Transcending The Money Myth

06/16/2026

On set filming another episode of Transcending the Money Myth and breaking down financial topics that matter most to today’s retirees.

06/10/2026

You’ve worked hard to build your legacy. Is your estate plan prepared to protect it?

Scan the QR code or visit robertslegacyquiz.com to take the Estate Planning Readiness Quiz.

06/07/2026

Our blog explores ways to build more confidence in your retirement plan and prepare for the years ahead.

Read the full article here: https://ow.ly/CrGt50Z4OSP

Retirement Planning in 2026: Building Confidence for the Years AheadMay 21, 2026Retirement is no longer viewed as simply “stopping work.” For many individuals and families, retirement is about creating freedom, protecting the lifestyle they’ve worked hard to build, and gaining peace of mind fo...

06/03/2026

A behind-the-scenes look at the making of Transcending the Money Myth.

Important financial conversations start long before the cameras start rolling.

05/28/2026

Growth matters, but protection is just as important.

A well-built plan balances both so your portfolio can perform and stay resilient. If that conversation isn’t happening, it should be.

05/25/2026

This Memorial Day, we remember and honor those who made our freedom possible 🇺🇸

05/21/2026

Most people understand refinancing debt, but in retirement, you can “refinance” your assets too.

When interest rates rise, moving older, lower-yield investments into higher-rate options can work in your favor. If no one’s talking to you about that, it’s worth asking why.

05/18/2026

Real conversations. Real perspectives.

Breaking down what actually matters when it comes to your money and your future. 🎙️

05/16/2026

Interest rates aren’t just for borrowers.

If you’re a saver, this is your window to make your money work harder while rates are high. 📊

05/13/2026

Behind the scenes of Transcending the Money Myth, where real conversations lead to smarter financial decisions.