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Nov 11, 2019

Gary & Gerald have a little fun this week discussing how they help people cross things off their bucket lists in retirement. Plus, CNBC says some couples are considering a divorce – over taxes! Yes, this really happens! We’ll discuss how you might be able to save without making such a drastic move. Remember, you...


Nov 5, 2019

The market’s been good for several years, and paychecks are higher. So is that causing some of us to be overconfident about retirement? Gary & Laurel will discuss it on this week’s show. And remember, if you have a question for your Money Mentors, we’d love to hear from you! Drop us an e-mail at


Oct 28, 2019

Gary’s been helping people retire successfully now for 30 years! We’ll talk about how he celebrated this week. Plus, it’s been more than three decades now since President Reagan pushed Congress to make tax reform permanent…but tax rates are still changing today! So how do you prepare for more changes ahead? And...


Oct 21, 2019

The guys from Journey are taking over the Las Vegas strip for the next few months, with a series of shows at Caesars Palace. Laurel had a chance to catch the show and sit down with Journey’s Jonathan Cain to discuss how he’s branching out in his career in his late 60’s, plus his views on faith and family. You...


Oct 14, 2019

Kiplinger says one of your goals should be to get yourself into the lowest tax bracket possible in retirement. But how do you do that? Gerald and Laurel will explain. Plus, are low interest rates the new norm for retirement savers? If you have a question for your Money Mentors, drop us an e-mail online at