Retirement Episodes

Money Matters 334- The Man Behind the 4% Rule W/ Bill Bengen 🎙️ Episode #334 – The Man Behind the 4% Rule: Bill Bengen on Inflation, Flexibility, and a Richer Retirement What if the greatest risk to your retirement portfolio isn't a market crash—but inflation? In this episode of Money Matter…

🔍 Why Your Next Best Client May Never Call You First — And What To Do About It In this episode of Money Matters, I sit down with Brian Thorp, founder and CEO of Wealthtender, to unpack a radical shift in how clients find financial advisors. AI tools like ChatGPT and Google’s AI Overviews are now…

Money Matters Episode 329- Federal Job Cuts 2025 W/ Brian Kuhn

Money Matters Episode 322- Life Planning, Mindfulness, and the Future of Fiduciary Advice W/ George Kinder

Money Matters Episode 321- Outsmarting The Money Magicians W/ Chris Manske

Money Matters Episode 320- Gen X Guide to Early Retirement W/ Dalene Higgins

Money Matters Episode 315- Don't Retire ... Graduate W/ Eric Brotman