Latest Episodes
April 21, 2026
Stop These Financial Mistakes Before It’s Too Late
What are the biggest financial mistakes that can quietly derail your retirement? In this episode, Josh and I break down some of the most...
00:27:22
April 18, 2026
Forget the “Magic Number”: How to Actually Prepare for Retirement
How much do you really need to retire? You’ve probably heard the latest “magic number”—$1.46 million—but in this episode, I’m breaking down why that...
00:30:40
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