Latest Episodes

February 06, 2025
Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you...
00:08:02

November 19, 2024
Bonus Episode: November is National Palliative Care Month! w/ Dr. William Logan, National Medical Director, Carelon Health Palliative Care
Guest: Dr. William Logan, National Medical Director, Carelon Health Palliative Care November is National Palliative Care Month. Seriously ill patients often juggle many doctor...
00:06:19

November 11, 2024
Bonus Episode: Happy Veteran's Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America
An estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our...
00:06:57

November 04, 2024
What the Election Could Mean for Your Retirement Plan
This week, David Graham and Stash Graham discuss how the markets fared in October, and what this month’s election could mean for your retirement....
00:53:00

October 18, 2024
Social Security, Inflation and the 2024 Election
This week, David discusses inflation and how the Social Security Administration is increasing benefits in its annual attempt to keep up with rising costs....
00:53:00

October 16, 2024
Social Security Announces Lowest Cost of Living Adjustment in Four Years
GUEST: Jenn Jones, VP of Government Affairs, AARP TOPIC: Each year the Social Security Administration announces the cost-of-living adjustment (COLA) for the upcoming year....
00:06:50