Épisodes

  • Tax Strategies to Save You Money

    Tax Strategies to Save You Money
    Dec 28 2025
    This episode breaks down the massive financial shifts following the passage of the "One Big Beautiful Bill Act," detailing how permanent tax bracket updates and record-high standard deductions will affect your bottom line. Tune in for essential year-end strategies.
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  • Retirement Withdrawal Strategies to Help Make Your Money Last

    Retirement Withdrawal Strategies to Help Make Your Money Last
    Dec 21 2025
    Choosing the right withdrawal strategy is the most critical decision for making your retirement savings last a lifetime. We move beyond the rigid 4% Rule to explore dynamic, flexible methods that adjust your spending based on real-time market performance. Learn how to strategically draw down your portfolio across different accounts to minimize your lifetime tax bill and maximize your spending power. This episode provides the practical tactics you need to protect your nest egg from market volatility and avoid running out of money.
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  • Market Update with Senior Portfolio Manager Keith Gangl

    Market Update with Senior Portfolio Manager Keith Gangl
    Dec 14 2025
    This episode welcomes back Senior Portfolio Manager Keith Gangl for his highly anticipated market update, focusing on the critical economic factors impacting long-term wealth and retirement portfolios. Keith provides his expert analysis on inflation, interest rate movements, and sector performance, offering a clear picture of today's financial landscape. Tune in to hear his practical, data-driven strategies for navigating market volatility and positioning your retirement assets for sustained growth and income.
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  • What Social Security’s 2026 COLA Means for You

    What Social Security’s 2026 COLA Means for You
    Nov 30 2025
    In this episode, we’re going to discuss Social Security recently announced 2026 Cost of Living Adjustment (COLA).
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  • So, You’re a Decade From Retirement

    So, You’re a Decade From Retirement
    Nov 23 2025
    During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.
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  • Market Update with Keith Gangl

    Market Update with Keith Gangl
    Nov 9 2025
    This episode welcomes back Portfolio Manager Keith Gangl for his highly anticipated quarterly market update, focusing on the key economic indicators that are currently driving investor behavior. Keith offers his expert analysis on inflation trends, interest rate policy, and the sectors poised for the strongest growth in the coming months. Tune in to hear his precise strategies for navigating potential market volatility and positioning your investments for maximum long-term success.
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  • Avoid These Spooky Retirement Mistakes

    Avoid These Spooky Retirement Mistakes
    Oct 26 2025
    During this show, we’re going to walk through some of the most frightful retirement mistakes and how you can avoid them.
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  • The Great Wealth Transfer and You

    The Great Wealth Transfer and You
    Oct 19 2025
    During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.
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