wealth advisor

Pick anything below and it plays in the bar at the foot of the window — and keeps playing while you go on browsing the directory.

1. 1▶Planning Extraordinary TravelMoney Sense38:13Notes
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2. 2▶Retirement RealitiesMoney Sense27:14Notes
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3. 3▶7 Ways Grandparents Can Help Their Grandchildren FinanciallyMoney Sense31:06Notes
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4. 4▶What Should You Do If a "Virus Alert" Pops Up and Asks You to CallPlan Your Federal Retirement Podcast5:01Notes
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5. 5▶Q3 2026 Bond Market UpdateMoney Sense42:14Notes
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6. 6▶The Psychology of RetirementMoney Sense30:05Notes
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7. 7▶The Difference Between Tax Preparation and Tax PlanningMoney Sense38:28Notes
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8. 8▶Pet Care, Costs, Planning, and Community ResourcesMoney Sense32:46Notes
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9. 9▶Should You Trust AI With Your Social Security Decision?Plan Your Federal Retirement Podcast5:12Notes
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10. 10▶Q2 2026 Market UpdateMoney Sense42:08Notes
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11. 11▶Insurance Coverage Gaps, Liability Risks, and RecommendationsMoney Sense44:41Notes
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12. 12▶#151 Should You Change Your Social Security Strategy Because of the News?Plan Your Federal Retirement Podcast18:42Notes
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13. 13▶College Athletics in a Pay-for-Play EraMoney Sense30:50Notes
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14. 14▶The 4 Retirement Risks That Never Go AwayPlan Your Federal Retirement Podcast7:28Notes
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15. 15▶EIG Behind The Scenes: Operations & SystemsMoney Sense38:46Notes
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16. 16▶Did You Just Inherit a Tax Problem?Plan Your Federal Retirement Podcast5:13Notes
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17. 17▶#150 Why Your Retirement Plan Might FailPlan Your Federal Retirement Podcast18:45Notes
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18. 18▶TSP Beneficiary Discrepancy? What to Do NextPlan Your Federal Retirement Podcast5:15Notes
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19. 19▶#149 Are You Letting Headlines Control Your Retirement Decisions?Plan Your Federal Retirement Podcast15:05Notes
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20. 20▶FERS Paperwork Lost or Delayed? Steps to Get Back on TrackPlan Your Federal Retirement Podcast3:00Notes
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21. 21▶#148 Are You Missing These Tax Savings? Charitable Strategies ExplainedPlan Your Federal Retirement Podcast25:27Notes
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22. 22▶Can a 401(k) Contribution Save Your FERS Supplement?Plan Your Federal Retirement Podcast3:35Notes
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23. 23▶3 Smart TSP Withdrawal Strategies (and One to Possibly Avoid)Plan Your Federal Retirement Podcast15:05Notes
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24. 24▶#147 Does market timing always work?Plan Your Federal Retirement Podcast27:36Notes
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25. 25▶What Happens to Your Social Security If You Die Before Claiming?Plan Your Federal Retirement Podcast3:57Notes
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26. 26▶Healthy Today, But Should You Still Get Medicare B?Plan Your Federal Retirement Podcast9:15Notes
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27. 27▶#146 The COLA Mirage: Why Inflation Is Quietly Shrinking Your RetirementPlan Your Federal Retirement Podcast26:34Notes
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28. 28▶Does the Earnings Limit Still Apply When Your Supplement Stops at 62?Plan Your Federal Retirement Podcast4:39Notes
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29. 29▶#145 Longevity vs. Living Today: The Retirement Balancing Act You Should KnowPlan Your Federal Retirement Podcast25:05Notes
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30. 30▶Social Security: The Bridge Strategy!Plan Your Federal Retirement Podcast27:39Notes
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31. 31▶Social Security: What YOU Need to KnowPlan Your Federal Retirement Podcast9:15Notes
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32. 32▶Investment Tips for Federal Employees Approaching Retirement in 2026Plan Your Federal Retirement Podcast12:23Notes
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33. 33▶#144 Finish 2025 Strong, Start 2026 Smarter: Federal Retirement PlanningPlan Your Federal Retirement Podcast29:41Notes
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34. 34▶Social Security: The Bridge Strategy!Plan Your Federal Retirement Podcast6:32Notes
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35. 35▶Retirement Isn't Just About Money Are You Physically Ready?Plan Your Federal Retirement Podcast6:45Notes
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36. 36▶Changes to Catch-up Contributions in 2026Plan Your Federal Retirement Podcast4:27Notes
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37. 37▶#143 Tax-Saving Strategies for the Year-End: What You Need to Do NowPlan Your Federal Retirement Podcast15:37Notes
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38. 38▶Viral Finance: Should You Trust Trends?Plan Your Federal Retirement Podcast6:42Notes
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39. 39▶Top 5 Retirement Pitfalls Feds Must Avoid in 2026Plan Your Federal Retirement Podcast4:41Notes
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40. 40▶#142 Year End - What Planning You Need to DoPlan Your Federal Retirement Podcast28:05Notes
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41. 41▶Is YOUR Social Security Taxable?Plan Your Federal Retirement Podcast5:23Notes
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42. 42▶Unlocking HSA Potential: Planning for Long-Term Care and Medicare CostsPlan Your Federal Retirement Podcast8:54Notes
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43. 43▶Avoid Running Out: Smart Withdrawal Strategies for Your TSPPlan Your Federal Retirement Podcast6:38Notes
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44. 44▶#141 Furloughed! What Federal Employees Can Do When Paychecks StopPlan Your Federal Retirement Podcast22:57Notes
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45. 45▶The True Value of Staying One More Year in Federal ServicePlan Your Federal Retirement Podcast11:23Notes
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46. 46▶VERA Early Retirement: Great Opportunity or Financial Trap?Plan Your Federal Retirement Podcast4:19Notes
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47. 47▶#140 What Federal Employees Are Really Asking About RetirementPlan Your Federal Retirement Podcast16:04Notes
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48. 48▶Do trusts pay higher taxes on inherited TSPs and IRAs than individual beneficiaries?Plan Your Federal Retirement Podcast5:58Notes
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49. 49▶Safe Withdrawal Strategies: Protecting Your Nest EggPlan Your Federal Retirement Podcast9:41Notes
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50. 50▶How to Prepare for the Looming Retirement CrisisPlan Your Federal Retirement Podcast5:49Notes
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