EPISODES

The Top Habits of Happy Retirees

The Top Habits of Happy Retirees

On this week’s show, we test your financial knowledge – and see if you’ve been paying attention to recent episodes – in a game of Right or Wrong! Plus, Woody will talk about the top concerns of American retirees. He will also share a list of the best Healthy Habits of...

Planning For Your Family’s Future in Retirement and Beyond

Planning For Your Family’s Future in Retirement and Beyond

Planning for your own retirement is important, but what about planning for those who will still be here after you’re gone? The Smart Retirement Plan series continues with a look at Smart Legacy planning to help you with that very topic. Plus, Woody will discuss how...

Following These Rules Will Make or Break Your Retirement

Following These Rules Will Make or Break Your Retirement

Rules may sound like a drag, but there are a few that can make retirement much more enjoyable. Woody will tell you all about them on this week’s show. Plus, do you need a “Smart Review” of your financial plan? Chances are the answer is yes. Finally, Super Bowl tickets...

Building a Secure and Smart Retirement: New Changes You Need to Know

Building a Secure and Smart Retirement: New Changes You Need to Know

Is your retirement plan secure? Some new legislation passed late last year called the Secure Act 2.0 and it could have a big impact on your retirement. Woody will share details. Then, the Smart Retirement Plan series continues with a look at Smart Health and Smart...

Balancing Risk and Safety, Plus Smart Tax Strategies for Your Retirement

Balancing Risk and Safety, Plus Smart Tax Strategies for Your Retirement

How much risk are you willing to take with your retirement plan? That’s a key question to consider as Woody continues looking at different aspects of a Smart Retirement Plan on this week’s show. We also discuss Smart Safe and Smart Tax strategies. Plus, there’s some...

Do You Have a Smart Retirement Plan?

Do You Have a Smart Retirement Plan?

On this week’s show, Woody asks the all-important question: Do you have a Smart Retirement Plan? He breaks it down to the basics as he discusses what a Smart Retirement Plan is, and runs through the first three elements: Smart Vision, Smart Inspection and Smart...

How to Delete Taxes, Fees and Expenses from Your Retirement Plan

How to Delete Taxes, Fees and Expenses from Your Retirement Plan

Are you paying too much for your retirement plan? This week, Woody discusses some strategies for eliminating unnecessary fees, taxes and expenses so you can live the retirement lifestyle you deserve. We also take a look at where retirees are moving these days and talk...

How to Take Control of Your Financial Situation

How to Take Control of Your Financial Situation

On this week’s show, Woody talks about starting 2023 on the right foot. We start with a review of 2022 and share ways you can plan for the future in case we experience another market downturn. If you have bank CDs that aren’t earning as much as you would like, Woody...