Sep 28, 2026
Medicare expert Diane Omdahl of 65 Incorporated — author of Medicare for You: A Smart Person's Guide — joins Terry, Richard, and Pam for Part 2 of this Medicare Open Enrollment series, and the message gets more specific: your Annual Notice of Change won't tell you everything.
Diane explains why you have to dig...
Sep 28, 2026
Medicare's Open Enrollment window (Oct 15–Dec 7) is quickly approaching, and Terry, Richard, and Pam kick off a three-part series with a simple but urgent message: even if you're happy with your coverage, you can't skip your review this year.
In this episode, they break down what's changing for 2027 — rising...
Sep 1, 2026
Retirement fears are rising. But what are people really afraid of? Former Fidelity wealth management executive turned retirement coach David Conti joins us to break down his new Retirement Fear Index, ranking the top 10 things Americans fear most as they approach and live through retirement. At the top: healthcare...
Jun 5, 2026
Retirement confidence has hit its lowest point since post-COVID — and for good reason. From skyrocketing Medicare premiums to housing costs, Social Security uncertainty, growing debt, and the crushing weight of caregiving, retirees are facing a financial storm no one fully planned for.
In this episode, Terry, Richard,...
Mar 25, 2026
Nearly 3 in 4 couples say money is a source of tension in their relationship. But most never figure out why, or what to do about it.
In this episode of Friends Talk Money, Richard, Pam, and Terry talk with Heather and Doug Bonaparte, a married couple and co-authors of the book Money Together. Heather is a business and...