Planning for, or already enjoying, your retirement? This is the show for you. The success of your r
Today we answer a question from Ken, a recent retiree at 63, about how his Social Security claiming
Most retirees think tax planning ends with knowing their tax bracket, but that’s just the beginning.
Today we answer a question from Chris about The Good Life Abroad and whether we plan to take a trip
Today we answer a question from Sandi about how much umbrella insurance coverage you really need — e
Today we answer a question from Peter about what happens when a parent dies with a fully planned est
In this special episode, we catch up on a backlog of insightful listener questions—covering everythi
In the final installment of our 3-part estate planning series, we dive into one of the most overlook
Today we answer Jeff’s question about using home equity to pay for end-of-life care — from tapping i
In this episode, we shine the light on common estate planning mistakes that can derail even the best
Today we answer a question from Cathy about helping aging parents in California navigate care costs,
In this episode, we cover key tax considerations around wealth transfer. We cover the differences be
In this episode, Brian asks some great questions about using Net Unrealized Appreciation (NUA) for c
In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging you
In this inbox episode, we break down how the Social Security earnings limit works—especially for C c
In the first part of our series on estate planning, we laid the groundwork for why incapacity planni
Today kicks off a brand-new series on estate planning. Estate planning is one of those things everyo
John asks about buying the individual sectors of the S&P 500 and rebalancing based on performance in
Rosemary’s husband is scaling back to 32 hours a week as part of his transition plan before switchin
Planning to travel in retirement? In this episode, I sit down with Andrew Motiwalla from The Good Li
This week, we’re diving into a question about the tax treatment of Special Needs Trusts. There are t
