With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and ret
As we celebrate the 4th of July, I want to explore a topic that doesn’t get nearly enough attention—
In today’s episode, we’re diving into the latest press release from the Social Security Board of Tru
The number one question people ask as they approach retirement is: “Have we saved enough?” Can we re
One of the most common Social Security questions we get is this: “If my spouse starts her Social Sec
In today’s episode, I’m sharing a time-tested strategy that can boost your confidence when it comes
If you're feeling stressed about what's happening in the market right now—you're not alone. Market v
I recently came across a fascinating paper by Hendrik Bessembinder titled “Which U.S. Stocks Generat
When markets get wobbly, people panic. It’s natural. We’ve all seen it—headlines screaming recession
I’m so glad you’re joining me for episode 449, where I have the privilege of interviewing Eduardo Re
In 2019, two pastors from my church approached me with a request: would I be willing to create a fou
Imagine you could give to charity, lower your tax bill, and satisfy your Required Minimum Distributi
Big changes are on the horizon for retirees impacted by the Windfall Elimination Provision (WEP) and
In todays podcast I am going to examine how the S&P500 historically has performed after back to back
In today’s podcast, I had the pleasure of interviewing Dr. Jann Freed, an expert in helping people l
In today’s podcast, I’ll be discussing retirement investing and the importance of broad global diver
In todays podcast I’m going to share some of my favorite things in 2024. It’s time to get your walle
What if I told you that having a net worth of 3 million dollars was not enough to retire. In today's
I can’t believe it—I’ve officially hit the big 5-0! I was pretty sure my wife would have taken me ou
One of the top concerns we're hearing from clients regarding retirement planning and investment mana
