# financial education (audio feeds) — RSS Amplifier Recent posts from the 6 feeds in the RSS Amplifier directory that cover financial education. Page: Feed: --- ## [How to Detect Check Fraud Early - Money Tip Tuesday](https://trianglecu.podbean.com/e/how-to-detect-check-fraud-early-money-tip-tuesday/) _2026-08-18 · Making Money Personal_ Identity theft red flags are no joke. From a suspicious looking email, to an alarming text message, learning how to detect fraud before it happens is a critical skill we all need to develop. Detecting fraud before or even during an event can make a big difference in determining how much time and resources you’ll need to spend fixing the damage done. Links: Download and use the Check Fraud… [Listen](https://mcdn.podbean.com/mf/web/5xixxqnv2gmw4hjt/MTT_Detect_Check_Fraudaz4rv.mp3) ## [Why Your Retirement Income Needs More Than a Formula](https://omny.fm/shows/success-in-the-new-retirement-1/why-your-retirement-income-needs-more-than-a-formula) _2026-08-18 · Success in the New Retirement_ Could one-size-fits-all retirement formulas leave your income plan coming up short? Matt Deaton examines the 4% rule, longer life expectancies, and the challenge of turning savings into consistent retirement income. He also explores the "rule of thirds," including guaranteed income, fixed-income investments, and equities, while explaining why the right allocation may look different for every… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/4c9892ad-844c-4bc3-b8ad-b4a20146b349/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Your Retirement Could Start Earlier Than You Think](https://omny.fm/shows/retire-texas-style/your-retirement-could-start-earlier-than-you-think) _2026-08-18 · Retire Texas Style!_ What if your retirement date arrives sooner than you expected? In this episode, Steve Hoyl discusses why market gains can create a false sense of security, the importance of understanding your risk score, and how an income strategy may help support retirement through uncertainty. He explores how health issues, caregiving responsibilities, layoffs, and even AI-driven workplace changes can alter… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/b000bd4f-b5a2-467a-bd14-b4a900e7dfa6/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [Why Retirement Feels Impossible and What People Often Miss](https://omny.fm/shows/retire-texas-style/why-retirement-feels-impossible-and-what-people-often-miss) _2026-08-11 · Retire Texas Style!_ What if retirement feels out of reach, but the real challenge is having a plan? Steve Hoyl and Derrick Caldwell discuss why many Americans believe they'll work indefinitely, and how factors like income planning, budgeting, taxes, Social Security, Medicare, and investment strategy can shape retirement decisions. They share real-world examples, explain the value of understanding your options, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/6b19e4ad-0198-4fec-9482-b4a300e98dbd/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [5 Common Types of Check Fraud You Should Know - Money Tip Tuesday](https://trianglecu.podbean.com/e/5-common-types-of-check-fraud-you-should-know-money-tip-tuesday/) _2026-08-11 · Making Money Personal_ This month we’re joining in the call to raise awareness about the ongoing dangers of check fraud. Regardless of whether or not you still write paper checks, this information still matters because it is one of the many ways fraudsters are trying to steal money from unsuspecting victims. Links: View and download the One Page Guide on common types of check fraud Learn more about the America Saves… [Listen](https://mcdn.podbean.com/mf/web/f2fvpxh8nundarqt/MTT_Check_Fraud62sb2.mp3) ## [Buying the Dip or Catching a Falling Market?](https://omny.fm/shows/success-in-the-new-retirement-1/buying-the-dip-or-catching-a-falling-market) _2026-08-11 · Success in the New Retirement_ Buying the dip can look smart until the market keeps falling. Matt Deaton discusses emotional investing, market trends, inflation, interest rates, and the uncertainty surrounding midterm election cycles. He explains why disciplined portfolio management involves more than chasing headlines or popular investments and examines how changing economic conditions may affect retirees. The conversation… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/4d2d821f-7844-4b75-ae51-b4a20146a6ab/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Skimming and Gluing: Two Criminal Practices to Watch For - Money Tip Tuesday](https://trianglecu.podbean.com/e/what-to-know-about-skimming-gluing-money-tip-tuesday/) _2026-08-04 · Making Money Personal_ How often do you reach for cash when making a purchase? If you are like most Americans, it’s not very often, and the bigger the purchase, the more likely you are to use a credit or debit card. Fraudsters are aware of these statistics so they develop tricky tactics to intercept your card information during the purchase process. Links: Check out the news story covering gluing:… [Listen](https://mcdn.podbean.com/mf/web/huqsxcy69zu2h78g/MTT_Skimming6rf1l.mp3) ## [The Retirement Mistake That Keeps People Up at Night](https://omny.fm/shows/success-in-the-new-retirement-1/the-retirement-mistake-that-keeps-people-up-at-night) _2026-08-04 · Success in the New Retirement_ Could you already be ready to retire and not know it? Damon Roberts and Matt Deaton explain why a financial plan can reduce uncertainty and help people understand where they truly stand. They discuss income planning, Social Security, pensions, retirement timing, and creating a paycheck-like income stream after work ends. The conversation highlights how having a strategy can help replace guesswork… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/2f58a1a9-f114-4ceb-a054-b49b01563acd/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [The Retirement Cost Most People Underestimate](https://omny.fm/shows/retire-texas-style/the-retirement-cost-most-people-underestimate) _2026-08-04 · Retire Texas Style!_ Could taxes be the biggest expense standing between you and the retirement lifestyle you envision? Steve Hoyl discuss why many retirees focus on growing their savings but overlook the distribution phase, where tax strategy, income planning, and inflation can significantly impact long-term financial outcomes. They explore Roth conversions, the value of dependable income sources, common retirement… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/e4670a28-a619-49ee-9495-b49b00f33ae2/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [Bubble or Breakthrough?](https://down-the-middle-2c4b189d.simplecast.com/episodes/breakthrough-or-bubble-ahRTuDcA) _2026-07-31 · podcasts@creativeplanning.com (Peter Mallouk, Jeff Stolper, Creative Planning) · Down the Middle_ This month, Peter and Jeff dig into the AI question everyone’s arguing about: Is this the internet in 1996 or the internet in 1999? They get into how the winners and losers may shake out, what AI could actually do to the broader economy and why oil prices are swinging. Plus, get their tip of the month. Twelve minutes, straight down the middle. Hosted by Creative Planning’s Director of Financial… [Listen](https://cdn.simplecast.com/media/audio/transcoded/be9b3ef5-bd2d-417c-829e-a4f6fbc48bae/2a62c4f4-5868-4fac-9dad-39554aae19b5/episodes/audio/group/3b422d4d-b673-4d65-b5c0-beee13f836dd/group-item/d0f9dd67-372b-42ac-b34f-6be811d6ece2/128_default_tc.mp3?aid=rss_feed&feed=YUyw7eiH) ## [Retro Grid Dungeon Crawler (Sponsored)](https://crawlproof.com/a/neu5povELhko) _2026-07-31 · **Sponsored**_ Retro grid movement with first-person combat, loot and skill-tree progression. ## [Save Smarter with a Smart Money Bundle - Money Tip Tuesday](https://trianglecu.podbean.com/e/save-smarter-with-a-smart-money-bundle-money-tip-tuesday/) _2026-07-28 · Making Money Personal_ Managing your money should feel simple, not stressful. With the right accounts and smart financial tools, reaching your goals and staying in control of your finances has never been easier. That’s why we created the Smart Money Bundle—a convenient solution designed to help you make the most of your money. Links: Check out Triangle's Smart Money Bundle for a smarter way to save Learn more about… [Listen](https://mcdn.podbean.com/mf/web/zitb7mhpe8kb4yhd/MTT_Smart_Money_Bundle_v28c4uc.mp3) ## [DIY Retirement? Don’t Miss the Hidden Gaps](https://omny.fm/shows/success-in-the-new-retirement-1/diy-retirement-don-t-miss-the-hidden-gaps) _2026-07-28 · Success in the New Retirement_ What happens when DIY retirement planning misses the details that matter most? Damon Roberts & Matt Deaton discuss when self-directed investors may still need help with income planning, tax strategy, Roth conversions, and building a retirement plan around real lifestyle needs instead of a one-size-fits-all "magic number." The conversation also explores fiduciary guidance, tax diversification, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/341f008e-fe6c-4335-8ebe-b48d0154984f/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [The Estate Planning Mistake Boomers Keep Making](https://omny.fm/shows/retire-texas-style/the-estate-planning-mistake-boomers-keep-making) _2026-07-28 · Retire Texas Style!_ What if the biggest retirement risk isn't running out of money, but running out of income? Steve Hoyl discusses why estate planning remains critical for every household, how staying in place and fear-driven saving can affect retirement decisions, and what workers can do if AI or career changes alter their timeline. The conversation also covers income planning, Social Security timing, the habits of… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/b94f38bf-aa7c-4268-b128-b4920015fb79/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [How Healthy Are Your Finances? 5 Key Areas To Track - Money Tip Tuesday](https://trianglecu.podbean.com/e/how-healthy-are-your-finances-5-key-areas-thatll-tell-the-story/) _2026-07-21 · Making Money Personal_ Looking after your financial health matters just as much as caring for your physical health. Just as you track health stats to see what needs attention, you should also keep an eye on your money, check your progress, and see what needs improvement. Fortunately, tracking a few key areas can paint a good picture of your overall financial health and illuminate areas that may need improvement. Links:… [Listen](https://mcdn.podbean.com/mf/web/588jcb6t7cn8mfgt/MTT_Financial_Health_Assessment7p7v6.mp3) ## [Market Highs, Retirement Risk, and the Plan You Need](https://omny.fm/shows/success-in-the-new-retirement-1/market-highs-retirement-risk-and-the-plan-you-need) _2026-07-21 · Success in the New Retirement_ A strong market can make retirement feel easier-until the next downturn tests the plan. Damon Roberts & Matt Deaton talk through buying the dip, rebalancing risk, and why retirees may need a strategy built for their stage of life rather than market headlines. They also discuss the stress of not having a written retirement plan, the value conversation around professional guidance, and how clarity… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/7b1d1e44-11f2-4017-bb5d-b48d01547df0/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Can AI Really Plan Your Retirement?](https://omny.fm/shows/retire-texas-style/can-ai-really-plan-your-retirement) _2026-07-21 · Retire Texas Style!_ Can AI really build your retirement plan, or is that a risk too big to take with your life savings? Steve Hoyl discusses why retirement planning still requires a human touch, exploring the dangers of relying too heavily on AI, social media advice, and one-size-fits-all strategies. He shares insights on Social Security timing, inflation, creating dependable retirement income, and coordinating… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/32c9b40e-f588-4d20-a273-b48d00ebeb86/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [Waiting to Buy a House? 7 Smart Moves to Make Before You’re Ready - Money Tip Tuesday](https://trianglecu.podbean.com/e/waiting-to-buy-a-house-7-smart-moves-to-make-before-you-re-ready-money-tip-tuesday/) _2026-07-14 · Making Money Personal_ Buying a home is one of the biggest financial decisions you'll ever make. If you are not ready to buy yet because mortgage rates feel high, your down payment needs more time, or the right house has not hit the market; the waiting period can still work in your favor. Don’t let the home buying delay get you down. Instead, let it motivate you to work towards a more favorable purchase outcome. Links:… [Listen](https://mcdn.podbean.com/mf/web/s3vy7zwjzjfxdxp6/MTT_Waiting_to_Find_a_Homea4r8y.mp3) ## [The Tax Strategy Retirees Often Miss](https://omny.fm/shows/success-in-the-new-retirement-1/the-tax-strategy-retirees-often-miss) _2026-07-14 · Success in the New Retirement_ Retirement may be the first time you can truly control your tax bill. Damon Roberts & Matt Deaton explain how tax diversification, Roth accounts, retirement income planning, and annuity strategies can help create more flexibility in retirement. The conversation focuses on keeping more of your money while building dependable retirement income. For more information or to schedule a consultation,… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/d9655045-a63c-40a5-bc34-b47f00f960e0/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [What to Do When You Get Suspicious Email - Money Tip Tuesday](https://trianglecu.podbean.com/e/how-to-best-treat-a-suspicious-email-money-tip-tuesday/) _2026-07-07 · Making Money Personal_ We’ve all been there—you open an email and something just doesn’t feel right. Maybe it’s an unexpected attachment, a link asking you to “act fast,” or a message that looks like it came from a coworker but sounds off. Knowing how to spot a suspicious email is important. But what really makes the difference is how you respond. A quick, thoughtful reaction can stop a potential issue in its tracks,… [Listen](https://mcdn.podbean.com/mf/web/92ybfykjahj8kdvr/MTT_Suspicious_Emailsahw11.mp3) ## [The Risk Behind Chasing Big Retirement Returns](https://omny.fm/shows/success-in-the-new-retirement-1/the-risk-behind-chasing-big-retirement-returns) _2026-07-07 · Success in the New Retirement_ Can an 8% withdrawal rate really last through retirement? Damon Roberts & Matt Deaton examine Dave Ramsey's views on retirement withdrawals, market volatility, IPO investing, SpaceX, FOMO, and retirement income planning. The discussion highlights the importance of balancing growth, risk, and retirement sustainability. For more information or to schedule a consultation, call 480-680-6868 or visit… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/a1efd4d5-b5f5-4a54-aa76-b47f00f95047/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [AI Summaries & Audio Briefings (Sponsored)](https://crawlproof.com/a/OgZgbu6d6M8M) _2026-07-07 · **Sponsored**_ Read AI summaries and listen to concise audio briefings for the latest stories. ## [Retirement Then vs. Now: What Changed the Most?](https://omny.fm/shows/retire-texas-style/retirement-then-vs-now-what-changed-the-most) _2026-07-07 · Retire Texas Style!_ Is retirement harder today than it was 30 years ago-or do we just have more choices and more noise? Steve Hoyl explores how retirement planning has evolved, from the days of pensions to today's challenges of inflation, taxes, Social Security misconceptions, and online financial advice. Steve shares real client stories, discusses the impact of required minimum distributions (RMDs), and explains a… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/dd40489f-5875-4711-bdac-b480005414fe/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [The Retirement Mistake That Has Nothing to Do With Money](https://omny.fm/shows/retire-texas-style/the-retirement-mistake-that-has-nothing-to-do-with-money) _2026-07-02 · Retire Texas Style!_ What if retirement isn't about having more money, but having a better plan? Steve Hoyl and Derrek Caldwell discuss why many people feel overwhelmed by retirement decisions and how a step-by-step approach can bring clarity. They break down key elements of retirement planning, including income needs, spending habits, taxes, legacy considerations, risk management, and forgotten 401(k)s. The… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/8859d977-fb17-4212-96a8-b47b0129c483/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [Episode 93: Student Loans Today: Important Changes and How to Prepare | Granite Edvance](https://trianglecu.podbean.com/e/episode-93-student-loans-today-important-changes-and-how-to-prepare-granite-edvance/) _2026-07-02 · Making Money Personal_ The college funding space is always changing which can create new challenges for students and parents as they venture forward with their higher education planning. In this episode, Micha Sabovik, Vice President, Growth & Lending Solutions at Granite Edvance, shares important updates on what's new in the student lending space, upcoming changes to be aware of and strategies students and parents can… [Listen](https://mcdn.podbean.com/mf/web/psa94av9smpvmiqe/E93_Audioa0fan.mp3) ## [Trump Accounts, Social Security and Market Correlation](https://down-the-middle-2c4b189d.simplecast.com/episodes/trump-accounts-social-security-and-market-correlation-kUjr_ro3) _2026-06-30 · podcasts@creativeplanning.com (Peter Mallouk, Jeff Stolper, Creative Planning) · Down the Middle_ This month, Peter and Jeff unpack the new Trump Accounts, dig into what the latest Social Security report means for future retirees, and explain why so many asset classes have suddenly been moving in lockstep. Plus, you won’t want to miss their tips of the month. Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer… [Listen](https://cdn.simplecast.com/media/audio/transcoded/be9b3ef5-bd2d-417c-829e-a4f6fbc48bae/2a62c4f4-5868-4fac-9dad-39554aae19b5/episodes/audio/group/b268dc40-2247-4d3b-af60-9e8db7955cc5/group-item/c266d7d8-8961-4a2d-91e7-a3cda64830fe/128_default_tc.mp3?aid=rss_feed&feed=YUyw7eiH) ## [Celebrate America’s 250th with Financial Independence - Money Tip Tuesday](https://trianglecu.podbean.com/e/celebrate-america-s-250th-with-financial-independence-money-tip-tuesday/) _2026-06-30 · Making Money Personal_ As the United States approaches its 250th birthday, it’s a meaningful time to reflect on independence—and how it shows up in everyday life. Beyond the national celebration, this milestone is also an opportunity to take one practical step toward greater financial confidence, flexibility, and peace of mind. Links: Download our $250 Stars Stripes and Savings Challenge Tracker to start saving now!… [Listen](https://mcdn.podbean.com/mf/web/iyzxq7yfvk9y34ge/MTT_Financial_Independence_Day8y663.mp3) ## [Retirement’s Version of Independence Day](https://omny.fm/shows/success-in-the-new-retirement-1/retirement-s-version-of-independence-day) _2026-06-30 · Success in the New Retirement_ Financial independence may be the retirement milestone worth celebrating most. Damon Roberts discusses America's 250th anniversary while exploring how retirees can replace uncertainty with a structured financial plan. The conversation covers Social Security, taxes, investment risk, income planning, and real-life retirement challenges, showing how a coordinated strategy can help retirees focus more… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/fe65c96d-79bb-46c7-8666-b47800fcc4e4/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [The Truth About Non-Traded REITs, TSPs and Retirement Risk](https://omny.fm/shows/financial-safari-with-coach-pete/the-truth-about-non-traded-reits-tsps-and-retirement-risk) _2026-06-29 · Financial Safari with Coach Pete_ Many people approaching retirement wonder whether they've saved enough, but the better question may be how to turn those savings into dependable income throughout retirement. In this episode, Coach Pete explains the difference between simply accumulating assets and creating a retirement paycheck designed to support long-term financial confidence. The discussion covers retirement income planning,… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/5a8e2b92-2dc5-41af-a01e-b4740120ff3c/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [Identity Protection Tips for Travelers - Money Tip Tuesday](https://trianglecu.podbean.com/e/identity-protection-for-travelers-money-tip-tuesday/) _2026-06-23 · Making Money Personal_ Summer is an exciting time, and for many, the perfect time to get out and do some traveling. While you're enjoying the fun of planning, searching, and packing, remember that identity thieves and scammers are still out there plotting ways to trip you up and gain access to your personal information. Links: Learn more about the identity protection benefits with a Better Checking account Check out TCU… [Listen](https://mcdn.podbean.com/mf/web/qqzkebtkdsg4uubu/MTT_ID_Protect_for_Travel9fawo.mp3) ## [What Today’s Market Signals Could Mean for Your Retirement](https://omny.fm/shows/success-in-the-new-retirement-1/what-today-s-market-signals-could-mean-for-your-retirement) _2026-06-23 · Success in the New Retirement_ What happens to your retirement plan when inflation starts climbing again? This episode with Matt Deaton breaks down the latest inflation trends, how rising energy costs ripple through the economy, and why the Federal Reserve faces a tough balancing act. You'll also hear how market volatility, valuations, and signals from major investors are shaping today's environment. The conversation highlights… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/f2aee660-a235-47e1-be3e-b46a013a5637/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [The $100 Chuck E. Cheese Problem No One Connects to Retirement](https://omny.fm/shows/retire-texas-style/the-100-chuck-e-cheese-problem-no-one-connects-to-retirement) _2026-06-23 · Retire Texas Style!_ A simple trip to Chuck E. Cheese reveals a costly truth about retirement planning. Steve Hoyl connects everyday expenses and rising prices to bigger financial challenges, highlighting how inflation, risk, and changing retirement structures impact long-term security. From shrinking buying power to market volatility and the decline of pensions, the conversation centers on balancing spending today… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/cff969e6-671a-467b-aa62-b46e00e2cb6d/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [Your 24/7 AI Media Buyer (Sponsored)](https://crawlproof.com/a/azdC5rVIJpzH) _2026-06-23 · **Sponsored**_ Finds placement, geo, and funnel leaks and proposes fixes you approve ## [Why Waiting to Plan Your Retirement Could Cost You](https://omny.fm/shows/retire-texas-style/why-waiting-to-plan-your-retirement-could-cost-you) _2026-06-16 · Retire Texas Style!_ When markets feel calm, the biggest retirement risks can hide in plain sight. Steve Hoyl discusses why "analysis paralysis" keeps people from planning, how inflation can quietly erode income, and why fixed rules like the 4% withdrawal may fall short. Steve breaks down income strategies, emergency funds, and "bucket" planning for stability, plus key milestone ages-from 50 to 73-that shape… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/5e69ccb0-af58-4527-b678-b46b00f65a42/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [Are Taxes Today Your Biggest Retirement Opportunity?](https://omny.fm/shows/success-in-the-new-retirement-1/are-taxes-today-your-biggest-retirement-opportunity) _2026-06-16 · Success in the New Retirement_ Are today's low tax rates creating an opportunity-or a future challenge? This episode with Matt Deaton explores Roth conversions and why relying solely on projections and assumptions can lead to flawed decisions. The discussion focuses on understanding current versus future tax rates, how income sources shape your tax picture, and why every strategy needs to be personalized. You'll also hear how… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/ca1d597f-f0f7-4f00-a887-b46a0139faa9/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Financial Termites: Hidden Costs That Can Eat Away at Retirement](https://omny.fm/shows/financial-safari-with-coach-pete/financial-termites-hidden-costs-that-can-eat-away-at-retirement) _2026-06-15 · Financial Safari with Coach Pete_ In this episode of Financial Safari , Coach Pete and the team discuss how retirees can make more confident decisions by understanding the fine print before they buy, borrow, invest, or start drawing income. From big purchases and hidden fees to market risk and rollover mistakes, the conversation highlights the importance of having a written retirement plan instead of relying on guesswork.… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/344150f7-8ed5-4d7a-b559-b4660134e9d6/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [Why Your 401(k) Might Not Be Enough](https://omny.fm/shows/retire-texas-style/why-your-401-k-might-not-be-enough) _2026-06-09 · Retire Texas Style!_ What if the biggest retirement risk isn't running out of money-but running out of income? Steve Hoyl breaks down why Social Security was never meant to stand alone and how today's shift from pensions to 401(k)s has changed the retirement landscape. They explore building a written income plan, managing taxes, and creating predictable monthly income while addressing inflation, healthcare costs, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/cd323858-6cc3-4986-8b33-b46400eb44a6/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [The Four Retirement Questions Every Family Should Answer](https://omny.fm/shows/financial-safari-with-coach-pete/the-four-retirement-questions-every-family-should-answer) _2026-06-08 · Financial Safari with Coach Pete_ In this episode, Coach Pete walks through the key questions families should answer before retirement, especially when it comes to protecting a spouse, creating reliable income, planning for the home, managing taxes, and leaving a clear legacy. The conversation focuses on turning uncertainty into a written plan that helps loved ones avoid confusion during difficult seasons. Listeners will hear… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/de6be6d2-aee3-400c-8657-b46601330fa5/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [Episode 64: The Science Behind Stress, Anxiety, and Feeling Off](https://holisticwealthandhealth.blubrry.net/2026/06/02/episode-64-the-science-behind-stress-anxiety-and-feeling-off/) _2026-06-02 · Holistic Wealth and Health Podcast_ Feeling anxious, overwhelmed, or out of sync? In this eye-opening conversation, host Bryan Bibbo sits down with Donna Redman, founder of The Secret Genius Project, and occupational therapist Cindy Duffy to unpack the hidden science of sensory processing and what it means for how you think, feel, and function every day. Cindy draws on over 40 years of experience working with children, adults, and… [Listen](https://media.blubrry.com/holisticwealthandhealth/content.blubrry.com/holisticwealthandhealth/Episode_64_Donna_Redman_Cindy_Duffy_The_Secret_Genius_of_Sensory_Processing.mp3) ## [7 Critical Retirement Strategies You Can't Afford to Miss](https://omny.fm/shows/financial-safari-with-coach-pete/7-critical-retirement-strategies-you-cant-afford-to-miss) _2026-06-01 · Financial Safari with Coach Pete_ This episode features a lively discussion on retirement planning, the importance of lifetime income, and strategies to secure financial stability in retirement. Experts share insights on market trends, inflation, and practical steps to avoid common pitfalls. See omnystudio.com/listener for privacy information. [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/3811b4df-b680-4f00-b76a-b466010a22e6/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [Hot Money: Private Credit and the IPO Frenzy](https://down-the-middle-2c4b189d.simplecast.com/episodes/hot-money-private-credit-and-the-ipo-frenzy-wmgtKRYA) _2026-05-29 · podcasts@creativeplanning.com (Peter Mallouk, Jeff Stolper, Creative Planning) · Down the Middle_ Summer is heating up, and so are the markets. This month, Peter and Jeff break down two of Wall Street’s hottest topics: the boom in private credit and the return of the IPO. What’s fueling the frenzy, where’s the risk and what should investors watch? Get the answers to these questions plus their tips of the month. Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and… [Listen](https://cdn.simplecast.com/media/audio/transcoded/be9b3ef5-bd2d-417c-829e-a4f6fbc48bae/2a62c4f4-5868-4fac-9dad-39554aae19b5/episodes/audio/group/fe0745e2-0d84-439a-9c19-c41dc081d686/group-item/b90ed1ea-7c67-4f9a-8237-65e97334060b/128_default_tc.mp3?aid=rss_feed&feed=YUyw7eiH) ## [Tax Loss Harvesting, Direct Indexing, and Smarter Market Strategy](https://omny.fm/shows/financial-safari-with-coach-pete/tax-loss-harvesting-direct-indexing-and-smarter-market-strategy) _2026-05-22 · Financial Safari with Coach Pete_ Coach Pete is joined by tax strategist and entrepreneur Alan Grissom for a conversation about indexing, tax strategy, and how technology is changing the way investors manage money. Alan explains the role of indices like the S&P 500 and Dow Jones Industrial Average, why passive strategies often outperform active management, and how direct indexing can give investors more control over their… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/3f0422df-6528-4257-ba21-b45200dd6020/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [Episode 63: Post-Tax Season Planning Strategies](https://holisticwealthandhealth.blubrry.net/2026/05/20/episode-63-post-tax-season-planning-strategies/) _2026-05-20 · Holistic Wealth and Health Podcast_ When tax season ends, tax planning begins. Join host Bryan Bibbo as he sits down with Chad Weigl, CFF, BPC, NSSA, lead advisor at JL Smith Holistic Wealth Management, a Prosperity Capital Advisors company, to walk through what high-income earners and pre-retirees should consider once their return is filed. With more than a decade of experience in retirement income planning, tax strategy, Social… [Listen](https://media.blubrry.com/holisticwealthandhealth/content.blubrry.com/holisticwealthandhealth/Episode_63_Chad_Weigl.mp3) ## [Building Your Own Paycheck in Retirement](https://omny.fm/shows/financial-safari-with-coach-pete/building-your-own-paycheck-in-retirement) _2026-05-15 · Financial Safari with Coach Pete_ Retirement is not just about how much you have saved; it is about turning those savings into reliable income. In this episode, Coach Pete, Thomas, Morgan, and Carrie talk about the emotional shift from receiving a paycheck to creating one yourself. The conversation touches on AI, scams, 401(k) savings, pensions, market losses, and why retirement planning requires more than simply hoping your… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/71d53994-2715-4fc8-994e-b45200dd5198/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [Why Annuities Are Back in the Retirement Conversation](https://omny.fm/shows/financial-safari-with-coach-pete/why-annuities-are-back-in-the-retirement-conversation) _2026-05-08 · Financial Safari with Coach Pete_ Annuities are getting renewed attention, but many people still misunderstand what they are and how they can fit into a retirement plan. In this episode, Coach Pete, Jackie, and Thomas break down annuities in plain language, from their historical roots to their modern use as a potential source of protected retirement income. The conversation covers how certain annuities may help create income you… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/e9faf8f4-cb0d-4b47-815a-b45200dd4352/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [7 Critical Retirement Concerns and How to Address Them](https://omny.fm/shows/financial-safari-with-coach-pete/7-critical-retirement-concerns-and-how-to-address-them) _2026-05-01 · Financial Safari with Coach Pete_ This episode covers essential retirement planning topics including income security, inflation, healthcare costs, long-term care, market volatility, and the importance of a written retirement plan. Hosted by Thomas with Coach Pete, it offers practical strategies to ensure a secure and worry-free retirement. See omnystudio.com/listener for privacy information. [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/64038c6b-ceed-4711-92c4-b43d0154f9a9/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [One America, Two Economies](https://down-the-middle-2c4b189d.simplecast.com/episodes/one-america-two-economies-oxCg4u_f) _2026-04-30 · podcasts@creativeplanning.com (Peter Mallouk, Jeff Stolper, Creative Planning) · Down the Middle_ The stock market just hit another record high; so did your grocery bill. That’s the K-shaped economy in one sentence. One American is getting richer, while the other can’t keep up with rent. Peter and Jeff dig into who’s actually winning, why the gap keeps widening and what it means for your paycheck, your portfolio and your plans. Stick around for their tips of the month. Hosted by Creative… [Listen](https://cdn.simplecast.com/media/audio/transcoded/be9b3ef5-bd2d-417c-829e-a4f6fbc48bae/2a62c4f4-5868-4fac-9dad-39554aae19b5/episodes/audio/group/f8d2eace-97e7-4dee-b088-42f3589d8c99/group-item/ca431ca4-76bf-4cfa-9c4d-1856e101bef4/128_default_tc.mp3?aid=rss_feed&feed=YUyw7eiH) ## [Project and Protect: Building a Retirement Plan Before You Turn the Page](https://omny.fm/shows/financial-safari-with-coach-pete/project-and-protect-building-a-retirement-plan-before-you-turn-the-page) _2026-04-17 · Financial Safari with Coach Pete_ In this episode of The Financial Safari , Thomas Lipscomb is joined by Jackie Selby and bestselling author Coach Pete D'Arruda for a practical conversation about preparing for retirement before emotions, market headlines, or tax surprises take control. Coach Pete explains why retirees should "project and protect": project the lifestyle and income they want, then protect the assets needed to… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/b41b1608-fb9c-458b-aeed-b43a01046079/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [Episode 62: How High Achievers Can Avoid Burnout](https://holisticwealthandhealth.blubrry.net/2026/04/06/episode-62-how-high-achievers-can-avoid-burnout/) _2026-04-06 · Holistic Wealth and Health Podcast_ What if the greatest threat to your success is the pace at which you’re running toward the finish line? In this candid conversation, host Bryan Bibbo sits down with leadership coach Aneta Kuzma, to talk about what happens when high achievers keep pushing without ever pausing, and what to do before the crash comes for them. Aneta brings 25 years of executive experience, including 22 years in… [Listen](https://media.blubrry.com/holisticwealthandhealth/content.blubrry.com/holisticwealthandhealth/Episode_62_Aneta_Kuzma_Protecting_Your_Mental_Health.mp3) ## [Don’t Let Market Losses Fund Your Retirement: Building a Safer Income Plan](https://omny.fm/shows/financial-safari-with-coach-pete/don-t-let-market-losses-fund-your-retirement-building-a-safer-income-plan) _2026-04-03 · Financial Safari with Coach Pete_ In this episode of The Financial Safari , Thomas Lipscomb and Coach Pete D'Arruda discuss how retirees and pre-retirees can avoid turning temporary market volatility into permanent retirement damage. Coach Pete explains the difference between paper gains, paper losses, and realized losses , and why money needed in the next five to ten years should not be sitting fully exposed to market risk. The… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/f54ea50b-94f0-48da-9189-b43a01033fa1/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [What Does Conflict With Iran Mean for Investors?](https://down-the-middle-2c4b189d.simplecast.com/episodes/what-does-conflict-with-iran-mean-for-investors-xNeZf9qC) _2026-04-01 · podcasts@creativeplanning.com (Peter Mallouk, Jeff Stolper, Creative Planning) · Down the Middle_ Over the past several weeks, tensions in the Middle East have intensified, raising concerns about energy supply disruptions and the potential for broader regional conflict. Peter and Jeff discuss the ongoing conflict with Iran and what it may mean for investors. Plus, get their tips of the month. Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter… [Listen](https://cdn.simplecast.com/media/audio/transcoded/be9b3ef5-bd2d-417c-829e-a4f6fbc48bae/2a62c4f4-5868-4fac-9dad-39554aae19b5/episodes/audio/group/217131b5-3b8d-4d4c-8a40-ab2f71587847/group-item/8dd32df7-a3e0-4b63-b1b8-bb81b9c0ea43/128_default_tc.mp3?aid=rss_feed&feed=YUyw7eiH) ## [Episode 61: Intentional Joy in the Workplace with Dave Caperton](https://holisticwealthandhealth.blubrry.net/2026/03/02/episode-61-intentional-joy-in-the-workplace-with-dave-caperton/) _2026-03-02 · Holistic Wealth and Health Podcast_ What if the key to solving employee disengagement, burnout, and turnover isn’t another productivity tool or incentive program, but intentional joy? In this conversation, host Bryan Bibbo sits down with Dave Caperton, internationally recognized keynote speaker, former stand-up comedian, and author, to explore how joy can be fuel for performance, innovation, and retention. Dave draws a critical… [Listen](https://media.blubrry.com/holisticwealthandhealth/content.blubrry.com/holisticwealthandhealth/Episode_61_Dave_Caperton_Intentional_Joy_with_Clients_and_Employees.mp3) ## [Why Investors Are Moving Away From U.S. Stocks](https://down-the-middle-2c4b189d.simplecast.com/episodes/why-investors-are-moving-away-from-u-s-stocks-ZoDGBWuP) _2026-02-27 · podcasts@creativeplanning.com (Peter Mallouk, Jeff Stolper, Creative Planning) · Down the Middle_ After a decade of outperformance, U.S. stocks have recently cooled. Peter and Jeff name several factors contributing to this shift, share major factors in the United States’ favor long term and discuss where else investors are going with their dollars. Plus, get their tips of the month. Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this… [Listen](https://cdn.simplecast.com/media/audio/transcoded/be9b3ef5-bd2d-417c-829e-a4f6fbc48bae/2a62c4f4-5868-4fac-9dad-39554aae19b5/episodes/audio/group/1edc30a6-2d47-4868-a832-b9ce1f4b9c30/group-item/a3023c1c-d2a9-4b61-b531-8261fcf6f389/128_default_tc.mp3?aid=rss_feed&feed=YUyw7eiH)