All Episodes
EASE Into Retirement — 160 episodes
Episode 169: The Difference Between Leaving Money & Leaving a Legacy"
Episode 168: "Before You Touch Social Security, Listen to This
Episode 167: "The Retirement Risks Nobody's Talking About"
Episode 166: "The Silent Retirement Killer Nobody's Talking About (It's not the stock market)"
Episode 165: "The Taxes Hiding in Your IRA (And How to Manage Them Before it's Too Late)"
Episode 164: "Don't Retire Until You've Answered These 7 Questions"
Episode 163: "Why Most People Lose Money in Volatile Markets (It's Not What You Think)"
Episode 162: "The Social Security Numbers You Must Know!"
Episode 161: " How to Make a Retirement Budget | Retirement Planning
Episode 160: "What's in a Retirement Plan? | Address These to Retire Successfully"
Episode 159: "Long-Term Care: What it Costs & How to Pay for It | How to Care for Your Parents
Episode 158: "Starting Late? 5 Steps to Fix Your Retirement Now!"
Episode 157: "Avoid Chaos! What to Prepare Now to Help Family Later"
Episode 156: "Divorced? Widowed? Know these Strategies to Increase Your Social Security"
Episode 155: "Social Security Strategies for Singles - When You're Flying Solo into Retirement"
Episode 154: "Under 59½? Here’s How to Take Money from Your IRA or 401(k) Without Penalties"
Episode 153: "10 Steps to Retirement!"
Episode 152: "30 Years Helping People Retire - Here's What Really Breaks My Heart"
Episode 151: "3 Ways to Respond to Market Chaos from Trump Tariffs "
Episode 150: "Thinking About a ROTH Conversion While the Market’s Down? Watch This First!"
Episode 149: "5 Crucial Steps to Retire Successfully in 5 years"
Episode 148: "Renting vs. Buying/Owning a Home in Retirement"
Epsisode 147: "Could Your State & Local Tax Deductions Change this Year? The Great SALT Deduction Shake-Up!
Episode 146: "Social Security Numbers You Must Know"
Episode 145: "How Risky Should I Be With My Retirement?"
Episode 144: "Should You Move to a Low-Tax State in Retirement? The Hidden Costs & Benefits"
Episode 143: "Behind in Saving for Retirement? You Can Fix That In a Year"
Episode 142: "Long-Term Care: The Costly Reality No One Talks About - How to Plan & Pay for it
Episode 141: "Saving for Retirement: Then vs. Now - What You Can Do Today!"
Episode 140: "Got a Government Pension? The Social Security Fairness Act Could Mean More $$$ For YOU!"
Episode 139: "Semi-Retirement: It Could Be the Way to Go!"
Episode 138: "Updated Retirement Contribution Limits 2025"
Episode 137: "3 Ways a ROTH Conversion Can Ruin Your Retirement!"
Episode 136: "How to Get Retirement Ready in 2025"
Episode 135: "10 Things You Have to Know to Retire!"
Episode 134: "How to Create a Retirement Plan"
Episode 133: "Retirement Planning & The New Administration – What to Know & How to Prepare "
Episode 132: "Revamp Your Retirement in One Year!"
Episode 131: "How Do I Know If I Have Enough to Retire?"
Episode 130: "Medicare Is As Easy As A, B, C, & D"
Episode 129: "Year-End Tax Moves for Retirement"
Episode 128: "10 Things Every Person Needs to Know About Retirement"
Episode 127: "What To Do With My 401K When I Leave My Job?"
Episode 126: "Want to Move Out of California? Here are 5 Costs You Must Consider First!"
Episode 125: "3 Biggest Retirement Mistakes You Need to Avoid"
Episode 124: "Save for Retirement or Pay Off Debt? Strategic Steps to Take Now"
Episode 123: "What Taxes Will I Have to Pay in Retirement"
Episode 122: "RMDs - How to Avoid Common RMD Mistakes"
Episode 121: "Hidden Retirement Costs That Can Kill Your Retirement"
Episode 120: "Claiming Social Security: 3 things to Consider First"
Episode 119: "10 Things To Do To Prepare for Retirement During Uncertainty"
Episode 118: "Is 65 the Magic Retirement Number? Maybe Not! Consider these Honest Reasons to Retire NOW!"
Episode 117: "I'm in My 60's & Got Laid Off. Now What?"
Episode 116: "Retiring Out of State? CAUTION! Consider These Costs First!"
Episode 115: "Retirement Panic: How to Protect Your Savings When the Market Takes a Dive"
Episode 114: "Why Do I Need a Retirement Budget?"
Episode 113: "How to Make Your Money Last in Retirement - Part 3"
Episode 112: "How to Make Your Money Last in Retirement: Part 2"
Episode 111: "Got a Million & Want to Retire in Your 50's? Here's Your Reality Check
Episode 110: "Making Your Money Last in Retirement"
Episode 109: "Retiring in 5 Years? Do These 5 Things NOW!"
Episode 108: "How to NOT Run Out of Money in Retirement"
Episode 107: "How to Build Wealth & Retire: Steps to Take at Every Age"
Episode 106: "How to Avoid Scams Targeting Seniors"
Episode 105: "8 Signs You Are Ready to Retire"
Episode 104: "How to Prepare for Social Security Cuts"
Episode 103: "Essential 2024 Retirement Age Milestones"
Episode 102: "5 Crucial Steps to be Retirement Ready in 5 Years"
Episode 101: "I'm Scared of Running Out of Money in Retirement" Why Today's New Annuities Can Help.
Episode 100: "Laid Off Near Retirement: Do These 5 Things Now to Determine if You Can Retire
Episode 99: "Social Security is Broken - Why the Threat is Real & How it Could Affect You & Your Benefits."
Episode 98: "Maximize Your 401(k) - 4 Options When You Leave Your Job"
Episode 97: "How to Build a Retirement Plan"
Episode 96: "When To Start Social Security"
Episode 95: How to Develop a Retirement Game Plan
Episode 94: "Retirement Taxes 101"
Episode 93: Retiring in 5 Years? Do These 5 Things NOW!
Episode 92: I'm 55 With a Million - Can I Retire?
Episode 91: Don't Let Taxes Knock You Out of Retirement
Episode 90: Avoid These Top 3 Mistakes People Make as They Approach Retirement
Episode 89: The Impact of Inflation on Retirement
Episode 88: Top Retirement Concerns!
Episode 87: Will Social Security Run out of Money?!
Episode 86: Do I Have Enough Money to Last In Retirement?
Episode 85: Will taxes be HIGHER in the future?
Episode 84: Understanding medicare!
Episode 83: Financial issues facing a surviving spouse!
Episode 82: Do YOU need long-term care?
Episode 81: How much MONEY do YOU need to save for retirement?
Episode 80: Inflation and Your Household Budget!
Episode 79: Can I Start a Roth IRA If I Don't Have Any Earned Income?
Episode 78: Are You Spending Too Much Money In Retirement!
Episode 77: The Importance of RISK in your retirement portfolio!
Episode 76: What are ESG funds?
Episode 75: Impact of the BANK CRISIS!
Episode 74: Fixed Index Annuities. Can you trust what you've heard?
Episode 73: Everything you need to know about 401K rollovers
Episode 72: How do you make retirement income last?
Episode 71: Where should I put my money in retirement?
Episode 70: Where to invest in a recession?
Episode 69: Where to get income in retirement?
Episode 68: Will I run out of money in retirement?
Episode 67: What is meant by the Social Security breadwinner provision?
Episode 66: How will my social security be taxed?
Episode 65: Could Social Security go BROKE?
Episode 64: When will my pension impact my social security?
Episode 63: What determines my earnings from Social Security?
Episode 62: How does drawing social security BEFORE my full retirement age impact my benefits?
Episode 61: When should I start taking MY Social Security?
Episode 60: What is my FULL social security retirement age?
Episode 59: "When Do I Turn On Social Security?" (Episode 8 of 8)
Episode 58: "Taxation of Social Security Benefits" (Episode 7 0f 8)
Episode 57: "Impact of Government Pensions on Social Security" (Episode 6 of 8)
Episode 56: "What is Meant by the Social Security Breadwinner Provision?" (Episode 5 of 8)
Episode 55: "How Does the FRA impact Social Security Benefit Amounts?" (Episode 4 of 8)
Episode 54: What is Your Full Retirement Age? (FRA) (Part 3 of 8)
Episode 53: Social Security Earnings Record (Part 2 of 8)
Episode 52: Social Security Series (Part 1 of 8)
Episode 51: Put The Big Rocks In First
Episode 50: Beware of Cyber Scams
Episode 49: End of The Year Financial Checkup
Episode 48: Social Security Changes And Reminders
Episode 47: Crazy Things I Hear!
Episode 46: Get A Job!
Episode 45: Introduction to Annuities (Part 5)
Episode 44: Introduction to Annuities (Part 4)
Episode 43: Introduction to Annuities (Part 3)
Episode 42: Introduction to Annuities (Part 2)
Episode 41: Introduction to Annuities (Part 1)
Episode 40: Tips on Social Security Claiming
Episode 39: The Difference in Passive and Active Investments
Episode 38: Stages and Risk
Episode 37: The A,B,Cs and Ds of Medicare
Episode 36: The Potholes of Retirement (Part 7)
Episode 35: The Potholes of Retirement (Part 6)
Episode 34: The Potholes of Retirement (Part 5)
Episode 33: The Potholes of Retirement (Part 4)
Episode 32: The Potholes of Retirement (Part 3)
Episode 31: The Potholes of Retirement
Episode 30: The Potholes of Retirement (Part 1)
Episode 29: Questions From Our Client Meetings
Episode 28: Leaving Your Legacy The Right Way To The Right People
Episode 27: "Don't Let The Door (Health Care Costs) Hit You On Your Way Out"
Episode 26: The Tax Man's Hand Is In Your Retirement Pocket
Episode 25: This Is Not Your FATHER'S OLDSMOBILE
Episode 24: INFLATION Is The Silent Killer Of Retirement Planning!
Episode 23: The Foundation of Income (Part 2)
Episode 22: The Foundation of Income (Part 1)
Episode 21: 10 Things Retirees Often Get Wrong About Taxes (Part 4)
Episode 20: 10 Things Retirees Often Get Wrong About Taxes (Part 3)
Episode 19: 10 Things Retirees Often Get Wrong About Taxes (Part 2)
Episode 18: 10 Things Retirees Often Get Wrong About Taxes (Part 1)
Episode 17: 3 Basic Strategies to Develop Retirement Income
Episode 16: 10 Good Things That Have Come Out of the Pandemic!
Episode 15: PENSIONS - Take or Rollover
Episode 14: The Gift of Estate Planning
Episode 13: Social Security Strategies You Might Not Know About
Episode 12: How 10 Types of Retirement Income Gets Taxed
Episode 11: Understanding Market Corrections
Episode 10: What Happens When Two Become One (Part 2)