Financial Home Stretch

During this harvest-season episode, we'll look at how confident Americans feel about retirement, how much retirees may withdraw from their savings each year and the rules and strategies around required minimum distributions.

During this fall episode, we'll look at what's changing for Medicare Advantage and Part D prescription drug plans in 2027, why the averages don't always tell the whole story and how to compare coverage during open enrollment.

During this episode, we'll cover common Medicare mistakes people could make around enrollment, plan selection and premiums.

In this episode Dave talks about what's really important in life, and how to make sure you don't miss out.

Today we’ll discuss strategies for continuing to grow wealth during retirement.

During this episode, we'll cover nine ways to thoughtfully handle a sudden windfall.

As the nation celebrates its landmark 250th anniversary, it is the perfect time to look back at America's rich history while also taking a hard look forward at your own financial future. This episode delivers a crucial mid-year economic update, breaking down how the market's performance so far will impact your retirement strategy for the rest of the year. Tune in to discover the key port...

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

During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.

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.

In this episode David talks about Gen X getting closer to retirement and what they need to know to be ready for retirement. From tax planning to a social security strategy, how much to have saved and more.

While Social Security provides a foundational safety net, relying on it as a sole income source often leaves a significant gap in a modern retirement budget. This episode explores how to calculate your projected benefits and identifies the essential investment vehicles needed to supplement your lifestyle. We provide a step-by-step framework for building a diversified income plan that ensures finan...

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

During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.

During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.

In this concluding installment, we pick up right where we left off to dissect the massive, unavoidable market forces we started uncovering last week. We push past the initial shock to explore actionable strategies for protecting your portfolio against these looming structural shifts. Tune in as we figure out how to stop staring at the room’s biggest problem and start navigating around it instead.

In this episode, we tackle the awkward but essential conversations around family inheritance and estate planning before it’s too late. We break down a step-by-step framework to help you navigate high-stakes emotions without compromising your financial security or your relationships. Tune in to learn how to transform a "taboo" topic into a proactive strategy that ensures your loved ones a...

During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.

During this episode, we’ll be discussing the rise in Medicare Part B costs as well as other Medicare changes coming in 2026.

In this episode, we expose the most sophisticated financial threats of 2026, from AI-generated voice cloning to the growing danger of QR code phishing. We break down the "Top 5 Scams" currently draining bank accounts, detailing how fraudsters use extreme urgency and high-tech impersonation to bypass even the most cautious investors. Tune in to learn the essential verification steps you m...

In this episode, we break down the critical distinction between tax preparation—the backward-looking process of filing your annual return—and tax planning, which is the proactive strategy of minimizing your tax burden over a lifetime. We explore how simply "doing your taxes" in April focuses on compliance, while true planning involves year-round decisions like Roth conversions and income...

As you kick off 2026, this episode provides a comprehensive New Year Financial Planning Checklist to ensure your foundation is rock-solid for the year ahead. We break down the most impactful moves you can make right now, from rebalancing your investment portfolio to auditing your recurring subscriptions and debt strategy. Join us as we move beyond vague resolutions and provide the concrete actions...

This episode blends the power of gratitude with the necessity of smart, proactive year-end financial planning to set you up for success in the new year. We discuss key year-end actions, including strategies for tax-loss harvesting, maximizing retirement contributions, and making final charitable donations to minimize your tax bill. Tune in for a comprehensive guide to finishing the current year st...

An emergency fund is the financial foundation you need to survive unexpected crises without derailing your long-term goals or accumulating high-interest debt. This episode breaks down exactly how much cash you should set aside, the best place to keep that money to ensure liquidity, and the common pitfalls to avoid when building your savings. Learn how to recession-proof your personal finances and...

This episode features a timely Market Update with our guest, veteran Portfolio Manager Keith Gangl. Keith analyzes the most recent economic releases and central bank decisions, detailing exactly how these factors are influencing market movements across stocks and bonds. Tune in for his expert perspective on current volatility, and the practical investment strategies he recommends for positioning y...