Planning for, or already enjoying, your retirement? This is the show for you. The success of your r
For countless retirees, the greatest challenge isn't saving money, but spending it. After years of d
Dan asks: If monthly income from an IRA exceeds $2,908 for a single person, would that result in dis
We’ve heard this hundreds of time... 'I wish someone had warned me about this when I retired.' More
In this episode, Tammy asks about the pros and cons of doing Roth conversions in retirement to manag
Cryptocurrency has changed the financial landscape, and that includes estate planning. Unlike tradit
In this episode, we dive into Stephen’s fascinating question about estate planning for the far futur
Your mindset can make or break your retirement. Are you a Pollyanna, Delegator, Controller, or Reali
In this episode, we tackle Richard’s question about why it might make sense to use IRA (non-Roth) ac
From President Trump’s upcoming tariffs on Canada, Mexico, and China to the historical legacy of the
In this episode, we address Joe’s question about how claiming Social Security benefits early can red
A recent Supreme Court decision in Connelly v. United States has sent shockwaves through closely hel
In this episode, we answer Lori’s question about whether the repeal of the Government Pension Offset
Sometimes life throws curveballs, and you may end up retiring earlier than planned. In this episode,
In this episode, we tackle Kay's questions about managing her IRA and Roth accounts in retirement. W
Retirement can be stressful, especially when the markets are unpredictable. In this episode, we’ll t
Today’s episode is part rant, part answer to Mike’s question about the high cost of prescription dru
Financial planning often feels like a numbers game—follow the math, and you’ll make the best decisio
Today, we tackle a question many retirees face: Can you manage your taxes with DIY software like Tur
We answer a question from a 44-year-old Pittsburgh bus driver earning over six figures annually who
Could 2025 be a stormy year for the stock market? In this episode, we explore five potential trigger
