All Episodes

The Retirement Tax Shock

Navigating Retirement: What Everyone Misses

Retirement’s Hidden Tax Traps Unveiled

May 2-10 Headlines

Permission to Spend and Retirement Fears

Withdrawal Strategies

Asset Allocation: Acting Your Age

Pension Myths, Realities, and Retirement Security

The Emotional Side of Retirement

Asset Allocation: Acting Your Age

War and Your Life Savings

Your 401k Is Not a Retirement Plan

Saving Strategies - February 14, 2026

Retirement Optimism - February 7, 2026

Asset Allocation: “Acting Your Age” - January 17, 2026

Retirement’s Fresh Start - January 10, 2026

End-of-Year Tax Planning Checklist - December 6, 2025

Thanksgiving Special - November 22, 2025

Longevity Blue Zone - November 15, 2025

Highly Appreciated Asset Disposal Strategies - November 8, 2025

New Retirement Reality - October 18, 2025

Roth Conversions - October 11, 2025

Optimizing Retirement Income - October 4, 2025

Strategic Steps to Help Elevate Your Retirement Savings - September 13, 2025

Special Needs Planning and Finding Balance in Retirement - September 6, 2025

Taxes in Retirement - August 30, 2025

Preserving and Optimizing Your 401k - August 23, 2025

Estate and Legacy Planning featuring Guest Kelly Myers - August 9, 2025

The Reality of Retirement Spending - July 26, 2025

The One Big Beautiful Bill and Think Fast -July, 12, 2025

Reasons to Fire Financial Professional - July 5, 2025

Tips From Real Retirees - June 28, 2025

Active vs. Passive Investing - June 21, 2025

Tax-Savvy Retirement Strategies - June 7, 2025

The Three Pillars of Financial Stability - May 31, 2025

Retirement Planning Tips from Real Retirees - May 17, 2025

Four Retirement Unknowns - April 26, 2025

Creating Depend Retirement Income - April 19, 2025

Retirement Income Tax Challenges - April 5, 2025

Helping Protect Your Retirement from Hidden Obstacles - March 29, 2025

March Market Update & More - March 15, 2025

Make Your Money Work for You/ Order of Operations - March 1, 25

Guest Alexandria Anderson and Creating Lasting Legacy - February 15, 2025

Preserving Your Retirement from Taxes - February 8, 2025

Protected Income - February 1, 2025

Tackling Taxes and Inflation - January 18, 2025

2024 New Years Resolutions - January 11, 2025

4 Questions About Retirement with Guest Beth Andrews - December 14, 2024

Risks in Retirement - December 7, 2024

Rebalance Portfolio - November 23, 2024

Growing Debt - November 9, 2024

Falling Interest Rates - November 2, 2024

Preserving Optimizing 401k - October 19, 2024

Rocket City Retirement - Take Control Of Retirement

Rocket City Retirement Show - Retiree Scenarios

Rocket City Retirement - IRMAA, Taxes, And More

Rocket City Retirement Show - Dealing With Large IRA's

Rocket City Retirement Show - Retirement Checklist- Preparing For The Unexpected

Rocket City Retirement Show - Taxes In Retirement- Deeper Dive

Rocket City Retirement Show - Estate Planning - The Basics

Rocket City Retirement Show Taxes in Retirement: The Silent Partner

Rocket City Retirement Show - Investing In Retirement

Rocket City Retirement Show - The Stabilizer - Retirement Income Revised

Rocket City Retirement Show - Are 401(k) Plans a Scam?

Rocket City Retirement Show - Behavioral Finance

Rocket City Retirement Show - Working With A Financial Advisor Can Be Beneficial

Rocket City Retirement Show - Boomers Up To Bat, Gen X On Deck

Rocket City Retirement Show - Four Questions About Retirement

Rocket City Retirement Show - 401k And IRA Decisions

Rocket City Retirement Show - Make Your Money Work for You

Rocket City Retirement Show - Retirement Dreams vs Reality

Rocket City Retirement - Creating a Lasting Legacy

Rocket City Retirement - Retirement Checklist

Rocket City Retirement - The Five Financial Stages of Life

Rocket City Retirement - Topics on Your Retirement Planning List