Nearing retirement? Don’t let taxes and poor planning eat away your wealth

Many retirees lose track of old accounts—and the IRS won’t remind you. In this episode, we unpack the real risks of forgetting to take Required Minimum Distributions—especially from old or forgotten retirement accounts. If you're in your 70s or caring for a spouse who is, this is a mistake you can't afford to make. Based on strategies from Rizek Housari’s book Finance on the Fly: Simple Strategies to Build Lasting Wealth—a practical guide for turning retirement savings into tax-smart income.Disclaimer: This podcast is for informational purposes only and does not constitute financial, legal, or tax advice. Please consult your advisor before making financial decisions.