All Episodes
The Retirement Solution — 401 episodes · page 1 of 5
Will Your IRA Help Your Heirs or Create New Challenges?
Have You Saved Too Much for Retirement?
Turning 70 – Don’t Miss These 3 Retirement Planning Moves
Scared of the Market? Here's the Question Most Retirees Aren't Asking
When Stocks Look Too Expensive, What Should Investors Do?
Are Hidden Retirement Costs Draining Your Future Income?
The Retirement Tax Trap Most People Don't See Coming
What Should You Do With a Financial Windfall?
Could One Bad Assumption Derail Your Retirement?
Are You Ready for the Next Market Correction?
Why DIY Investors Often Struggle in Retirement
Could Midterm Elections Shake Up the Markets Again?
Are Election Headlines Driving Your Retirement Decisions?
Could Tax Law Changes Be the Biggest Retirement Risk Ahead?
Are College Costs Putting Your Retirement at Risk?
Could a Recession Early in Retirement Change Everything?
Could These Hidden Retirement Risks Matter More Than the Stock Market?
Is Wall Street Wrong About Everyday Investors?
What Could a Mid-Year Financial Review Reveal About Your Retirement Plan?
Are You Missing a Backdoor Roth Opportunity?
Is Your Retirement Plan Ready for a Changing World?
Can You Really Time the Market in Retirement?
What If Retirement Happens Sooner Than Planned?
Are You Stuck in the “One More Year” Retirement Trap?
Could Fear Be Hurting Your Retirement More Than the Market?
Could Future Tax Changes Reshape Your Retirement Plan?
Are These 5 Retirement Pillars Missing From Your Plan?
Do You Really Want to Retire Early?
The Retirement Tax Trap Few People See Coming
Are You Waiting Too Long to Enjoy Your Retirement Savings?
Why Do Some Retirees Seem to Have It All Figured Out?
Is the 401(k) Failing Retirement?
Why Retirement Still Feels Stressful—Even With Millions
When Waiting Costs More Than You Think
Why Your Next Market Reaction May Surprise You
The Tax Mistakes That Could Follow You Into Retirement
Roth vs. Pre-Tax: Are You Choosing the Right Strate
Sell in May? Why This Popular Strategy Is Being Questioned
The Retirement Mindset Most People Miss
The First Year of Retirement Could Change Everything
From Blurry to Clear: Rethinking Your Retirement Plan
When Market Volatility Isn’t the Real Problem
Why Retirement Rules of Thumb Can Miss the Mark
Why Roth Conversions Are Everywhere—And Why Context Matters
When Headlines Create Fear: How Emotions Influence Retirement Decisions
The Day That Changed Everything | A Conversation with Veteran Shilo Harris
Why Retirement Spending Plans Fail So Often
The Hidden Tax Problem Facing “Paper Millionaires”
Singles, Doubles, and Knowing When Enough Is Enough
Why the First Year of Retirement Matters So Much
Volatility Isn’t the Enemy—Reacting to It Is
What Your Tax Return Is Really Telling You
When Retirement Planning Starts to Look Like a Bracket Challenge
When World Events Collide with Retirement Plans
The Hidden Retirement Problems That Don’t Look Dangerous
The Retirement Windows You Can’t Reopen
Why Running Out of Money Scares People More Than Death
When Headlines Start Moving Markets
The Assumptions That Can Quietly Undermine Retirement
What to Ask Your Financial Advisor Before Retirement
Gold and Silver Are Surging—But Are They Helping Your Retirement?
The Cost of Waiting in Retirement
Why a Will Isn’t Enough: The Five D’s That Shape Your Legacy
When Market Headlines Hit Retirement Differently
Why Retirement Anxiety Spikes Right Before the Finish Line
The New Over 65 Tax Break Explained
Your Biggest Retirement Risk Isn’t What You Think
The Tax Trap Many Successful Retirees Never See Coming
Why 2026 Has Retirees Worried — and Advisors Asking New Questions
Are You Ready for a Volatile 2026?
The Tax Changes No One’s Talking About—but You Should Be
Could One Dollar Destroy Your Tax Plan?
Why Saving Like a Pessimist Could Change Everything
Why Your Roth Conversion Feels Like a Treadmill—and Why That Matters
Three Numbers That Could Make or Break Your Retirement
What 1929 Can Still Teach Today’s Investors
Is Your Retirement Plan Out of Style?
Beyond April 15th: The Power of Tax Planning for Retirees
FOMO Isn’t Just for Gen Z: How It Wrecks Retirement Plans
Are You Afraid to Spend in Retirement? Break Free from Spendophobia!
The Louvre Heist & Your Retirement: Are You Protected?
Roth Conversions: Timing Is Everything for Your Retirement Taxes
Layoffs, Taxes & Turkeys: Navigating Retirement’s Toughest Season
Are You Ready to Bet on Yourself in Retirement?
The Income Puzzle: Why More Streams Mean More Freedom
Is It Time to Fire Your Financial Advisor?
Retirement Planning: Why One Size Never Fits All
Unstuck Your Money: Four Moves to Free Your Retirement
Holiday Spending Shock | The RMD Tax Time Bomb | Unsticking Your 401k
Chasing Retirement Income: Are You Running in Circles?
Trusts & Inheritance Lessons | Longevity and Withdrawal Strategies | Decluttering Your Retirement Plan
401k Shake-Up: What You Need to Know for 2026
Retirement Complexity Exposed | New 401k Rules & Alternative Investments | Income Diversification & Real-Life Lessons
Three Retirement Rules You Should Rethink Right Now
RG3’s Tax Shock: Retirement Savings & Government Take | Outdated Retirement Rules That Could Cost You | Stress Testing Your Retirement Plan for Real-Life Curveballs
Retirement Risk: When Should You Start Scaling Back?
Retirement Myths: Are You Chasing the Wrong Number?
Retirement Roadblock: Why Are We Afraid to Spend?
Retirement Longevity: Will Your Money Survive the Next 30 Years?
Retire Richer: Tax Moves the Wealthy Don’t Want You to Miss