To view all episodes in order by number, click here.
Intro to RetireMentorship
Episode 0 | RetireMentorship will Guide You to and Through Retirement. In this intro, we explore why we exist, what you can expect from each episode, and who can benefit from listening to the podcast.
Investor vs Investment Returns
Episode 1 | The Average Investor receives half the lifetime returns of the investments the investor invests in. Focus on Investor Returns, which you can control, instead of Investment Returns, which you cannot.
The Four Horsemen
Episode 4 | The Four Horsemen, Chasing Returns, Poor Diversification, Market Timing, and Panic, are to blame for our abysmal investor returns.
How to be Above Average
Episode 8 | No one wants to be average, let alone below it. Let’s explore how you can be above the pack. First, though, we need to understand “average.”
What About the Risk?
Episode 13 | Investing in the stock market is risky! Or is it? Investing risk is NOT what you think it is.
We Are Wealthy
Episode 132 | Everyone is rich but me! Wrong. The truth is we are wealthy. Instead of keeping up with the Jones, let’s expand our perspective.
Being Mortal
Episode 131 | End-of-life medical practices often harm more than help. The best-seller Being Mortal illuminates the problems and offers tactful solutions.
Die With Zero
Episode 130 | Some people die with millions of dollars. Others try to spend it down. Which is better? Should we die with zero or millions?
The Active Life Podcast
Episode 129 | The weekly Active Life Podcast is designed to help listeners get the most out of their life. I guest to share how to invest in their health.
Money Moves: Four Healthy Investments to Make
Episode 128 | For better or worse, physical and financial health go hand in hand. Here are four moves you can make to improve both.
Health Investing For Seniors
Episode 127 | Investing means more than simply funding accounts. And active competition isn’t reserved for your first three decades.
Intro to RetireMentorship
Episode 0 | RetireMentorship will Guide You to and Through Retirement. In this intro, we explore why we exist, what you can expect from each episode, and who can benefit from listening to the podcast.
Investor vs Investment Returns
Episode 1 | The Average Investor receives half the lifetime returns of the investments the investor invests in. Focus on Investor Returns, which you can control, instead of Investment Returns, which you cannot.
The Principal Problem
Episode 2 | The goal of retirement planning is NOT to PROTECT our Retirement PRINCIPAL.
The goal of retirement planning IS to CREATE a Retirement INCOME. This is THE key distinction.
Belief Over Knowledge
Episode 3 | People act on what the Believe, not on what they Know. Belief in your Financial Plan is more important that knowledge about your financial plan. We explore where knowledge leaves off, where belief picks up, and why it is so critical.
The Four Horsemen
Episode 4 | The Four Horsemen, Chasing Returns, Poor Diversification, Market Timing, and Panic, are to blame for our abysmal investor returns.
Five Questions to Ask Your Financial Advisor
Episode 5 | There are Five Questions that you should ask your Financial Advisor. Whether you are looking for a new advisor, or already have one, these questions should be asked by you to two-three advisors to ensure you have the right one for you.
Six Benefits of Financial Planning
Episode 6 | Whether completing your own plan,
Or working with a pro,
There are Six Benefits to planning
That you should know.
Seven Pillars of Victory
Episode 7 | Trying to build a successful financial life? There are Seven Pillars to build it upon. Good news! Timing and luck are not among them.
Smoking is Hazardous to Your Wealth
Episode 12 | Think smoking is costing you $4.50? Try $4,500,000.
Long Term Care & Other Uses
Episode 18 |
Term Limits
Episode 19 |
Insurance you Do/n’t Need
Episode 20 |
Risk Tolerance is Stupid! Pt1
Episode 21 |
Risk Tolerance is Stupid! Pt2
Episode 22 |
The Trouble with Target Date Funds
Episode 23 |
Creating a Financial Plan 0: 5Cs
Episode 24 |
Creating a Financial Plan 1 – GO, Net, Flow
Episode 25 | The first steps in creating financial plan are GO, Net, Flow: Get Organized, Determine Net Worth, and Control Cash Flow
In Creating a Financial Plan, Start Here.
Creating a Financial Plan 2 – Investment Planning
Episode 26 | Investing funds our financial planning goals. Investing with a plan helps ensure we succeed. How do we create an investing plan, and not just a portfolio?
Creating a Financial Plan 3 – Insurance Planning
Episode 27 | Insurance Planning protects our financial plan for the best value, letting us apply savings to other aspects of the plan.
Creating a Financial Plan 4 – Tax Planning
Episode 28 | Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.
Creating a Financial Plan 5 – Pre-Retirement Planning
Episode 29 | Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.
Creating a Financial Plan 5 – In-Retirement Planning
Episode 30 | Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.
Creating a Financial Plan 6 – Estate Planning
Episode 31 |
Creating a Financial Plan – One-Page Financial Plan
Episode 32 | Your calculations are complete. Let’s put the results On Paper, On Purpose, all on One Page.
The True Cost of Free Advice
Episode 34 |
Aligning Capital & Values
Episode 36 |
Timing the Market
Episode 37 |
Time Horizon
Episode 38 |
Health Super Accounts
Episode 39 | Health Super Accounts, technically known as Health Savings Accounts, are the best account to fund. Learn about these amazing accounts as we enter into Open Enrollment for many people.
Life-Time Capital Gains
Episode 40 |
The Fourth Dimension
Episode 41 |
Investing, Speculating, & Trading, Oh My!
Episode 42 |
Gratitude is the Way
Episode 43 |
To Roth or Not to Roth
Episode 44 |
3D Retirement Income
Episode 50 | 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others will teach you how to Retire Successfully and stay Successfully Retired.
The New RetireMembership
Episode 80 | We have new membership benefits that are 100% free! Join RetireMembership to receive exclusive content and resources.
Get Notified? Nope!
Episode 82 | Do you get notified about the news? 🚨 Do you surrender control of your attention, mood, or investment outlook? Or do you stay focused?
Investment or Expense?
Episode 86 | We all spend money on many things, but are these an investment or expense? Challenge how you think about both, and you may invest more.
What is a Fiduciary?
Episode 88 | “Fiduciary” is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.
When Should I Update My Estate Plan?
Episode 90 | My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?
Financial Planning 101
Episode 101 | What is Financial Planning? In Financial Planning 101, we define and share the monetary and mental benefits of the process.
Introducing RetireMentorship Magazine
Episode 116 | Become a member! Join for FREE to get loads of extra content and education, including our all-new RetireMentorship Magazine!
Ask Freeman – Credit Score
Welcome to Ask Freeman, where we take a few of your questions and answer them in short form. Today we answer: Do I Need a Credit Score? ~Chelsea What’s your opinion of Credit Scores? On one end of the spectrum, people are obsessed with it. On the other, people say it’s dumb and that you…
Ten Optimistic Trends – Part 3
Episode 123 | In this last installment of Optimistic Trends, we cover numbers 9-10, as well as touch on sixty-eight additional trends.
Investor vs Investment Returns
Episode 1 | The Average Investor receives half the lifetime returns of the investments the investor invests in. Focus on Investor Returns, which you can control, instead of Investment Returns, which you cannot.
The Principal Problem
Episode 2 | The goal of retirement planning is NOT to PROTECT our Retirement PRINCIPAL.
The goal of retirement planning IS to CREATE a Retirement INCOME. This is THE key distinction.
The Four Horsemen
Episode 4 | The Four Horsemen, Chasing Returns, Poor Diversification, Market Timing, and Panic, are to blame for our abysmal investor returns.
How to be Above Average
Episode 8 | No one wants to be average, let alone below it. Let’s explore how you can be above the pack. First, though, we need to understand “average.”
What About the Risk?
Episode 13 | Investing in the stock market is risky! Or is it? Investing risk is NOT what you think it is.
Risk Tolerance is Stupid! Pt1
Episode 21 |
Risk Tolerance is Stupid! Pt2
Episode 22 |
The Trouble with Target Date Funds
Episode 23 |
Creating a Financial Plan 2 – Investment Planning
Episode 26 | Investing funds our financial planning goals. Investing with a plan helps ensure we succeed. How do we create an investing plan, and not just a portfolio?
Timing the Market
Episode 37 |
Time Horizon
Episode 38 |
Health Super Accounts
Episode 39 | Health Super Accounts, technically known as Health Savings Accounts, are the best account to fund. Learn about these amazing accounts as we enter into Open Enrollment for many people.
Life-Time Capital Gains
Episode 40 |
Investing, Speculating, & Trading, Oh My!
Episode 42 |
3D Retirement Income
Episode 50 | 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others will teach you how to Retire Successfully and stay Successfully Retired.
Embrace Volatility
Episode 52 | Don’t be afraid of market volatility. It is how we earn superior returns for the long term. Embrace volatility, and ensure your advisor does the same.
Should I Buy Bitcoin?
Episode 53-54 | Before you buy Bitcoin or any other cryptocurrency, here are some things you should know.
The Four Horsemen – Redux
Episode 55-56 | The Behavioral Mistakes that Destroy Us as Investors.
Don’t Measure the Moment
Episode 57 |
Bonds Bomb
Episode 65 | People in or approaching retirement tend to half a lot of money in bonds for their income and their stability. But what if both benefits bomb?
Should I Buy Series I Bonds?
Episode 66 | Series I Bond Interest Rates have exploded! 🤯 What are I Bonds? When should l buy them? When should I NOT Buy them?
Bear Markets Aren’t Bad
Episode 67 | The media is howling that the current financial bear market is a crisis. 📉 Is it? Or is it an opportunity of a lifetime?
Facing the Bear
Episode 68 | When you stare into the eyes of the beast threatening everything you’ve worked for, what do you do? How do you face the bear?
Buyer Beware
Episode 69 | Financial products are sold with ferocious passion at all times, but especially during down markets. Are these products good? Buyer Beware.
Your Mortal Enemy: Inflation
Episode 70 | Your mortal enemy is not a temporary drop in the stock market over the next few years. Your mortal enemy is the permanently rising cost of everything you need and want to buy over your lifetime. Inflation must be killed. Whatever it takes.
Health – Invest in Your Greatest Asset
Episode 73 | Your greatest asset is not your 401(k), your Roth IRA, or your house. It is your health. Invest in it, starting at $30 and 30 minutes.
Is it Too Late to Invest?
Episode 78 | As people age and approach retirement or the end of life, they often wonder, “Is it too late to invest?” Not if it is according to a plan. ✅
It’s Too Late!
Episode 79 | Don’t do it! 🛑 That hot stock, that rumor, that investing trend you want to try… Stop. By the time you hear about it, it’s too late.
Stop Using the C-Word!
Episode 81 | Insurance companies love to use the C-Word. They sell certainty. But while it can be sold, it cannot be delivered. Stop it! 🛑
Should I Get Out of the Stock Market
Episode 83 | Recession, Inflation, and a Frantic Bear Market. 📉 Is now the time to cut my losses and get out of the stock market?
Investing Before And After Retirement
Investing Before & After Retirement Learn the Strategies for Investing for and Transitioning into Retirement Watch the Workshop View Other Workshops Maximizing Social Security October Workshop You’ll learn how Social Security works and how to optimize this critical retirement income. Premiered October 20th Reducing Taxes in Retirement November Workshop You’ll learn how to keep more…
Should I Buy Dividend Stocks for Income?
Episode 91 | Should I buy Dividend Stocks for Income? Or should I buy bonds? How do they compare to inflation? Tune in and you’ll appreciate dividends.
We Haven’t Lost Anything
Episode 92 | The values in your accounts may have declined by 20%. But we haven’t lost anything. Not if we view it correctly. Language matters!
How to Be Above Average Redux
Episode 108 | A replay of the original post in Episode 8: How to Be Above Average.
Ask Freeman 3 – ESG Investing?
Episode 109 | In this episode of Ask Freeman, we discuss, “Does ESG Investing Support Good Causes?” The answer might surprise you.
Investing Order of Operations
Episode 111 | We cannot simply choose investments at random. We must follow the process: the investing order of operations.
The Immense Stupidity of Investment Selection
Episode 112 | The media’s overemphasis on investment selection leads to a lot of bad ways to select your investments. What’s the right way?
We Are Business Owners
Episode 125 | Who are we? Are we retirees? Working professionals? Pre-retirees? Employees or team members? No. We are Business Owners.
Money Monster
Episode 126 | Hollywood can push out Stock Market thrillers, and 2016’s Money Monster is no different. What lessons can we learn from the big screen?
The Principal Problem
Episode 2 | The goal of retirement planning is NOT to PROTECT our Retirement PRINCIPAL.
The goal of retirement planning IS to CREATE a Retirement INCOME. This is THE key distinction.
The Four Horsemen
Episode 4 | The Four Horsemen, Chasing Returns, Poor Diversification, Market Timing, and Panic, are to blame for our abysmal investor returns.
Creating a Financial Plan 5 – Pre-Retirement Planning
Episode 29 | Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.
Creating a Financial Plan 5 – In-Retirement Planning
Episode 30 | Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.
3D Retirement Income
Episode 50 | 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others will teach you how to Retire Successfully and stay Successfully Retired.
Maximizing Social Security
Choosing when to take Social Security may be the single biggest decision of your retirement! Ensure you are Maximizing Social Security.
Will Social Security Exist When I Retire?
Episode 84 | Social Security is going broke! Will Social Security Exist? Let’s explore the problems with Social Security and options for fixing it.
Investing Before And After Retirement
Investing Before & After Retirement Learn the Strategies for Investing for and Transitioning into Retirement Watch the Workshop View Other Workshops Maximizing Social Security October Workshop You’ll learn how Social Security works and how to optimize this critical retirement income. Premiered October 20th Reducing Taxes in Retirement November Workshop You’ll learn how to keep more…
A Successful Retirement
Episode 93 | What is a successful retirement? Our mission is to help you retire successfully and stay successfully retired. What are the key components?
Die With Zero
Episode 130 | Some people die with millions of dollars. Others try to spend it down. Which is better? Should we die with zero or millions?
Creating a Financial Plan 4 – Tax Planning
Episode 28 | Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.
Health Super Accounts
Episode 39 | Health Super Accounts, technically known as Health Savings Accounts, are the best account to fund. Learn about these amazing accounts as we enter into Open Enrollment for many people.
Life-Time Capital Gains
Episode 40 |
To Roth or Not to Roth
Episode 44 |
Why do I Need Tax Planning?
Episode 51 | There is a difference between tax preparation and tax planning. Tax preparation asks, “How can we save the most taxes last year?” Tax planning asks, “How can we save the most taxes over a lifetime?”
Bear Markets Aren’t Bad
Episode 67 | The media is howling that the current financial bear market is a crisis. 📉 Is it? Or is it an opportunity of a lifetime?
Reducing Taxes in Retirement
Reducing Taxes in Retirement Keep More of Your Money and Leave the IRS Weeping Reducing Taxes in Retirement Taxes are the largest expense most people will pay. If you do nothing, you may end up paying tens or even hundreds of thousands of dollars in extra taxes in retirement. In this workshop you will learn:…
Should I Convert My IRA to a Roth?
Episode 87 | Roth Conversions could save you, or cost you, tens of thousands in extra taxes. Should I convert my IRA to a Roth?
Is Dave Ramsey Wrong?!
Episodes 9-10 | Many people follow Dave Ramsey’s principles. But many others, including professionals, think he’s mistaken. So who’s wrong, Dave or his Detractors?
Creating a Financial Plan 1 – GO, Net, Flow
Episode 25 | The first steps in creating financial plan are GO, Net, Flow: Get Organized, Determine Net Worth, and Control Cash Flow
In Creating a Financial Plan, Start Here.
Save Money – Avoid Ads
Episode 48 |
Save Money – Spend Money
Episode 49 |
Debt – Less Sooner vs. More Later
Episode 59 | Using debt is choosing less sooner over more later. You will have less over your lifetime if you spend more on interest and save less into investments. The opposite is also true. Life satisfaction is usually found in an intentional balance.
Should I Buy a New or Used Car? Pt 1
Episode 61 | Whether or not you should buy a new car depends on the total cost of the car. What is that new car truly costing you? Let’s find out.
Should I Buy a New or Used Car? Pt 2
Episode 62 | Buying a new car is FAR more expensive. What do we need to have achieved financially to buy new? What about emotionally? Learn the principles you need before buying a new car over a used car.
Should I Buy or Lease a Car?
Episode 63 | Many people claim leasing a car is cheaper. Others assert it’s more expensive. When should you buy, and when should you lease?
Should I Finance a Car or Pay Cash?
Episode 64 | Should you pay cash for a vehicle or take out a car loan? Which is smarter?
Investment or Expense?
Episode 86 | We all spend money on many things, but are these an investment or expense? Challenge how you think about both, and you may invest more.
2023: The Best Year Ever
Episode 95 | Let’s make 2023 the Best Year Ever! We’re going back to basics. By year-end, let’s turn “I wish I had known” into “I am glad I did.”
The Power of Net Worth & Cash Flow
Episode 96 | You must know where you are to get where you want to go. There is great power in knowing your Net Worth and Cash Flow.
How to Make a Net Worth & Cash Flow Statement
Episode 97 | When and how do I make a net worth and cash flow statement? Grab a free template, schedule an hour, and invest in understanding your money.
You Need a Budget
Episode 98 | Enjoy guilt-free spending and effortless saving with a friendly, flexible method for managing your finances. You Need a Budget.
Budget Blunders & Best Practices
Episode 99 | Budget Blunders will keep us failing. But Budget Best Practices make the method a breeze! We have nine of each in the ninety-ninth episode.
Go Fund Yourself
Episode 100 | No one else is going to fund your goals. Go Fund Yourself. How? Know where you are and where you want to be, and budget to get there.
Ask Freeman 4 – Extended Warranties?
Episode 110 | Dealerships always seem to be pushing extended warranties and service plans when you buy a vehicle. But are these a good deal?
Die With Zero
Episode 130 | Some people die with millions of dollars. Others try to spend it down. Which is better? Should we die with zero or millions?
Life Insurance Lies!
Episodes 14-17 | Life Insurance Agents and “advisors” will use many tactics to sell you permanent life insurance. But you don’t need it! We over 10 myths here.
Long Term Care & Other Uses
Episode 18 |
Term Limits
Episode 19 |
Insurance you Do/n’t Need
Episode 20 |
Creating a Financial Plan 3 – Insurance Planning
Episode 27 | Insurance Planning protects our financial plan for the best value, letting us apply savings to other aspects of the plan.
Buyer Beware
Episode 69 | Financial products are sold with ferocious passion at all times, but especially during down markets. Are these products good? Buyer Beware.
The Problem with Healthcare
Episode 71 | We have a problem. Healthcare costs are through the roof. Why do we focus on Health Insurance instead of Health? Time to adjust our aim.
Incentivized Health Care
Episode 72 | We must incentivize health, not insurance, to fix healthcare. The American Incentivized Medical plan addresses this core issue.
Money Moves: Four Healthy Investments to Make
Episode 128 | For better or worse, physical and financial health go hand in hand. Here are four moves you can make to improve both.
Ask Freeman 1
Episode 102 | Ask Freeman about tracking Net Worth in YNAB, getting a spouse to work less, and Debt Snowball vs. Debt Avalanche.
Ask Freeman 2
Episode 103 | Ask Freeman about Estate Planning without kids, where to save “extra” money, and contributing to Roth vs Traditional 401(k).
Ask Freeman 3 – ESG Investing?
Episode 109 | In this episode of Ask Freeman, we discuss, “Does ESG Investing Support Good Causes?” The answer might surprise you.
Ask Freeman 4 – Extended Warranties?
Episode 110 | Dealerships always seem to be pushing extended warranties and service plans when you buy a vehicle. But are these a good deal?
Should I Join Northwestern Mutual?
Episode 124 | Should I Join Northwestern Mutual? Or Thrivent? Or MassMutual? Or an Insurance-based company? NO! Not one should.
Beware of the Money You Love
Episode 104 | Money is the root of all evil! Or is it? What does the Bible say about money? First, it tells us to Beware of the Money We Love.
Be Generous with the Money You Have
Episode 105 | Does God only want to have our money? No, he wants to ensure our money doesn’t have us. Do this by being generous with the money you have.
Be Prosperous With the Money You Make
Episode 106 | The Bible teaches us to be poor, right? Wrong! The Bible teaches us to be Prosperous With the Money You Make.
Be Wise with the Money You Manage
Episode 107 | The Bible commands us to be wise with the money we manage. If we see ourselves as managers, not owners, we’ll be wiser with our decisions.
Breaking News!
Episode 11 | “Do you live under a rock?” Nothing is more ubiquitous, or dangerous, the the infatuation with news. You would be better off ignoring it all together.
Victorious Cycle – Life Domains
Episode 45 |
Victorious Cycle – Vision, Targets, & Goals
Episode 46 |
Victorious Cycle – Plan & Execute
Episode 47 |
3 Questions for Better Decisions
Episode 58 | When you’ve made a decision, ask yourself these three questions. It’ll either confirm your decision is wise, or it could prevent you from making a horrible mistake.
Your Financial Identity
Episode 74 | 🎯 Goals are outcomes. 🏃Actions are inputs. But the core is your identity. 👤 Want to change your finances or life? Change your identity.
How Are Financial Habits Made?
Episode 75 | Financial habits rule our financial results. 💵 Financial excellence is not an act, but a habit. How are they made?
How to Build Good Financial Habits
Episode 76 | How do we build good financial habits? 🤷♂️ Follow the four laws of behavior change: Make it Obvious, Attractive, Easy, and Satisfying.
How to Break Bad Financial Habits
Episode 77 | How do we break bad financial habits? 🤷♂️ Do one or more of the following: Make it Invisible, Unattractive, Difficult, or Unsatisfying.
Estate Planning Essentials
Estate Planning Essentials Command Your Assets and Keep Them from Lawyers and the Government Estate Planning Essentials Estate planning is for everyone, not just the wealthy. If you don’t decide what happens to your assets, the government will. Take control of your life, even in death. (P.S. A Will is not enough.) In this workshop…
Stop Talking About Tactics!
Episode 85 | Choosing when to take Social Security may be the single biggest decision of your retirement! Ensure you are Maximizing Social Security.
Life Goals Shouldn’t Take a Lifetime
Episode 94 | You should create, save for, and work toward life goals. But Life Goals shouldn’t take a Lifetime to achieve. Don’t just save. Invest!
Ask Freeman 1
Episode 102 | Ask Freeman about tracking Net Worth in YNAB, getting a spouse to work less, and Debt Snowball vs. Debt Avalanche.
Ask Freeman 2
Episode 103 | Ask Freeman about Estate Planning without kids, where to save “extra” money, and contributing to Roth vs Traditional 401(k).
Beware of the Money You Love
Episode 104 | Money is the root of all evil! Or is it? What does the Bible say about money? First, it tells us to Beware of the Money We Love.
Be Generous with the Money You Have
Episode 105 | Does God only want to have our money? No, he wants to ensure our money doesn’t have us. Do this by being generous with the money you have.
Be Prosperous With the Money You Make
Episode 106 | The Bible teaches us to be poor, right? Wrong! The Bible teaches us to be Prosperous With the Money You Make.
Be Wise with the Money You Manage
Episode 107 | The Bible commands us to be wise with the money we manage. If we see ourselves as managers, not owners, we’ll be wiser with our decisions.
Bear Brothers Financial Advisors
Episode 113 | What really happens behind closed doors? One firm is here to show you. Meet Bear Brothers Financial Advisors.
What Really Goes on in Financial Advisor Firms
Episode 114 | What Really Goes on in Financial “Advisor” Firms? Freeman shares behind-the-scenes looks at the unethical sales practices of some firms.
Prove Them Wrong
Episode 115 |Most Financial Services Representatives think you won’t be able to reach your financial goals without the insurance products they sell. Prove them wrong.
Financial Elder Abuse Prevention
Episode 118 | June 15th is World Elder Abuse Awareness Day. What is Financial Elder Abuse? How can we spot and prevent it?
I Made a Mistake
Episode 119 | I Made a Mistake. We all do it; the difference is what we do about it. Make a mistake. Own it. Make it right. Move on.
Finding Purpose and Values with Joe Curry
Episode 121 | Joe Curry, host of the Retirement Planning Simplified podcast, joins to discuss Finding Purpose and Values for a Fulfilling Retirement.
Ten Optimistic Trends
Episode 121 | Do you think the world is getting better, worse, or staying the same? Here are Ten Optimistic Trends that point to progress.
Ten Optimistic Trends – Part 2
Episode 122 | We continue with our Ten Optimistic Trends, with trends four through eight. See Episode 121 for the complete list.
Should I Join Northwestern Mutual?
Episode 124 | Should I Join Northwestern Mutual? Or Thrivent? Or MassMutual? Or an Insurance-based company? NO! Not one should.
Health Investing For Seniors
Episode 127 | Investing means more than simply funding accounts. And active competition isn’t reserved for your first three decades.
The Active Life Podcast
Episode 129 | The weekly Active Life Podcast is designed to help listeners get the most out of their life. I guest to share how to invest in their health.
Being Mortal
Episode 131 | End-of-life medical practices often harm more than help. The best-seller Being Mortal illuminates the problems and offers tactful solutions.
We Are Wealthy
Episode 132 | Everyone is rich but me! Wrong. The truth is we are wealthy. Instead of keeping up with the Jones, let’s expand our perspective.
