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All Episodes

The Retirement Referee with Brooks Bernhagen — 84 episodes

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Title
1

The Retirement Risk Many Couples Overlook

2

Is Your Medicare Plan Changing Behind the Scenes?

3

You Planned One Retirement. What If Life Picks Another?

4

The Retirement Expense That Keeps Growing After 65

5

Too Afraid to Spend in Retirement?

6

The Difference Between Leaving an Inheritance and Leaving a Legacy

7

Retiring on Autopilot? The Risk Hidden in the 4% Rule

8

The Social Security Rule Couples Get Wrong

9

The Retirement Question Most Savers Haven’t Answered

10

Can You Retire Sooner Than You Think?

11

Warren Buffett Went to Cash… Should Retirees Do the Same?

12

Could Your Retirement Savings Trigger a Tax Bomb?

13

Is FOMO Quietly Hijacking Your Retirement Plan?

14

Why Retirement Costs More Than You Think

15

The Retirement Question Every Adult Child Eventually Asks

16

The Retirement Mistake That Happens When Fear Takes Over

17

Warren Buffett’s Warning and What It Means for Your Retirement

18

Your Retirement Paycheck vs. Inflation: Who Wins?

19

The Hidden Fees Eating Your Retirement

20

The New Reality No One Planned For

21

From Market Fear to Paycheck Clarity in Retirement

22

What If You Never Had to Recover from a Market Crash Again?

23

The Retirement Tune-Up Most People Ignore

24

The Hidden Market Risk That Hits Right as Retirement Begins

25

The Retirement Clock Is Ticking—When Should Planning Really Begin?

26

Why Hitting $1 Million Can Be More Stressful Than You Expect

27

The Retirement Spending Curve Nobody Talks About

28

The Medicare Bill You Didn’t See Coming

29

How to Avoid a Pay Cut in Retirement

30

The Hidden Tax Shock Behind “Paper Millionaires”

31

The Retirement Risk Most Investors Don’t See Coming

32

The Spending Rule That Changes When the Market Does

33

When the Paychecks Stop: The Retirement Mistake Money Can’t Fix

34

Why Letting One Spouse Handle the Money Can Backfire

35

The Hidden Cost of Dipping Into Your 401(k)

36

Why Social Security Alone Isn’t the Retirement Plan You Think It Is

37

The Money You Don’t Spend Might Matter Most

38

The Hidden Risks Lurking Inside Your Retirement Portfolio

39

You Don’t Need $1 Million to Retire Well

40

The $6,000 Deduction Every Retiree Should Understand

41

Retirement Scams to Look Out For in 2026

42

The Retirement Move Most People Regret And Why It Happens

43

The Truth Behind Guaranteed Paychecks in Retirement

44

Uncle Sam’s Holiday Surprise: RMDs Explained | Should You Take More Than Your Minimum? | Income Layering: The Key to Stress-Free Retirement

45

Retirement Under Pressure: Outsmarting Risks Before They Strike | Beyond the 401(k): Building a Retirement Plan That Lasts | Hidden Retirement Risks—and How to Beat Them

46

The Wealth Transfer No One Talks About | Inheritance: Blessing or Burden?

47

Every Day Is Saturday—But Is Your Retirement Ready? | Retirement Plans Need Software Updates Too | From Jordan’s Final Game to Your Financial Future

48

Shohei Ohtani’s Paycheck Strategy Meets Retirement Planning | Defer Now, Gain Later: Retirement Lessons from the Ballpark | How to De-Risk Without Slamming the Brakes

49

Is Your Retirement Plan Breathing Toxins? | The Hidden Costs That Could Pollute Your Portfolio | Why Bull Markets Feel Like Summer—But Winter Always Comes

50

Gold Rush or Fool’s Gold? Navigating Retirement’s Biggest Decisions | COLA, Costs, and Caution: The Retirement Referee’s Playbook | Don’t Let FOMO Derail Your Retirement—Brooks Bernhagen Explains How

51

Retirement Curveballs: Are You Ready for the Unexpected? | Surprises Ahead: Navigating Taxes, Tantrums, and Retirement | The Retirement Referee’s Guide to Life’s Financial Twists

52

Is Your Retirement Plan Ready for a Season Shift? | Don’t Let Lazy Money Sink Your Golden Years | Financial Cavities: What’s Hiding in Your Retirement Plan?

53

Medicare Mayhem: Are You Ready for the Changes? | Retirement Isn’t a Recipe—It’s a Design

54

Medicare Maze: Are You Missing a Hidden Exit? | Retirement Myths That Could Cost You Big

55

Retirement Referee: Playchecks, Paychecks, and Peace of Mind | Will Your Retirement Survive the Next Market Downturn?

56

Is Your Retirement Ready for September’s Surprises?

57

The 1% Fee That Could Cost You $280K

58

Buffett’s Billion-Dollar Move: Should You Be Worried?

59

Trump Accounts vs. 529s: What’s Right for Your Family?

60

Retirement Planning Is Like Marriage—Here’s Why

61

The $123K Tax Bomb: What Went Wrong at 90?

62

Every Day Is Saturday—Are You Ready?

63

Why Smart Investors Sell at a Loss

64

Retirement Mistakes That Echo Blockbuster

65

Retirement Isn’t a Test Drive—But Here’s How to Take One

66

Why Your Retirement Plan Shouldn’t Include a Part-Time Job

67

The Sheepdog vs. The Rottweiler: Protecting Your Retirement from Uncle Sam

68

How to Build a Personal Pension—and Why You Might Need One

69

Retire Early, But Don’t Go Broke: The Insurance Gap Explained

70

Retirement X-Ray: Spotting Financial Fires Before They Burn

71

From Paychecks to Playchecks: Designing Your Golden Years

72

How Tariffs Could Affect Your Retirement

73

Are You Maximizing Your Retirement Income?

74

Common Mistakes in Asset Protection

75

Who Needs Life Insurance?

76

Understanding Social Security Benefits

77

Creating Guaranteed Income for Retirement

78

How Much Money Do You Really Need to Retire?

79

The Impact of Trump's Tax Policies

80

Understanding Qualified vs Non-Qualified Money

81

New Year, New Retirement Rules for 2025

82

Mastering Your 401(k): A Guide to Retirement Planning

83

Navigating Retirement: Your Guide to Financial Planning

84

Retirement Referee Podcast Trailer