Retirement Rebootcast Episode Five: Investing for RetirementListen now (52 min) | On this episode of the podcast, I talk with Christine Benz of Morningstar about investing basics and how you can build a nest egg…

January 2023

Retirement Rebootcast Episode Four: Navigating MedicareListen now (61 min) | Welcome to the Retirement Rebootcast. That’s what I’m calling this special podcast series on my new book - Retirement Reboot…
I'll be discussing key findings of my new book on January 24th, and answering your questions
Retirement Rebootcast Episode Three: Optimizing Social SecurityListen now (55 min) | Welcome to the third edition of the Retirement Rebootcast! This is a special limited-edition podcast series focused on my new book…
Retirement Rebootcast Episode Two: Let's make a planListen now (46 min) | Far too many don't take the time to plan for retirement - and that's a real misstep.
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Welcome to the Retirement RebootcastListen now (30 min) | A podcast series on the themes of my new book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track
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December 2022

Answering my kids' questions about retirementListen now (43 min) | A Q&A on retirement saving, liquid savings, Social Security and managing debt
Yearend spending bill includes provisions of Secure 2.0
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Add the Retirement Reboot workshop to your last-minute gift list
A series focused on the key themes of my new book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track
Call the Social Security toll-free number for assistance these days, and you’ll get this message: “We are experiencing service issues including poor…

November 2022

A new report from the U.S. Senate Finance Committee documents a range of fraudulent and misleading marketing practices used to sell Medicare Advantage…