CONFIDENT CONVERSATIONS® on Retirement

Latest Episodes:

Staying Safe in a Digital World: How AI is Changing Financial Security and How to Respond Aug 20, 2026

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Learn how cybercriminals’ malicious use of artificial intelligence (AI) is transforming financial fraud. Discover how awareness, vigilance, and technology can help you protect your money and safeguard your retirement.

How Global Diversification Helps Manage Risk and Capture Opportunity Jul 27, 2026

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In this episode, discover why investing beyond U.S. borders still matters, even after years of U.S. market outperformance. Learn how global diversification can help manage risk, uncover opportunity, and strengthen your long-term retirement strategy.

Finding a Financial Advisor Who Shares Your Vision and Goals Jun 18, 2026

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Learn practical steps for finding and hiring a financial advisor. Discover how to evaluate credentials, ask the right questions, and build a trusted relationship that helps you simplify decisions and take control of your financial future.

360° Retirement Tax Planning Minimize Lifetime Taxes and Extend Your Portfolio Mar 19, 2026

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In this episode, we do a complete 360° exploration of tax planning before and during retirement to help you build a tax-efficient retirement roadmap.

Strategies to Balance Retirement Savings With Multigenerational Care Feb 19, 2026

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Caring for both children and aging parents—while planning for your own retirement—takes strategy and intention. This episode explores practices for staying on track financially while juggling caregiving responsibilities.

How ETFs Help You Defer Taxes – and Boost Long-Term Growth Potential Jan 15, 2026

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ETFs offer structural features that can help investors manage taxes in taxable accounts. Learn how they work, what makes them tax-efficient, where they fit in your portfolio, and how they can support a smarter retirement income strategy.

Social Security Planning for Women: Timing, Benefits, and More Dec 11, 2025

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Gain clarity on Social Security and how it fits into your retirement plan. This episode covers benefits, timing, and claiming strategies to help women—and their spouse, if they have one—make confident, informed decisions.

How to Connect Your Savings With Your Life Goals—Now and in the Future Nov 13, 2025

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Balancing your desire to live fully today with the need to plan for tomorrow can feel overwhelming, but it doesn’t have to be. Join us as we discuss strategies to stay motivated while saving for short-term goals and long-term financial security.

Common Retirement Savings Mistakes and How to Avoid Them Jun 12, 2025

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Retirement planning can be complex, and it's easy to make mistakes along the way. But with the right information, you can steer clear of these common pitfalls. Join us as we discuss our experiences with retirement savings mistakes and how to avoid them.

Traditional and Alternative Investments for Retirement Savings: The Unique Benefits of Each May 15, 2025

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Join us as we explore the differences between investing in traditional and alternative investments for your retirement, including what they are, how they work, and which might be right for your investment goals.