Is the traditional 60/40 portfolio still effective? Explore how asset allocation strategies are evolving with market volatility, inflation risks, and the need for effective diversification.

Still filing your 2021 taxes? Discover last-minute tax deductions, including IRA and HSA contributions, spousal IRAs, and smart strategies to reduce your AGI before April 18, 2022.

The IRS extended the tax filing deadline to May 17. Discover Bruce and Peg’s expert tips on how to use the extra time to reduce stress and maximize your tax return.

Getting married later in life? Bruce and Peg share key financial and emotional considerations for older couples building a future together in a new chapter of love.

Ready to win at retirement? Bruce and Peg use championship-level sports strategies to help you build a game plan for financial success. Learn how to retire like a pro.

Confused about Social Security? Bruce and Peg break down when to start taking benefits, how taxes may apply, and what you need to know to make informed retirement decisions.

Start the year strong with budgeting tips from Bruce and Peg. Learn how to set realistic financial goals, create a budget that works, and stick to your New Year’s resolutions. Listen to the full episode now.

Make your holiday giving more meaningful. Learn how to give wisely to charities and loved ones, maximize tax benefits, and align your generosity with your financial plan.

Laid off near retirement? Learn how to evaluate your options, from negotiating severance to assessing Social Security and retirement readiness, so you can make a confident decision.

Worried about managing your mortgage in retirement? Learn smart strategies for budgeting, refinancing, downsizing, and maximizing deductions to keep your housing costs under control.