Latest Episodes
July 21, 2026
A Bigger Social Security Raise in 2027? Here's Why That Might Not Be Good News
Early projections suggest Social Security recipients could receive a larger cost-of-living adjustment (COLA) in 2027—but is that really something to celebrate? In this episode...
00:21:37
July 17, 2026
Social Security Spousal & Survivor Benefits: The Rules That Could Add Thousands to Your Retirement
Many people assume they understand how Social Security works—until they discover just how many important rules they've been missing. In this episode of Take...
00:24:12
July 14, 2026
Travel Smarter in Retirement: Making Every Dollar—and Every Reward Point—Count
Summer travel is in full swing—but so are higher prices. On this episode, Matt flies solo once again while Josh recovers, and welcomes Shikha...
00:22:09
July 10, 2026
AI Isn't Replacing Retirement Planning—It's Changing It Main segments: Market Update
Artificial intelligence is changing nearly every aspect of our lives—including our careers, earning potential, and ultimately, our retirement plans. This week, Josh is under...
00:20:48
June 30, 2026
You've Spent 40 Years Saving. Now Comes the Hard Part.
For decades, we've been told to save, save, save for retirement. But what happens when retirement finally arrives and it's time to start spending?...
00:19:48
June 26, 2026
Is Social Security Really Going Broke? Here's What the Headlines Aren't Telling You
Is Social Security really running out of money? If you've seen alarming headlines about the Social Security trust fund being depleted by 2032, you're...
00:19:39