: Should I pay off my mortgage? It sounds simple, but the answer is a little more complicated. Today we're going to break it down.

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    18 mins
  • 6 Types of Retirement Income — Ranked: Which Ones Build the Most Confidence?
    Apr 10 2026

    What if I told you that two people could have the same retirement income…but one lives confidently and the other is constantly worried they're spending too much?

    Today we're ranking six types of retirement income — from the ones that feel stressful to spend…to the ones that create total confidence.

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    28 mins
  • What We Wish Everyone Knew Before Their First Meeting With Us
    Mar 25 2026

    Most people get a little nervous before their first meeting with a financial advisor. They wonder—what will they ask me? Am I going to get pitched on products? Do I need to have all my paperwork ready? Today, we're pulling back the curtain on what we wish everyone knew before their first meeting with us.

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    22 mins
  • How to Retire in Your 50's (Without Regret)
    Feb 27 2026

    More people than ever are asking: Can I retire in my 50s?

    And maybe the better question is…Can I retire in my 50s without regret?

    Today we're talking about what it actually takes to retire early and still feel confident about the life ahead.

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    24 mins
  • Why Financial Headlines Keep You Anxious (and Broke)
    Feb 6 2026

    You've probably seen the headlines: 'Crash coming,' 'Recession inevitable,' or 'Buffett moves to cash.' And it raises the question: are these headlines really helping investors? Or are they quietly sabotaging good decisions?

    For most people nearing or in retirement, the media noise does more harm than good. Today, we're unpacking why that is, and more importantly, what you can do to insulate yourself from it.

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    15 mins