Retirement is shifting in ways that require new thinking, new planning, and new strategies. In this episode, I launch a new series on the seven essential strategies for successful investing in retirem

Retirement isnt just about slowing down. Its about stepping into a chapter that feels alive with meaning and joy. In this episode, I speak with Joy Levin, President of Gen X Exec Encore and Certifie

The holiday season often inspires generosity, but how you give can make a big difference for both your loved ones and your finances. In this episode, I explore seven actionable gifting strategies you

Our financial legacy is important, but our stories and memories are priceless. This time, we go beyond numbers to focus on preserving the voices, photos, and experiences that define a familys histor

What if your most painful experiences could become the foundation for new strength and hope? In this episode, I sit down with Dr. Brooke Jones, Founder of Stronger Women, to talk about her journey of

The final months of the year are the perfect time to review your finances and take action before December 31st. New tax laws bring both opportunities and risks, making this years planning even more

Deciding when to start Social Security is more than a math equation. Its about balancing life expectancy, risk tolerance, and long-term income needs. In this episode, I explore the trade-offs of clai

Roth IRAs can feel confusingbut when you understand how they work, they can become one of the most powerful tools in your retirement plan. In this episode, youll discover how Roth IRAs may give you

Exiting a business is more than just a financial transaction. Its a life transition that can affect family, legacy, and the future you envision. In this episode, I sit down with Renita Wolf, MBA, fou

Retirement rarely unfolds exactly as planned, especially when unexpected life changes occur. In this episode, I share a real listeners story involving Social Security, divorce, and the possibility of