Two Retirement Money Traps to Avoid, Ep #219

Two common financial traps retirees fall into when trying to protect themselves are certain types of life insurance policies and buying lifetime income annuities. On the show this week, I explain why these products might not be as effective as they seem and give...

Tax Planning Tactics and Life Insurance Questions, Ep #205

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...