What Your Money Would Say

Can headline-grabbing stocks and hot IPOs really build a secure retirement—or can the frenzy lead you straight into hidden pitfalls? Join Andrew McNair and Kelly Dame as they unpack why even smart, confident savers get caught in the wave of investment hype. Discover the subtle risks that lurk beneath buzzworthy opportunities and how a purposeful plan can be your strongest shield. Tune in for eye-o...

Would you be ready if you had to retire tomorrow? Most Americans retire earlier than planned—and the reasons are far from simple. In this episode, Andrew McNair of Swan Capital and Kelly Dame unpack the surprising risks, emotional wake-up calls, and hidden decisions facing today’s retirees. Discover why the old playbook won’t cut it, how your health and job could alter everything in an instant, an...

Is your retirement ready to weather the storm—or just patched up with duct tape and hope? Rising costs, longer lifespans, and unexpected pitfalls threaten to stretch your nest egg far thinner than you planned. Andrew McNair and Kelli Dame tackle the hard truths about modern retirement: why old rules-of-thumb are outdated, how guaranteed income fills the gaps, and the hidden dangers of inflation, t...

Is retirement a leap into freedom—or a balancing act on a financial pogo stick? Rising costs, unpredictable expenses, and longer lifespans threaten to turn your nest egg into a melting pot of worry. Andrew McNair joins Kelly Dame to dissect the hidden risks facing retirees, expose common planning mistakes, and reveal how a real income blueprint can outsmart uncertainty. Will your money serve your...

What if the biggest retirement threats aren’t the ones making headlines? Join Andrew McNair and Kelly Dame as they unravel the low-profile habits of quietly wealthy families—exploring how they build, protect, and enjoy their fortunes. From overlooked tax traps to emotional roadblocks and the surprising advantage of having a written financial plan, this episode sets out to demystify retirement read...

Is retirement truly the “golden years” if Americans are more anxious than ever about it? This episode dives into the roots of widespread retirement insecurity—from stubborn inflation and vanishing pensions to the complexities of Social Security and healthcare. You'll hear candid conversations about the most common misconceptions, the pitfalls of old financial wisdom, and practical moves to help re...

“What happens when your retirement plan faces a marathon, not a finish line?” In this episode, Andrew McNair unpacks the ripple effects of global economic uncertainty, surging inflation, and crucial Social Security decisions. The conversation examines how women’s retirement is uniquely shaped by longevity and financial independence, and why confident planning goes far beyond numbers alone. Discove...

"Why are most Americans blindly winging their finances—and what would your money say about your habits?" This episode dives into the hidden pitfalls of complacency, procrastination, and fee ignorance, spotlighting how even small changes can deliver major improvements. Andrew McNair shares candid stories and actionable insights, including the unique ‘sleep study’ approach to stress-testing your ret...

Are you worried the economic chaos overseas could sabotage your retirement dreams? With oil prices surging, recession predictions swirling, and market volatility rising, Andrew McNair of Swan Capital unpacks why panic is the enemy—and reveals what seasoned investors do differently when the headlines get scary. From the hidden dangers of “just waiting it out,” to the crucial moves that could determ...

What keeps so many Americans from reaching retirement goals—behavior, bad advice, or something deeper? Andrew McNair explores staggering statistics that reveal just how unprepared the average family really is, then digs into overlooked behavioral traps, misconceptions about saving, and the power of mentorship. This episode sets a candid tone, as Andrew shares practical ways to shift from passive s...

“Is your financial plan ready for the world’s next curveball?” With global conflict and economic uncertainty dominating headlines, Andrew McNair and Kelly Dame break down how emotional reactions can sabotage long-term wealth, why true diversification matters more than ever, and how a sound plan can help retirees weather inflation, market swings, health care costs, and even the lure of a bold new c...

What if a single moment could redefine both your future and your finances? In this episode, Andrew McNair and Kelly Dame tackle the often-unspoken realities that come with losing a spouse—revealing the frequently overlooked financial jolts, tax landmines, and emotional pitfalls that follow. Discover why grief isn’t just emotional, but can cloud your financial judgment, and how small missteps can e...

What happens when panic collides with your portfolio? In this episode, Andrew McNair unpacks the emotions behind investing and reveals the hidden dangers of knee-jerk financial decisions. Discover how seasoned investors weather market turbulence, why diversification isn’t just a buzzword, and what secrets your sleep study might expose about your retirement plan. With stories, analogies, and timele...

Is retirement just a distant dream, or could you wake up tomorrow living life on your own terms? Step inside the real challenges and unexpected truths of retiring early, from pinpointing your “Thrive Number” to navigating hidden risks like debt, income gaps, and the insidious sequence of returns. The mood is candid and empowering as Andrew McNair and Swan Capital reveal what it truly takes to enjo...

"What does it really mean to be ready for retirement? Explore the hidden layers behind this life-changing decision with Swan Capital’s Andrew McNair—where identity, emotions, finances, and purpose collide. Discover the overlooked questions, the financial ‘sleep number,’ and why your hobby might just shape your next chapter. From Social Security strategies to emotional transitions, this episode unc...

"What if your family’s financial future depended on a conversation you’ve never had?" Many families shy away from discussing inheritance, but that silence can create confusion, regret, and missed opportunities for generations. Andrew McNair joins Kelly Dame to reveal why most parents keep inheritance plans hidden—and the surprising risks that come with keeping loved ones in the dark. Explore the p...

“What Your Money Would Say,” presented by Swan Capital, is hosted by Andrew McNair, founder and president of Swan Capital, alongside Kelli Dame. Each episode delivers practical advice for retirees and those planning for retirement, focusing on strategies like tax optimization, income planning, investment management, and estate planning. Andrew and his team of credentialed financial advisors guide...

“What Your Money Would Say,” presented by Swan Capital, is hosted by Andrew McNair, founder and president of Swan Capital, alongside Luanne Fulmer. Each episode delivers practical advice for retirees and those planning for retirement, focusing on strategies like tax optimization, income planning, investment management, and estate planning. Andrew and his team of credentialed financial advisors gui...

“What Your Money Would Say,” presented by Swan Capital, is hosted by Andrew McNair, founder and president of Swan Capital, alongside Luanne Fulmer. Each episode delivers practical advice for retirees and those planning for retirement, focusing on strategies like tax optimization, income planning, investment management, and estate planning. Andrew and his team of credentialed financial advisors gui...

“What Your Money Would Say,” presented by Swan Capital, is hosted by Andrew McNair, founder and president of Swan Capital, alongside Luanne Fulmer. Each episode delivers practical advice for retirees and those planning for retirement, focusing on strategies like tax optimization, income planning, investment management, and estate planning. Andrew and his team of credentialed financial advisors gui...

“What Your Money Would Say,” presented by Swan Capital, is hosted by Andrew McNair, founder and president of Swan Capital, alongside Luanne Fulmer. Each episode delivers practical advice for retirees and those planning for retirement, focusing on strategies like tax optimization, income planning, investment management, and estate planning. Andrew and his team of credentialed financial advisors gui...

“What Your Money Would Say,” presented by Swan Capital, is hosted by Andrew McNair, founder and president of Swan Capital, alongside Luanne Fulmer. Each episode delivers practical advice for retirees and those planning for retirement, focusing on strategies like tax optimization, income planning, investment management, and estate planning. Andrew and his team of credentialed financial advisors gui...

“What Your Money Would Say,” presented by Swan Capital, is hosted by Andrew McNair, founder and president of Swan Capital, alongside Luanne Fulmer. Each episode delivers practical advice for retirees and those planning for retirement, focusing on strategies like tax optimization, income planning, investment management, and estate planning. Andrew and his team of credentialed financial advisors gui...

“What Your Money Would Say,” presented by Swan Capital, is hosted by Andrew McNair, founder and president of Swan Capital, alongside Luanne Fulmer. Each episode delivers practical advice for retirees and those planning for retirement, focusing on strategies like tax optimization, income planning, investment management, and estate planning. Andrew and his team of credentialed financial advisors gui...

“What Your Money Would Say,” presented by Swan Capital, is hosted by Andrew McNair, founder and president of Swan Capital, alongside Luanne Fulmer. Each episode delivers practical advice for retirees and those planning for retirement, focusing on strategies like tax optimization, income planning, investment management, and estate planning. Andrew and his team of credentialed financial advisors gui...