by Shelby Todd | Apr 17, 2026 | Episodes
How much do you really need to retire? You’ve probably heard the latest “magic number”—$1.46 million—but in this episode, I’m breaking down why that number might not matter as much as you think. Josh and I dive into what’s driving that number higher, including...
by Shelby Todd | Apr 14, 2026 | Episodes
Financial Literacy Month continues, and in this episode, I’m focusing on something that doesn’t get talked about enough in retirement planning—fraud and scams. After dealing with a fraud situation myself recently, this topic hit close to home. Josh and I break down...
by Shelby Todd | Apr 10, 2026 | Episodes
April is Financial Literacy Month, and in this episode, I’m breaking down some of the biggest retirement blind spots I see all the time when working with clients—especially within the LGBTQ+ community. Josh and I walk through the risks that often go unnoticed: living...
by Shelby Todd | Apr 8, 2026 | Episodes
If retirement is on your radar—even a little bit—this is one of the most important conversations you can hear. In this episode of Take Pride in Retirement, Josh and I are diving into what’s known as the retirement red zone—that critical 5 to 10-year window before you...
by Shelby Todd | Apr 6, 2026 | Episodes
Market volatility is something we all hear about—but if you’re close to retirement or already there, it hits a whole lot differently. In this episode of Take Pride in Retirement, Josh and I break down what’s really going on when the markets get shaky—and more...
by Shelby Todd | Mar 31, 2026 | Episodes
This is part two of our series on the financial realities of losing a spouse, and in this episode, Josh and I shift from problems to solutions. I’m sharing the exact action steps you can take—both before and after loss—to protect yourself and your partner. I...
