Latest Episodes
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
July 10, 2026
The Retirement Trap No One Talks About: Being Afraid to Spend Your Money
You've spent decades saving, investing, and preparing for retirement. But what happens when it's finally time to start spending? In this episode of Optimize...
00:14:13
July 03, 2026
The Retirement Myth of Paying Off Your House
For many Americans, paying off the mortgage is considered a major retirement milestone. But what if becoming mortgage-free isn't always the smartest financial decision?...
00:14:47
June 26, 2026
Is AI Creating the Next Market Bubble? What Retirees Need to Know
The stock market continues to climb, fueled largely by excitement surrounding artificial intelligence. But are these gains built on solid fundamentals—or are investors watching...
00:15:01
June 19, 2026
Using Tax Strategies, Bonus Depreciation, and Business Ownership to Reduce Retirement Taxes
Most retirees understand that taxes don't disappear in retirement—but what if there were ways to strategically reduce them? In this episode of Optimize Your...
00:14:50
May 13, 2026
Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
May is Military appreciation month, a time to honor the men and women who serve and have served our great nation…And while we honor...
00:02:12