Markets on Edge: Oil, Uncertainty, and What Happens Next - with Lisa Schreiber

Retirement Questions From A Hat!

This week, Dave and Jaclyn are mixing things up by throwing out the script and drawing listener questions straight out of a hat! Tune in for a fun, fast-paced episode where your biggest retirement questions get answered completely on the fly. You won't want to miss this lively Q&A session—your question might just be the next one drawn!

Soft Life Smart Money Moves - Enhancing Our Lifestyle

Embracing a "soft life" doesn't mean draining your bank account; it means alignment between your spending and your personal peace. This episode explores how to curate a luxurious, low-stress lifestyle by making intentional financial moves that support your well-being today without sacrificing your tomorrow. Tune in to discover the smart budgeting, investing, and automation strategies that let you live beautifully and securely.

Planning for Long Term Care Without Fear

Long-term care is one of the biggest wildcards in retirement, but preparing for it doesn't have to be overwhelming. In this episode, we break down actionable, stress-free strategies to protect your hard-earned savings from rising healthcare costs without compromising your lifestyle. Tune in to discover how proactive planning can turn a source of anxiety into a confident blueprint for your future.

The Heart of College Planning : 529s, UTMAs & Life Insurance Strategies Explained

Navigate the complexities of funding a future with an expert breakdown of 529 plans, UTMAs, and the strategic use of life insurance. This episode moves beyond the numbers to explore how different investment vehicles align with your family's unique goals and timelines. Learn how to maximize tax advantages and flexibility to build a robust educational foundation for the next generation.

The Biggest Money Mistakes We See Right Before Retirement (And How to Fix Them)

As retirement nears, the margin for error shrinks, and even common financial oversights can derail decades of hard work. In this episode, we break down the most frequent blunders people make in the "red zone" of their careers, from aggressive tax mismanagement to miscalculating your risk levels. You’ll walk away with actionable strategies to shore up your portfolio and transition into your golden years with confidence and clarity.