August 7, 202527 min
Aging Well by Staying Right at Home with Brian Cook
In this episode, we’re joined by Brian Cook, owner of Right at Home in Lee’s Summit, Missouri. With nearly 20[...]
Episodes
10
Latest episode
Aug 2025
Language
EN-US
Listen to episodes
January 17, 202530 min
Season 6 Episode 8 Part Two: Creating a Purposeful and Confident Life in Retirement
The conversation continues with guest, Samantha Tiller who focuses on eight key areas where retirees need to be intentional in[...]
January 16, 202535 min
Season 6 Episode 7 Retire “Wellthy” Creating a Purposeful and Confident Life in Retirement
In this podcast conversation, our guest is Samantha Tiller, the owner and founder of Lumina Coaching. She is a life[...]
December 23, 202431 min
Season 6 Episode 6 Legacy Beyond Dollars: Sharing Wisdom, Values, and Family Stories
October 10, 202438 min
Season 6 Episode 3 Understanding Reverse Mortgages with expert, Harlan Accola
Many people dismiss reverse mortgages based on misconceptions. Watch & listen to this episode to learn more about the benefits[...]
September 26, 202436 min
Season 6 Episode 2 How to Ensure Your Beneficiaries Get the Money They Need
Guest Phil Graham | CEO @ The Beneficiary Liquidity Plan® Phil Graham is the driving force behind the development and[...]
February 14, 202442 min
Season 5 Episode 9 Legacy Planning: Protect Your Assets and Leave a Legacy
In the pursuit of financial freedom, retirement planning often revolves around achieving a specific nest egg or net worth target.[...]
January 4, 202437 min
Season 5 Episode 7 Insurance Planning: When and Why to Transfer Risk
In this insightful conversation, Stephen Stricklin discusses the complexities of financial planning, focusing on the contrasting viewpoints regarding investments in[...]
December 6, 202340 min
Season 5 Episode 5 Income Planning: Smart Investment Allocations for Maximum Peace of Mind
Income Planning: Smart Investment Allocations for Maximum Peace of Mind We understand that when retirees have a well-thought-out plan, they[...]
November 22, 202334 min
Season 5 Episode 4 Liquidity Planning: How to Plan and Budget Expenses in Retirement
In planning for retirement, creating a budget is crucial for ensuring financial security and making work optional. The simplified approach[...]
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