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Podcast Archive


Living Past Your 100th Birthday


There are over 450,000 people over the age of 100. Humans are living longer than ever, but are they ready for the longer retirement that comes with that? Ron & Paul will teach you how to prepare yourself for a longer retirement than you expected.

Topics: Longer Retirement, Living Past Your 100th Birthday

Co-host: Paul West

Preparing for Unexpected Retirement


It’s a fact … 60% of Americans will retire unexpectedly. Learn 5 steps to prepare yourself now … no matter what curveballs life throws your way.

Topics: Unexpected Retirement,

Co-host: Paul West, Jim Caldwell

The Daunting Challenges Women Face in Retirement


Women live longer than men. And that poses several unique and daunting challenges that threaten their retirement. Learn what they are with Paul West.

Topics: Women, Retirement

Co-host: Paul West

The Road to Retirement


The Road to Retirement is complicated and confusing, and many people make easily-avoidable mistakes. Learn how to avoid these mistakes, and how to save yourself thousands of dollars in fees.

Topics: Retirement, Unnecessary fees

Co-host: Paul West

New Year’s Resolutions


As the New Year came and went, you are one step closer to retirement. Paul & Jim Caldwell will cover the 5 strategies that will help you take control of your money, and can help you retire sooner than you thought possible.

Topics: Resolutions, New Year, Retirement

Co-host: Paul West, Jim Caldwell

9 Not-So-Obvious Year-End Financial Planning Tips


Join Ron and Paul as they discuss 9 year-end financial planning tips starting the week after Thanksgiving! As you head into the holiday’s, you wont want to miss these tips that could save you thousands of dollars.

Topics: Financial Planning

Co-host: Paul West

10 Things Successful Investors NEVER Do!


If you could speak with the most successful investors in the world … What would they tell you to do with your investments today? And what would they tell you not to do? Join your co-hosts Mark and Paul as they discuss 10 things smart investors never do!

Topics: Investor Behavior

Co-host: Paul West, Mark Schlipman

5 Toxic Investing Behaviors That Could Sabotage Your Retirement!


Investors are prone to making irrational decisions. The simple truth is that what feels good, or what satisfies an immediate impulse, is not always compatible with generating positive, long-term returns

Topics: Investor Behavior

Co-host: Paul West, Jim Caldwell

How to Turn Your Savings and Investments into an Income Workhorse!


Traditional “go-to” options for generating income are dead.

  • Pensions are all but history.
  • Rates on CD’s and savings accounts are low.
  • Bond yields aren’t any better.
  • Investing in stocks right now is potentially risky
  • And life expediencies keep getting longer, and longer.

Don’t just have a retirement plan. Be sure you have a strategy to generate income from a handful of diversified sources.

Topics: Income

Co-host: Paul West

Surviving the Next Major Market Correction


The market has surprised everyone by breaking record, after record, after record. And many investors have made the dangerous assumption that this market … is unstoppable. Join Ron and Paul as they discuss ways you can help yourself survive the next major market correction.

Topics: Downside Protection, Risk

Co-host: Paul West

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