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Tune Into the Podcast That's Redefining the Game!

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 64
You Asked: Addressing Inflation in Retirement
What if the greatest threat to your retirement isn’t market loss… but rising prices over time? In today’s “You Asked” episode of Make It Personal, we dive into a smart question from listener Kurt: “Do we need to plan for inflation in retirement, even if we’ve saved well?” The answer is a resounding yes. Because when retirement lasts 20, 30, or even 40 years, inflation becomes more than a background factor, it becomes a silent force that can erode your lifestyle, dollar by dollar.
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 Forget the outdated picture of golf carts and idle time.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.

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