The last wishes of a family member should be spelled out in a will. But what if that will has surprises and causes family problems? It happens a lot. How can you avoid it? Subscribe or follow so you...

On this week's show: Why is 2025 a good year to retire? When Grandpa’s last wishes seem unfair. Worried about running out of money? One professor says go all in on the stock market. What will be...

The current model that Wall Street uses for financial planning is: The more you have, the more they get paid. Does the kid who mows your lawn charge more because of the price of your house? No....

On this week's show: Thinking about your tax bill 20 years from now. Going from worry to wonder with your retirement. Wall Street’s model of paying for financial services works for them but not...

You can put a nice number in your retirement savings, get a handle on your Social Security and Medicare, and even have an allocation and withdrawal strategy for your accounts. But that is not even...

On this week's show: Interest rates, the politics, the Fed, and the markets. What happened in 2024 and where are we going in 2025? The boulder people forget about in retirement planning. A million...

We’ve seen it before: the big names in financial services paying huge fines. It’s happened again. This time with Edward Jones. Subscribe or follow so you never miss an episode! Learn more at...

Many people have a year, an age, or even a date when they want to retire. Something interesting happens as soon as they set that date. Subscribe or follow so you never miss an episode! Learn more at...

On this week's show: There is a lot of optimism for 2025. Should you believe (and invest) in the hype? Uncle Sam tells you what to take from your 401(k) at age 73. Should you listen? Legal documents...

On this week's show: Dave Ramsey gets into it with a caller who disagrees with his investment philosophy. If you have a pension, how do you determine whether to trust the company or take the lump...

If you sit in the luxury box at the football game, you would think the food and drinks would be free…not so at Allegiant Stadium in Las Vegas. The better your seat, the more you pay…for...

On this week's show: Will the Trump bump continue? Is it full speed ahead or proceed with caution? What you pay for financial services depends on where you sit. How is your retirement readiness?...

"As long as the stock market goes up, take 4% of your money and you’ll never run out." That’s the theory. Does it work? Subscribe or follow so you never miss an episode! Learn more at...

Some say that the decision of when you take Social Security could be your biggest decision in retirement. Greg disagrees, and many retirees feel the same way. Subscribe or follow so you never miss...

Most people agree on the big issues of retirement. But there is a difference between planning for the facts and planning through the emotions and uncertainty. Subscribe or follow so you never miss...

On this week's show: What is real and what is perceived about retirement can be two different things. How do we plan for both? Some of you can put more in your 401(k) in 2025. Do you qualify? Avoid...

Lower capital gains, eliminating taxes on Social Security, lower estate taxes, and the deregulation of Wall Street. These are all issues that could affect your retirement. Will the next Trump...

On this week's show: Each new administration has different ideas about taxes. How will a second Trump Presidency affect your retirement planning?  Estate Planning and Golden Reserve Partner Tim...

McDonalds has finally fixed the problem with the shake machines by hiring an independent company to fix them. Why is it important to hire an independent financial advisor rather than going to the big...

On this week's episode: Do you have a strategy for the next market pullback? Your next bank statement may show why banks are having a record year. There is good debt and bad debt. How much should...