Financial Home Stretch

Today we’ll discuss strategies for continuing to grow wealth during retirement.

During this episode, we'll cover nine ways to thoughtfully handle a sudden windfall.

As the nation celebrates its landmark 250th anniversary, it is the perfect time to look back at America's rich history while also taking a hard look forward at your own financial future. This episode delivers a...

During this episode, we'll walk through nine practical steps for workers who find themselves laid off close to retirement.

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.

During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.

In this episode David talks about Gen X getting closer to retirement and what they need to know to be ready for retirement. From tax planning to a social security strategy, how much to have saved and more.

While Social Security provides a foundational safety net, relying on it as a sole income source often leaves a significant gap in a modern retirement budget. This episode explores how to calculate your projected...

During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.

During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.

During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.

In this concluding installment, we pick up right where we left off to dissect the massive, unavoidable market forces we started uncovering last week. We push past the initial shock to explore actionable strategies for...

In this episode, we tackle the awkward but essential conversations around family inheritance and estate planning before it’s too late. We break down a step-by-step framework to help you navigate high-stakes emotions...

During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.

During this episode, we’ll be discussing the rise in Medicare Part B costs as well as other Medicare changes coming in 2026.