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Recent Episodes
3 Ways To Make RMDs Work For You [EP 47]
Are required minimum distributions creating tax bills you weren't expecting in retirement? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan…
What Happens to Your Retirement Plan If You Get Divorced? [EP 46]
Is a late-life divorce putting your retirement at risk? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan break down the financial moves you…
The 5 Biggest Retirement Tax Mistakes Made at Filing Time (And How to Avoid Them) [Ep 45]
Are you unknowingly handing the IRS more than you owe? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan walk through the five biggest…
Is One Million Dollars Enough to Retire? [Ep 44]
Wondering if a million dollars is actually enough to retire on? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan break down everything you need…
Should You Claim Social Security at 62, 67, or 70? [Ep 43]
Confused about when to claim Social Security? In this episode of Navigating Retirement, Certified Financial Planners Brad Leibberger and Matt Callahan break down everything you need to know about…
10 Retirement Questions Every Pre-Retiree Asks (Answered By CFPs) [Ep 42]
Planning your retirement requires clear answers to critical financial questions that determine your future security. In this episode, Certified Financial Planners Brad Lineberger and Matt Callahan…
Who We Are: Brad Lineberger, CFP® & Matt Callahan, CFP®
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthAfter 40 weekly episodes, we thought it was time to do an episode where we tell you all about who…
Active Investing vs Passive: Which Actually Wins in Retirement? 🎧 [Ep 40]
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthInvesting is fun, and with technology, it's easier than ever to trade. But there are a lot of…
The Real Power of Having Cash Nobody Explains
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthWarren Buffett says cash is a bad investment. Is that actually true? If you're close to or in…
Wall Street Got 2025 WRONG | Here's What They're Predicting for 2026
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss what would have happened to you if put the predictions of…
2026 Money Goals: What's Really Going to Work?
Welcome to 2026! 🎇 Matt and I are here to guide you through some smart financial planning to set yourself up for long-term success. We'll share essential money tips and strategies for effective…
Protect Yourself From Running Out of Money in Retirement
In this episode, Matt and Brad discuss if the 4% is still practical these days and some strategies for how to manage your withdrawals in retirement. Welcome to Navigating Retirement! A fun and…
2026 Wealth Blueprint: Our Top Money Strategies
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad ring in the New Year with some sound strategies for you to add to…
Building Wealth Includes Paying Less Taxes w/ Jake Lincoln CPA 🎧 [Ep 34]
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad welcome special guest Jake Lincoln, CPA of Coastal Tax Advisors to…
2025 Investing Year In Review
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss the wild ride of the stock market in 2025. If you're an…
Our Top 3 Tax Dodging Strategies
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss their best tax dodging strategies they've used for their…
How To Rebalance Your Portfolio
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss how, why, and when to rebalance your portfolio. What should…
Smart Year-End Money Moves for 2025
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss all the smart moves you can make before the end of the year…
Best & Worst ETFs for 2026
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthCurious about investing with ETFs? In this episode, Matt and Brad look at the best and worst ETFs…
How YOUR Investments Are Taxed
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIt's the end of the year, and the IRS is eyeing up how to tax your investment profits. In this…
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Navigating Retirement Podcast has published 45 episodes since April 2025, covering topics in Education, How To.
Navigating Retirement Podcast is currently highly active with new episodes weekly. Average episode length is 23m.
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