Skip to content
The Retirement Solution cover art

All Episodes

The Retirement Solution — 404 episodes · page 1 of 5

#
Title
1

Are These Retirement Rules Costing You More Than You Think?

2

Will Your IRA Help Your Heirs or Create New Challenges?

3

Have You Saved Too Much for Retirement?

4

Turning 70 – Don’t Miss These 3 Retirement Planning Moves

5

Scared of the Market? Here's the Question Most Retirees Aren't Asking

6

When Stocks Look Too Expensive, What Should Investors Do?

7

Are Hidden Retirement Costs Draining Your Future Income?

8

The Retirement Tax Trap Most People Don't See Coming

9

What Should You Do With a Financial Windfall?

10

Could One Bad Assumption Derail Your Retirement?

11

Are You Ready for the Next Market Correction?

12

Why DIY Investors Often Struggle in Retirement

13

Could Midterm Elections Shake Up the Markets Again?

14

Are Election Headlines Driving Your Retirement Decisions?

15

Could Tax Law Changes Be the Biggest Retirement Risk Ahead?

16

Are College Costs Putting Your Retirement at Risk?

17

Could a Recession Early in Retirement Change Everything?

18

Could These Hidden Retirement Risks Matter More Than the Stock Market?

19

Is Wall Street Wrong About Everyday Investors?

20

What Could a Mid-Year Financial Review Reveal About Your Retirement Plan?

21

Are You Missing a Backdoor Roth Opportunity?

22

Is Your Retirement Plan Ready for a Changing World?

23

Can You Really Time the Market in Retirement?

24

What If Retirement Happens Sooner Than Planned?

25

Are You Stuck in the “One More Year” Retirement Trap?

26

Could Fear Be Hurting Your Retirement More Than the Market?

27

Could Future Tax Changes Reshape Your Retirement Plan?

28

Are These 5 Retirement Pillars Missing From Your Plan?

29

Do You Really Want to Retire Early?

30

The Retirement Tax Trap Few People See Coming

31

Are You Waiting Too Long to Enjoy Your Retirement Savings?

32

Why Do Some Retirees Seem to Have It All Figured Out?

33

Is the 401(k) Failing Retirement?

34

Why Retirement Still Feels Stressful—Even With Millions

35

When Waiting Costs More Than You Think

36

Why Your Next Market Reaction May Surprise You

37

The Tax Mistakes That Could Follow You Into Retirement

38

Roth vs. Pre-Tax: Are You Choosing the Right Strate

39

Sell in May? Why This Popular Strategy Is Being Questioned

40

The Retirement Mindset Most People Miss

41

The First Year of Retirement Could Change Everything

42

From Blurry to Clear: Rethinking Your Retirement Plan

43

When Market Volatility Isn’t the Real Problem

44

Why Retirement Rules of Thumb Can Miss the Mark

45

Why Roth Conversions Are Everywhere—And Why Context Matters

46

When Headlines Create Fear: How Emotions Influence Retirement Decisions

47

The Day That Changed Everything | A Conversation with Veteran Shilo Harris

48

Why Retirement Spending Plans Fail So Often

49

The Hidden Tax Problem Facing “Paper Millionaires”

50

Singles, Doubles, and Knowing When Enough Is Enough

51

Why the First Year of Retirement Matters So Much

52

Volatility Isn’t the Enemy—Reacting to It Is

53

What Your Tax Return Is Really Telling You

54

When Retirement Planning Starts to Look Like a Bracket Challenge

55

When World Events Collide with Retirement Plans

56

The Hidden Retirement Problems That Don’t Look Dangerous

57

The Retirement Windows You Can’t Reopen

58

Why Running Out of Money Scares People More Than Death

59

When Headlines Start Moving Markets

60

The Assumptions That Can Quietly Undermine Retirement

61

What to Ask Your Financial Advisor Before Retirement

62

Gold and Silver Are Surging—But Are They Helping Your Retirement?

63

The Cost of Waiting in Retirement

64

Why a Will Isn’t Enough: The Five D’s That Shape Your Legacy

65

When Market Headlines Hit Retirement Differently

66

Why Retirement Anxiety Spikes Right Before the Finish Line

67

The New Over 65 Tax Break Explained

68

Your Biggest Retirement Risk Isn’t What You Think

69

The Tax Trap Many Successful Retirees Never See Coming

70

Why 2026 Has Retirees Worried — and Advisors Asking New Questions

71

Are You Ready for a Volatile 2026?

72

The Tax Changes No One’s Talking About—but You Should Be

73

Could One Dollar Destroy Your Tax Plan?

74

Why Saving Like a Pessimist Could Change Everything

75

Why Your Roth Conversion Feels Like a Treadmill—and Why That Matters

76

Three Numbers That Could Make or Break Your Retirement

77

What 1929 Can Still Teach Today’s Investors

78

Is Your Retirement Plan Out of Style?

79

Beyond April 15th: The Power of Tax Planning for Retirees

80

FOMO Isn’t Just for Gen Z: How It Wrecks Retirement Plans

81

Are You Afraid to Spend in Retirement? Break Free from Spendophobia!

82

The Louvre Heist & Your Retirement: Are You Protected?

83

Roth Conversions: Timing Is Everything for Your Retirement Taxes

84

Layoffs, Taxes & Turkeys: Navigating Retirement’s Toughest Season

85

Are You Ready to Bet on Yourself in Retirement?

86

The Income Puzzle: Why More Streams Mean More Freedom

87

Is It Time to Fire Your Financial Advisor?

88

Retirement Planning: Why One Size Never Fits All

89

Unstuck Your Money: Four Moves to Free Your Retirement

90

Holiday Spending Shock | The RMD Tax Time Bomb | Unsticking Your 401k

91

Chasing Retirement Income: Are You Running in Circles?

92

Trusts & Inheritance Lessons | Longevity and Withdrawal Strategies | Decluttering Your Retirement Plan

93

401k Shake-Up: What You Need to Know for 2026

94

Retirement Complexity Exposed | New 401k Rules & Alternative Investments | Income Diversification & Real-Life Lessons

95

Three Retirement Rules You Should Rethink Right Now

96

RG3’s Tax Shock: Retirement Savings & Government Take | Outdated Retirement Rules That Could Cost You | Stress Testing Your Retirement Plan

97

Retirement Risk: When Should You Start Scaling Back?

98

Retirement Myths: Are You Chasing the Wrong Number?

99

Retirement Roadblock: Why Are We Afraid to Spend?

100

Retirement Longevity: Will Your Money Survive the Next 30 Years?