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All Episodes

The Retirement Risk Show — 142 episodes

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Title
1

The Retirement Advice The Financial Industry Doesn't Want You to Hear

2

Longevity Risk: The 91-Year-Old Who Scared Her Whole Family…

3

5 Retirement Decisions You Can Never Take Back

4

Why 46% of Americans Die Without Enough Money for Retirement

5

The Necessity of a Thorough Financial Blueprint for Retirement

6

Managing Retirement Risks: A Legacy & Lifestyle Approach

7

The Numbers Are in for 2025: Social Security and Medicare

8

The 2024 Election, Rome, and Your Retirement

9

An In-Depth Examination of Medicare Risk

10

Proactive Retirement Planning for Lifestyle and Legacy

11

Elder Care Planning: The Complete Picture for Retirement Part 2

12

Elder Care Planning: The Complete Picture for Retirement Part 1

13

Building a Resilient Retirement: Cash Flow and Diversification

14

Your Retirement Toolbox: Navigating IRAs, 401Ks, and Self-Directed Retirement Accounts

15

Required Minimum Distributions: Key Considerations for Retirement Accounts

16

Utilizing Trusts to Control Asset Distribution and Minimize Taxes

17

Managing Your Gain: A Guide to Inherited IRAs

18

From Tax Cuts to Rising Rates: The Economic Tightrope

19

Unlocking Home Equity as a Retirement Tool

20

The Strategic Role of Insurance in Retirement Risk Mitigation

21

From Expenses to Income: Your Informed Retirement Planning Guide

22

Managing Retirement Risk: The Importance of Withdrawal Rates

23

How to Recognize and Avoid Emerging Elder Financial Exploitation

24

Retirement Strategies: Long-Term Care and Medical Costs with Brian Britt

25

Work Credits & Social Security: How They Work with Alisha Wright

26

Tips for Mitigating Retirement Investment Risk

27

Longer Life Could Mean More Retirement Risk with Brian Britt Part 2

28

Longer Life Could Mean More Retirement Risk with Brian Britt Part 1

29

Smart Tax Solutions for Retirement

30

Exploring Affordability and Future Retirement Impacts

31

Medicare's Financial Stability: Proposed Revenue Generators and Cost Reducers

32

Part Two: Out with the Old, In with the New Retirement Paradigm with Brian Britt

33

Part One: Out with the Old, In with the New Retirement Paradigm with Brian Britt

34

Addressing Elder Financial Abuse: Research and Prevention Tips with Dr. Peter Lichtenberg

35

The What, When, and How of Social Security Risk

36

The Power of Being Your Own Retirement Boss

37

Tailoring a Risk-Based Retirement Plan to You

38

Planning for the Risk Multiplier of Retirement

39

Key Social Security Questions Answered with Alisha Wright

40

Retirement Q&A: Insights on Longevity, Annuities, and Diversified Income Strategies

41

Retirement Risk Planning: A Three-Dimensional Approach for an Efficient Retirement

42

Roth Conversions: A Strategic Approach to Handling Tax Rate Risk in Retirement

43

Eight Year-End Retirement Planning Strategies

44

From Work to Wonder: The Transition of Retirement with Fritz Gilbert

45

Market Risks: How They're Different When Retirement Planning with Brian Britt

46

What America's National Debt Means for Your Retirement

47

The Truth About Annuities: Separating Fact from Fiction

48

Architecting a Risk-Resilient Retirement Plan with Brian Britt

49

Social Security Updates and Retirement Considerations with Marc Kiner and Jim Blair

50

Exploring the Expectations and Responsibilities of Your Retirement Advisor

51

Why Reverse Mortgages Are a Strategic Retirement Tool with Steve Resch

52

Recessions: Bringing Financial Risk Exposure to Your Retirement

53

Medicare Inside Out: Understanding Advantage Plans and Medigap

54

Making Sense of Medicare Risk

55

Insights on Sequence of Return Risk and Inflation Protection with Paul Obendorf

56

A Closer Look at Sequence of Return Risk and Its Implications with Brian Britt

57

Solutions for the Market Volatility Facing Your Retirement

58

End of Life Care: How It Affects Your Retirement with Hospice Nurse Penny

59

Navigating Long-Term Care Risk and Protecting Your Family's Future with Alecia Barnette

60

How Legacy Planning Reduces Retirement Risks with Jon Braddock

61

Six Ways the Federal Reserve Impacts Your Retirement

62

How Openly Discussing Finances Leads to a Better Retirement with Cameron Huddleston

63

15 Reasons Why People Run Out of Money in Retirement: Part 2

64

15 Reasons Why People Run Out of Money in Retirement: Part 1

65

How Annuities Provide Security in Retirement with Paul Obendorf

66

How to Create a Retirement Plan that Accounts for Income Diversity with Brian Britt

67

Evaluate Your Expenses Now to Help Prepare for Income Needs in Retirement

68

Retirement Income Guarantee with a Roth Annuity

69

It's All About Income in Retirement: Eliminating Lack of Income Diversity Risk

70

Finding Solutions for Social Security Without Tax Hikes with Russell Gloor

71

Expert Strategies for Maximizing Your Social Security Benefits With Mary Beth Franklin

72

Social Security Shortfalls, Stability, and Solutions with Nancy Altman

73

Reasons Why Retirees Claim Social Security at 62 and The Consequences of Doing So

74

Social Security Insolvency: What It Is and How It Can Affect Your Retirement with Andrew Biggs

75

The Ins & Outs of Social Security for Retirement with Marc Kiner and Jim Blair Part 2

76

The Ins & Out of Social Security for Retirement with Marc Kiner and Jim Blair Part 1

77

Optimizing Your Retirement Strategy to Address the Two Risks of Social Security

78

Why Your Retirement Needs More Than Tax-Deferred Accounts With Larry DeLegge

79

What Future Tax Rates Have in Store for Your Retirement with Brian Britt

80

Getting You to A Tax-Free Retirement with David McKnight

81

Five Ways to Help You Navigate Longevity Risk Facing Your Retirement

82

Using the Right Tools in Retirement with Paul Obendorf

83

Vehicles & Strategies to Mitigate Your Financial Risks in Retirement at FIG's Annual Sales Symposium

84

What You Can Do When You Fear Running Out of Money in Retirement

85

Evidence-Based Care to Improve Your Physical and Mental Health in Retirement with Dr. Gregory Scott Brown

86

The Side of Longevity Rarely Talked About: Its Impact on Your Retirement with Dr. Jennifer Morozink Boylan

87

Late-Life Divorce: Its Impacts on You & Your Retirement with Meredith Shirey

88

U.S. Policy, Deficit, and Taxes: The Impact on Retirements and Future Generations with David M. Walker

89

How to Cook Budget-Friendly and Healthier in Retirement with Chef Dennis

90

How the Secure 2.0 Act Changes the Landscape of Retirement

91

Why You Need a Risk-Based Plan for Your Retirement with CR Thelin

92

Your Money, Your Legacy: Preparing for After You're Gone with Jon Braddock

93

Retirement Is More Than an Event, It’s a Process with Patrice Jenkins, PhD

94

Social Security & Medicare: What 2023 Has in Store

95

Your Mental Wellbeing is Impacting Your Spending and Budgeting for Retirement with Shang Saavedra

96

All About Reverse Mortgages with Harlan Accola

97

Ten Things to Do Before the Year's End to Help Get You to a Risk-Free Retirement

98

Making Your Forever Home Safe and Accessible with Lynda Shrager

99

More Than the Basics: Self-Directed IRAs with Mat Sorensen

100

Embracing Being an Aging Adult with Dr. Mary Flett

101

How Place Leads to a Happier, Longer Retirement

102

Retirement Spending: 7 Purchase Retirees Have Buyer's Remorse On

103

Health Savings Accounts: Helping Cover Medical Costs in Retirement

104

529 Plans: Helping Loved Ones with Higher Education

105

Income, Age, and Taxes: How They Impact Your Social Security Benefits

106

The Know How of Real Estate: Passive Income in Retirement

107

Everything You Need to Know When Considering Long-Term Care Insurance

108

Five Strategies for a Safer Retirement

109

The Significance of Prevention and Intervention While Aging

110

With the Employee in Mind: Modern 401(K) Setup for Small and Mid-Sized Businesses

111

Q&A on Retirement Risk Planning

112

Inflation Risk and I Bonds: Everything You Need to Know

113

Exit Planning: Making Transitioning from Your Business into Retirement Easier

114

Think Outside the Box: Franchising in Retirement

115

Wanderlust in Retirement: Planning for International Travel

116

Vulnerability in Aging: Knowing the Signs of Financial Exploitation

117

Original Medicare, Medicare Advantage Plans, and You

118

A More Secure Future: How the SECURE Act 2.0 Will Change Your Retirement

119

Money Shouldn't Be Taboo: How to Talk with Your Parents about Their Finances

120

Directly from the Source: What CPAs Are Doing for Their Post-Career Years

121

Stay Active, Stay Curious: Entrepreneurship in Retirement

122

Take Control of Your Retirement with Confidence and Passion

123

Curbing the Concerns of Cryptocurrency

124

Elephant in the Room: Why So Many CPAs Run Out of Money in Retirement

125

Readiness and Risk Tolerance: Pioneering the Retirement Landscape with an Innovative Approach

126

Implementation and Impact: Incoming Medicare Changes

127

The Social Security 2100: A Sacred Trust Act and Its Potential Impact on Your Retirement

128

Behind Budgeting: Planning for Your Golden Years During Your Working Years

129

Continued Education: CPE Credits Now & In Retirement

130

F.I.R.E., Side Hustles, and Retirement with The Financial Panther

131

Premium Finance: A Leveraging Method for Life Insurance

132

Strategic Planning: Successfully Reducing Retirement Risks

133

The Self-Directed Strategy

134

Behavioral Finance: Turning Knowledge into Action

135

Cause and Effect: Stock Market Edition

136

The Crossroads of Longevity and Volatility: How Annuities Help

137

Social Security is Situational: How Your Benefits Will Vary

138

In This Current Market Flux, Think Long-Term with Joel Wymer

139

Understanding the Complexity of Medicare with Alex Sieler

140

Evolving Retirement Law: The Challenges, The Changes, and Your Choices

141

Rethink Your Retirement Blueprint with Brian Britt

142

Breaking Down the Top 10 Risks Facing Your Retirement