5-9-26 20 Years of Retirement Coaching: Market Highs and Family Math

The Retirement Coaches celebrate 20 years on the air while sharing practical planning insights. Erin Lapidus, Jeff Lapidus, and Robert Markham discuss rising energy costs, REITs, tax-return planning opportunities, and how “family math” can help retirees make smarter decisions about income, savings, and taxes. They also address listener concerns about a rapidly rising market and explain why a disciplined, regularly reviewed retirement strategy matters through market highs, pullbacks, and headline-driven uncertainty.