by Shelby Todd | Jul 10, 2026 | Episodes
Artificial intelligence is changing nearly every aspect of our lives—including our careers, earning potential, and ultimately, our retirement plans. This week, Josh is under the weather, so Matt flies solo with a fascinating conversation featuring Dr. Antoinette...
by Shelby Todd | Jun 30, 2026 | Episodes
For decades, we’ve been told to save, save, save for retirement. But what happens when retirement finally arrives and it’s time to start spending? In this episode, Josh and I explore one of retirement’s biggest emotional challenges: learning how to...
by Shelby Todd | Jun 26, 2026 | Episodes
Is Social Security really running out of money? If you’ve seen alarming headlines about the Social Security trust fund being depleted by 2032, you’re not alone—and you’re probably wondering what it means for your retirement. In this episode, I sit...
by Shelby Todd | Jun 12, 2026 | Episodes
Have your financial goals slipped a little this year? If so, you’re definitely not alone. A lot of people start the year feeling motivated and excited about saving more, paying down debt, or getting serious about retirement planning. But by the time summer rolls...
by Shelby Todd | Jun 9, 2026 | Episodes
June is Annuity Awareness Month, and in this follow-up episode, Matt and Josh focus on the questions every retiree should ask before investing in an annuity. Rather than starting with a product, Matt explains why it’s critical to start with the problem...
by Shelby Todd | Jun 5, 2026 | Episodes
June is Annuity Awareness Month, and that means it’s time to tackle one of the most misunderstood topics in retirement planning. Matt and Josh dive into the world of annuities, breaking down common myths, explaining the different types available, and helping...
