Best CRPC Podcasts (2025)

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Lessons from Noah’s Ark: Preparing Before the Storm 16:27

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4d ago16:27

16:27

What does Noah’s Ark have to do with retirement? More than you might think. In this episode, Tad, Tyler and Toni draw a clever parallel between building an ark before the rain and planning your retirement before the unexpected happens. Markets shift, tax laws change, pandemics hit, loved ones pass, and the worst time to start planning is in the mid…

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Ep13 - Basic Estate Planning For All 27:28

6d ago27:28

27:28

Think estate planning is only for the wealthy? Think again. In this episode, Rich sits down with estate planning attorney Samara Halpern to break down what you actually need, whether you’re 18 or 80. From wills and healthcare proxies to power of attorney and trusts, this conversation covers the essentials most people overlook until it’s too late. E…

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All Star Interview #6- Cindy Terry 54:42

6d ago54:42

54:42

Send us a text Join me as I interview Cindy Terry, a unique Retiree with a special outlook on life. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

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Financial Entertainment vs. Real Planning Advice 8:03

11d ago8:03

8:03

You’ve heard the radio shows. You’ve watched the financial “gurus” on TV. They throw out bold advice like confetti: when to take Social Security, what to do with your annuity, how to pick your mutual funds. But here’s the thing: most of them aren’t even licensed to give financial advice. In this episode, Tad, Toni, and Tyler unpack why real, person…

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Withdrawal Sequencing- Which Pile First? 20:26

13d ago20:26

20:26

Send us a text The conventional approach to withdrawing retirement funds generally involves withdrawing from taxable accounts first, followed by tax-deferred accounts, and finally tax-free accounts. This strategy can minimize taxes and maximize the growth of tax-advantaged investments. Does that mean that this is the best approach for everyone? Lik…

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Is My Plan Ready for a Market Meltdown? 11:58

18d ago11:58

11:58

Markets get choppy, headlines get loud, and investors get nervous. In this episode, Tad, Toni, and Tyler uncover the questions every retiree should be asking when volatility hits. Are you taking the right type and amount of risk? What if the market crashes or takes off tomorrow? And most importantly, do you have someone who’s helping you navigate i…

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What’s Your Horizon? 21:52

20d ago21:52

21:52

Send us a text “Time is what we want most but what we use worst.” — William Penn Each passing year changes and shortens my horizon, just like it does yours. And that changes how one approaches life. Does one buy a new house at age 73 and consider a 30-year mortgage? Or does someone engage in the opposite behavior, refraining from buying green banan…

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Ep12 P2-The Other Side of Diagnosis: Alzheimer’s, Caregivers, and Community (Part 2) 20:10

20d ago20:10

20:10

In Part 2 of our special episode with David Sobel of the Alzheimer’s Association Hudson Valley Chapter, we explore how to get involved, whether by walking, volunteering, or sponsoring, and the emotional impact of the Walk to End Alzheimer’s. We also break down key advocacy efforts, powerful fundraising events, and the 10 early warning signs to watc…

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Ep12 P1-The Other Side of Diagnosis: Alzheimer’s, Caregivers, and Community (Part 1) 24:12

20d ago24:12

24:12

In Part 1 of this special two-part episode, Rich talks with David Sobel, Executive Director of the Alzheimer’s Association Hudson Valley Chapter, about the realities of Alzheimer’s, early signs, the role of caregivers, and how local families can access free support. Learn about breakthrough treatments, volunteer opportunities, and the incredible wo…

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Getting To Know Us: Food You Used to Hate 13:58

25d ago13:58

13:58

In this Getting To Know Us segment, Tad and Tyler dive fork-first into a very important topic: foods we used to hate... but now love. We take a break to dish on olives, zebra cakes, goat cheese, and questionable Parisian meals. Spoiler: someone may have fake-declared a food allergy just to survive a five-course dinner in the Eiffel Tower. No judgme…

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Eat the Frog First 17:35

27d ago17:35

17:35

Send us a text “If it's your job to eat a frog, it's best to do it first thing in the morning. And if it's your job to eat two frogs, it's best to eat the biggest one first.” - Mark Twain If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

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Family Matters: What Happens After They’re Gone? 11:39

1M ago11:39

11:39

There’s a hard truth in retirement planning. At some point, one spouse will be left to manage the finances alone. And for many families, that reality is both emotional and financially complex. In this episode, Tad and Tyler tackle what happens after a spouse passes away, from lost income and pension benefits to taxes, estate decisions, and legacy c…

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Power Dressing 26:10

1M ago26:10

26:10

Send us a text In our media-driven world, perception is a powerful emotion. The type and style of clothing worn are common tools that media influencers use to enhance perception. The style and type of clothing a person wears send a powerful message. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.f…

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Ep11 - Aging & Caregiving, Planning Ahead 27:40

1M ago27:40

27:40

Aging and the family caregiving that comes with it is no longer a far‑off worry. Gerontologist Rebecca Lippel joins host Richard Leimgruber to unpack what today’s “silver tsunami” means for your wallet, your parents, and your own health. Together they tackle startling U.S. demographics, the role of advanced directives, why long‑term‑care insurance …

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Most Common Retirement Planning Mistakes 19:44

1M ago19:44

19:44

Retirement planning doesn’t come with a do-over button, and the most dangerous mistakes are often the ones you don’t even realize you’re making. In this episode, Tad and Tyler reveal the most common retirement planning missteps they’ve seen over the years and explain how to avoid falling into those traps. From ignoring the future tax implications o…

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Why Not Now? 17:45

1M ago17:45

17:45

Send us a text I've always been busy, juggling multiple projects simultaneously and completing projects efficiently. Because each day was fully scheduled, I used time as effectively as possible. When I quit working full-time, this changed! If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.co…

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Getting To Know You: Favorite Vacations 15:38

2M ago15:38

15:38

Retirement isn’t just about spreadsheets and savings, it’s about the life you’re working so hard to enjoy. In this special “Getting to Know You” episode, Tad, Toni, and Tyler take a lighthearted detour from financial talk to share their favorite vacation memories, including Thanksgiving in New York, family trips through Europe, and a honeymoon adve…

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What Galileo Can Teach Us About Advice 14:18

2M ago14:18

14:18

In this episode, we’re taking a little detour from the usual financial talk—because sometimes, the most powerful lessons come from unexpected places. We kick things off with a story about Galileo (yes, the telescope guy) and what happened when he challenged what everyone thought was true. It’s not just a history lesson - it’s a reminder of how easy…

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Ep-10 Stop Guessing Your Life Insurance Need 33:18

2M ago33:18

33:18

Life Insurance: How Much, What Kind, and When to Convert Life insurance feels opaque. In 30 minutes Rich Leimgruber and 30-year industry professional, Jim Feldesman unpack: • Term vs. permanent, plain-English math • The needs-analysis shortcut that beats “10× salary” rules • Hidden living benefit riders (critical illness, LTC hybrids) • How to prop…

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Investing: Singles vs Home Runs 29:07

2M ago29:07

29:07

Send us a text Picking a big winner while investing is a basic universal desire of virtually every investor. Most investors hope to invest in a Penny Stock that will eventually return millions of dollars in profits. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255…

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Mailbag: What Happens If I’m the One Left Behind? 13:11

2M ago13:11

13:11

It’s a question many families quietly worry about but often avoid discussing: What happens if the spouse who handles the finances passes away first? For many couples, especially those where one partner has taken the lead on money matters, the answer isn’t clear. Tad, Tyler, and Toni explore how that uncertainty can create stress within a family and…

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Finding the Spending “Yes” That’s Bigger Than the “No” 23:09

2M ago23:09

23:09

Send us a text When faced with big or small spending decisions, there can be numerous negative positions that provide the basis to withhold spending. These constant negative reasons can become formidable obstacles that diminish retirement spending and enjoyment. If you’d like to be a part of a free online retirement community, join us on Facebook: …

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The Retirement Pitfalls You Didn’t See Coming 11:15

2M ago11:15

11:15

Most people think retirement planning is all about their investments. But what if focusing only on your portfolio is actually one of the biggest mistakes you can make? In this episode, Tad, Toni, and Tyler uncover the most common retirement pitfalls that trip people up: from outliving your money to unexpected healthcare costs, rising taxes, inflati…

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The Big Sigh 12:43

2M ago12:43

12:43

Send us a text Ten months is not a long time to move and renovate a home. I can’t say that the time has flown by, as each day is filled with thinking about, planning, paying for, or doing home improvement projects. But, it's been ten months and now it's time for the "Big Sigh" that comes with the completion of a major project. If you’d like to be a…

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EP9 - How to Protect Your Assets with the Right Insurance 30:11

2M ago30:11

30:11

Most people don’t realize they’re underinsured, until it’s too late. In this episode, Rich sits down with insurance expert Ed Gajdosik to talk about the real cost of being underinsured, why flood insurance isn’t just for flood zones, and how umbrella policies protect your wealth when disaster strikes. They unpack what most people get wrong about au…

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Reasons You Shouldn't Call An Advisor 11:56

2M ago11:56

11:56

You’ve heard all the reasons why you should call a financial advisor, but what about the reasons you shouldn’t? In this tongue-in-cheek episode, Tad, Toni, and Tyler run through seven hilariously bad reasons to skip working with a professional. From “I’ve mastered internet research” to “I want to work until I die,” the trio uses humor to highlight …

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Since (Sense) You Quit Your Job 18:13

2M ago18:13

18:13

Send us a text If you are still actively working at a job or profession, you have not experienced the joy of not having to go to work every day. Most people look forward to the day when they no longer have to work full-time. The ability to quit your job doesn’t mean you should stop working. An old axiom states: “Quit your job, but never quit workin…

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Simplifying Life in Retirement 55:55

3M ago55:55

55:55

Send us a text Join Kevin Lyles, CRPC™ and I for a long form discussion about strategies to simplify your life in Retirement. Both financial and non-financial topics about life simplification are discussed. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=sha…

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EP8 How To Win At The Mortgage Game In 2025 27:56

3M ago27:56

27:56

In this episode, Rich talks with Michael Sieja (“Mortgage Mike”) about how to navigate the home lending process smarter. Whether you’re a first-time buyer, refinancing, or tapping your home equity, they break down different mortgage options, what documents to prepare, why your credit score matters, and the best strategies to strengthen your offer. …

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Getting To Know You: What Did You Want To Be Growing Up? 12:58

3M ago12:58

12:58

Tyler and Toni ditch the spreadsheets and share a personal, lighthearted conversation about what they wanted to be growing up. Turns out, the path to financial planning wasn’t a straight one—but you’ll hear the common threads: a love for helping people, dishing out thoughtful advice, and being the kind of friend who’s always there when you need a l…

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Divergence 21:27

3M ago21:27

21:27

Send us a text Join me as I compare my grandson’s attempt at climbing a rope obstacle to life's challenges. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

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Family And Retirement Planning 13:23

3M ago13:23

13:23

Do your kids know what to do with an inheritance or will the IRS take the lead? Have you planned for what your spouse’s income will look like after you’re gone? Retirement planning doesn’t stop with your personal goals, it extends to the people you love. In this episode, Tyler and Toni explore how retirement decisions affect your spouse, your kids,…

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Joy Through Generosity 14:32

3M ago14:32

14:32

Send us a text “If you want happiness for an hour, take a nap. If you want happiness for a day, go fishing. If you want happiness for a year, inherit a fortune. If you want happiness for a lifetime, help somebody.”- Chinese proverb If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups…

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Episode 7 - Don't Let Hackers Derail Your Goals: Cybersecurity & Identity Theft Tips 35:00

3M ago35:00

35:00

In this episode, Rich sits down with cybersecurity expert Oscar Capel to break down how identity theft happens, and how you can stop it. From weak passwords to risky public Wi-Fi habits, they cover the real-world consequences of digital carelessness and how a few simple tools like VPNs, password managers, and multi-factor authentication can protect…

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Common Mistakes In Retirement 18:23

3M ago18:23

18:23

Retirement planning isn’t just about growing your nest egg, it’s about making your money last as long as you do. In this episode, Tyler and Toni break down some of the most common mistakes people make heading into retirement and ways to avoid them. From starting Social Security too early to focusing too much on returns instead of income, they walk …

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Retirement All Star #5- Kevin Sebesta, CRPC™ -Part 2 1:15:13

3M ago1:15:13

1:15:13

Send us a text Join me for the completion of the All Star #5 interview with Kevin Sebesta, CRPC™. Kevin shares his extensive knowledge and wisdom, and outlines his "Wing It" approach to Retirement spending. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=sha…

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Ikigai & the Happiness Portfolio: Finding Purpose in Retirement with Vikash Kanani 20:19

3M ago20:19

20:19

Is retirement really about stopping—or about rediscovering what lights you up? In this episode of Shaping Your Retirement, we’re joined by Vikash Kanani, Managing Director of Chatsworth Wealth Management, who brings a refreshing perspective on purpose, fulfillment, and legacy in retirement. From the wisdom of Japan’s Blue Zones to the power of the …

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Let’s Get Social: Creating Connection in Retirement 17:37

3M ago17:37

17:37

In this episode of Shaping Your Retirement, we’re diving into an essential but sometimes overlooked part of retirement: your social life. From work connections that naturally fade to newfound freedom and time, retirement can either expand or shrink your social circle—depending on how intentional you are. Leslie and Jess explore ways to keep (or bui…

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Getting To Know You: Movie Character Edition 13:07

3M ago13:07

13:07

What do Billy Bob Thornton and Pocahontas have to do with retirement? This week, we're pressing pause on our usual financial discussion to explore a more lighthearted and personal topic. Join Tad and his daughter Tyler in a humorous debate as they answer the question: Which movie character are you most similar to? From Tad’s (debatable) comparison …

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Retirement Work and Its Effect on Retirement 11:57

3M ago11:57

11:57

Send us a text On the income side, I did not initially realize the importance of those extra dollars generated through part-time work. The basic concept is that each dollar earned equals $25 less needed in savings. This formula is derived using the 4% rule in reverse. If you’d like to be a part of a free online retirement community, join us on Face…

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Episode 6 - What It REALLY Takes to Buy a Home Right Now 34:34

3M ago34:34

34:34

Home prices are up. Inventory is down. And if you’re not paying cash, you’re likely getting beat. In this episode of EnRich Your Life, Rich talks with top Westchester realtor Ann Marie Damashek about how buyers can stay competitive in one of the toughest housing markets in decades. They cover financing strategy, inspection traps, how to prep before…

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How Much Do I Need to Have Saved? 13:17

4M ago13:17

13:17

One of the top questions people have about retirement is how much do you need to have saved? When coming up with a number, are you actually on track for retirement or just comparing your savings to others? Today we’re going to tackle this question by breaking down retirement savings, income strategies, and how to avoid common financial mistakes. Wi…

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A “Funding” State of Mind 17:35

4M ago17:35

17:35

Send us a text In reality, being overfunded considers two very diverse concepts: *Having more money than needed for normal living expenses. *Spending fewer dollars than are available. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share…

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Why Retirement is Harder Now 11:56

4M ago11:56

11:56

Is retirement harder now than it was 40 years ago? Many people approaching retirement are finding that today’s financial landscape is more complex and uncertain than ever. In this episode, we’re going to highlight the key challenges retirees face today—and how to overcome them with smart financial planning. From the decline of pensions to market vo…

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The Truth About Early Retirement with Cory Bittner, CRPC 23:52

4M ago23:52

23:52

What does early retirement really look like? Is it about quitting work—or about creating more freedom and flexibility in your life? In this episode of Shaping Your Retirement, we chat with Cory Bittner, CRPC®, co-founder of Falcon Wealth Advisors and host of the Upticks podcast, to explore the realities of retiring early. 💡 Topics we cover: ✔️ How …

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Retirement All Stars #5- Kevin Sebesta, CRPC™ 1:15:51

4M ago1:15:51

1:15:51

Send us a text Join me as I interview Kevin Sebesta, CRPC™. Besides being one of the youngest retirees I know, Kevin is also one of the most unique. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC

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Episode 5 - From ‘For Sale’ to ‘Sold’: Navigating the Home Selling Process 29:38

4M ago29:38

29:38

Looking to sell your home? This episode features insights from a top-performing realtor with over 23 years of experience, Maureen Connolly with Coldwell Banker. Discover strategies for maximizing your home's value, from smart pricing to effective staging. Learn why choosing the right agent matters and how to navigate today's competitive market with…

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Arnold Schwarzenegger’s Thoughts on Retirement: Key Quotes 8:50

4M ago8:50

8:50

What do Arnold Schwarzenegger and retirement planning have in common? More than you think! 💪 In this episode,we break down two of Arnold’s most famous quotes and how they relate to building a preserved and confident retirement plan. Many people feel uncertain about their retirement timeline, income, and investments, thinking they’re in worse shape …

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Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC® 24:50

4M ago24:50

24:50

In this episode of the Active Advisor podcast, host Bryan Moore speaks with Steve Otten, CFP®, CRPC®, and Executive Vice President at Seventy2 Capital Wealth Management, about the transition from wholesaler to independent advisor. Join them as they discuss: Navigating the transition from wholesaling to financial advisory Combining Independence with…

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Faulty Retirement Logic 24:59

4M ago24:59

24:59

Send us a text Logical Fallacies occur many ways. They are sometimes used against investors, and can cost investors lost time and money. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=shareBy Dr. Peter Guidry, CRPC™, LLC