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Financially Speaking

Financially Speaking

By: Cole Bruner Kailey Berendsen Zachary Kyhos Ryan Connor Logan Woller and Ryan Pecha
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Navigating retirement can be complex—but you don’t have to do it alone. Join us each week on Financially Speaking, where we explore the critical issues that matter most in retirement. From planning strategies to managing evolving financial needs, our team offers valuable insights and practical guidance to help you make informed decisions with confidence. Whether you're approaching retirement or already there, Financially Speaking is your trusted companion on the journey to long-term financial security. Don’t face retirement planning on your own—tune in and take the next step with clarity and peace of mind. Economics
Episodes
  • Can AI Really Help You Retire?

    Can AI Really Help You Retire?
    Jul 5 2026
    Artificial intelligence is changing how we do everything from writing emails to planning meals, but can you actually trust it to manage your life savings? This episode dives into the pros and cons of using modern AI tools for retirement planning, highlighting where they offer brilliant strategic brainstorming and where they dangerously hallucinate complex tax math. Tune in to find out how to safely use AI as a financial partner without accidentally derailing your hard-earned nest egg.
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    Less than 1 minute
  • Christmas in July – Giving Back with Santa Greg

    Christmas in July – Giving Back with Santa Greg
    Jun 28 2026
    We are celebrating Christmas in July with a special guest who knows a thing or two about spreading joy—Santa Greg! This episode dives into the financial and emotional rewards of charitable giving, exploring how you can incorporate philanthropy into your broader retirement strategy. Tune in to discover smart, tax-efficient ways to support the causes you love while leaving a lasting legacy for your family.
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    Less than 1 minute
  • Annuities: Myths, Facts, and How They Fit Into Retirement Planning

    Annuities: Myths, Facts, and How They Fit Into Retirement Planning
    Jun 21 2026
    Annuities are easily one of the most polarizing topics in finance, often buried under aggressive sales pitches and confusing industry jargon. This episode strips away the noise to separate fact from fiction, breaking down the actual pros, cons, and hidden costs of fixed versus variable options. Tune in to discover the truth about these complex vehicles and learn exactly how—or if—they belong in a secure retirement income strategy.
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    Less than 1 minute
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