Host Jessica Sclafani talks with Som Priestley, CFA®, and CERTIFIED FINANCIAL PLANNER® professional Roger Young, about why international investing continues to play a vital role in a diversified portfolio. They discuss how global diversification can help manage risk, how global markets offer access to many of the world’s leading companies, and how behavioral biases like home-country and recency bias can affect decisions. The conversation also explores tariffs, currency effects, and how to stay globally balanced through market shifts.

Host Jessica Sclafani is joined by CERTIFIED FINANCIAL PLANNER® professionals Emily Herstein and Matt Spratt to discuss practical steps for finding the right financial professional. Building on our earlier conversation in Season 3 about the value of financial advice, they share what to look for when hiring an advisor, from credentials and communication style to trust and compatibility. Listeners will learn how a financial professional can help set clear goals, personalize your plan, and give you confidence in your financial decisions.

Host Jessica Sclafani sits down with CERTIFIED FINANCIAL PLANNER® professionals Mycha Marshall and Roger Young for a 360° look at tax planning before and during retirement. Learn how to optimize withdrawals across different account types, tackle the Social Security “tax torpedo,” time Roth conversions, and manage RMDs. Plus, explore advanced strategies like Qualified Charitable Distributions and tax-loss harvesting, and walk away with practical steps to help minimize lifetime taxes and extend your portfolio.

Caring for both children and aging parents—while planning for your own retirement— takes strategy and intention. In this episode, host Jessica Sclafani joins CERTIFIED FINANCIAL PLANNER® professionals Mycha Marshall and Emily Herstein to unpack the unique financial and emotional dynamics of the “sandwich generation.” From setting boundaries with adult children to planning for long-term care costs, this discussion provides practical strategies to help you stay in control and confident as you manage multigenerational caregiving and your own future.

ETFs offer unique structural benefits that can help investors better manage taxes—especially in taxable accounts. In this episode, we break down how in-kind redemptions work, what makes some ETFs more tax-efficient than others, and what to look for when building a portfolio. You’ll hear practical guidance on how ETFs can support retirement income strategies.

Navigating Social Security can feel complicated—especially for women, who often face unique challenges like longer life expectancy, career breaks, and lower lifetime earnings. But with the right knowledge, it becomes a powerful tool for retirement planning. In this episode, host Jessica Sclafani sits down with CERTIFIED FINANCIAL PLANNER® professionals Stuart Ritter and Judith Ward, for a practical and encouraging discussion on how women—and their spouse if they have one—can make informed, confident Social Security decisions. From understanding benefit basics to timing strategies and coordinating with other income sources, this conversation is designed to help women feel more empowered about their financial future.

Balancing your desire to live fully today with the need to plan for tomorrow can feel overwhelming —but it doesn’t have to be. In this episode, host Jessica Sclafani sits down with CERTIFIED FINANCIAL PLANNER® professional, Stuart Ritter, and Retirement Strategist Rachel Weker to explore how to confidently save for short- to long-term financial goals. Whether you're setting aside money for a vacation, building an emergency fund, or planning for retirement, this conversation offers a practical and inspiring roadmap.

Retirement planning can be complex, and it's easy to make mistakes along the way. But with the right information, you can steer clear of these common pitfalls. Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNER™ professionals Judith Ward and Lindsay Theodore to discuss our experiences with retirement savings mistakes and how to avoid them.

Host Kim Zook is joined by Multi-Asset Portfolio Specialist Kathryn Farrell and CERTIFIED FINANCIAL PLANNER™ professional Stuart Ritter to discuss the differences between traditional and alternative investments for your retirement, including what they are, how they work, and which might be right for your investment goals.

Research shows that spending tends to decrease in retirement, but this decline isn't always steady and predictable. To prepare, you must adapt and develop plans to manage both essential and non-essential expenses. Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNER™ professional Lindsay Theodore and Sudipto Banerjee, Ph.D., Global Retirement Strategist at T. Rowe Price to discuss how thoughtful spending plans can lead to a more assured and satisfying retirement.