Friends Talk Money
Whatever life after 50 looks like to you, thinking about money in retirement shouldn’t keep you up at night. We’re all dealing with the big questions about money and aging: How much you can really spend, how to invest your life savings without risking it all in the stock market, and should you sell your home and downsize? Then there’s the biggest unknown: how much health care you’ll need, and whether your savings and insurance is enough to cover the costs. This is personal. These topics may not be easy to talk about with your own family. That’s why nationally known personal finance experts Terry Savage, Richard Eisenberg, and Pam Krueger and are here to open up the dialogue so you can learn how to define your retirement and deal with your money on your own terms.
These three friends think, write, and speak about these issues. And now they’re joining forces to give you the benefit of their experience, wisdom and advice in their new podcast, Friends Talk Money.
Each week Richard, Pam and Terry will discuss a different piece of the retirement pie. Everything from Social Security and Medicare to investing and cash flow management is on the table, with practical, common-sense advice on how to deal with these and other challenges.
But don’t expect cut-and-dried answers. These friends have strong opinions, and aren’t afraid to debate the pros and cons of their friends’ recommendations. But what you will walk away after each episode is a greater awareness of the retirement planning issues you’ll need to address with the help of your family, friends and financial advisor.
- Update frequency
- every 15 days
- Average duration
- 30 minutes
- Episodes
- 104
- Years Active
- 2021 - 2025
Gen X’s Retirement Shock: The Truth About Healthcare Costs
Generation X is often called the “forgotten middle child” between Boomers and Millennials, but with 65 million Gen Xers moving into their 50s and early 60s, they’re facing a massive financial challen…
Older Americans Are Starting Businesses—and Why It’s Getting Harder
The ‘One Big Beautiful Bill’: What It Really Means for Your Taxes, Medicare & Retirement
The 2025 Budget Bill — aka the “One Big Beautiful Bill” — is now law. But behind the headlines and hype, how does it impact your taxes, Social Security, Medicare, estate plan, and healthcare costs?
I…
How AI Is Revolutionizing Long-Term Care Planning
Artificial intelligence is quietly reshaping the way we plan—and pay—for long-term care. In this new episode of Friends Talk Money, Richard, Pam, and Terry sit down with Lily Vittayarukskul, Co-Found…
4 Big 401(k) Changes in 2025: What You Need to Know
What’s in Your 401(k)? It’s Time to Look.
If you’re like a lot of people nearing retirement, your 401(k) or 403(b) is probably the biggest part of your savings. But do you actually know how it’s invested—or how much risk in stocks you’re tak…
The Truth About Financial Advisors: Friends Talk Money Co-Hosts Interview Pam Krueger
Is your financial advisor truly working in your best interest — or theirs? In this eye-opening episode, the Friends Talk Money team turns the mic toward their own co-host, Pam Krueger, as she reveals…
Social Security: True or False
Solo Travel on a Budget: Tips from Expert Barbara Talisman
Ready to explore the world without breaking the bank? The Friends Talk Money crew sat down with Barbara Talisman from Talisman Travel Tribe, who shares her top tips for traveling the world on a shoe…
The Taxman Answers Your Questions
Looking for help this tax season? The Friends Talk Money team welcomes IRS spokesperson Eric Smith to discuss important tax changes and tax planning strategies. As a trusted tax accountant for the IR…
How to Rebuild Your Finances After a Disaster: Insights from Mitchell Freedman
Rebuilding your finances after a disaster can feel overwhelming, but you're not alone. The Friends Talk Money crew sits down to learn more from Wealthramp-network advisor Mitchell Freedman, CPA/PFS, …
Retirees: Are You Taking too Much Risk With Your Investments?
Worried whether the stock market is too risky for your retirement money? You’re not alone! We’re going to help you decide how to sleep at night and still invest so you’re money’s working for you. Tun…
Is a Roth Conversion Right for You? Guest Larry Kotlikoff Helps You Decide
Thinking about a Roth conversion but not sure if it's the right move? The Friends Talk Money team breaks down six key things you need to know before making a decision! From tax implications to future…
How to Get Your Finances Organized in 2025
The Friends Talk Money team is here to help you start 2025 off right!
From organizing your important documents to aligning your investments with your goals, we've got the tools and tips you need for …
Answers to The Big Questions for the Second Half of Life With Debra Whitman, PhD
Debra Whitman Chief Public Policy Officer, AARP joins the Friends Talk Money crew to give us a glimpse into her latest book, ‘The Second Fifty’. Dive into the conversation as Richard, Pam, and Terry …
Kickstart Your New Year: Essential Financial Tips for a Better Life
Charitable Giving 101: Year End Tax Tip & Maximize Your Impact
It’s that time of year again! The Friends Talk Money team dives into charitable giving. There are many benefits to contributing to your favorite charity. The conversation is about the tax and persona…
Expert Tips for a Secure Retirement with Christine Benz
Ready to unlock the secrets to a fulfilling retirement? It’s the most talked-about retirement book in decades! Join the Friends Talk Money team as they chat with retirement expert and best-selling au…
Unlock Medicare: Your Guide to Open Enrollment with Philip Moeller
Medicare open enrollment starts now, and this year things could get a little tricky. Good news! We have three of the country’s top Medicare experts co-hosts, Richard & Terry right here, and we’re jo…
Back to School for Retirees
A growing number of people 55+ are searching for a deeper meaning and purpose in your life, and heading back to college to find it. And many prestigious colleges and universities are offering special…