All Episodes
Red Rock Retirement — 75 episodes
Why Your Will Isn’t Enough
Are Your Investments Working for You—Or Against You?
Turning Your Savings Into a Reliable Paycheck
Why Taxes Don’t Retire When You Do
The Rising Cost of Staying Healthy in Retirement
Is Your Estate Plan Actually Up to Date?
Should You Take the Pension Lump Sum or Monthly Payments?
What Should You Do With Old 401(k)s?
Should You Keep Life Insurance in Retirement?
Can Working in Retirement Hurt Your Benefits?
Is It Time to Get Help with Your Investments?
Does It Matter Which Retirement Accounts You Withdraw From First?
Should You Keep That Old Life Insurance Policy?
How Do You Know If You’ve Saved Enough to Retire?
How Do You Build Flexibility into Your Retirement Plan?
How Do You Budget for Healthcare in Retirement?
What Does Tax Planning Actually Mean in Retirement?
How Do You Travel in Retirement Without Overspending?
Should You Pay Off Debt Before Retiring?
What Should You Do the Year Before You Retire?
Sequence of Returns Risk—And How to Beat It
Will Your Spouse Be Okay If Something Happens to You?
Should You Rent or Own in Retirement?
Are You Budgeting Enough for Healthcare in Retirement?
Should You Change Your Strategy in a Volatile Market?
Too Many Accounts, Too Much Stress?
How to Build Your Own Retirement Paycheck
Too Much Risk in Retirement?
Is Your Retirement Too Pre-Taxed?
Should You Delay Social Security—Even If You Don’t Need It Yet?
Is Your Advisor Really Retirement-Ready?
Roth Conversions: Tax Trap or Smart Strategy?
What Really Happens During a Retirement Review?
Can You Help the Grandkids—and Still Retire Confidently?
Retirement Real Estate: Keep It or Cash Out?
RMDs: A Tax Time Bomb—or a Planning Opportunity?
Retiring Early? Don’t Skip This First
What happens to your assets when you’re gone?
Planning Together: A Retirement That Works for Both of You
Working in Retirement: Smart or Taxing
Long-Term Care: The Risk You Can’t Ignore
Turning Savings Into a Paycheck
Lifestyle Shock: The Other Retirement Risk
Too Much Cash? Too Little? Getting It Just Right in Retirement
How Much Risk Are You Really Taking?
Emotions That Can Wreck Your Retirement
How to Turn Retirement Savings Into a Monthly Paycheck
What Will You Actually Do In Retirement?
The One Thing Most Retirement Plans Are Missing
Why Your Retirement Taxes Might Be Higher Than You Think
Is an Annuity Right for Your Retirement Plan?
Could Healthcare Costs Derail Your Retirement?
Are Annuities Worth It—or a Waste?
How to Protect Yourself from the Gaps in Medicare
Will Social Security Be Enough?
How to Keep Your Retirement Income on Track
How to Build a Portfolio for a Long Retirement
The Danger of Withdrawing Too Much Too Soon
The Hidden Financial Risks of Living a Long Life
How Long Should You Plan for Retirement to Last?
How to Protect Your Buying Power in Retirement
How to Build Flexibility Into Your Retirement Plan
Should Retirees Worry About National Debt and Social Security?
Should Inflation Change Your Retirement Date?
How Inflation Has Hit Retirees and What to Do About It
Are Annuities Too Restrictive for Your Retirement Plan?
The Biggest Threats to Your Retirement Income
Pension Decision: Lump Sum or Monthly Payments?
How Much Cash Should You Keep in Retirement?
When Should You Start Taking Social Security?
Avoid These Common Retirement Tax Mistakes
How to Maximize Tax Efficiency in Retirement
How to Protect Your Retirement Income from Inflation
Should You Change Your Retirement Portfolio During Market Volatility?
How Tarriffs Could Hit Your Retirement Savings