March 1, 2018

In The News

Several companies have announced employee bonuses and increases in their company-wide minimum wage because of the new tax reform. Find out how those bonuses could affect you.


Very often, we hear people try to make excuses or explain away some of their questionable financial decisions. Let’s talk about why these excuses usually don’t hold water.

February 8, 2018

Stress And Retirement Part 2

We continue our discussion on the stressors that are unique to retirement, and how to handle them.

February 1, 2018

Stress And Retirement Part 1

Life changes when you enter retirement. Let's examine some potential stressors of retirement and how to deal with them.

January 25, 2018


In this mailbag edition of the podcast, Kyle answers questions about risk tolerance, who needs an advisor during retirement planning, and more.

January 11, 2018

Tax Code Changes

Kyle Alexander gives us all the details of the new changes to the United States federal tax code.

December 28, 2017

Time To Get Real: Part 2

We continue our discussion on facing reality in retirement planning.

December 21, 2017

Time To Get Real: Part 1

It's time to face reality when it comes to the nuances of retirement planning.

December 14, 2017

Mailbag: Part 2

We continue answering listener questions, this time concerning 401(k) contributions and vetting a potential advisor.

December 7, 2017

Mailbag: Part 1

We answer listener questions about Roth IRAs.


There is a lot of information out there about Social Security. Find out which information may be misleading.

November 21, 2017

Silver Linings

Make the most out of your retirement by seeing the positives of your situation.

November 16, 2017

Fish Or Cut Bait

Let's go on a fishing trip together and talk about your retirement.

November 9, 2017

Conventional Wisdom Part 2

Conventional wisdom isn't always so wise. We'll continue our conversation with some more examples from the financial world where you might not want to follow the "conventional wisdom".

November 2, 2017

Conventional Wisdom Part 1

Conventional wisdom isn't always so wise. We'll tackle some examples of that in the financial world.

October 26, 2017

The Final Decade

The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10 year period.

October 19, 2017

Stock Market Crash

David Lee gives his thoughts on the possibility of a stock market crash happening in the near future.

October 12, 2017

Retirement And Flying

Discover the connection between flying and your retirement plan.

October 5, 2017


In this episode, we answer listener questions about investing and retirement planning.

September 28, 2017

Are You Ready For Retirement?

We help you determine how prepared you are for retirement.


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