Latest Episodes
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
March 31, 2026
The Widow's Playbook: Protecting Your Financial Future Before and After Loss
This is part two of our series on the financial realities of losing a spouse, and in this episode, Josh and I shift from...
00:37:47
March 27, 2026
The Financial Reality of Losing a Spouse: What LGBTQ+ Couples Need to Know
In this episode, my husband Josh and I tackle one of the toughest topics in retirement planning: what happens financially when you lose a...
00:27:48