Best CRPC Podcasts (2026)

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Year End Review 2025 8:49

Play Pause

20h ago8:49

8:49

Send us a text The end of the year is a great time to look forward and backward to evaluate where you've been, and where you're going! 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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Christmas 2025 5:28

2d ago5:28

5:28

Send us a text Merry Christmas and Happy Holidays for 2025 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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Year-End Cash Gifts 15:37

9d ago15:37

15:37

Send us a text “Money doesn’t change men, it merely unmasks them.” -Henry Ford Several years ago, my wife and I decided we would not wait until we were deceased, but would instead provide financial gifts to our children while we were still alive. This outlines the concept of giving with warm hands versus giving with cold hands. If you’d like to be …

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Do You Know Where You Stand For Retirement? 14:41

14d ago14:41

14:41

📅 Are you ready to retire with freedom? Schedule a discovery call: https://askfreedomfinancial.com/schedule-a-call/?utm_source=Hero Today’s conversation centers on one of the biggest questions pre-retirees face: Where do I actually stand? Tad, Toni, and Tyler walk through the most common scenarios they see, why so many people underestimate their ex…

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Why is It So Hard To Save Money? 15:57

19d ago15:57

15:57

Send us a text It's not easy to create a mindset that embraces saving versus spending. The pathway to saving money can be very convoluted due to a combination of psychological, economic, and practical barriers. 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…

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Ep 22 - Roth Conversions Demystified: Tax-Free Retirement Strategies 35:22

20d ago35:22

35:22

In this episode of Enrich Your Life, host Rich Leimgruber sits down with Julia Fuentes, a Financial Planning and Coaching Strategist at Vanguard with over 20 years of experience in financial services. They break down the complex world of Roth conversions, exploring when it makes sense to pay taxes now versus later in retirement. Julia shares her pe…

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The Oakwood Origin Story 33:13

23d ago33:13

33:13

In the premiere episode of Money Made Simple with Oakwood Wealth Partners, Mike Lockwood, CFP®, CRPC® takes listeners back to where it all began. Before Oakwood Wealth Partners became a trusted name in financial planning, it started with a personal journey shaped by early experiences, unexpected lessons, and a growing passion for helping people fin…

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Fall Fat- Seasonal Weight Gain 15:31

27d ago15:31

15:31

Send us a text “Don't forget to set your scales back 10 lbs at midnight tonight for the holiday season, Thanksgiving through Christmas." For better or worse, the holiday season is upon us again. It is arguably the best season of the year. It is also the season of each year that I gain the most weight. If you’d like to be a part of a free online ret…

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Thanksgiving 2025 7:52

1M ago7:52

7:52

Send us a text It's Thanksgiving, again! Join me for a mini-Thanksgiving celebration. 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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Ep 21- Emergency Preparedness: Why Planning Now Saves Time, Money, and Stress Later 23:30

1M ago23:30

23:30

Host Richard Leimgruber sits down with Stephanie Bellofatto, Director of Commercial and Residential Accounts at ServPro of Putnam County and Northwest Southeast Duchess County, to discuss a critical but often overlooked aspect of your life, emergency preparedness. In this conversation, Stephanie reveals why high-net-worth homeowners and business ow…

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Creating or Updating Estate Documents 24:50

1M ago24:50

24:50

Send us a text What are Estate Documents, and why are they necessary? I had Estate Documents drafted approximately 15 years ago. Why do these documents need to be updated? 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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Simplifying Finances with Account Consolidation 24:13

2M ago24:13

24:13

Send us a text Multiple accounts mean more complicated record keeping, retirement planning, and tax preparation. The bottom line is, it’s just harder to keep track of multiple accounts across multiple platforms. Is it time to consolidate financial accounts? If you’d like to be a part of a free online retirement community, join us on Facebook: https…

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Ep 20 - Essential Bond ETF Strategies for Providing Income 43:51

2M ago43:51

43:51

In this episode of the EnRich Your Life podcast, host Rich Leimgruber sits down with Marcel Benjamin, Fixed Income Strategist at State Street Investment Management, to discuss the essential shift in your financial strategy as you move from your wealth accumulation (growth) phase into retirement (income). Have you spent years building up your saving…

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Managing Expectations 18:33

2M ago18:33

18:33

Send us a text Managing expectations is not about reaching a particular goal, or even attaining a certain financial level. Managing expectations has much more to do with mindset and happiness. 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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Choosing Where to Live in Retirement 53:18

2M ago53:18

53:18

Send us a text Join Kevin Lyles, CRPC™ and me as we provide a long form discussion about choosing where to live in retirement. 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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Ep 19 - Inside Advanced Estate Planning: Strategies for Protecting Your Legacy 40:32

2M ago40:32

40:32

When it comes to preserving wealth, minimizing taxes, and protecting your family’s future, advanced estate planning can make all the difference. In this episode of EnRich Your Life, host Rich Leimgruber sits down with Kylan Johnson, founder of Hudson Valley Estate Planning, to unpack real-world strategies for high-net-worth families and business ow…

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One Size Fits One 17:48

2M ago17:48

17:48

Send us a text If you are part of the boomer generation, you were likely raised in the era of “One size fits all”. But, many years have passed, and the philosophy of one-size-fits-all has evolved to emphasize a philosophy of one-size-fits-one. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.faceboo…

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The Sound of Silence 13:59

3M ago13:59

13:59

Send us a text In a world filled with noise, the absence of noise can be very disconcerting. It’s hard for many people to become quiet internally and externally. 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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Ep 18 - The Emotional Side of Goal Setting: Plan Smarter, Live Better 40:11

3M ago40:11

40:11

In this episode of EnRich Your Life, host Richard Leimgruber dives into the power of goal setting, how clarity, mindset, and emotional intelligence work together to shape financial and personal success. Joined by Kristin Kenney, founder of High Gear Advisors and a Harvard-certified expert in negotiation and conflict resolution, they explore how ali…

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The Story I Need to Share 21:06

3M ago21:06

21:06

By Dr. Peter Guidry, CRPC™, LLC

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What’s De-Risking and Should I De-Risk My Portfolio? 13:50

3M ago13:50

13:50

Send us a text What happens when your partnership with risk no longer works? How do you dissolve the partnership? This process is termed portfolio de-risking. 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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Ep 17 - Medicare Enrollment Made Simple: What You Need to Know 34:33

3M ago34:33

34:33

Episode Description: Navigating the complexities of Medicare can be overwhelming, but this episode simplifies the process for those turning 65 or assisting a loved one. Host, Rich Leimgruber, speaks with certified Medicare insurance professionals Traci O'Brien, and Giovanna Sidoti, Medicare Agent, who break down the program's intricacies, from enro…

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Estimated Taxes: Required or Optional? 16:41

3M ago16:41

16:41

Send us a text Estimated taxes and tax payments are some of the most misunderstood tax requirements taxpayers face. Payment of estimated taxes is more problematic for retirees who never paid estimated taxes during their working careers! If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/g…

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Ep16 - 529 Plans Demystified: Save Smarter for Education 38:30

3M ago38:30

38:30

Many parents and grandparents misunderstand how 529 plans work. In this episode, Rich Leimgruber talks with Kris Adrian, National 529 Specialist at JP Morgan, to clear up myths and explain how families can use these plans to fund education in a tax-efficient way. Our conversation covers how 529s have expanded beyond traditional college savings, wha…

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Timing the Roth IRA: When to Begin and Contribute 22:08

3M ago22:08

22:08

Send us a text In a recent Podcast I discussed the relative merits of a Roth IRA. Many factors determine whether or not Roth IRA contributions make sense. The account holder’s age, tax bracket, net worth, risk tolerance, and available cash are important in establishing a Roth IRA. One of the most important factors to consider is age. As someone age…

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Peter Guidry, DDS- My Retirement Story 1:03:14

4M ago1:03:14

1:03:14

Send us a text Join me as I move to the other side of the microphone and am interviewed by my daughter Catherine. 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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Ep15 Crypto Explained: What Investors Should Understand 35:21

4M ago35:21

35:21

Crypto often feels like hype, headlines, and confusion. In this episode of EnRich Your Life, Rich sits down with Howie Levine of Bitwise to break it down in plain language, what crypto actually is, how blockchain works, and why Bitcoin, stablecoins, and ETFs are changing the investment landscape. Whether you’re crypto curious, skeptical, or simply …

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Happy Third Birthday- RWE 23:30

4M ago23:30

23:30

Send us a text Join me as I celebrate the 3rd Birthday of the Retiring With Enough Podcast, and answer a listener question. 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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Exploring Core Needs 19:22

4M ago19:22

19:22

Send us a text Everyone has certain needs whether living in a developed or a developing country. Whether you term these things basic life necessities or core necessities, people need these basic things to provide for daily living. These core necessities are food, shelter, access to transportation, access to health care, and utilities. The United St…

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Should I Open a Roth IRA Account 19:16

4M ago19:16

19:16

Send us a text A friend posed a simple question. Are Roth accounts worth the time and effort? The answer is complex and more nuanced. Many things determine the validity of a Roth account including age, tax rate, income, retirement planning, and estate planning. If you’d like to be a part of a free online retirement community, join us on Facebook: h…

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Mailbag: Pension Got Bought Out… Now What? 10:56

5M ago10:56

10:56

Facing retirement sooner than expected? You're not alone. In this special mailbag edition, Tad, Toni and Tyler dive into a listener’s real-life question about an unexpected early retirement and the sudden loss of a pension. Together, they unpack strategies for building your own pension, making smart decisions with lump sums, and creating a plan tha…

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Gifting to Grandchildren 21:04

5M ago21:04

21:04

Send us a text Mr. and Mrs. Smith are "drowning" in a sea of cash! Because of this growing “problem”, Mr. and Mrs. Smith decided they want to provide financial gifts to their grandchildren who range in age from late teens to late 20s. Mr. Smith’s questions focused on how to give these gifts in the best manner If you’d like to be a part of a free on…

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Something You Learned from Your Mom 14:33

5M ago14:33

14:33

Ever catch yourself doing something and realize... yep, that’s totally something your mom used to say? In this Getting To Know You episode, Tad, Toni, and Tyler talk about the life lessons they picked up from their moms—some practical, some motivational, and a few that are just plain funny. Toni shares why she’s always ten steps ahead (literally pa…

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We’re Taking A Quick August Break. Back In September! 2:30

5M ago2:30

2:30

We’re taking a short summer break! ☀️ No new episodes in August, but Rich will be back in September with fresh conversations on everything from Bitcoin and 529 plans to Medicare enrollment and setting wealth goals with clarity. He’s heading to the beach for some much-needed rest, and hopes you’re getting in some self-care too. Until then, catch up …

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Inflation and Retirement 46:24

5M ago46:24

46:24

Send us a text Join Kevin Lyles, CRPC™ and me as we provide a long form discussion about inflation and its multiple effects on retirement. 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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The Truth About Risk Tolerance 12:07

5M ago12:07

12:07

Risk tolerance: it’s a phrase you’ve probably heard tossed around a hundred times. But what does it really mean, especially for someone closing in on retirement? In this episode, Tad, Toni, and Tyler break down why the traditional way the financial industry talks about risk tolerance often misses the mark. It’s not just about your comfort level wit…

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Old is New Again 22:47

5M ago22:47

22:47

Send us a text Is the historical Viewmaster style of traditional wealth accumulation with no frills or technology still valid, or have traditional wealth accumulation concepts been replaced and negated by more modern approaches? If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/39…

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Behind the Mission with Frank Long: The Power of Second Chances 13:42

5M ago13:42

13:42

In this episode, Tad and Toni sit down with Frank Long, Director of Development at the Lovelady Center, the largest long-term recovery facility for women and children in the United States Frank shares the powerful story behind this Birmingham-based ministry, which serves over 500 women and more than 100 children recovering from addiction, incarcera…

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Ep14 P2 - What Investors Need to Know About CLOs 21:19

5M ago21:19

21:19

In Part 2 of this week’s conversation, we unpack CLOs, Collateralized Loan Obligations, and why they’ve quietly become a go-to income strategy for banks, asset managers, and sophisticated investors. Rich talks with Shiloh Bates of Flat Rock Global about how CLOs are built, who invests in them, and how you can tap into higher-yielding opportunities …

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Ep14 P1 - What is Private Credit? Here's What You Need To Know. 18:35

5M ago18:35

18:35

In this episode, we break down private credit investing. What it is, how it works, and why more investors are using it to generate income with less day-to-day volatility. Chief Investment Officer from Flat Rock, Shiloh Bates, explains how these loans are structured, who borrows the money, and what makes this strategy attractive even in a high-inter…

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Essential Rules of Finance 26:04

5M ago26:04

26:04

Send us a text There are several basic and essential rules of personal finance that should be learned and followed. NO ONE wants to reach retirement age with little or no money, and no way to catch up! 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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Getting To Know You: Favorite Thing To Do As A Kid 14:59

6M ago14:59

14:59

This week, we’re taking a break from taxes and market talk to ask the real question: What was your favorite thing to do as a kid? Get ready for a trip down memory lane with Tad, Toni, and Tyler, complete with coat-rack microphones and backyard army battles. Toni spills the tea on how she got her brother in trouble every single night, Tyler confesse…

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Family Meetings- Good or Bad? 16:26

6M ago16:26

16:26

Send us a text “Family isn’t defined only by last names or by blood; it’s defined by commitment and by love.” – Dave Willis. Many new homes are built without a dedicated space for family communal dining. This building trend says volumes about American family units today. If you’d like to be a part of a free online retirement community, join us on F…

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

6M 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

6M 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

6M 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

6M 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

6M 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

6M 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

6M 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…