How Do You Retire Happy? (plus an economic Ha...

Your financial plan is only as good as what happens to it under pressure. A market drop. A job loss. An inflation spike that turns "fine" into "wait, what?" Most portfolios are quietly optimized for the good times, and that's exactly why they crack when things get uncomfortable. ...  Show more

What if reaching financial independence was the easy part? Amy Minkley spent years optimizing toward her number — then hit it and discovered something nobody's spreadsheet prepares you for: freedom without purpose feels surprisingly empty. She joins Joe and OG to talk about what ...  Show more

What do you think of when you think about retirement? Are you on a tropical island drinking fruity cocktails out of a coconut? If you dream about that sort of retirement, Steve Adcock may have some revealing words for you. Retirement isn’t just about doing nothing all day, it’s a ...  Show more

Retirement planning is at the core of the financial planning profession. But, it's a very complex subject and it's tough to wrap your head around the process.

I've invited Roger Whitney, CFP®, CIMA®, CPWA®, AIF®, financial advisor and host of the Retirement Answer Man ...

How much do I need to retire? How are a few hundred dollars a month going to turn into millions? What happens if the stock market crashes between now and then?! We’ve heard it all –– and it’s not your fault for not knowing. The finance industry bros have kept this information fro ...  Show more

Retirement always seems like a destination that is so far away until you wake up one morning and you’re in your mid to late 30s, even your early 40s, and you’re wondering where all the time went. The easiest way to save for retirement is to start saving and stop worrying about ho ...  Show more