Resources

Social Security is taxable? The differences between a will and trust. The evolution of tax laws today and how that should be incorporated into your income strategy in retirement. Special guest, Cynthia Covey-Haller and the book she co-wrote with her deceased father, Stephen Covey. Case study involving a wealth transfer mishap that we saw someone experience in their estate plan.

Case study: how we were able to reduce someone's fees while providing them with more income in retirement. Answering listener questions on trust taxation and options for converting your tax-deferred 401(k). Volunteering in retirement with longevity and gerontology expert, Dr. Dawn Carr. Roth conversion case study outlining how we could help a couple save on future taxes.

What areas of your retirement plan could be impacted by inflation and how to hedge against those affects. Social Security - things you need to know before you file. Special guest, Mike Drak and 6 longevity principles that are the foundation to building a long and happy retirement. Case study: how we helped a couple retire without any concerns about what might happen in the stock market.

Legit reasons to consider hiring (or firing) a financial advisor. Answering listener questions on ETFs, mutual funds, and how much income you might need in retirement. The tax impact of Roth vs. traditional accounts with tax specialist, Dr. David Hulse. Case study on estate planning and taxes.

Average returns and how they work. Answering listener questions on HSAs while you’re on Medicare and how to best claim your Social Security benefits. Tax planning focus with special guest, David McKnight. Case study of how we helped a couple maximize their Social Security and pension benefits while minimizing their taxes.

Special guest, Howard Bailey advisor Reid Braun and a retirement plan currently being implemented for a couple he’s working with. Long-term care expenses and how to pay for them. Answering listener questions on long-term care expenses and dividend investing. Navigating loss and tools for processing grief with highlights from podcast guest, Krista St-Germain. Case study of a couple stepping into retirement who needed to maintain their investment returns but didn’t want to take as much risk.

2023 stock market results and 2024 predictions. Answering listener questions on different types of income strategies, the right balance of stocks and bonds in retirement, and if gold belongs in your retirement portfolio. How to create an intentional estate plan with special guest, David York. Income planning case study - one couple’s retirement planning journey.

Creating a customized income strategy with a family who had lots of retirement accounts but no actual plan. Answering listener questions on how to leverage tax-loss harvesting and balancing saving in tax-deferred vs. tax-free accounts. Exploring the power of place in retirement and retirement living with previous podcast experts. Case study about a couple’s retirement income plan and if it was sustainable for their lifestyle.

Is it time for a second opinion? Answering listener questions on to know if your retirement income strategy is sustainable for the long term and Social Security spousal benefits and strategies. Exploring the power of purpose in your life and retirement with three purpose experts. Case study on how long-term care planning benefited a couple without draining them financially.

Security is an illusion when you're investing. Answering listener questions on how to calculate your Social Security benefits and understanding the pros and cons of annuities. Special guest, Nancy Schlossberg shares tips to navigate aging positively. Estate planning case study illustrates how a lack of estate planning caused someone to lose half of their retirement income.

How safe is an 8% withdrawal rate? How to budget for retiree healthcare costs, and answering the question: could your taxes be lower or higher in retirement? Exploring the 4 phases of retirement with special guest, author Riley Moynes. A case study on helping a couple realize that their retirement savings were at risk of a major loss.

Investment risk is not an accident. Answering listener questions on how to know if your advisor is legally required to put your interests first and understanding the difference in Medicare coverage. What it means to live your legacy today with special guest, John Anderson. A tax strategy case study that saved a couple thousands of dollars in taxes in retirement.