TEMPLE TALK RADIO

During this episode, we'll walk through what an emergency fund is, why it matters, and how to figure out the right amount to save.

During this episode, we'll walk through key age milestones that help shape retirement planning.

During this episode, we’ll explore what Trump Accounts mean for American families.

During this episode, we’ll examine seven common investment behaviors that may undermine retirement security.

During this episode, we'll walk through nine practical steps for workers who find themselves laid off close to retirement.

During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.

Join us for a special tribute to the "City of Charm" as we sit down with local expert Ernie Havens to explore the unique economic heartbeat of Baltimore. We dive into the community-driven initiatives and historic investments that continue to shape the city’s financial landscape and future growth. Whether you’re a resident or a curious investor, this episode offers a refreshing look at ho...

This episode explores the connection between financial education, retirement planning, and estate preparation in light of the recent merger between Pinnacle and Lone Star. The discussion highlights the importance of coordinating investment strategies, wills, trusts, beneficiary designations, and long-term financial goals to help families avoid costly mistakes and unnecessary stress. Listeners will...

During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.

During this episode, we’ll consider how properly utilizing Social Security’s spousal benefit may make your benefit even more powerful.

During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.

In this episode Steve welcomes special guest Mark Groom from LoneStar Wealth Management, to talk about their new partnership.

During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement.

During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.

In this episode, we explore why breaking down the silos between tax professionals, estate attorneys, and advisors is the ultimate hack for long-term wealth. We sit down with industry leaders to dissect how a unified "team-based" approach not only simplifies your life but significantly improves your bottom line. Join us as we dismantle the old-school barriers and map out a more collaborat...

During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.

During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.

During this show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want.

During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.

During this episode, we’re going to look at some of the financial signs that retirees should be aware of in 2026.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

This episode provides a comprehensive look back at the 2025 market performance while previewing the high-level strategies discussed at our recent Financial Summit. Tune in to hear exclusive takeaways from the summit’s industry experts on how to position your wealth for the unique economic challenges and opportunities of the year ahead.

Kick off 2026 to share practical strategies for setting and actually maintaining your financial resolutions for the year ahead. We take a look back at the most pivotal moments from our 2025 episodes, revisiting key discussions on the government shutdown and the importance of long-term retirement strategies. Join us for this comprehensive year-in-review that distills a year’s worth of wisdom into a...

During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.

Choosing a financial advisor can feel overwhelming, but it doesn't have to be! In this episode, we explore common pitfalls to avoid, from prioritizing commissions over your needs to working with an advisor who isn't a fiduciary. Tune in to learn how to find the perfect financial partner for your journey.