by Shelby Todd | Apr 21, 2026 | Episodes
What are the biggest financial mistakes that can quietly derail your retirement? In this episode, Josh and I break down some of the most common bad money habits I see—and how you can avoid them before they cost you. We talk about why emotional investing—especially...
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...
