4/12/26: Self-Employed & Small Biz Retirement Planning

FULL SHOW 7/19: RETIREMENT SCENARIOS

People enter retirement under a number of circumstances. Whether you're single and want to work part-time, married and want to travel, or something else, Cassandra is here to help you develop a system that works for you. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

FULL SHOW 6/28: Accounts for Kids

Today, Cassandra reviews the scope of savings accounts for kids, including who controls the account, its purpose, and how it's taxed. Accounts include UTMA, UGMA, Trump Accounts, Custodial Roth IRA, and more. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

FULL EPISODE 6/21: Father's Day Financial Advice & Dad's Advice On Debt

In honor of Father's Day we talk about some of the great financial advice our Dads gave us. When to save and when to spend and what to save. Thanks, Dad! See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info]. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

6/14/26: Birthdays!

Retirement milestones change as you age. In this episode, Cassandra breaks down the critical landmark birthdays that unlock new financial opportunities and shift retirement planning rules. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

6/7/26: The "Where" in Retirement

Today, Cassandra discusses how location can financially impact retirement. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].