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Will Allen on SiriusXM: Cash Flow, Per Diem, and Social Security
Will joined Dan Ronan on SiriusXM's On the Move for two segments on financial resilience in the trucking industry. Saving on an income that swings month to month, a per diem tradeoff most drivers never hear about, and what the 2032 date means when your earnings record has holes in it.
Sep 7


What Age Should You Start Social Security?
When should you actually start Social Security? We get into what a breakeven age really tells you, what it leaves out, and why the higher earner's decision matters more than most people realize. Plus how Trump accounts, UTMAs, and 529s stack up for kids and grandkids.
Aug 14


What's Your Retirement "Magic Number"?
Most people chasing a retirement "magic number" are asking the wrong question. Here's why your spending number matters more — plus how Roth conversions, RMDs, and the SpaceX IPO factor into smart planning.
Jun 4


Sentara Spotlight: Portfolio Red Flags
After reviewing thousands of investment statements, we've identified the warning signs that could be costing you money. Learn the most common portfolio red flags—starting with investments that aren't aligned with a real financial plan.
Dec 26, 2025
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