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Bold ideas often challenge conventional wisdom. Tune in to our weekly podcast as we explore personal
finance and share strategies to help you take control of your money and build the future you deserve.
We'll help you cut through the noise and focus on what truly matters—your financial future starts here.
Latest episodes
EPISODE 63
The Reverse Retirement: Redefining Purpose Post-Career
What if retirement wasn’t about slowing down… but stepping into something greater? In this episode of Make It Personal, we’re rewriting the retirement playbook, and flipping old assumptions on their head. Forget the outdated picture of golf carts and idle time. This is Reverse Retirement, a bold, purpose-driven approach to your post-career years, where meaning, creativity, and even new income streams take center stage.
EPISODE 62
You Asked: Will Long-Term Care Needs Drain Retirement Savings?
You’ve saved for retirement. You’ve followed the plan. But what happens if a long-term care need enters the picture, and threatens to unravel everything? In this special “You Asked” episode of Make It Personal, we’re answering a heartfelt question from listener Barb: “If we’ve done the right things and saved enough, could long-term care still drain our retirement savings?” It’s a question more and more families are asking, and one you can’t afford to ignore.
EPISODE 61
How Fixed Indexed Annuities Help Address Sequence of Returns Risk
What if it’s not just how much you earn in retirement, but when you earn it, that makes all the difference? In this episode of Make It Personal, we dive into a critical but often overlooked challenge in retirement planning: Sequence of Returns Risk. Through the real-life stories of Linda and James, two retirees with similar savings and returns, but drastically different outcomes, we explore how timing can either protect or derail your financial future.