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PODCAST

Smart Money Radio

Financial 1 Wealth

If you"re tired of watching your hard-earned money slip through the cracks or missing out on opportunities to grow your wealth, it’s time to get smarter with your finances. Welcome to Smart Money Radio, where host Tatyana Bunich reveals the secrets to maximizing your money’s potential — and avoiding costly mistakes that could hold you back. Growing up in a family that had to be frugal, Tatyana learned firsthand how to stretch a dollar — and later turned that wisdom into a

business investing

All Episodes

43:56

Avoiding Retirement Mistakes

Smart Money Radio ·

2025/12/22

In this episode of Smart Money Radio, Gary Nolan and financial advisor Tatiana Bunich discuss the critical aspects of retirement planning, focusing on common traps retirees fall into, the importance of a comprehensive financial strategy, and the impact of lifestyle spending on retirement savings. They emphasize the need for careful planning to avoid costly mistakes, such as cashing out retirement accounts and relying too heavily on outdated strategies. The conversation also touches on the

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43:50

Investing in Retirement

Smart Money Radio ·

2025/12/12

In this episode of Smart Money Radio, Gary Nolan and Tatyana Bunich discuss the importance of continuing to invest after retirement, the impact of inflation on retirees, and the necessity of diversification in investment portfolios. They also address unexpected expenses that retirees may face, the creation of a strategic wealth blueprint for financial planning, and the critical questions regarding asset allocation. The episode concludes with a listener Q&A segment, where they tackle various

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43:55

Financial To Do List

Smart Money Radio ·

2025/12/05

The conversation delves into the fears surrounding retirement, particularly the anxiety of outliving one's savings. It emphasizes the importance of financial security and explores various strategies and tools that can help retirees ensure a stable income throughout their retirement years. Call 888-843-0143. Text WIN to 600700. Visit F1 Wealth to learn more.See omnystudio.com/listener for privacy information.

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43:40

Real Retirement Concerns

Smart Money Radio ·

2025/11/14

In this episode, Tatyana Bunich and Gary Nolan discuss the evolving landscape of retirement planning, emphasizing the importance of adaptability in financial strategies. They explore the challenges retirees face today, including inflation, market volatility, and unexpected life changes. Tatyana highlights the necessity of comprehensive financial planning that integrates tax strategies, investment management, and estate planning. The conversation also addresses the psychological aspects of investing

en-US

44:01

Longevity mindset

Smart Money Radio ·

2025/11/07

In this episode of Smart Money Radio, Tatyana Bunich and Gary Nolan discuss the importance of planning for a long retirement, emphasizing the need for a longevity mindset. They explore various aspects of retirement planning, including income sources, tax implications, and the emotional challenges that can arise during retirement. The conversation also addresses listener questions, providing insights into navigating financial decisions in the face of life's uncertainties. Call 888-843-0143. Text

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43:56

The Decumulation Phase

Smart Money Radio ·

2025/10/31

In this episode of Smart Money Radio, Tatyana Bunich and Gary Nolan discuss the critical phase of decumulation in retirement planning. They emphasize the importance of having a structured withdrawal strategy to ensure retirees can enjoy their wealth without fear. The conversation covers various risks associated with decumulation, including market volatility, longevity risk, and inflation. Tatyana shares insights on how to build a customized decumulation plan that aligns with individual lifestyles

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48:21

Tatyana Bunich discusses the multifaceted aspects of...

Smart Money Radio ·

2025/10/17

Tatyana Bunich discusses the multifaceted aspects of retirement planning, emphasizing that retirement is not just about financial security but also about finding purpose and fulfillment. She highlights the importance of comprehensive financial planning that coordinates various aspects of a person's financial life, including tax strategies, income planning, and emotional well-being. The discussion also covers the transition from work to retirement, the significance of having a purpose, and the need

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47:30

Tatiana Bunich discusses the complexities of...

Smart Money Radio ·

2025/10/10

Tatiana Bunich discusses the complexities of transitioning from saving to spending in retirement. They explore the importance of having a solid financial plan, the role of boring money as a buffer against market volatility, and the need to incorporate enjoyment into retirement planning. The conversation also delves into tax strategies, the retirement tax trap, and the significance of estate planning, including the management of digital assets and the differences between wills and trusts. Listener

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47:39

Tatiana Bunich discusses the complexities of...

Smart Money Radio ·

2025/10/03

Tatiana Bunich discusses the complexities of transitioning from saving to spending in retirement. They explore the importance of having a solid financial plan, the role of boring money as a buffer against market volatility, and the need to incorporate enjoyment into retirement planning. The conversation also delves into tax strategies, the retirement tax trap, and the significance of estate planning, including the management of digital assets and the differences between wills and trusts. Listener

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46:43

Tatyana Bunich discusses the impending $84 trillion...

Smart Money Radio ·

2025/09/19

Tatyana Bunich discusses the impending $84 trillion wealth transfer from baby boomers to their heirs, emphasizing the importance of financial education and planning. She highlights the lack of financial knowledge among inheritors and the potential pitfalls they face, including significant tax burdens and mismanagement of inherited wealth. Tatyana stresses the necessity of estate planning, the role of financial advisors, and the importance of preparing heirs for their financial responsibilities. The

en-US

47:47

Tatyana Bunich discusses the complexities of...

Smart Money Radio ·

2025/09/12

Tatyana Bunich discusses the complexities of financial planning, particularly in the context of gray divorce and remarriage. They explore the emotional aspects of financial planning, the importance of understanding prenups, and the intricacies of required minimum distributions (RMDs). The conversation also covers strategies for managing taxes, the significance of income planning, and the innovative concept of the funded ratio for retirement security. Additionally, they address long-term care

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47:10

Tatyana Bunich discusses the unique financial needs...

Smart Money Radio ·

2025/09/05

Tatyana Bunich discusses the unique financial needs and strategies for Gen Xers approaching retirement. The conversation covers the importance of tax efficiency, legacy planning, and the emotional adjustments that come with retirement. Tatyana also addresses common myths in retirement planning, the reality of bonds as an investment strategy, and the impact of inflation on retirement income. Additionally, the episode explores the complexities of Medicare, the challenges of multi-generational living,

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47:36

Tatyana Bunich discusses the importance of charitable...

Smart Money Radio ·

2025/08/22

Tatyana Bunich discusses the importance of charitable giving in retirement, strategies for effective financial planning, and the relevance of the 4% rule in today's economic climate. They explore various financial tools such as 529 plans for education funding, the significance of estate planning, and the emotional aspects of financial decisions. The discussion emphasizes the need for a coordinated approach to financial planning that considers taxes, investments, and personal values. Call

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47:48

Tatyana Bunich discusses the critical tax issues...

Smart Money Radio ·

2025/08/15

Tatyana Bunich discusses the critical tax issues retirees face and offers strategies to mitigate tax burdens. She emphasizes the importance of comprehensive financial planning that integrates tax strategies, investment management, and estate planning. The conversation covers the benefits of Roth conversions, the impact of market corrections on retirement income, and the significance of understanding sequence of returns risk. Tatyana also answers listener questions about Social Security and home

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46:20

Tatyana Bunich discusses the evolving landscape of...

Smart Money Radio ·

2025/08/08

Tatyana Bunich discusses the evolving landscape of retirement planning, emphasizing the need to rethink traditional advice. They explore various myths surrounding mortgage payoff, downsizing, and income sustainability in retirement. Tatyana highlights the importance of comprehensive financial planning, including estate planning and charitable giving strategies. The conversation also covers maximizing retirement contributions, managing retirement accounts, and evaluating annuities. Listeners are

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47:27

Tatiana Bunich delves into the benefits and...

Smart Money Radio ·

2025/08/01

In this episode of Smart Money Radio, we explore the innovative ways retirees are leveraging ChatGPT to enhance their financial decision-making. Discover how this AI tool is not only helping retirees stay mentally sharp but also assisting in crafting smarter financial strategies, from tax planning to investment decisions. Join founder and CEO Tatiana Bunich and host Steve Sedahl and as they delve into the benefits and limitations of using AI in retirement planning, and why it's crucial to combine

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48:09

Tatyana Bunich discusses various investment...

Smart Money Radio ·

2025/07/18

Tatyana Bunich discusses various investment strategies and financial planning techniques to ensure secure growth and sustainable income for retirement. She emphasizes the importance of understanding guaranteed income streams, navigating employee-sponsored retirement plans, and the impact of relationships on financial decisions. The discussion also covers healthcare planning, tax implications, and the significance of having a purpose in retirement. Tatyana provides insights into how to create a

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47:52

Tatiana Bunich discusses essential aspects of...

Smart Money Radio ·

2025/07/11

Tatiana Bunich discusses essential aspects of retirement planning, including tax strategies, healthcare preparedness, lifestyle planning, and the importance of guaranteed income. They emphasize the need for a comprehensive financial plan that encompasses various elements such as investments, taxes, and estate planning. The conversation also highlights the significance of relationships and purpose in retirement, as well as the joy of giving and its impact on overall happiness. Call 888-843-0143

en-US

46:39

Tatyana Bunich discusses the common financial...

Smart Money Radio ·

2025/07/04

Tatyana Bunich discusses the common financial mistakes that baby boomers make as they approach retirement. They cover topics such as misconceptions about Social Security, the rising costs of healthcare, the importance of tax planning, and the emotional aspects of financial decision-making. The discussion emphasizes the need for a comprehensive financial plan that includes income strategies, healthcare considerations, and tax efficiency to ensure a secure retirement. Call 888-843-0143. Visit F1

en-US

47:21

Tatyana Bunich explores unconventional strategies for...

Smart Money Radio ·

2025/06/27

Tatyana Bunich explores unconventional strategies for retirement planning. They discuss the potential of life insurance as a retirement asset, the benefits of health savings accounts, and how collectibles can serve as a financial resource. The conversation also covers the importance of reviewing old annuities, strategies for catching up on retirement savings, and the necessity of reassessing investment mixes as retirement approaches. Finally, they address the tough conversation of delaying

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