What Would Dolly Do? Estate Planning for the People You Love
Nov 07 2026 |
00:25:17
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What Would Dolly Do? Estate Planning for the People You Love
Nov 07 2026 • 00:25:17
Dolly Parton made me feel like I belonged when I was a little gay kid growing up in Georgia. In this episode, Josh and I talk about what Dolly’s suppo...
What Gen Z Can Teach Us About Saving for Retirement
Oct 30 2026 • 00:08:49
Could the youngest generation in the workforce teach the rest of us something about retirement planning? I’m joined by Bank of America’s Kai Walker to...
A Social Security Raise—but Will It Be Enough? With AARP’s Bill Sweeney
Oct 23 2026 • 00:09:32
A bigger Social Security check sounds like good news—but how much breathing room will it actually give you? I’m joined by Bill Sweeney, AARP’s senior ...
What Does “Guaranteed” Really Mean? Annuities and Your Retirement
Oct 16 2026 • 00:36:08
“Guaranteed” sounds reassuring—but what does that promise actually protect? Your retirement income? Your account balance? Someone you love?
In this ep...
Podcast Extra: Avoiding the October Scaries
Oct 14 2026 • 00:02:33
This Halloween-themed financial vignette explores the financial fears many Americans face, from market volatility and inflation to unexpected expenses...
Medicare AEP: Will Your Plan Still Fit Next Year?
Oct 09 2026 • 00:23:02
Your Medicare plan worked this year—but will it still meet your needs next year? In this episode of Take Pride in Retirement, my husband and co-host, ...
Prices Go Up, Markets Go Down: Is Your Retirement Paycheck Ready?
Oct 06 2026 • 00:29:02
Prices go up, your investments go down—and your bills still need to be paid. How can your retirement plan account for both rising costs and market los...
You’ve Planned Your Retirement Paycheck—But Who’s Coming to Brunch?
Oct 02 2026 • 00:28:45
You’ve figured out your retirement paycheck—but who are you having brunch with? Leaving work changes more than your income. It can also change your ro...
Pensions, Partners and Planning: A Federal Retirement Conversation
Sep 29 2026 • 00:39:49
Federal employees may have access to valuable retirement benefits—but those benefits come with rules, elections, and deadlines that can shape the rest...
How to Turn Your Retirement Savings into a Forever Paycheck
Sep 26 2026 • 00:20:57
You may have spent 30 or 40 years saving and investing for retirement—but what happens when it is finally time to start spending that money?
In this e...
