Advertise on podcast: Retirement Playbook

During this episode, we’ll discuss Harnessing the Power of Social Security and its importance to your financial strategy.

In this episode of The Retirement Playbook, we discuss strategic options for managing old or legacy 401(k) accounts. We break down the pros and cons of leaving funds in a former employer's plan, cashing out, or initiating a direct rollover into a personalized IRA. Listeners are guided on how to make informed decisions to optimize their retirement savings while avoiding costly tax penalties and fees.

We are officially halfway through the year, making it the absolute perfect time to pause and grade your financial progress. This episode walks you through a vital mid-year checklist to help you adjust your tax strategies, rebalance your portfolio, and track your retirement goals. Tune in to ensure your money is still working as hard as you are for the rest of the year.

During this episode, we’ll explore what research consistently shows makes retirement genuinely fulfilling.

During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.

During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.

This week on Business Owner Playbook, we’re stripping away the "hustle culture" veneer to tackle a silent killer of promising startups: the cash flow crunch. We explore why a high-revenue year can still leave you broke if your timing is off and how to bridge the gap between a sent invoice and a cleared check. Join us for a candid look at the financial tightrope walk every entrepreneur eventually has to master.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

In this episode Brock speaks directly to business owners, about succession planning, financial planning and more. He introduces his new series and business planning model.

This essential year-end episode focuses on critical financial planning moves you must make before December 31st, while preparing you for upcoming changes in the new year. We break down the key adjustments to contribution limits, tax brackets, and other regulatory updates that will directly impact your wallet starting in 2026. Tune in to ensure you maximize current deductions, optimize your portfolio, and strategically position your finances for the evolving rules of the coming year.

Get ready for a seismic shift! This episode analyzes the most significant economic and legislative changes set to impact your finances in the coming months. We break down the tax, retirement, and market movements that are poised to disrupt your current financial plan, making some strategies obsolete and others urgently necessary. Tune in to understand these "big changes" and get the critical, actionable advice you need to proactively adjust your portfolio and budget to thrive in the new environment.

It’s the final quarter of the year, and with a looming government shutdown and persistent high interest rates, we’re laying out your essential financial action plan. This episode details critical year-end tax strategies like Roth conversions and tax-loss harvesting, plus a checklist for maximizing your retirement and health savings accounts before the ball drops. We also analyze how the political climate and the Federal Reserve's stance on rates should influence your decisions right now, ensuring you finish the year strong and start the next with maximum financial efficiency.

During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.

On this episode, we’ll discuss how you may be able to secure an extra $50,000 for retirement and how to protect your savings from a recession.

On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finances.