Protect & Grow
Episodes
Continuing To Navigate Volatile Markets
18 Apr 2026
Contributed by Lukas
In this episode, we talk through the ongoing challenge of navigating volatile markets and what that can look like in practice. We touch on recent mark...
Tax Planning Season
11 Apr 2026
Contributed by Lukas
In this episode, we discuss key concepts in tax planning, including how deductions and credits work, and how timing income and expenses can affect wha...
Planning For Market Volatility
04 Apr 2026
Contributed by Lukas
Market volatility is a regular part of investing, though it can be uncomfortable when it happens. In this episode, we look at how people approach plan...
The Value Of An Advisor
28 Mar 2026
Contributed by Lukas
In this episode, we explore the role of a financial advisor and how their guidance can help clarify complex money matters. From budgeting and investin...
Current Events
21 Mar 2026
Contributed by Lukas
This video looks at how recent current events such as inflation, interest rates, and broader economic changes can influence retirement planning. It pr...
Taxes In Retirement
14 Mar 2026
Contributed by Lukas
Taxes can remain an important consideration during retirement. This video looks at how different sources of retirement income such as retirement accou...
Post Tax Season Planning
07 Mar 2026
Contributed by Lukas
Once tax season wraps up, it can be a good opportunity to take a step back and review the bigger picture. In this video, we discuss several practical ...
Taxes In Retirement
28 Feb 2026
Contributed by Lukas
In this episode, "Taxes in Retirement," we take a straightforward look at how taxes can apply after you stop working. It covers common retirement inco...
Planning That Creates Retirement Cash Flow
13 Feb 2026
Contributed by Lukas
In this episode, we walk through the basics of creating retirement cash flow and what that actually looks like in real life. We talk about common inco...
Anatomy Of Retirement
07 Feb 2026
Contributed by Lukas
Retirement is more than leaving a job, it involves several parts that work together to shape how life looks after your career. In this video, we walk ...
Avoiding Preventable Mistakes
31 Jan 2026
Contributed by Lukas
In this episode, we talk through common retirement mistakes that are often overlooked but can have lasting effects. Topics include timing decisions, i...
Retirement Income Planning
24 Jan 2026
Contributed by Lukas
Retirement brings a new chapter in how people think about money and what comes next. This video explores some of the ways money is managed after worki...
Life Insurance
17 Jan 2026
Contributed by Lukas
Life insurance can be an important part of planning for the future, including retirement. In this video, we look at how life insurance fits into long-...
2026 Reminders & Updates
10 Jan 2026
Contributed by Lukas
In this episode, we discuss retirement and what 2026 may bring, focusing on economic trends, possible policy changes, and other factors that could inf...
Smart Resolutions
03 Jan 2026
Contributed by Lukas
Retirement planning often gets framed as an all-or-nothing goal, but smart resolutions take a more realistic approach. In this video, we look at retir...
Foundation First
27 Dec 2025
Contributed by Lukas
Building a strong foundation is key to approaching retirement with confidence. In this video, we explore the essential steps and strategies that help ...
Steps For Success In The Year Ahead
20 Dec 2025
Contributed by Lukas
In this video, we explore practical steps to approach retirement and how to organize different aspects of life during this stage. The focus is on plan...
The Pillars To Your Retirement Blueprint
13 Dec 2025
Contributed by Lukas
A retirement blueprint can be a helpful way to think about the different areas that shape life in later years. This video looks at several pillars peo...
Preparing For Launch
05 Dec 2025
Contributed by Lukas
This video explores the process of getting ready for retirement and the different elements that can shape that transition. It looks at how people thin...
The Value Of An Advisor
29 Nov 2025
Contributed by Lukas
In this episode, we explore the role of a financial advisor and how their guidance can help clarify complex money matters. From budgeting and investin...
Constructing Your Retirement Plan
19 Nov 2025
Contributed by Lukas
In this episode, we take a broad look at how to think about and organize your long-term financial future. The video offers general perspectives on app...
Giving Financial GIfts
11 Nov 2025
Contributed by Lukas
Giving money can be nice, but giving a financial head start is even better. In this video we explore smart ways to give meaningful financial gifts suc...
Tax Strategies
04 Nov 2025
Contributed by Lukas
In this episode, we discuss how taxes influence retirement planning and explore strategies to manage their impact. The conversation covers how differe...
End Of Year Planning
01 Nov 2025
Contributed by Lukas
As the year wraps up, it's a good time to take stock of your financial situation and consider any adjustments before heading into the new year. In thi...
Avoiding A Trick Or Treat Retirement
25 Oct 2025
Contributed by Lukas
Halloween and retirement might have more in common than you'd think. This video explores the parallels between the two from the "tricks" that can catc...
10 Steps To Prepare For Retirement
18 Oct 2025
Contributed by Lukas
This video explores 10 practical steps to prepare for retirement, offering a straightforward look at the key financial and lifestyle considerations th...
Falling Interest Rates
11 Oct 2025
Contributed by Lukas
In recent months, interest rates have begun to decline after a period of steady increases, raising important questions about what this shift means for...
A 401K Is Not A Retirement Plan
04 Oct 2025
Contributed by Lukas
A 401(k) is often seen as the cornerstone of retirement planning, but it may not be the complete solution many believe it to be. In this video, we tak...
Foundation First
27 Sep 2025
Contributed by Lukas
Building a strong foundation is key to approaching retirement with confidence. In this video, we explore the essential steps and strategies that help ...
Retirement Realized
20 Sep 2025
Contributed by Lukas
Retirement is a milestone we imagine for years, but it feels very different once it finally arrives. It's not just about leaving a career behind—it'...
Fixed Incomes & Interest Rates
13 Sep 2025
Contributed by Lukas
In this episode, we take a general look at how interest rates connect with fixed incomes, especially in the context of retirement. The discussion touc...
Leaving A Legacy
06 Sep 2025
Contributed by Lukas
Ever wonder what becomes of the things you've worked hard for after you're gone? This episode takes a closer look at the idea of legacy planning and w...
Labor Day
30 Aug 2025
Contributed by Lukas
As Labor Day approaches, it's a fitting time to think about the future. In this episode, we explore some important aspects of retirement planning. Whe...
Defensive Strategies
23 Aug 2025
Contributed by Lukas
This episode dives into defensive financial strategies—practical ways to protect your money and stay financially stable during times of uncertainty....
Market Volatility
16 Aug 2025
Contributed by Lukas
Market volatility can feel unsettling, especially when you're thinking about your retirement savings. In this video, we break down what market ups and...
Planning In Market Volatility
09 Aug 2025
Contributed by Lukas
When markets are unpredictable and headlines are filled with uncertainty, it can be hard to know how to move forward with your financial goals. This v...
5 Pillars Of Planning
02 Aug 2025
Contributed by Lukas
Retirement isn't a finish line—it's a transition that calls for structure, reflection, and long-range thinking. "5 Pillars of Planning for Retiremen...
Big Beautiful Opportunities
26 Jul 2025
Contributed by Lukas
In this video, we take a broad look at some of the more interesting and often overlooked opportunities that can emerge during tax season. From shiftin...
One Big Beautiful Show
19 Jul 2025
Contributed by Lukas
In this video, we take a closer look at the "Big Beautiful Bill" and what it could mean for your retirement. We break down the real-world implications...
The Second Half
12 Jul 2025
Contributed by Lukas
As we move into the second half of the year, it's a good time to pause and reassess—not just where the markets are headed, but where we are in our o...
Navigating Risk & Volatility
05 Jul 2025
Contributed by Lukas
Market ups and downs are part of investing, but they can feel especially uncertain in retirement when you're relying on your savings. This video explo...
The Great Wealth Transfer
28 Jun 2025
Contributed by Lukas
Retirement brings a new chapter in how people think about money and what comes next. This video explores some of the ways money is managed after worki...
A Good Retirement Income
21 Jun 2025
Contributed by Lukas
This video explores the idea of creating a reliable and sustainable income for retirement, focusing on key principles rather than specific solutions. ...
Retire Ready PT 2
14 Jun 2025
Contributed by Lukas
Retire Ready Part 2 builds on the foundation from Part 1, diving deeper into the strategies that can help you achieve a secure and stress-free retirem...
Retirement Income Planning
07 Jun 2025
Contributed by Lukas
Retirement income planning is about more than just saving—it's about understanding how to manage and structure your financial resources to support y...
Coordinating Tax Planning
31 May 2025
Contributed by Lukas
Coordinating tax planning is a critical part of preparing for a secure and sustainable retirement. In this video, we explore how various aspects of ta...
The Value of an Advisor
24 May 2025
Contributed by Lukas
In this episode, we explore the role of a financial advisor and how their guidance can help clarify complex money matters. From budgeting and investin...
The Forecast Your Retirement
17 May 2025
Contributed by Lukas
In this video, Tim Stearns takes a look at the factors shaping the future of retirement, including economic trends, market conditions, and tax changes...
Now Is The Time For Planning
10 May 2025
Contributed by Lukas
Planning for retirement is a step that can impact your financial security. The earlier you start, the more time you have to grow your savings, adjust ...
Luck VS Planning
03 May 2025
Contributed by Lukas
Many people believe luck plays a big role in retirement—hitting the jackpot with investments, getting an unexpected inheritance, or simply avoiding ...
Planning In Market Volatility
26 Apr 2025
Contributed by Lukas
When markets are unpredictable and headlines are filled with uncertainty, it can be hard to know how to move forward with your financial goals. This v...
Defensive Strategies
19 Apr 2025
Contributed by Lukas
This episode dives into defensive financial strategies—practical ways to protect your money and stay financially stable during times of uncertainty....
Market Volatility
12 Apr 2025
Contributed by Lukas
Market volatility refers to the frequent and sometimes unpredictable changes in asset prices, often driven by economic data, interest rate shifts, pol...
Navigating Risk & Volatility
05 Apr 2025
Contributed by Lukas
Market ups and downs are part of investing, but they can feel especially uncertain in retirement when you're relying on your savings. This video explo...
Luck VS Planning
29 Mar 2025
Contributed by Lukas
Many people believe luck plays a big role in retirement—hitting the jackpot with investments, getting an unexpected inheritance, or simply avoiding ...
Retire Ready PT 2
22 Mar 2025
Contributed by Lukas
Retire Ready Part 2 builds on the foundation from Part 1, diving deeper into the strategies that can help you achieve a secure and stress-free retirem...
Retire Ready
15 Mar 2025
Contributed by Lukas
Preparing for retirement is one of the most important financial steps you'll take in life. In this video, we'll break down key strategies to help you ...
Retire Ready
08 Mar 2025
Contributed by Lukas
Roth accounts can be a valuable part of your retirement plan, but understanding how they work is key. This video answers common questions about Roth I...
Tax Opportunities
01 Mar 2025
Contributed by Lukas
Retirement brings a new phase of financial planning, and taxes remain an important part of the equation. Understanding tax opportunities can help reti...
Now is the Time for Planning
22 Feb 2025
Contributed by Lukas
Planning for retirement is a step that can impact your financial security. The earlier you start, the more time you have to grow your savings, adjust ...
Navigating Tax Season
15 Feb 2025
Contributed by Lukas
Tax season can be complicated, with changing laws, deductions, and filing deadlines to keep track of. This video covers important factors to consider ...
The Retirement Forecast Part 2
08 Feb 2025
Contributed by Lukas
In Part 2, Tim Stearns continues exploring the key factors shaping the future of retirement. This time, he dives deeper into how evolving market condi...
The Forecast For Retirement
01 Feb 2025
Contributed by Lukas
In this video, Tim Stearns takes a look at the factors shaping the future of retirement, including economic trends, market conditions, and tax changes...
Planning for Long Term Care
25 Jan 2025
Contributed by Lukas
Long-term care is an important topic that often gets overlooked until it's needed. In this episode, we'll discuss what long-term care involves, why it...
10 Things For A Successful Retirement
18 Jan 2025
Contributed by Lukas
In this episode, we're focusing on essential tips for those nearing retirement. 🏝️ We'll discuss refining your goals, optimizing savings, making ...
Tax Planning
11 Jan 2025
Contributed by Lukas
Tax planning is a crucial part of managing your finances effectively and ensuring you're prepared for the future. In this video, I'll walk you through...
The Difference in Income & Spending
04 Jan 2025
Contributed by Lukas
Join Tim Stearns, CFP®, as he discusses the two keywords that define finance: spending and income. Tim defines how income can sustain you before reti...
5 Factors to Retire in 2025
28 Dec 2024
Contributed by Lukas
Retiring in 2025 comes with unique challenges and opportunities. In this video, we explore five important factors to keep in mind as you prepare for t...
2 Must Answer Questions To Retire
21 Dec 2024
Contributed by Lukas
Retirement planning involves more than just numbers. In this video, we discuss two key questions that can help you evaluate your readiness for retirem...
Retirement's Biggest Expenses
14 Dec 2024
Contributed by Lukas
Retirement comes with its own set of significant expenses that can impact your savings. This episode takes a closer look at the biggest costs retirees...
The Retirement Spending Plan
07 Dec 2024
Contributed by Lukas
Understanding how to manage your finances in retirement is crucial. In this video, we explore the basics of building a retirement spending plan, cover...
Last Minute Planning
30 Nov 2024
Contributed by Lukas
As the year wraps up, it's time to take a closer look at your retirement plan and consider adjustments that could impact your financial future. In thi...
Making The Most Of Your 401K
23 Nov 2024
Contributed by Lukas
Unlock the secrets to maximizing your retirement savings with our comprehensive guide to your 401(k)! Discover why employer-sponsored plans like the 4...
3 Biggest Expenses In Retirement
16 Nov 2024
Contributed by Lukas
Curious about the biggest costs that retirees face? In this video, we break down three major expenses that often catch people off guard in retirement....
10 Ways To Maximize Social Security
09 Nov 2024
Contributed by Lukas
In this episode, we dive into 10 essential strategies for maximizing your Social Security benefits. Whether you're approaching retirement or already t...
5 MISTAKES TO AVOID
02 Nov 2024
Contributed by Lukas
This episode covers five common mistakes people make in retirement planning, from budgeting issues to tax missteps. Understanding these can help bring...
Retirement Ready
26 Oct 2024
Contributed by Lukas
Are you #readytoretire? Like, really ready? Not just tired of work and wishing to quit, but financially prepared for 20 to 30 years or more of unemplo...
Retirement Income Planning
19 Oct 2024
Contributed by Lukas
Planning for income in your retirement is essential for financial security. In this episode, we'll discuss practical strategies for maintaining a stea...
8 Moments To Move Your Money
12 Oct 2024
Contributed by Lukas
Knowing when to move your money can be crucial for maximizing your financial potential. In this episode, we explore 8 key moments where adjusting your...
Brokers VS Advisors
05 Oct 2024
Contributed by Lukas
In this episode, we explore the differences between brokers and advisors, offering a general overview of how each operates within the financial world....
The Holy Grail Of Investing Part 4
28 Sep 2024
Contributed by Lukas
Tim Stearns breaks down key insights from Tony Robbins' The Holy Grail Of Investing" and strategies for long-term investing. In the fourth and final p...
The Holy Grail of Investing Part 3
21 Sep 2024
Contributed by Lukas
Tim Stearns breaks down key insights from Tony Robbins' The Holy Grail Of Investing" and strategies for long-term investing. In the third part of this...
The Holy Grail Of Investing Part 2
14 Sep 2024
Contributed by Lukas
Tim Stearns breaks down key insights from Tony Robbins' The Holy Grail Of Investing" and strategies for long-term investing. Learn how top investors a...
The Holy Grail Of Investing
07 Sep 2024
Contributed by Lukas
Explore key investment strategies inspired by Tony Robbins' book in this webinar. We discuss concepts that could reshape your approach to investing, o...
7 Financial Myths
31 Aug 2024
Contributed by Lukas
Retirement planning can be confusing, and there's a lot of information out there. In this episode, we break down seven common myths that could be hold...
Are You Ready?
24 Aug 2024
Contributed by Lukas
Wondering if you're truly prepared for the next stage of your life? In this episode, we explore key considerations that every individual should think ...
Legal Planning With Don Cosley
17 Aug 2024
Contributed by Lukas
Welcome to our latest episode where we sit down with esteemed attorney Don Cosley to delve into the intricacies of legal financial planning. From esta...
The Income Gap
10 Aug 2024
Contributed by Lukas
In this Episode, we explore the concept of the income gap, its causes, and its impact on society. Gain insight into the factors contributing to income...
The Questions On Minds Of Investors
03 Aug 2024
Contributed by Lukas
Curious about the thoughts and considerations that occupy financial advisors? In this video, we explore the various factors and ideas that influence t...
Annuities, Life Insurance, & LTC
27 Jul 2024
Contributed by Lukas
In this video, we explore the basics of annuities, life insurance, and long-term care (LTC). Discover the different types, benefits, and consideration...
RETIREMENT ROADBLOCKS
20 Jul 2024
Contributed by Lukas
Are retirement worries keeping you up at night? In this episode, we tackle the most common roadblocks that can derail your retirement plans. From insu...
Hot Financial Topics
13 Jul 2024
Contributed by Lukas
In this episode, We tackle the current financial topics that are popular today including Memestocks, The Election, and Roth's. For more information co...
Retirement Roadblocks
06 Jul 2024
Contributed by Lukas
Are retirement worries keeping you up at night? In this episode, we tackle the most common roadblocks that can derail your retirement plans. From insu...
Financial Independence
29 Jun 2024
Contributed by Lukas
Welcome to our guide on Financial Independence! 🌟 In this video, we explore the essentials of achieving financial freedom, including what financial...
Washingtons Impact On Retirement
22 Jun 2024
Contributed by Lukas
Explore how upcoming elections could reshape your retirement plans. From Social Security to Medicare, learn how policy changes might affect your finan...
10 Things For A Successful Retirement
15 Jun 2024
Contributed by Lukas
In this episode, we're focusing on essential tips for those nearing retirement. 🏝️ We'll discuss refining your goals, optimizing savings, making ...
Planning For Your Retirement Income
08 Jun 2024
Contributed by Lukas
Planning for income in your retirement is essential for financial security. In this episode, we'll discuss practical strategies for maintaining a stea...
The Difference In Income Retirement Planning
01 Jun 2024
Contributed by Lukas
Planning your retirement income? Tim Stearns, CFP®, offers expert advice on how to make the most of your savings and create a sustainable income stre...
7 Financial Myths
25 May 2024
Contributed by Lukas
In this edition of "Protect & Grow" Tim Stearns, CFP® discusses "7 Financial Myths" that your retirement future may depend on. How reliable these ass...
9 Critical Risks to Watch Out for in Retirement!
18 May 2024
Contributed by Lukas
Planning for retirement involves more than just saving money; it means understanding potential challenges like outliving your savings, inflation, heal...