All Episodes

The Mid-Year Retirement Review: Income, Spending, and a Different Take on Rebalancing | Episode 154

Diversified Retirement Income: Buckets, Social Security Timing & Pensions | Episode 153

All-Time Highs, College Costs, and the Estate Documents Most People Get Wrong | Episode 152

Is Your Retirement Plan Missing These 6 Critical Elements? | Episode 151

What Your Tax Return Reveals About Your Retirement Plan | Episode 150

Healthcare in Retirement: What Medicare Won't Cover (And How to Plan for It) | Episode 149

How to Build Reliable Retirement Income (Without the “Pie Chart” Guesswork) | Episode 148

When a Spouse Passes: Social Security, Taxes, Medicare, and Estate Planning Moves | Episode 147

How to Know If You’re Ready to Retire: The 6 Key Checkpoints (Income, Taxes, Risk, and Stress-Testing) | Episode 146

Retirement Headwinds vs. Tailwinds: Risk, Inflation, Longevity, and the Shift to Income Planning | Episode 145

Tax-Smart Retirement Planning: RMDs, Roth Decisions, and Avoiding Costly Mistakes | Episode 144

Year-End Tax & Estate Planning: Loss Harvesting, Roth Conversions, Trust Basics | Episode 143

Why Accumulation Strategies Fail in Retirement — And What to Do Instead | Episode 142

How Much Income Can You Really Take in Retirement? | Episode 141

Why Accumulation Strategies Fail in Retirement | Episode 140

Five Ways to Help Guard Your Retirement Against Inflation | Episode 139

Planning for Surviving Spouses: Estate Documents, Income Shifts, and Avoiding Costly Mistakes | Episode 138

Smarter Cash: Liquidity, Yield & Lower Volatility | Episode 137

Sequence of Risk: Why Retirement Timing Can Make or Break Your Future | Episode 136

Navigating IRA Tax Traps & Powerful Roth Conversion Strategies | Episode 135

Compounding Risks in Retirement | Episode 134

Advanced Estate Planning Strategies to Protect Your Legacy | Episode 133

Why the 4% Rule Could Be a Risky Move in Today’s Market | Episode 132

Risk Reduction in Retirement: Why the 4% Rule Fails and What to Do Instead | Episode 131

The Roth Conversion Myth: Why Delaying Could Cost You Millions | Episode 130

A Safer Alternative to the 4% Rule: Income for Retirement | Episode 129

Is Your Retirement Ready for Market Volatility? | Episode 128

Unlocking Tax-Smart Strategies for a Safer Retirement | Episode 127

What Does the S&P 500’s Recent Move Mean for Your Retirement? | Episode 126

How to Protect Your Retirement in an Uncertain World | Episode 124

Six Pillars of a Safer Retirement | Episode 125

Are You Losing Social Security Benefits? WEP & GPO Explained | Episode 123

Navigating Tariffs and Strategic Retirement Planning | Episode 122

Reflecting on 2024 and Preparing for 2025 | Episode 121

Two-Sided Retirement Strategies for Flat Markets, Tax Planning, and Momentum Investing | Episode 120

Post-Election Retirement and Year-End Planning Strategies | Episode 119

Safeguarding Your Nest Egg: Essential Steps for a Safer Retirement | Episode 118

Navigating Retirement Planning | Episode 117

Building a Resilient Retirement Plan Amid Market Volatility and Rising Rates | Episode 116

Navigating the Do's and Don'ts of Retirement Planning | Episode 115

Navigating the Transition from Asset Accumulation to Income Distribution | Episode 114

Securing Your Retirement: Navigating Market Cycles and Protecting Your Income | Episode 113

Dynamic Retirement Strategies: Thrive in Any Market | Episode 112

Transforming Retirement Strategies: Beyond the 4% Rule | Episode 111

3 Ways to Help You Get the Most Out of Your Retirement | Episode 110

Understanding Fiduciaries and Tax Strategies | Episode 109

Effective Retirement Planning Strategies for Every Stage of Life | Episode 108

Smart Retirement Planning: Real Estate, Debt Management, and Long-Term Care Strategies | Episode 107

Navigating Investment Risks & Strategies | Episode 106

Mastering Retirement: Innovative Planning Strategies | Episode 105

Navigating Retirement: Strategies for Financial Safety and Tax Efficiency | Episode 104

Is Now The Time To Retire? Tailoring Strategies for Financial Stability | Episode 103

Maximize Your Tax Efficiency in Retirement Planning | Episode 102

Mastering Retirement Risks - From Bonds to Distribution Planning | Episode 101

Essential Retirement & Estate Planning Tips | Episode 100

Unlocking Retirement: Navigating Planning, Investments, and Tax Strategies | Episode 99

Retirement Deep Dive: SECURE Act Updates and Inflation Strategies | Episode 98

Navigating Retirement: Strategies for Financial Security & Investment Wisdom | Episode 97

Safer Retirement in Uncertain Markets: Strategies from Brian Decker | Episode 96

Navigating Volatility & Protecting Your Future | Episode 95

Tax Planning & Retirement Strategies | Episode 94

Risk Management Model Updates at Decker Retirement Planning | Episode 93

The Intersection of AI and Retirement Planning | Episode 92

Navigating the Retirement Landscape: Strategies, Risks, and Rewards | Episode 91

Episode 90 - Safeguarding Your Retirement: Stress Testing and Tax-Free Strategies

Episode 89 - Navigating Retirement with Fiduciary Standards & Strategy

Episode 88 - Essential Elements of Retirement Planning

Episode 87 - Government Shutdown and the Debt Ceiling

Episode 86 - Is The Economy Heading For A Recession?

Episode 85 - Tax and Estate Planning for Retirees

Episode 84 - Tax and Estate Strategies You May Not Know About

Episode 83 - What Is Going On With The Banks?

Episode 82 - The Federal Reserve

Episode 81 - Realities of Retirement Planning

Episode 80 - What Is The Fed Signaling?

Episode 79 - Estate Planning and Trusts

Episode 78 - Recap 2022 and Outlook for 2023

Episode 77 - Unusual Times For Stocks and Bonds

Episode 76 - Volatility, Interest Rates, and Retirement

Episode 75 -The Fed's Comments and Where We Can Go From Here

Episode 74 - 6 Keys to a Retirement Plan

Episode 73 - Estate and Legacy Planning

Episode 72 - Russian Debt, Bonds, and Risk

Episode 71 - The Stock Market and Interest Rates

Episode 70 - Myths of the Investment World

Episode 69 - What Is Happening With The Market and Inflation?!

Episode 68 - Must-Know Tax Strategies for Retirees

Episode 67 - Principal guaranteed accounts (the good, the bad, and the ugly)

Episode 66 - There's Life After Accumulation

Episode 66 - Inflation and The Stock Market

Episode 65 - Making Money In A Down Market

Episode 64 - Volatility And What Retirees Can Do About It

Episode 63 - 6 Key Parts To A Retirement Plan

Episode 62 - Important Retirement Dates

Episode 61 - Everyone's Favorite Topic - Taxes!

Episode 60 - How Ready Are You? Take The Checklist Challenge

Episode 59 - Checklist Challenge Continued

Episode 58 - Checklist Challenge

Episode 57 - Retiring Early

Episode 56 - What Are Retirement Income Buckets?

Episode 55 - Who To Work With in Retirement

Episode 54 - Investment Risk In Retirement

Episode 53 - 3 Parts to Solid Retirement Plan

Episode 52 - Distribution planning

Episode 51 - Retirement Headwinds, Fiduciaries, and Distribution Plans

Episode 50 - Trusts, Inflation, and Tax

Episode 49 - Estate Planning (Do your trust, will, and power of attorney work with your plan?)

Episode 48 - Investment Options for Growth and Downside Protection in Retirement

Episode 47 - Principal Guaranteed and Risk Bucket Options For Your Retirement Plan

Episode 46 - 3 Principles for Retirement Planning & Options for Your Plan

Episode 45 - Insurance, Liquidity, and What to Ask When Creating Your Plan

Episode 44 - Stress Testing Your Retirement Plan

Episode 43 - Risk Bucket, Social Security, and Planning for Income

Episode 42 - Distribution Planning and Two-Sided Models

Episode 41 - What is a fiduciary, headwinds for retirees, and distribution plans