About this podcast
The Advised podcast is hosted by Financial Planner and entrepreneur Rick Luchini. On this podcast you’ll find interviews and insights on a wide range of financial topics. Rick’s mission is to lift the veil on personal finance and help you make better decisions.
Episodes
The newest 20 of 45 episodes
- How To Build Wealth Without Hating Your Life · 49 min · Episode 45Build wealth without hating your life. In this guest appearance, Rick explains why the fastest path to real wealth for Gen Z and Millennials is starting something—a side business…
- Sex, Marriage & Connection | How To Build Healthy Relationships Before And After Retirement · 34 min · Episode 44THIS ONE IS A MUST LISTEN FOR ALL AGES!! Healthy retirement is not just money and calendars. It is connection. In this conversation, Rick talks with Dr. Tina Schermer Sellers…
- Legends Don’t Retire | What Every Business Owner Needs to Hear · 31 min · Episode 43What happens when you finally sell the business you’ve built your whole life around? In this episode, Rick sits down with Kyle Gabhart, author of Legends Don’t Retire and Neither…
- Reinvention Beats Retirement: The New Model for Life After 50 · 28 min · Episode 42What if retirement isn’t the goal, but the beginning? In this episode of The Advised Podcast, Rick sits down with Scott Jagodzinski, author of Harder to Kill and founder of…
- Harder to Kill: Why Men Over 50 Must Take Back Their Health · 31 min · Episode 41What does it really mean to be Harder to Kill?In this episode, Rick sits down with Scott Jagodzinski, author of Harder to Kill and founder of Argent Alpha , to talk about why men…
- Purpose After Paycheck | What Are You Retiring To? · 12 min · Episode 40Retirement isn’t just about leaving your job behind, it’s about discovering what you’re retiring to. Too many people treat retirement like a permanent vacation, but without…
- How Your Home Shapes Energy, Stress, and Retirement · 26 min · Episode 39Discover how your home environment influences your health, mindset, and even your retirement transition. Download the Free Guide to Your Personal Energy…
- When Saving Becomes a Prison: Why Retirees Struggle to Spend and How to Break Free · 17 min · Episode 38Are you afraid to spend money in retirement — even though you’ve saved diligently for decades? You’re not alone. Many retirees face a surprising challenge: shifting from saver to…
- Best Account to Save for Kids Explained · 20 min · Episode 37When it comes to saving for your kids’ future, the options can feel overwhelming—529 plans, UTMA accounts, taxable brokerage accounts, or just keeping the money in your own name…
- Tax Accountant or Planner | Why Every Retiree Needs Both · 10 min · Episode 36When it comes to taxes in retirement, most people only think about last year’s return. But focusing only on history can cost you tens of thousands of dollars over your lifetime…
- Your Wealth Means Nothing Without Health | with Mitch Webb · 29 min · Episode 35I sat down with somatic health coach Mitch Webb to unpack one of the most overlooked pillars of retirement: your health. We often spend decades building careers, growing wealth…
- Will Your Taxes Really Be Lower In Retirement? · 20 min · Episode 34Are your taxes really going to be lower in retirement? Many financial advisors and rules of thumb assume so, but for high-earning savers and retirees with large IRAs or 401(k)s…
- Roth Conversions: Pay Now or Pay Later? · 20 min · Episode 33Are you approaching retirement and worried about taxes? In this episode of Advised, we dive into the reality of Roth conversions, IRAs, RMDs, and retirement tax planning—and why…
- The Big Beautiful Bill: What It Means for Your Taxes · 14 min · Episode 32In this episode, we break down the “Big Beautiful Bill” — a major piece of tax legislation that could significantly impact your retirement planning, paycheck, and overall…
- Roth IRA Mistakes to Avoid · 19 min · Episode 31In this episode, we dive deep into Roth IRAs, Roth conversions, and the most common mistakes people make when trying to take advantage of these powerful retirement planning…
- Hidden Retirement Risk: Early Death of Spouse Planning · 15 min · Episode 30Most retirees never plan for the financial impact of losing a spouse — here's what you need to know before it happens. In this episode, we discuss a crucial but often overlooked…
- Spending Too Little In Retirement | How to Avoid The Regret Zone · 14 min · Episode 29In this eye-opening episode, we dive into one of the biggest misconceptions in personal finance and retirement planning: retirement spending isn't flat. Learn how the "Retirement…
- Top 5 Non-Money *MUST-HAVES* Before Retirement · 15 min · Episode 28Retirement isn’t just about your savings and investments—it’s about designing a fulfilling lifestyle! In this episode, we’re diving into five crucial non-financial things you…
- Market Volatility & The Lessons Learned From A Client Meeting · 17 min · Episode 27Are you panicking over recent market downturns? In this episode, I dive into a critical client meeting that revealed two major lessons: perspective and empathy. Whether you're…
- The Best Kept Secret In Retirement Savings · 19 min · Episode 26In this episode, we uncover one of the best-kept secrets in retirement planning—the taxable brokerage account. While many focus on 401(k)s, Roth IRAs, and traditional IRAs, a…
