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We'll explain Required Minimum Distributions (RMDs) and discuss the role they will play in your retirement. We'll also determine whether you're an optimist or pessimist when it comes to retirement planning.

We'll discuss some income planning essentials. We'll also give you a financial reality check.

We'll discuss your biggest financial fears and the importance of achieving financial independence. 

We'll explore some of the lies we tell ourselves about our finances, and Michelle discusses her passion for helping women in retirement.

We'll uncover some of the little white lies found in the financial world. We'll also talk about the excuses people make for their bad financial decisions.

We'll determine whether you're an optimist or a pessimist when it comes to retirement planning. We'll also explain the ins and outs of Required Minimum Distributions.

Sometimes, you need to hear the truth when it comes to understanding your retirement. On this edition of the show, you're in for a reality check. We'll also give you some essential tips for income planning.

Do you have "Lazy Money" in your portfolio? We'll identify what Lazy Money looks like and how you can put it to work. We'll also discuss some important questions that you should ask an adviser in order to become more finanically fit.

We'll talk about how to address and overcome some of the biggest financial fears people face when planning for retirement. We'll also discuss the idea of independence in your financial portfolio.

People ask us questions about retirement all the time, but there are other questions they should be asking. We'll talk about those un-asked questions and also discuss popular retirement regrets.

On this edition of the show, we'll help you break down and understand your financial statements. We'll also talk about the importance of income planning.

We'll explain some of the common complaints we hear potential new clients give about their current situation. We'll also discuss the problems facing clients who have lost a spouse. 

We'll talk about the common financial conflicts among spouses, and we'll show you why 401(k)s aren't always the best investment vehicle. 

Nobody likes doing their chores, but it’s important to keep a clean house. On this edition of the show, we’ll show you the value of tidying up your financial life. We’ll also examine the consequences of keeping bad habits around in your financial life.

On this edition of the show, we’ll unravel some social security myths. We’ll also talk about the seven deadly sins of retirement planning.

On today’s show we’ll talk about our biggest financial fears and how proper planning can help ease those fears. And if that’s not enough, we’ll uncover some of the top money mistakes pre-retirees make and discuss how you can achieve financial independence in retirement.

Rebalancing is so important for your financial future. In this episode, we’ll talk about when to rebalance, why to rebalance, and how often to rebalance. We’ll also discuss portfolio types and analyze risks that you should and should not take while making your retirement income plans.

Before flying a plane, it's important for the pilot to make a pre-flight checklist. The same can be said of your retirement. We'll talk about how you can make a checklist so that your retirement takes off smoothly. We'll also take your listener questions and much more. 

Reading financial statements can be a difficult and cumbersome process. Today, we'll talk about how to break down your financial statements so that they make more sense. We'll also take your listener questions and talk about some rookie investing mistakes to avoid. 

Planning for retirement can be tricky. After all, it seems the financial markets are always volatile, and you never know what unexpected circumstances could affect you personally. We'll help you plan for the unexpected, and we'll also prepare you for some important financial birthdays.