Latest Episodes
August 21, 2026
Are You Paying More Investment Fees Than You Realize?
When it comes to retirement planning, fees aren't necessarily bad—but not understanding what you're paying can be expensive. In this episode of Optimize Your...
00:14:44
August 14, 2026
Are Hidden Investment Fees Costing You Thousands in Retirement?
Most investors know they pay fees—but few realize just how much those fees may be costing them over time. In this episode of Optimize...
00:14:23
August 12, 2026
Podcast Extra: Financial Mistake – Failing to Invest in Real Estate
Today, as inflation continues to reshape retirement planning, more Americans are beginning to view real estate differently—not simply as a place to live, but...
00:02:13
August 07, 2026
The Retirement Tax Time Bomb: Why Waiting Could Cost You More
Most people spend decades being told to defer taxes through their 401(k) or IRA—but what happens when the tax bill finally comes due? In...
00:14:11
August 01, 2026
The Retirement Tax Time Bomb: Why Waiting Could Cost You More
Most people spend decades being told to defer taxes through their 401(k) or IRA—but what happens when the tax bill finally comes due? In...
00:13:40
July 17, 2026
Roth Conversions: What Most Retirees Get Wrong
Roth conversions have become one of the most talked-about retirement tax strategies—but they're also one of the most misunderstood. In this episode of Optimize...
00:14:17