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All Episodes

Next Chapter Living — 43 episodes

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Title
1

Is One More Year of Work Really Worth It?

2

The Retirement Label vs. What’s Inside: Are You Prepared?

3

Divorce After 50: The Financial Wake Up Call No One Expects

4

RMDs, Roth Conversions, and the Tax Traps Retirees Face

5

Living Longer, Staying Independent: The Planning Conversation Few Have

6

Retirement Roadblocks: What You Don’t See Coming

7

The Cost of ‘Free Shipping’: What You’re Really Paying

8

Wake-Up Call: Why Women Need to Lead Their Wealth

9

The $5 Million Myth: Rethinking the American Dream

10

Retirement’s Hidden Fear: Are You Afraid of Money?

11

Retirement Reality Check: What You Don’t Know About Social Security

12

How Extra Income Can Cost You: Retirement Jobs and Hidden Pitfalls

13

Turning Investment Losses into Tax Wins: The Truth About Tax Loss Harvesting

14

Stable market options during this unpredictable tariff game

15

Don’t delay the mid-year check-in with your advisor

16

3 Doors Down and a lesson on fear

17

Time moves quickly, plan for it

18

Overcoming analysis paralysis in this volatile market

19

Two underestimated retirement obstacles: long-term care and taxes

20

What annuities and "Florida Man" do not have in common

21

Springing forward in financial prep

22

Why the “dad bod” of financial planning is the most effective strategy

23

The golden age of fixed income

24

Estate planning - what it is and the pitfalls of doing it poorly

25

How billions of dollars over decades go unclaimed and what people can do to get their money

26

Longevity Risks of Retirement and the 5 ways to Fight It

27

Understanding 401(k) Contribution Limits for 2025

28

Factors hurting the United States' retirement grade

29

Election results and retirement decisions

30

2025 Changes to Certain Retirement Accounts

31

Financial to-do list for Q4 in 2024

32

Election Cycles and Market Behavior

33

Mastering Your Retirement Budget

34

Utilizing Roth IRAs for Tax-Free Retirement Income

35

Understanding The Basics of a 401k Plan

36

The 3 H's When It Comes to Social Security

37

Do You Need a Million Dollars to Retire?

38

Avoiding Fear-Based Investment Decisions

39

Reviewing and Adjusting Your Retirement Portfolio

40

The Impact of Interest Rates on Annuities

41

Seeking a Second Opinion: The Value of Trusted Advisors

42

The Legacy of a Family Business

43

Welcome to Next Chapter Living with Steven Sabo