Retirement Planning - Redefined

Business & Economics Podcasts

Financial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area. On this show, you'll learn about how the financial and retirement world has evolved...

Episodes

Replay: Should You Gift Money While You’re Alive or Leave A Legacy?

What Is A Backdoor Roth IRA?

2026 Money Updates You Can’t Ignore

Common Retirement Myths And Why They’re Dangerous

What Is Net Unrealized Appreciation (NUA)?

2025 Year In Review: What Actually Mattered for Your Money

Big Beautiful Bill Myths Debunked

What The “Big Beautiful Bill” Means For Your Retirement Plan

The 5 Must-Do’s In Year One of Retirement

IRMAA: The Hidden Medicare Penalty You Might Be Paying

Understanding Estate Planning: Trust Mistakes And Issues (Part 4)

Understanding Estate Planning: Trust Types with Bill McQueen (Part 3)

Understanding Estate Planning: Wills and Probate with Nicole Cleland (Part 2)

Understanding Estate Planning: The Fundamentals with Nicole Cleland (Part 1)

The 4 Things You Can Control in Retirement

Should You Gift Money While You’re Alive or Leave A Legacy?

Talking To Your Spouse About Market Crash Fears

What Should You Actually Do When the Market Drops?

Inside the Advisor’s Office: What People Are Actually Concerned About

April Fool’s: Beliefs That Fool Retirement Savers The Most