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Category: 401k
- Does Private Equity & Private Credit Belong In Your 401k Or In Your Retirement
Category: Backdoor Roth
- Using A Mega Backdoor Roth For A Wealthier Retirement
Category: Bitcoin
- Lessons from the Crypto Connect Minneapolis
Category: College Funding
- Ep. 15: Failure To Launch: Your Retirement Could Suffer (why is my 20-something still in the basement?)
- You Can Have Your Funnel Cake On A Stick & Eat It Too!
- Bad People
- Skin In The Game
Category: Crypto
Category: Economics
- Ep. 20: Expenses In Retirement: The Floor & Ceiling
- Ep. 8: Why The Market Dropped — The Japanese Carry Trade
- Ep. 26: Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession?
- February Market Commentary
- Ep. 13: The Fed is Recalibrating: Here are 4 Things You Should be Recalibrating Too.
Category: Estate Planning
- Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
Category: Featured
- Crypto in Your Retirement Portfolio: Sexy or Stable?
- Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix for Your Golden Years
- Ep. 23: Love & Money
Category: Feel Good
- Beyond Meat Father’s Day Taste Test
Category: Financial Planning
- Ep. 39: The Stress Paradox: Why Good Stress Is Essential for a Healthier Retirement
- Ep. 37: Top 10 Ways to Avoid IRMAA and Save on Medicare in Retirement #3
- Ep. 36: Run Your Retirement Like a Marathon: Lessons in Discipline and Strategy
- Ep. 35: The 2+ Bucket Strategy Explained for Secure Retirement
- Ep. 34: Should You Put Crypto in Your Retirement Account?
- Ep. 33: Sailing with Phoenix: Lessons on Non-Traditional Retirement Paths
- Ep. 32: The Diderot Effect and How Lifestyle Creep Begins in Retirement
- Ep. 31: Are Barrier Notes Right for Your Retirement?
- Ep. 30: Are Target Date Funds Ruining Retirement?
- Ep. 29: The Top 3 Social Security Mistakes Couples Must Avoid
- Ep. 28: The Roth IRA and SECURE Act: What Your Heirs Need to Know
- Ep. 11: 3 Reasons People Resist Retirement
- Ep. 4: TCJA Sunset Follow-Up – Gifting – Thoughts From The IWI Conf
- Ep. 2: Retirement Risks: Health, Lifestyle, Career, Inflation — Knowledge is Power
- Ep. 18: Expenses In Retirement: The Retirement Spending Smile
- Keystone Activities and Their Role In A Happy Retirement
- Ep. 12: Is the 10x Retirement Rule Right For You?
- Ep. 27: Is Social Security Going Away? Planning for a Secure Retirement
- Ep. 25: The Roth 5-Year Rule Explained
- From Finish Line to Financial Security: Grandma’s Marathon Lessons for Your Retirement
- May Markets: Positive Yet Unsteady
- Travel Tips: The Art of Haggling
- Ep. 24: It’s 5.29 (25) Day! Unlocking the Power of 529 Plans for Retirement
- Why Target Date Funds Are Bad For Your Retirement
- Retirement’s Hidden Spending Traps & The Diderot Effect
- The SEPP Survival Guide: Top 4 Mistakes to Avoid When Setting Up SEPP IRA Distributions
- Recession Odds, Roth Conversions, and the Wizard of Oz
- The Oedipus Effect & Self-Fulling Prophecy
- The Fed: Tariffs & Transitory
- A Tarriff Tantrum
- Ep. 22: Cash Flow Pre-Retirement
- Ep. 19: Expenses In Retirement: Retirement Stages
- Social Security & Taxes – Changes 2025
- Ep. 7: What do the top 1% of 50-somethings have saved for retirement?
- Ep. 17: Is an Indexed Universal Life (IUL) Right For Your Retirement?
- Ep. 16: Navigating Mortgage Rates in Retirement Planning. Why Did Rates Go Up After The Fed Lowered Rates?
- Sona’s Healthy & Wealthy Newsletter
- HSAs (Health Savings Accounts) a Powerful Planning Tool
- Ep. 9: Big Rock Little Rock
- Ep. 10: 3 Reasons Why The Volatility Is Probably Not Over
- Things To Know If Moving To A Low Income Tax State For Retirement
- The Basics & Issues of The 3 Bucket Retirement
- Ep. 1 The TCJA Sunsets In 2026 and Taxes Could Go Up! What You Can Do About It
- Ep. 3: Inflation & Retirement
- New COVID-Related Rules For Accessing Your 401k
- The 401k Loan, A Useful Tool (If Used Correctly)
- The SECURE Act Is Here! What You Should Know. (before you buy that annuity)
- Year-End Financial Checklist
- Don’t Be Afraid of The HSA This Open Enrollment Season!
- RIP Stretch IRA (Maybe?)
- I’ll Take Jeopardy, Risk, & Retirement For $1,000, Alex.
- Don’t Miss Your Target
- A Common Mistake Of Overachieving 401k Investors
- Category: healthcare
  - Ep. 21: Navigating Retirement: Insights from The Book ‘Being Mortal’
  - Understanding Risk In Retirement
Category: Healthcare
Category: healthcare
Category: HSA
Category: Inflation
Category: Insurance
Category: Investing
- 3 529 Plans For 3 Types of Minnesotan Nice Parents
- The College Approach
- Overconfidence, The Final Four, & The CFA Wealth Management Conference
Category: IRA
- Ep. 5: SEPP Withdrawals & Early Retirement
Category: Mega Backdoor Roth
Category: Open Enrollment
Category: Podcast
Category: Private Equity
Category: Retire Early
Category: Retirement
- Ep. 14: Navigating Retirement Beyond Finances – A Conversation with Retirement Coach Alara Rosenberg
Category: Roth IRA
Category: SEPP
Category: Social Security
Category: Student Loans
Category: Taxes
- Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST
Category: Traditional IRA
Category: Uncategorized
- ⚠️ The Call No Grandparent Wants to Get
- Year-End Planning 2025: What to Do Before the Ball Drops — and How the “Big Beautiful Bill” May Change the Rules
- Healthcare Expert Matt Wicklund on Recent Medicare Changes and the Biggest Health-Insurance Mistakes Retirees Make
- Donor Advised Funds (DAF): A Powerful Tool for a New Generation of Giving
- Managing Your Stock Options After A Layoff
- National 401(k) Day Is September 6: Are You on Track?
- Recalibrate Your Portfolio for a New Interest Rate Cycle
- You Lost Your Job. Here’s What You Do Now!
- Seniors & Financial Scams
- 529 Plans and SECURE 2.0: More Flexibility
- Ep. 6: 3 Ways To Get A High ROM – A Return On Your Memories
- Keystone Activities and Their Role In A Happy Retirement

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