All Episodes
The Retirement Roadmap Show with David Nagy — 34 episodes
Why Most Retirements Fail (It’s Not What You Think)
The Retirement Danger Zone: Why the First 5 Years Can Make or Break You
Retirement Has Changed: Why Going It Alone Is Riskier Than Ever
How Do You Know You’ll Never Run Out of Money in Retirement?
Psychological Distancing - why retirees avoid planning for what they know is coming
Retirement is Like Racing, You Win or Lose Before the Race Starts
Legacy Planning - The Cobbler Has No Shoes?
Roth Conversions - Don't Leave Tax Brackets on the Table
Why is a Mid-Year Financial Review Important?
Should You Retire Now Or Wait a Few More Years?
Tariffs and Markets
Market Update with Keith Gangl
Social Security Updates & April 2025 Deadline Alerts
Growth with Guardrails - Smarter Ways to Invest
How Much Do You Really Need to Retire Comfortably
Navigating Financial Decisions After Losing a Loved One
Market Volatility and Recession Worries: Why My Clients Aren't Concerned
Maximizing Retirement Contributions in 2025
Year End Financial Strategies
Is Downsizing or Moving Right for Your Retirement?
Living Trusts - What you need to know
Maximizing Your Retirement Savings Before Year-End
Understanding the Basics of Social Security
Taxes in Retirement
Interest Rates and Market Volatility
Taxes on Sale and Roth Conversions
Market Volatility and Your Retirement Savings
Financial Plan not Panic
Why Annuities Can Be a Good Tool for Retirement Income
Why Do You Need a Living Trust?
Taxes and Your Retirement
What The 2024 Election Means for Your Finances
Creating a financial plan
2023 Review and the Financial Forecast for the New Year