Episode 647: A few overlooked estate planning decisions can spark years of family conflict. Learn the key mistakes blended families should avoid and the strategies that can protect everyone involved. Next, explore the health insurance options that can bridge the gap to Medicare and the enrollment rules that can help you avoid costly surprises later.

Episode 646:  Whether you itemize or take the standard deduction, new charitable giving rules could affect your tax bill. Learn what’s changing in 2026. Then, discover why having a pension changes retirement planning, but doesn’t eliminate it, and explore strategies that can help military and public-sector retirees make the most of the benefits they’ve earned.

Episode 645: Bad news dominates the headlines, yet markets often remain surprisingly resilient. Learn what investors may be missing about how markets really work. Then, Ryan and Zach explore why many Americans feel financially uneasy despite record household wealth and low unemployment.

Episode 644:  Matthew and Justin talk with Josh Marbert about the technology and operations behind RYA, along with a few lighter moments and personal insights along the way. Then, discover how investing can create greater freedom and opportunity in your life, and learn practical first steps to begin building confidence for the future.

Episode 643: The famous 4% retirement rule is getting a rethink. Learn why flexibility, diversification, and real-life spending patterns may reshape retirement income. Then, Steve and Abbie walk through the real numbers, hidden costs, and practical tradeoffs that can make or break a rental property investment.

Episode 642:  Scammers are getting smarter, faster, and more convincing. Learn four common schemes targeting seniors and how to spot the red flags before it’s too late. Then, explore how the AI boom could impact the economy and markets in ways that could look very different from today’s headlines.

Episode 641: Before taking on a mortgage, car loan, or new payment, learn how lenders evaluate your debt-to-income ratio and what it reveals about your financial health. Then, explore the hidden habits and cultural pressures that can leave even high earners feeling financially stressed.

Episode 640: Abbie and Justin go beyond simple rules of thumb to explore the key financial and personal factors that can guide a more confident retirement decision. Then, learn how Medicare really works, from enrollment rules to ongoing plan changes, so you can avoid costly surprises along the way.

Episode 639: Matthew and Steve sit down with Elizabeth Fain for a closer look at her role at RYA, plus a few personal insights you may not know. Next, they explore the most important tax updates and strategies that could help you keep more of your money this year.

Episode 638: A sudden windfall can disappear faster than you think. Learn how to avoid hidden mistakes and protect what you’ve been given. Then, Justin and Zach clear up one of the most misunderstood parts of the tax system and show how to use that knowledge to maximize what you keep, not just what you earn.