Latest Episodes
April 14, 2026
Don’t Let Scammers Steal Your Retirement
Financial Literacy Month continues, and in this episode, I’m focusing on something that doesn’t get talked about enough in retirement planning—fraud and scams. After...
00:36:38
April 10, 2026
Retirement Blind Spots That Could Cost You Thousands
April is Financial Literacy Month, and in this episode, I’m breaking down some of the biggest retirement blind spots I see all the time...
00:25:09
April 08, 2026
Approaching Retirement? Don’t Miss These 6 Critical Steps
If retirement is on your radar—even a little bit—this is one of the most important conversations you can hear. In this episode of Take...
00:25:27
April 07, 2026
Podcast Extra: Saving strategies in a High-Cost Environment
Happy "America Saves Week!" Guest: Shikha Narula, Head of Consumer Deposit Products at Bank of America Key Takeaways from the Interview Saving remains a...
00:07:04
April 06, 2026
Don’t Panic: Smart Strategies for Navigating Market Volatility in Retirement
Market volatility is something we all hear about—but if you’re close to retirement or already there, it hits a whole lot differently. In this...
00:31:36
April 01, 2026
Podcast Extra: Financial Literacy Month
April is National Financial Literacy Month. It started back in the early 2000s when Congress realized too many Americans were leaving school without the...
00:02:24