Day: January 6, 2026

Do you want to feel confident about who you are trusting with your financial future? This episode will help you ask better questions, spot the gaps faster, and choose an advisor with confidence instead of pressure.

Thinking about retirement, supporting aging parents, or planning for your own future? Have a listen and gain a perspective that goes well beyond the numbers!

Today I break down six must-know facts about the Roth IRA five-year rule and explain why misunderstanding it can lead to unnecessary taxes or penalties.

Today I’ll talk about six popular moves people make before RMDs kick in and explain why each one gets so much attention. The goal here is not to chase every tactic, but to understand which levers actually matter for your taxes, income, and psychological well-being.

If you want to choose a place to retire that supports your health, finances, and quality of life over the long run, I believe this conversation will help you think it through with more clarity and confidence!

Company stock often feels like a bonus, but it comes with real decisions and real consequences. This episode is about understanding those tradeoffs so the stock you earn actually works for you, not against you.

Today I’m going to walk through six financial milestones that are truly worth celebrating. If you want to build wealth without burning yourself out, today’s episode will help you enjoy the process while still moving forward.

Today I’m going to break down nine retirement numbers you actually need to know for 2026. Do you want to make sure you’re not leaving money on the table? Then tune in and get ALL the knowledge you need to make it happen!