Skip to content
Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Retirement & income · Podcast

Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes

For wealth professionals, the episode offers a view of how retirement and personal-finance concepts are being explained to middle-class and do-it-yourself audiences. It touches on Social Security, long-term care, annuities, and the value of working with an advisor later in life.

Streams from the publisher’s own feed. Nothing loads until you press play.49 min
On the publisher’s site

Summary

By the retirement & income desk

Erin Moriarity, creator of the Erin Talks Money YouTube channel, discusses personal finance and retirement planning for people who were not well served by traditional financial advice models. The episode covers her early financial education, rethinking conventional retirement wisdom, the psychology of moving from saving to spending, long-term-care costs, Social Security funding concerns, and annuities. It also includes lessons from financial mistakes, including her father’s losses on bad investments as referenced in the title.

  1. Erin Moriarity runs Erin Talks Money, where she explains personal finance and retirement planning concepts in accessible videos.
  2. She discusses providing financial information to people who were not being well served by traditional financial advice models.
  3. The episode covers Social Security funding concerns, long-term-care planning, and annuities as people age.
  4. She makes the case for the value of working with an advisor later in life, even for do-it-yourself investors.

Similar items

Same topic
Greatest Hits: Stop Waiting - Your Deferred Comp is a TrapAdvisor Talk with Frank LaRosa (YouTube)32 minOct 29
Growing Beyond Capacity With Michael Belluomini and Liam HeffernanThe Perfect RIA30 minOct 29
Something More with Chris Boyd | When Is It Safe to Share Your Social Security NumberWealth Enhancement Group25 minOct 28
401(k) Real Talk Episode 214: October 28, 2026WealthManagement.com7 minOct 28
Episode 252: Tax Diversification: How to Keep More of Your Retirement SavingsRetire With Style (Wade Pfau)48 minOct 27

Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.