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Strategic Wealth Partners

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Latest Episodes

The Consequences of Delayed Retirement Planning and Lack of Structure

4/9/2026 • 30 min

For those nearing retirement, the absence of a clearly defined financial plan can create significant risk, regardless of accumulated assets. This episode examines the consequences of delayed planning and the challenges that arise when key factors such as longevity, healthcare costs, inflation, and spending are not properly accounted for. The discussion explores … Play episode

What Passing the CFP Really Means for Investors
Managing Portfolio Risk Before and During Retirement
Understanding Market Reactions to Geopolitical Conflict, Energy Prices, an…
Is the Market Truly Broken or Have Investors Become Accustomed to Stabilit…
Debt in Retirement: What Investors Should Know
Evaluating Pension Elections and Portfolio Rebalancing in Retirement Plann…
Retirement Risk Changes at 55. Why Timeline Matters More Than Returns
Super Bowl Taxes, Consumer Trends and Streaming Costs
Identity Theft, Bitcoin Volatility, and New Investor Reality
Hot Takes on Today’s Market: Costco Gold, Tax Cuts, and What Could Shape 2…
Legacy Planning: How to Protect Wealth Across Generations
Retirement Investing: Gold, Silver & Crypto Strategies for 2026
Top Investing Mistakes & How to Avoid Them (2026 Strategy Guide)
How to Align Your Investment Portfolio With Life & Goals
2 Things Your Advisor Should Be Doing to Maximize Wealth
5 Retirement Surprises No One Warns You About (Part 2)
5 Retirement Surprises No One Warns You About (Part 1)
High-Net-Worth Retirement Risks You Can’t Ignore
How Strategic Giving Shapes Your Retirement and Your Legacy
5 Truths About Retirement Your Advisor Probably Isn’t Telling You
Dopamine vs. Discipline: How Your Brain Impacts Your Wealth
Retire Confidently, Part 2: The Final 5 Tips to Secure Your Future
10 Smart Money Moves to Retire Confidently in Your 50s
Why Smart DIY Investors Are Realizing They Need Professional Advice
Retirement Isn’t the Finish Line—It’s the Next Chapter
The YouTube Investing Trap: Why You Shouldn’t Take Market Crash Advice fro…
Losing Your 401(k) Tax Break: What You Need to Know for 2026
Why 2025 Could Be the Smartest Year to Retire
Why Retirees Underspend — How to Enjoy Your Money Without Fear
Black Swans and Retirement: Are You Ready for the Unexpected?
Dividend Stocks: Defensive Play or Dangerous Trap?
Thematic Investing, Meme Stocks & AI: Opportunity or Just Hype?
The Cookie Cutter Financial Advice You Hear on TV Could Wreck Your Retirem…
Is the 60/40 Portfolio Making a Comeback? | Bonds, Rate Cuts & Retirement …
3 Exclusive Investment Strategies You Won’t Hear About on CNBC, Ep. 332
Ohio’s Flat Tax: A Hidden Advantage for Retirement Planning, Ep. 331
Crypto & Retirement: Risky Bet or Smart Play, Ep. 330
The 5 Critical Retirement Moves You Can’t Afford to Miss, Ep. 329
Tariffs, Tomatoes & the Truth About Social Security
Can Gen X Retire? Pop Culture, Trump & Hot Takes, Ep, 327
The 5 Most Costly Financial Mistakes DIY Investors Make, Ep. 326
Warren Buffett’s Secrets in the Age of AI: What Investors Need to Know, Ep…
Meme Stocks, AI FOMO & Market Tops: What Retail Investors Are Doing Wrong,…
Navigating Inflation: Strategies to Protect Wealth and Invest Wisely in an…
Are Lower Taxes Always Better? Debating Trump’s Permanent Tax Cut Proposal…
Will AI Steal Your Job or Create New Ones? The Future of Work and Automati…
The Psychology of FOMO: How to Stay Disciplined in Today’s Wild Markets, E…
Should You Use Your 401k for a Ticket to Space? Exploring Investing in Spa…
How AI Could Make—or Break—Your Investment Strategy, Ep. 318

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