All Episodes
Displaying 1 - 20 of 23 in total
Kaiser Pension Decision: Lump Sum or Monthly Paycheck?
Kaiser employees face one of the highest‑stakes retirement choices: take the pension as a monthly paycheck for life or as a lump sum you control. There isn’t one “smar...
Kaiser Employees: How much should you have saved in your 401k? (2026 update)
JP Morgan just released its 2026 Guide to Retirement, and the most important insights for Kaiser employees have little to do with market returns and everything to do w...
The Top 10 Questions Kaiser Employees Ask Before Retiring (Answered Fast)
If you’re a Kaiser employee within a few years of retiring, this episode is for you. I’ve had 40+ retirement conversations with Kaiser employees lately and pulled the ...
Your Kaiser Retirement at 55–62: The 2026 Playbook
If you’re a Kaiser healthcare worker in your 50s and asking “When can I retire?”, this episode gives you a clear 2026 roadmap. Bereket walks you through tightening the...
Stuck Is a Symptom of Unmade Decisions (and How to Fix It)
Feeling busy but not moving forward? In this episode, Bereket Kelile breaks down why so many healthcare workers feel “stuck”—and how unmade decisions quietly drain men...
Your 2025 Investment Plan
You know it's time to start saving and investing for retirement. But, where do you start? And what do you need to do so that you can retire comfortably as early as pos...
Is Dave Ramsey wrong about Social Security?
Dave jokingly calls it Social “In-Security,” but it’s the main income for most people. Is Social Security going away? Also, burnout can happen to us even when we’re do...
What if the whole systems crashes?
When it seems like the system is about to collapse and the markets are going to crash, do you pull your money out? I walk through how I have those conversations with m...
Still chasing the “big number”
Most people want to retire comfortably, so I get why they focus on the “magic” retirement number they need to hit. But that approach is going to do you more harm than ...
Retirement Fluency
We fear what we do not understand. According to new research, the more you know about retirement, the more confident you will be about your future plans.Learn more abo...
Is buying a rental property a good idea?
With apps like Vrbo and Airbnb, the opportunities in real estate have never been better. Imagine getting passive income from rental properties, which themselves are gr...
Is real estate investing a good idea?
With apps like Vrbo and Airbnb, the opportunities in real estate have never been better. Imagine getting passive income from rental properties, which themselves are gr...
5 Most Common Regrets in Retirement
What better advice is there than what you can learn from someone who has been there and done that. A recent survey reveals the regrets and mistakes shared by currently...
Traditional or Roth for your 401k?
You’ve seen the Traditional and Roth contribution options in your 401k, but how do you know which one is right for you? Learn about the pro's and con's with each and t...
3 Retirement Numbers You Can't Ignore
As retirement approaches, I hear from Ramsey listeners who wonder if they're ready, financially, to retire. Where do you start? I'm going to explain 3 key numbers you ...
Boost your Social Security income by 70%
Deciding when to take Social Security is one of your most important retirement planning decisions. You only get one chance to decide, and you could be leaving hundreds...
Can you retire with only $50,000?
When is it too late? Retirement planning is about more than one magic number. You'll hear the 3 key numbers you need to see if you're on track for retirement.
5 Easily Avoidable Retirement Mistakes
Imagine you're on the verge of retirement, looking forward to spending time doing what you love. You've worked hard, managed your money wisely, and are ready to bid fa...
Pay off the mortgage with your nest egg?
You don't want a mortgage in retirement, but will you have enough leftover if you drain your investments? I'll walk you through a simple process to determine if it's t...
2024 - Your Best Chance of Success
Questions are powerful--and they can change everything. I'll walk you through a journal guide I use to review the past year and plan for a powerful year to come. These...