All Episodes

Retirement Replay: The Five Things Happy Retirees Have in Common

Why $4M Still Doesn't Feel Like Enough to Retire (Listener Q&A)

Why Investors Bet 65% on a Familiar Fund Name (Even When the Investments Are Identical)

Why Saving for Your Future Self Won't Buy a Better Retirement (And What Will)

The 3 Questions That Reveal Your Real Inflation Risk in Retirement

5 Umbrella Insurance Mistakes That Leave Retirement Savers Exposed

Why 2 Retirees With the Same $1M Plan Ended $3M Apart

The Real Reason Wealthy Retirees Still Wake Up Anxious (And the 4 Pillars That Fix It)

Why Waiting Until 70 for Social Security Can Backfire (And the Question to Ask Instead)

3 Things to Review on Your Tax Return (And a Fresh Take on Social Security Timing)