Podcasts about money map

College costs aren't getting cheaper, which has more families asking whether a 529 plan is the right way to save for education. Nick and Eric break down how these accounts work, why they've become more flexible in recent years, and what parents and grandparents should think about before opening one. Before you decide how to save for education, it's important to understand how these decisions have an impact beyond just college tuition. Here's what we discuss in this episode:

In this episode of The Finance Geeks, Warren Shute and Paul Cleworth explore how financial planning goes far beyond numbers. They discuss the importance of aligning wealth with what truly matters to clients, helping them build a life of purpose, not just a bigger portfolio. Whether someone is early in their career or approaching retirement, the question remains the same: what is all this for? The conversation introduces the idea of a “Money Map” as a way to guide clients through deeper thinking about their goals, values and future. By encouraging more intentional thinking and better conversations, it becomes possible to design a future that delivers both financial security and genuine fulfilment. ========================== Chapters: 0:00 - Intro 7:12 - The Money Map: What Money Really Means to Us ========================== Show Notes: Money Map PDF https://www.dropbox.com/scl/fi/d28c0y4wxql2juvk1fsj5/Your-Money-Map-Presentation-AL-v1.pdf?rlkey=urqrsudz5meq6mtdb14b0zcb9&dl=0 Naval Ravikant https://en.wikipedia.org/wiki/Naval_Ravikant StoryTerrace - Books That Matter https://www.storyterrace.com/en-gb George Kinder: Father of Life Planning, Author, and Keynote Speaker https://www.georgekinder.com/ How To Sell Transformation Using This One Question | Strategic Coach https://www.strategiccoach.com/resources/the-multiplier-mindset-blog/how-to-sell-transformation-using-this-one-question ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. ==========================

In this episode, Alex Karaban, forward for the UConn Huskies, joins host Joel Johnson, CFP® to talk about the mindset behind high-level performance and learning to handle setbacks as he prepares for the 2026 NBA Draft. Alex shares how his upbringing, work ethic, and mindset have shaped his journey from late-blooming hooper to championship-level player. They explore the discipline, pressure, and growth that come with competing at an elite level. Here's what we discuss in this episode:

More than half of Americans are missing a critical step in their retirement plan, and it has nothing to do with investments or savings. Despite knowing it's important, many people delay or avoid putting the right protections in place for their families. Nick walks through the essential estate planning documents you need, what happens if you don't have them, and how proper planning can protect your assets, reduce taxes, and prevent unnecessary stress for your loved ones. Here's what we discuss in this episode:

A pension buyout might be one of the biggest financial decisions you'll ever make, and once it's done, there's no going back. Today, Nick talks through how to think about this choice in a way that fits your bigger financial picture. It's not just about numbers—it's about control, flexibility, and what you want your retirement to look like. The right answer depends entirely on your goals.   Here's what we discuss in this episode:

Tax season may be over, but the smartest planning starts now. Nick walks through simple, proactive steps you can take today to avoid stress, surprises, and missed opportunities next year. He focuses on how to approach the year ahead with intention so you're not reacting when deadlines hit again. A little planning now can make a big difference later.   Here's what we discuss in this episode:

It's a simple question with a surprisingly complex answer: how often should you actually check your investment portfolio? For many investors, it becomes a habit, sometimes daily, sometimes even hourly. But that constant monitoring can create more harm than good, leading to emotional decisions that derail long-term results. Nick and Jake elaborate on the real dangers of checking your portfolio too often, and the equally important risks of ignoring it altogether. Tune in to hear how a clear plan can help you stay focused on what actually drives long-term success. Here's what we discuss in this episode:

Financial decisions don't exist in a vacuum, and the cost of getting them wrong can quietly add up over time. Studies show that a lack of financial knowledge costs the average adult hundreds of dollars each year, often through missed tax opportunities, poor allocation decisions, or simply not understanding how different pieces of a plan work together. Today, Jake and Nick break down five practical ways to sharpen your financial IQ, especially as retirement approaches. It's not about knowing everything, it's about knowing enough to make smarter moves and avoid preventable mistakes. Here's what we discuss in this episode:

If you're nearing retirement with a solid nest egg, the next big question isn't how much you've saved, it's how much you'll actually keep. In this episode, Nick answers a listener question from a 62-year-old with $800,000 saved who wants to know how to lower taxes in retirement. It's a scenario many people face, and the decisions made in these final working years can have a major impact on long-term outcomes. The takeaway is simple: retirement planning isn't just about investments, it's about building a tax strategy that works for decades. Here's what we discuss in this episode:

It sounds unbelievable, but millions of Americans have lost track of old retirement accounts, and the total adds up to over a trillion dollars. If you've changed jobs over the years, there's a real chance money could still be sitting with a former employer. In this episode, Nick walks through how to recover these lost accounts, because nothing feels better than "found money" especially when it's your retirement. Here's what we discuss in this episode:

To celebrate Women's Day, Nick is joined by his colleague and financial advisor Jen Killilea to explore why women investors often outperform men, drawing on insights from a major Fidelity study. They highlight the behavioral advantages many women bring to investing and why those traits can lead to stronger long-term results. You'll also hear about the unique financial challenges women face, from longer life expectancy and wage gaps to caregiving interruptions and healthcare and long-term care costs. Here's what we discuss in this episode:

Social Security might be one of the biggest financial decisions you'll ever make, and it's rarely as simple as "take it early" or "wait until 70." Nick is joined by Eric Hogarth, CFPⓇ  and senior partner at Johnson Brunetti, to walk through how filing decisions affect income, taxes, and long-term retirement confidence. With hundreds of potential filing combinations and real consequences for spouses and families, this is not a decision to guess on. Here's what we discuss in this episode:

If you're thinking about retiring before 59½, you've probably assumed your 401(k) is locked up. Not always. Nick unpacks the Rule of 55, a lesser-known provision that can allow penalty-free withdrawals from certain employer retirement plans starting at age 55. But like most tax rules, the opportunity comes with caveats. Used correctly, the Rule of 55 can create flexibility. Used carelessly, it can limit your options. Here's what we discuss in this episode:

New year. New goals. Same money habits? In this episode, Nick is joined by special guest Eric Hogarth, senior partner and CFP®, to talk about five financial habits that can quietly derail retirement, especially during the transition from saving to spending. The strategies that helped you build wealth during your working years don't always serve you the same way once the paychecks stop. Suddenly, risk looks different and taxes hit differently. Retirement isn't just about having enough, it's about making smart adjustments once you get there. Here's what we discuss in this episode:

Olympic athletes don't rely on talent alone. They prepare, adjust, and stay disciplined long before the moment arrives. In this episode, Nick and Jake use the Olympics as a lens to talk about what real retirement preparation looks like. The conversation centers on setting clear targets, staying consistent, and managing emotions when conditions change. It's a practical reminder that confidence in retirement is built long before the finish line. Here's what we discuss in this episode:

Love is in the air, and so is smart retirement planning. In this Valentine's Day edition, Nick and Jake show you how to move from a "day‑to‑day fling" with your finances to a long‑term, committed retirement plan by really knowing your numbers and your income needs. They break down how to balance safety, income, and growth so you can enjoy life now while still being prepared for curveballs like healthcare costs, inflation, and taxes. Here's what we discuss in this episode:

After years of debilitating endometriosis, failed fertility treatments, and a devastating miscarriage, Alyssa Chavez found herself at rock bottom—sitting in her closet every morning, crying, with zero resources for emotional support. The medical system had cleared her physically but left her completely alone in her grief. What happened next changed everything. In this deeply moving episode, Alyssa shares her 5-year journey from that closet floor to spontaneously conceiving her baby girl—not through more interventions, but through learning to listen to what her body had been trying to tell her all along. In this episode, we explore: Why "medically cleared" after pregnancy loss means nothing for your emotional, nervous system, or hormonal health The critical connection between your gut, nervous system, and reproductive system that most doctors never mention How symptoms aren't problems to fix—they're your body's communication system Why fertility isn't just about hormones (and what's really happening when your body won't conceive) The power of taking one tiny 1% step when you're feeling completely stuck How Alyssa went from debilitating endometriosis pain to completely pain-free periods What actually shifted when she stopped trying so hard and started supporting her nervous system This episode is for you if: You've been "cleared" medically but know something still isn't right You're tired of doctors offering only birth control or "just relax" You want to understand what your body is actually trying to tell you You're ready to reclaim your power in your own healing journey Alyssa's story is proof that your body isn't broken—it's brilliant. Sometimes it just needs you to listen. Connect with Alyssa: Instagram: https://www.instagram.com/aligned.to.rise Website: https://www.alignedtorise.com My podcast: Aligned to Rise FROM LOSS TO LEGACY: From Loss to Legacy is a 4-week immersion that takes loss mothers or practitioners from calling to clarity. Participants define their unique positioning, purpose, message, and Money Map —giving you the confidence and roadmap to turn your lived experience into life-changing support for bereaved mothers. If this episode resonated with you, please share it with someone who needs to hear it. Your story matters. Connect with Sharna: Join my Newsletter: HERE Apply for the Certification: HERE IG: Biz Mentorship: @instituteofhealing_pl IG: Podcast: @pregnancyloss_podcast IG: Loss Support & Certifications: @insitituteofhealing.losssupport LinkedIn: @sharnasouthan Leave a Review If this episode resonated with you, please leave a review on Apple Podcasts. Your reviews help other women find these conversations and realize they're not alone in their journey. Remember: You don't have to heal alone. Your grief is valid, your babies mattered, and seeking support is a sign of strength, not weakness. Resources & Support The Pregnancy Loss Recovery Method™ offers specialised support for bereaved mothers that treats pregnancy loss as reproductive trauma—because your experience deserves more than general grief counseling. Ready to transform your experience into expertise? If you're a bereaved mother practitioner called to support others through pregnancy loss, explore the Pregnancy Loss & Trauma-Informed Specialist Certification at: https://www.sharnasouthan.com/certification-vsl

Unlock the secrets most retirees wish they'd known about taxes before leaving the workforce. This episode cuts through the confusion and dives into smart, proactive tax planning for your retirement years. Join Jake and Nick for essential strategies and eye-opening insights that could safeguard your nest egg. Here's what we discuss in this episode:

AI can answer questions instantly, but should it be trusted with your financial future? Dive into today's episode as Jake and Nick tackle whether AI can truly replace human financial advisors. You'll hear the real risks, and hidden potential when using AI for money decisions. Tune in and learn what to ask before trusting your finances to technology! Here's what we discuss in this episode:

How has retirement changed over the last decade, and why does it matter now? If you're planning for retirement the same way people did ten years ago, you may be relying on assumptions that no longer apply. In this episode, Nick and Jake discuss how retirement planning has fundamentally shifted over the past decade and what those changes could mean for your financial future. Here's what we discuss in this episode: ⏳ Delayed Retirement: Why more people are working longer by choice…or necessity

Every January, people focus on getting back in shape, but what about their finances? In this episode, Nick and Jake walk through six practical steps to improving your financial fitness as retirement approaches. The conversation reframes what it really means to be "financially fit" and offers tips on a clear path forward. Tune in if you're looking for a smarter reset and a more confident way to start 2026. Here's what we discuss in this episode:

Turning 59½ opens the door to a set of retirement decisions many people don't realize they have. In this episode, Nick is joined by Eric Hogarth, Senior Partner Johnson Brunetti, to discuss why 59½ is a major planning milestone and what options become available for your 401(k). If you're approaching 59½ and want more control, flexibility, and clarity around your retirement savings, this conversation will help you understand what to consider before making any 401(k) moves. Here's what we discuss in this episode:

How do you stick to a budget in retirement without feeling restricted, anxious, or deprived, especially when the cost of living keeps rising? This week on Your Money Map, Jean Chatzky is joined by Tiffany Aliche, better known as The Budgetnista, to talk about what budgeting and financial security really look like in retirement today, and why the old rules don't always apply anymore. Why budgeting alone isn't always enough, and what does help How to think about spending in retirement without feeling deprived The case for lowering overhead before you stop working Paying off a mortgage vs. keeping a low-interest loan Hidden programs and benefits that activate later in life Tiffany's top three tips for anyone approaching retirement

Most owners work hard for money—few learn to make the tax code work hard for them. In this episode of Sharkpreneur, Seth Greene interviews Catrina M. Craft, a tax strategist and accountant who's advised business owners and previously learned elite tax strategy working with the wealthiest 2% of Americans. Creator of the CRAFT Money Map framework, Catrina specializes in turning reactive “tax season” chaos into proactive, year-round wealth strategy. She breaks down the KPIs that actually drive profitability, the entity and election decisions that matter, and timely plays like bonus depreciation, §179, and QBI that can free up cash to grow.   Key Takeaways: → Proactive vs. reactive taxes: what changes when strategy starts before year-end. → The five KPIs that matter: cash flow, profitability, A/R & A/P, LTV, and CAC—plus how to dashboard them. → The C.R.A.F.T. Money Map: Cash flow, Retirement, Asset management/protection, Financial freedom, and Tax strategies. → Entity structure ≠ paperwork: why LLC + the right tax election (S/C/partnership/sole prop) can swing your tax outcome. → When to hire a strategist: startup consults to avoid missteps; quarterly at ~$50k profit; monthly at ~$100k+.   Catrina M. Craft, CPA, CEO & Founder of Craft More Cash. "The tax code isn't fair — but that's your opportunity as a business owner.” This is the perspective Catrina Craft brings as the CPA and tax strategist behind some of the most profitable coaches, consultants, and creators in the industry. After climbing out of $100K in debt and losing 80% of her income overnight, she rebuilt her business by using the same advanced tax strategies and wealth-building tactics that the top 2% of the wealthiest rely on to protect and multiply their money. Now, she teaches her clients to do the same. Through her Craft Money MapTM system, she helps high-earning entrepreneurs cut taxes by 25% and boost profits by 20% — strategies most accountants won't even talk about. On the mic, Catrina pulls back the curtain on what the ultra-wealthy know: how proactive tax strategy lets you keep more, grow faster, and build real wealth. Listeners walk away with practical insights on entity structuring, overlooked deductions, and income planning that scales. Connect With Catrina: Website: https://www.catrinamcraft.com/ Instagram: https://www.instagram.com/catrinamcraft/ Facebook: https://www.facebook.com/catrinamcraft1/   Learn more about your ad choices. Visit megaphone.fm/adchoices

Most owners work hard for money—few learn to make the tax code work hard for them. In this episode of Sharkpreneur, Seth Greene interviews Catrina M. Craft, a tax strategist and accountant who's advised business owners and previously learned elite tax strategy working with the wealthiest 2% of Americans. Creator of the CRAFT Money Map framework, Catrina specializes in turning reactive “tax season” chaos into proactive, year-round wealth strategy. She breaks down the KPIs that actually drive profitability, the entity and election decisions that matter, and timely plays like bonus depreciation, §179, and QBI that can free up cash to grow.   Key Takeaways: → Proactive vs. reactive taxes: what changes when strategy starts before year-end. → The five KPIs that matter: cash flow, profitability, A/R & A/P, LTV, and CAC—plus how to dashboard them. → The C.R.A.F.T. Money Map: Cash flow, Retirement, Asset management/protection, Financial freedom, and Tax strategies. → Entity structure ≠ paperwork: why LLC + the right tax election (S/C/partnership/sole prop) can swing your tax outcome. → When to hire a strategist: startup consults to avoid missteps; quarterly at ~$50k profit; monthly at ~$100k+.   Catrina M. Craft, CPA, CEO & Founder of Craft More Cash. "The tax code isn't fair — but that's your opportunity as a business owner.” This is the perspective Catrina Craft brings as the CPA and tax strategist behind some of the most profitable coaches, consultants, and creators in the industry. After climbing out of $100K in debt and losing 80% of her income overnight, she rebuilt her business by using the same advanced tax strategies and wealth-building tactics that the top 2% of the wealthiest rely on to protect and multiply their money. Now, she teaches her clients to do the same. Through her Craft Money MapTM system, she helps high-earning entrepreneurs cut taxes by 25% and boost profits by 20% — strategies most accountants won't even talk about. On the mic, Catrina pulls back the curtain on what the ultra-wealthy know: how proactive tax strategy lets you keep more, grow faster, and build real wealth. Listeners walk away with practical insights on entity structuring, overlooked deductions, and income planning that scales. Connect With Catrina: Website: https://www.catrinamcraft.com/ Instagram: https://www.instagram.com/catrinamcraft/ Facebook: https://www.facebook.com/catrinamcraft1/   Learn more about your ad choices. Visit megaphone.fm/adchoices

Social Security isn't just about picking an age and calling it a day, it's one of the biggest financial choices you'll make, with lots of rules and personal factors to consider. In this episode, Nick walks you through exactly how your benefit gets calculated and breaks down the essential rules you really need to know. If retirement is on the horizon, Nick's clear and practical advice will help you ask the right questions and feel more confident in your Social Security decisions. Here's what we discuss in this episode:

Why do so many retirees struggle to spend, even when they've saved enough? In this episode, Jake and Nick explore bucket list goals and why so many retirees struggle to give themselves permission to enjoy the money they've spent years saving. They talk about purpose, community, and building a plan that gives you confidence to spend intentionally rather than fearfully. Here's what we discuss in this episode:

Jake and Nick tackle a surprisingly common question, whether retirees are holding too much cash and what "safe" really means once your paycheck stops. They walk through how cash fits into a healthy retirement plan, where it can help, and where it can quietly hold you back. Ever wondered how much cash is "too much?" Tune in to hear some clear guidelines to help you decide. Here's what we discuss in this episode:

In this powerful and inspiring episode of Your Money Map, Jean Chatzky sits down with entrepreneur and author Julie Wainwright, founder of The RealReal, to talk about failure, reinvention, and why it's never too late to bet on yourself. She shares candid stories from her new book, Time to Get Real: How I Built a Billion Dollar Business that Rocked the Fashion Industry, and the hard-won lessons she learned about leadership, raising capital as a woman over 50, and taking calculated risks — including the moment she emptied her 401(k) to fund her vision. Topics We Cover: How Julie rebuilt her career after Pets.com The surprising advantages of launching a business later in life Facing ageism and gender bias in venture capital Why she bet her retirement savings on herself The messy truths behind entrepreneurship Advice for women starting over at any age

How do you know if you can support your lifestyle after retirement without a paycheck? Deciding when to retire isn't just about the date on the calendar, it's about confidence, clarity, and knowing whether your lifestyle can truly support the transition. In this episode, Nick and Jake explore the factors that shape the "work longer or retire early" decision and the answer often has less to do with money than people expect. Here's what we discuss in this episode:

As the year winds down, it's the perfect moment to double-check your tax strategy and make sure you're setting yourself up for long-term savings, not just short-term deductions. Today, Nick and Jake break down five smart tax moves worth considering before December 31st. A few intentional decisions now can save you money this year and put you in a better position for the years ahead. Here's what we discuss in this episode:

Is all debt truly harmful, or can it actually help you achieve your retirement goals? In this episode, Nick and Jake reveal how understanding the difference between good and bad debt can reshape your financial future. Discover whether being debt-free is always best, or if keeping certain debts could boost your flexibility and security in retirement. Here's what we discuss in this episode:

As we age, one of the biggest financial threats isn't the market, it's the cost of long-term care. In this episode, Nick and Jake break down the real facts behind long-term care insurance, hybrid policy options, and ways to protect what you've built. Are you prepared for the "what ifs" of retirement, whether you're in your 40s, 50s, or beyond? Tune in to find out. Here's what we discuss in this episode:

With healthcare premiums expected to spike and enhanced ACA subsidies set to expire, millions of Americans may be facing a serious coverage crunch. In this timely episode of Your Money Map, Jean Chatzky is joined by retirement experts Marcia Mantell and Jae Oh to break down what's really happening with the ACA, Medicare, and employer-sponsored insurance, and how you can protect your wallet. We dig into: How the government shutdown could impact Affordable Care Act subsidies The true cost of healthcare in 2026 Why open enrollment this year will be more complex than ever How to budget for Medicare premiums and unexpected expenses Strategies for using guaranteed income (like Social Security or annuities) to cover rising healthcare costs Tips to avoid scams, navigate robocalls, and make smart insurance choices The power of Health Savings Accounts (HSAs) and high-deductible plans

Changing jobs is more common than ever, but what happens to your old 401(k) when you move on? In this episode, Jake and Nick break down your four main options and the pros and cons of each. They'll explain when to leave it, when to roll it, and when to rethink your entire retirement strategy. Don't just "set it and forget it." Use your new position as a chance to simplify, consolidate, and get your money working smarter for your future. Here's what we discuss in this episode:

What could Fleetwood Mac possibly teach you about retirement planning? Turns out, plenty. Today, Jake and Nick take five classic Stevie Nicks songs and translate them into powerful financial lessons about independence, communication, and learning how to plan unexpected “landslides.” You'll learn why flexibility matters, how to avoid regret, and how to make your money work in harmony with your goals and dreams. Great financial planning, like great music, never goes out of style. Here's what we discuss in this episode:

Health Savings Accounts (HSAs) might be one of the most underrated tools in all of financial planning and today we're going to tell you why. Nick and Jake will explain the three major benefits of an HSA and how to use it strategically before and during retirement. You'll learn how to make the most of this “triple tax advantage,” including deductible contributions, tax-free growth, and tax-free withdrawals. There aren't many financial tools that give you three layers of tax advantages, but the Health Savings Account (HSA) is one of them. Here's what we discuss in this episode:

Retirement brings freedom, but navigating health insurance can quickly become one of the most confusing parts of the transition. In this episode, Nick and Jake walk through the key types of insurance every retiree should evaluate, from health and long-term care to life, homeowners, and umbrella coverage. Find out how each fits into your retirement plan and which policies make sense depending on your income and assets.   Here's what we discuss in this episode:

Want to pay less tax now, or never pay tax again? That's the real question behind the Traditional vs. Roth debate. When it comes to saving for retirement, few questions get asked more often than: Should I use a traditional account or a Roth? The truth is, there isn't a one-size-fits-all answer. In this episode, Jake and Nick unpack the key differences between Traditional and Roth IRAs and 401(k)s. They explain how income limits affect your ability to contribute, why tax brackets matter, and how Roth contributions can provide long-term tax-free growth.   Here's what we discuss in this episode:

We've all heard the same story: Americans are facing a retirement crisis. But what if that's not the whole truth? In this special replay of Your Money Map, Jean Chatzky sits down with Andrew Biggs, senior fellow at the American Enterprise Institute and author of The Real Retirement Crisis: Why Almost Everything You Think About the U.S. Retirement System Is Wrong. Together, they unpack what the latest data really tells us about retirement savings, Social Security, and how financially secure today's (and tomorrow's) retirees actually are. Spoiler alert: There's more good news than you might expect. Jean and Andrew discuss: Why retirees today are experiencing record-high incomes How delayed retirement and automatic savings are shifting the game The real retirement crisis — and why it's happening at the government level Why healthcare and long-term care costs may not be as scary as the headlines suggest What you can do if you feel behind (even if you're not)

For many retirees, Social Security is one of the most important income streams, but also one of the most misunderstood when it comes to taxes. In this episode, Jake and Nick break down the rules around how Social Security benefits are taxed at both the federal and state level, and what strategies might help you keep more of what you've earned. Find out how the One Big Beautiful Bill reshaped standard deduction rules, creating new planning opportunities (and pitfalls to watch for). As Jake points out, extracting money in retirement is often far more complicated than accumulating it. That's why tax planning and income planning go hand-in-hand if you want to minimize surprises and maximize your retirement paycheck. Here's what we discuss in this episode:

In this episode of Lunar Love: The Podcast, I'm diving into the astrology of money and abundance. We'll explore the 2nd house, 8th house, Venus, and Jupiter in your birth chart to uncover how they shape your money mindset, self-worth, and financial opportunities. I'll walk you through exactly how to find these placements in your chart and explain what they mean in real, practical terms. Plus, we'll look at how transits can trigger changes in your money story. If you've ever wondered what your birth chart says about abundance, this episode will give you the clarity and tools to work with your cosmic money map.Celestial Storytelling. Hop on the waitlist.Subscribe to the Podcast for bonus episodes - 7 Day Free Trial. The Ultimate Manifestation Visualisation MeditationSubscribe to the Lunar Lover newsletterBook in for a Natal Chart Reading with JordannaOrder a copy of All Signs Point To YouInternational readers order here. Hosted on Acast. See acast.com/privacy for more information.

We've officially hit Peak 65, the historic moment when more Americans than ever are turning 65. But retirement in 2025 looks nothing like it used to. In this eye-opening episode of Your Money Map, Jean Chatzky sits down with generational researcher Jason Dorsey to explore how Baby Boomers, Gen Xers, and even Millennials are rethinking retirement — financially, emotionally, and socially.

What if midlife isn't a crisis, but a chrysalis? On the most recent episode of Your Money Map, our weekly show with the Alliance for Lifetime Income, Jean Chatzky sits down with the always-inspiring Chip Conley — entrepreneur, bestselling author, and founder of the Modern Elder Academy — to talk reinvention, purpose, and how to make the second half of life the best half. If you like this episode and want more, check out all of our Your Money Map episodes at protectedincome.org/your-money-map/ or tune in live every Wednesday at 12 PM ET on Facebook or LinkedIn. If more financial confidence sounds good to you, then you might want to try… 4-Week Coaching Program: Identify and understand your spending, build a strategic plan, and take control of your money with expert coaching and real accountability. 6-Week Pre-Retirement Program: Thinking about retirement? We'll help you prepare financially and emotionally for this exciting milestone.

Is the fog of uncertainty clouding your vision of retirement? On the most recent episode of Your Money Map, our weekly show with the Alliance for Lifetime Income, Jean Chatzky sits down with Roger Whitney, a financial planner, podcast host, and founder of the Rock Retirement Club, to clear the air. Roger shares his game-changing “Four Pillars” framework for a confident retirement and explains how starting with your values — not just the number in your bank account — leads to a more fulfilling life. If you like this episode and want more, check out all of our Your Money Map episodes at protectedincome.org/your-money-map/ or tune in live every Wednesday at 12 PM ET on Facebook or LinkedIn. If more financial confidence sounds good to you, then you might want to try our… 4-Week Coaching Program: Identify and understand your spending, build a strategic plan, and take control of your money. 6-Week Pre-Retirement Program: We'll help you prepare financially and emotionally for this exciting milestone.

What does retirement really look like? Spoiler alert: it's not all white sand beaches and 4 p.m. tee times. Today, we're pulling back the curtain on how Americans retire. Not in theory, but in practice. On the most recent episode of Your Money Map, our weekly show with the Alliance for Lifetime Income, we sit down with Wall Street Journal reporters Veronica Dagher and Anne Tergesen to talk about their series: “The Way We Retire Now.” If you like this episode and want more, check out all of our Your Money Map episodes at protectedincome.org/your-money-map/ or tune in live every Wednesday at 12 PM ET on Facebook or LinkedIn. Looking for more financial confidence?

Quint and Allie wrap up our series with how to avoid the temptation of taking shortcuts.

Quint and Logan break down how to start investing in the right way.

Quint and Logan talk about mentors and building a team around yourself.

We've all been there: endlessly scrolling through financial headlines, absorbing TikTok hot takes, or reading investing books with dreams of becoming the next Warren Buffett. But what if all that advice is doing more harm than good? On the most recent episode of Your Money Map, our weekly show with the Alliance for Lifetime Income, we sit down with Barry Ritholtz, host of Bloomberg's Masters in Business podcast, CIO of Ritholtz Wealth Management, and author of the new book How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth and How to Avoid Them. His mission? To help us unlearn everything that's steering us in the wrong direction. If you like this episode and want more, check out all of our Your Money Map episodes at protectedincome.org/your-money-map/ or tune in live every Wednesday at 12 PM ET on Facebook or LinkedIn.