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All Episodes

The Retirement Income Hour — 272 episodes

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Title
1

Estate Planning Revisited - Retirement Fear Factor (June 27, 2026)

2

The Bridge - 5 Ways Taxes Can Wreck Your Retirement (June 20, 2026)

3

Protect Your Wealth, Protect Your Family (June 13, 2026)

4

Retirement Fear Factor - Top 10 Tax Savings Tips (June 6, 2026)

5

Top 10 Tax Tips - Income Over Illusion (May 30, 2026)

6

5 Ways Taxes Can Wreck Your Retirement - The Road Less Taxed (May 23, 2026)

7

Income Over Illusion - Long Term Care Product Comparison (May 16, 2026)

8

Long Term Care Product Comparison - Portfolio into Paycheck (May 9, 2026)

9

Long Term Care - The Bridge (May 2, 2026)

10

State of the Market - 5 Ways Taxes Can Wreck Your Retirement (April 25, 2026)

11

5 Ways Taxes Can Wreck Your Retirement - The Road Less Taxed (April 18, 2026)

12

The Road Less Taxed - Managing in the Middle (April 11, 2026)

13

Managing in the Middle - Portfolio into Paycheck (April 4, 2026)

14

The Bridge to Solving Your Long-Term Care Needs (March 28, 2026)

15

Swiss Army Knife - The Bridge (March 21, 2026)

16

The Bridge - Social Security: Bird in the Hand, Two in the Bush (March 14, 2026)

17

Social Security: Bird in the Hand, Two in the Bush - Long Term Care (March 7, 2026)

18

Long Term Care - Efficiency with Investing (February 28, 2026)

19

Protect Your Wealth, Protect Your Family (February 21, 2026)

20

Managing in the Middle - Life Insurance Update (February 14, 2026)

21

Efficiency with Investing - Crypto (February 7, 2026)

22

Crypto - Psychology of Retirement (January 31, 2026)

23

Psychology of Retirement - How Interest Rates Work (January 24, 2026)

24

How Interest Rates Work - Is Reallocation Right for You (January 17, 2026)

25

Is Reallocation Right for You - Portfolio into Paycheck (January 10, 2026)

26

Estate Planning 2.0 (January 3, 2026)

27

Portfolio into Paycheck - Life Insurance Upgrade (December 27, 2025)

28

Life Insurance Upgrade - 4% Cash Flow Rule (December 20, 2025)

29

4% Cash Flow Rule - Market Corrections (December 13, 2025)

30

Market Corrections - Annuities 101 (December 6, 2025)

31

End of Year Tax Savings Tips - Is There a Bubble Forming (November 29, 2025)

32

Swiss Army Knife - Simplicity on the Other Side of Complexity (November 22, 2025)

33

Is There a Bubble Forming - Managing in the Middle (November 15, 2025)

34

Managing in the Middle - Top 10 End of Year Tax Savings Tips (November 8, 2025)

35

Top 10 End of Year Tax Savings Tips - Estate Planning (November 1, 2025)

36

Tax Tips - Big Beautiful Bill (October 25, 2025)

37

Big Beautiful Bill - Long Term Care (October 18, 2025)

38

Long Term Care - Annuities 101 (October 11, 2025)

39

Annuities 101 - Avoiding Taxes in Retirement (October 4, 2025)

40

Avoiding Taxes in Retirement - RMD (September 27, 2025)

41

RMD - Annuity Check (September 20, 2025)

42

Annuity Check - Making Money Last (September 13, 2025)

43

Making Money Last - Bonds Vs. Bond Funds (September 6, 2025)

44

Bonds vs. Bond Funds - Three Blind Mice (August 30, 2025)

45

Three Blind Mice - The Big Beautiful Bill (August 23, 2025)

46

The Big Beautiful Bill - Managing in the Middle (August 16, 2025)

47

Managing in the Middle - Life Cycle of Money (August 9, 2025)

48

Big Beautiful Bill (August 2, 2025)

49

Life Cycle of Money - Jeremy Green (July 26, 2025)

50

Jeremy Green - Framing the Threat of Long-Term Care (July 19, 2025)

51

Framing the Threat of Long-Term Care - Swiss Army Knife (July 12, 2025)

52

Annuity Check - RMD (July 5, 2025)

53

RMD - Tax Tips (June 28, 2025)

54

Tax Tips - Life Cycle of Money (June 21, 2025)

55

Estate Planning 2.0 (June 14, 2025)

56

Life Cycle of Money - It's All About the Income (June 6, 2025)

57

It's All About the Income - Estate Planning 101 (May 31, 2025)

58

Estate Planning 101 - Simplicity on the Other Side of Complexity (May 24, 2025)

59

Simplicity on the Other Side of Complexity - Managing in the Middle (May 17, 2025)

60

10 Retirement Blind Spots - Swiss Army Knife (May 10, 2025)

61

Swiss Army Knife - TR=I+G (May 3, 2025)

62

TR=I+G - Trump Tariffs Sequel (April 26,2025)

63

Trump Tariffs Sequel - Trump Tax Tariffs (April 19, 2025)

64

Trump Tax Tariffs - Tax Tips (April 12,2025)

65

Tax Tips - How to Avoid a Tax Time Bomb (April 5, 2025)

66

Simplicity on the Other Side of Complexity - Managing in the Middle (March 29, 2025)

67

Portfolio into Paycheck - Simplicity on the Other Side of Complexity (March 22, 2025)

68

Simplicity On the Other Side of Complexity - Income the Right Way (March 15, 2025)

69

Income the Right Way - Annuities: The Good, the Bad, & the Ugly (March 8, 2025)

70

Annuities: The Good, the Bad, & the Ugly - RMD (March 1, 2025)

71

RMD - Life Insurance Upgrade (February 22, 2025)

72

Life Insurance Upgrade - Power of Balance (February 15, 2025)

73

Power of Balance - No Compromise Retirement

74

No Compromise Retirement - Estate Planning 101

75

Estate Planning 101 - 5 Ways

76

5 Ways - Tax Free Exchanges: More than One Way to Skin a Cat

77

Tax Free Exchanges: More Than One Way to Skin a Cat - 4 Main Things to Consider

78

4 Main Things to Consider - 9 Tips for Creating a Smart Retirement

79

9 Tips for Creating a Smart Retirement - Upgrades 2.0

80

Upgrades 2.0 - Annuity Upgrade

81

Annuity Upgrade- Drue Tranquill

82

Drue Tranquill-Estate Planning 101

83

Estate Planning 101-Higgins Outdoors

84

Higgins Outdoors- Presidential Election and How it Affects your Retirement

85

Presidential Election and How it Affects your Retirement-Beyond the Brackets

86

Beyond the Brackets-Structured Notes

87

Structured Notes-Buttered Sausage

88

Buttered Sausage-Simplicity On The Other Side Of Complexity

89

Simplicity On The Other Side Of Complexity-Estate Planning 101

90

How To Avoid A Tax Time Bomb-Managing In the Middle

91

Estate Planning 101- Big V

92

Big V-Creating Your Retirement Recipe

93

Creating Your Retirement Recipe- How To Find a Financial Advisor

94

How To Find A Financial Advisor- Tax Man

95

The Tax Man-City Union Mission

96

City Union Mission-Understand Risk In Retirement

97

Understanding Risk In Retirement-The High Cost Of Aging and How to Prepare

98

The High Cost Of Aging And How To Prepare & Managing For Safety And Income

99

Managing Safety And Income- How To Retire And Not Be On A Budget

100

Estate Planning

101

Presidential Election Upgrade-How Much Money Do You Need To Retire

102

The Value of a Second Opinion

103

How Much Do you Need to Retire-Taxes In Retirement

104

How to avoid a tax time bomb- Managing in the Middle

105

Structured Notes-RDCA

106

Taxes in Retirement-The Golden Rule

107

Who Not Do

108

The Golden Rule-Us Against The World

109

Estate Planning

110

Us Against The World-The One Thing

111

The One Thing-Evolution of Financial Services

112

Evolution Of Financial Services-How To Retire And Not Be On A Budget

113

How To Retire And Not Be On A Budget- State of the Market

114

Marty Ruby and Tax Efficient Retirement Strategies

115

State of the Market-How To Avoid A Tax Time Bomb

116

How to avoid a tax time bomb- Managing in the Middle

117

Tax Saving Tips-Tax Strategies

118

Managing in the middle-Do you need a financial advisor

119

Do You Need A Financial Advisor-Banks...Don't Get Ripped Off

120

Estate Planning Featuring Phil Anderson

121

Banks...Don't Get Ripped Off-Don't Be A Gambler

122

Don't Be A Gambler-Upgrade

123

Upgrade-RDCA

124

Reverse Dollar Cost Averaging-Structured Notes

125

Marty Ruby and Tax Efficient Retirement Strategies

126

Structured Notes-Estate Planning

127

Estate Planning-Tax Saving Tips

128

Tax Tips-Tax Strategies

129

Tax Strategies-Social Security

130

Social Security Part 2-Social Security Risks

131

Marty Ruby and Tax Efficient Retirement Strategies

132

Charitable Remainder Trusts-City Union Mission

133

Social Security Risks-Unique Abilities

134

Unique Abilities-Tax Risks

135

Income 101

136

Tax Risks-Charitable Giving Scams

137

Charitable Giving Scams Featuring City Union Mission

138

Estate Planning Featuring Phil Anderson

139

Evolution of Financial Services-The Big V

140

The Big V-It's All About The Income

141

It's All About The Income-Banks Don't Get Ripped Off

142

Tax Efficient Retirement Strategies with Marty Ruby

143

Banks Don't Get Ripped Off-Tax Tips

144

Chasing Giants with Don Higgins

145

Taxes

146

Estate Planning 101

147

Tax Saving Tips-Move 401K To IRA

148

Move 401K to IRA-Bank Failures

149

Bank Failures-10 Questions

150

10 Questions-Risks

151

Risks-Time for an Upgrade

152

Time for an Upgrade-Tax Risks

153

Income 101

154

Taxes

155

Marty Ruby and Tax Efficient Retirement Strategies

156

Tax Risks- Charitable Trusts

157

Charitable Trusts-City Union Mission

158

Investing Long Term When You're Not Long Term- Move 401K to IRA

159

Investing in Tulmultous Times-How to Invest in a Recession

160

Feds Inflating Their Way Out of Debt

161

Connecting the Dots

162

Move 401K to IRA-Principal vs Dividends/Interest

163

Upgrade-Long Term Investing When You're Not Long Term

164

Investing Long Term When You're Not Long Term- Crossworlds

165

Feds Inflating their way out of debt

166

Connecting the Dots

167

Marty Ruby Radio

168

Crossworld-Move 401k to IRA

169

Move 401k to IRA-Banks, Bonds and Insurance Cos

170

Banks, Bonds and Insurance Cos-A New Era

171

A New Era-Evolution of Financial Services

172

Evolution of Financial Services-Investing Long Term When You're Not Long Term

173

Investing Long Term When You're Not Long Term-All About Income

174

Social Security-Stress Free Retirement

175

Questions from the Audience

176

7 Risks of the Market in 2023

177

Investing in Tulmultous Times-How to Invest in a Recession

178

How to Invest in a Recession-What to Expect in 2023

179

What to Expect in 2023-All About Income

180

Mark Comfort- Risk

181

City Union Mission- Risk

182

Social Security- Required Minimum Distributions

183

Estate Planning

184

Parkville Women's Clinic-7 Year End Tax Tips

185

7 End of Year Tax Tips-Social Security

186

Stress Free Retirement-Purpose vs Performance

187

Social Security- Required Minimum Distributions

188

Estate Planning

189

Required Minimum Distributions-Fixed Income

190

Fixed Income-Top 10 Tax Tips

191

Inflation

192

Top 10 Tax Tips-Annuities

193

Annuities-Eggs & Chickens

194

Eggs & Chickens- Importance of a Fixed Income

195

Importance of a Fixed Income-Stress Free Retirement

196

Stress Free Retirement-Purpose vs Performance

197

End of Life

198

Purpose vs Performance- What to do with cash

199

What to Do with Cash-Light at the End of the Tunnel

200

Light at the End of the Tunnel- Estate Planning

201

Estate Planning- Inverted Yield Curve

202

Inverted Yield Curve- The Value of a Second Opinion

203

The Value of a Second Opinion-10 Tax Saving Tips

204

RIH 7 - 23 - 22 Audacy

205

RIH 7 - 16 - 22 Audacy

206

RIH 7 - 9-22 Audacy

207

RIH 7 - 2-22 Audacy

208

RIH 6 - 25 Audacy

209

RIH 6 - 18 - 22 54 50

210

RIH 6 - 11 - 22

211

RIH 6 - 4-22

212

RIH 5 - 28 - 22 54 50

213

RIH - 5 - 21 - 22

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RIH 5 - 14 - 22 54 50

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RIH 5 - 7-22 54 50

216

RIH Falter 4 - 30 - 22 54 30

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RIH 4 - 23 - 22 54 50

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RIH 4 - 16 - 22 RIH

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RIH 4 - 9-22 54 50

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RIH 4 - 2-22 54 50

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RIH 3 - 26 - 22 Time Mp3

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RIH 3 - 19 - 22

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RIH - 3-12 - 22

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RIH - 3 - 5-22

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RIH 2 - 26 - 22 54 50

226

RIH 2 - 19 - 22 54 50 Rev

227

RIH 2 - 12 - 22 54 50

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RIH 2 - 5-22 54 50

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RIH 1 - 29 - 22 54 50

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RIH 1 - 22 - 22 54 50

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RIH 1 - 15 - 22 54 50

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RIH - 1 - 8-22 54 50 Final

233

RIH 1 - 1-22

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RIH 12 - 25 - 21

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RIH Dec 18 2021 54 50

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RIH 12 - 11 - 21 54 50

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RIH - Dec 4 2021 54 50

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RIH 11 - 27 - 21 54 50

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RIH 11 - 20 - 21 54 50

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RIH 11-13-21 54_50

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11-6-21 RIH 54_50 2

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RIH 10-30-21 54_50

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RIH 10 - 23 - 21 54 50

244

RIH 10 - 16 - 21 54 50

245

RIH 10 - 9-21 54 50 (1)

246

RIH 10 - 2-21 54 50

247

RIH Sept 25 2021 54 50

248

RIH Sept 18 2021 54 50

249

RIH - 9 - 11 - 21 Time

250

RIH 9-4-21 54_50 2

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RIH 8 - 28 - 21 54 50

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RIH 8 - 21 - 21 54 50

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RIH Aug 14 2021 54 - 50

254

RIH 8 - 7-21 54 50 (1)

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RIH REVISED 7 - 31 - 21 54 50

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RIH 7 - 24 - 21

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RIH 7 - 17 - 21 54 50 Revised

258

RIH July 10 2021 54 50

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RIH July 3 2021

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RIH - June 26 2021 54 - 50

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RIH June 19 2021 54 50

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RIH - June 12 2021 54 50

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RIH - June 5 2021 54 50

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RIH May 29 2021 54 50

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RIH - May 22 2021 54 50

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RIH - May 15 2021 54 50

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RIH - May 8 54 50

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RIH - May 1 2021 54 50

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RIH - 4 - 24 - 21 54 55

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RIH 4 - 17 - 21 54 50

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RIH April 10 2021 54 50

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RIH - 4 - 3-21 54 50