Podcast
In today’s show, I tackle two hot topics listeners have been asking about: tax planning in retirement and the role of life insurance in your golden years, drawing from real questions and common scenarios. But that’s not all: I also dig into the nuances of...
Podcast
Retirement planning isn’t just about crunching numbers and sticking to a tight budget—it’s about envisioning what’s truly possible for your future. These hypothetical scenarios, often overlooked by retirees, can do more than just safeguard your financial well-being;...
Podcast
In this episode, I decided to do something a little different. Over the last two weeks, my team and I compiled a list of questions submitted by listeners and clients, some common, some obscure, and some that people simply don’t know how to ask. I’ve got a legal...
Podcast
Welcome to 2026! A new year brings a fresh set of rules for your retirement savings, and not all of them are straightforward. With the turning of the calendar comes changes to contribution limits, Social Security adjustments, and new tax mandates that could catch you...
Podcast
How do you take the savings you’ve built over a lifetime and turn it into reliable income you can count on year after year? That’s a question I’ve been hearing more and more, and it makes sense, without a clear withdrawal strategy, retirees can unintentionally drain...
Podcast
In this 200th episode, I focus on the real pain points retirees face and the importance of planning ahead. Drawing from years of conversations with clients and listeners, today’s discussion highlights how assumptions about retirement often don’t match reality,...
