Podcast
This week I’m discussing the latest Social Security Trustees Report, what it means for your future benefits, what changes may be coming, and how millions of Americans are already planning ahead. I’ll dig into the psychology and strategy of spending down your savings...
Podcast
Retirement is often painted as a well-earned period of leisure, adventure, and relaxation. Yet, the journey to a fulfilling retirement is rarely straightforward. On this episode of the show, I’m shining a light on the intricate realities lying beneath common...
Podcast
The conversation this week explores the mindset shifts required as individuals move from years of saving and accumulating wealth to the daunting prospect of spending down those savings. Emotional readiness, habits, and even arbitrary financial goals can become...
Podcast
Retirement planning is about more than just saving money—it’s about making smart decisions with your finances to ensure that you keep as much of what you’ve earned as possible. This week, I’m sharing essential strategies for managing your taxes in retirement—including...
Podcast
What does it mean to retire in 2026, and how does today’s retirement landscape differ from 10 or 20 years ago? With more retirees facing challenges such as rising healthcare costs, higher cost of living, concerns about Social Security, shifting demographics, and the...
