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In this episode, we break down the critical differences between traditional and Roth IRAs to help you determine which vehicle offers the most tax efficiency for your unique career trajectory. We explore advanced strategies and tactical asset location, ensuring you aren't leaving money on the table when Uncle Sam comes calling. Join us as we provide a step-by-step framework for minimizing your lifetime tax bill while maximizing your spendable income in retirement.

In this episode Cory welcomes special guest Kathy Chiero of Downsize Columbus to talk about the positives and process of downsizing.

In this episode, Cory welcomes two guests from the Salvation Army to talk about the impact of their organization on our community and how you can get involved.

This episode dives into the subtle warning signs in your portfolio and spending habits that often go unnoticed until they become costly problems. We break down the psychological reasons why investors overlook these "red flags" and provide a checklist for identifying risks in your current financial strategy. Tune in to learn how to spot these early indicators and take proactive steps to safeguard your long-term wealth.

In this episode, we break down the current market volatility and provide actionable strategies to help you maintain a long-term perspective during economic shifts. We explore the importance of a diversified portfolio and how staying disciplined can protect your retirement savings from emotional decision-making. Tune in to learn how to identify opportunities in a fluctuating landscape and ensure your financial house remains on solid ground.

Many retirees mistakenly believe they’ll be in a lower tax bracket once the paychecks stop, but RMDs and Social Security taxation often create a "tax torpedo" that catches them off guard. This episode breaks down how hidden levies on your retirement income can silently erode your purchasing power over a thirty-year sunset. We’ll explore strategic shifts from tax-deferred to tax-free accounts to help you keep more of your hard-earned nest egg.

When market charts bleed red and headlines turn frantic, it is all too easy to let fear dictate your financial decisions. This episode cuts through the noise to help you distinguish between a genuine market crisis and a rare, lucrative opportunity for long-term growth. We’ll break down the psychology of volatility and provide a concrete framework to turn periods of uncertainty into your greatest investment advantage.

In this episode, we dive into the mid-quarter reality check to see if your 2026 spending habits actually align with the ambitious goals you set on New Year’s Day. We break down the impact of current inflation trends on your emergency fund and identify the specific "budget leaks" that often drain wealth in a digital-first economy. Join us as we provide actionable strategies to recalibrate your portfolio and ensure you’re still on the fast track to financial independence.

In this episode, we break down the most effective strategies for estimating your future medical expenses and identifying the "hidden" costs many savers overlook. We explore how to maximize Health Savings Accounts (HSAs) and other tax-advantaged tools to build a dedicated healthcare nest egg long before you exit the workforce. Finally, we share actionable advice on navigating insurance transitions and bridge coverage to ensure a medical emergency doesn’t derail your retirement timeline.

In this episode, we challenge the myth that a late start means a failed finish by exploring strategic "catch-up" maneuvers for your 50s and 60s. We break down how to maximize your remaining earning years through aggressive tax-advantaged contributions and smart lifestyle adjustments that don't sacrifice your current happiness. Tune in to learn why your past financial timeline matters less than the intentional moves you make starting today.

Senior Portfolio Manager Keith Gangl joins the program to provide a deep dive into Gradient Investments’ strategic roadmap for navigating the unique market dynamics of 2026. We explore the critical shift from mega-cap concentration toward a broadening market, examining how small-cap resurgence and international growth are reshaping modern portfolio construction. Keith offers expert analysis on managing heightened volatility and leveraging diversifying assets to ensure your investment strategy remains resilient as this bull market matures.

This episode serves as a wake-up call for Generation X, providing a targeted roadmap for those entering the critical "red zone" of their retirement planning. Cory and Tony break down the specific challenges facing the "sandwich generation," from balancing aging parent care with college tuition to maximizing catch-up contributions while time is still on their side. Tune in to learn how to pivot your strategy now to ensure your transition from the workforce is both well-timed and financially secure.

In this episode, Cory and Tony investigate why debunked retirement myths and predatory financial "hacks" continue to mislead even the most cautious investors. The duo explores the psychological reasons we are drawn to complex or high-risk schemes and explains why the simplest, most effective advice is often the hardest to follow. Tune in to learn how to spot the common red flags of bad advice so you can protect your nest egg and stay focused on a strategy built on evidence rather than marketing hype.

In this episode, we pull back the curtain on the dangerous "rules of thumb" and outdated myths that continue to derail retirement plans today. We debunk common but costly tips. Tune in to learn how to replace this generic advice with a modernized, personalized strategy that accounts for the unique economic realities of 2026.

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