Podcast Episodes

6 Reasons Why Delaying Social Security Might Hurt Your Retirement

Episode 255

Most experts say the smartest Social Security move is to wait until age 70 to claim.

On paper, the logic seems simple—delay claiming, and you’ll lock in a larger monthly check for life.

But here’s wh…

Published on 10 hours ago

7 Signs You’re Closer to Retirement Than You Think

Episode 254

We’ve been told our whole lives that retirement happens at 65—maybe 62 if you’re lucky.

But in my experience, that traditional timeline isn’t always the reality. In fact, for many people, retirement …

Published on 2 weeks ago

Medicare’s Future: Rising Costs, Fewer Perks, and Hidden Traps

Episode 253

Even if you’re not on Medicare right now, chances are someone you love is—and sooner or later, you’ll face those decisions yourself.

That’s why it’s worth paying attention to an important letter that…

Published on 3 weeks ago

Life Insurance Simplified: Smart Strategies for Protecting Your Retirement

Episode 252

Despite making insurance decisions almost daily, many retirement savers don't truly understand what they’re buying or why they need it.

In today's episode, I'm breaking down life insurance into simpl…

Published on 4 weeks ago

How to Avoid Retirement's Biggest Blind Spots Before It's Too Late

Episode 251

Retirement is about so much more than money—it's a complete life transition.

In this episode, I'm sharing my recent conversation with Adam Cmejla, where we explore the often-overlooked aspects of ret…

Published on 1 month, 1 week ago

RMDs Unpacked: The Math Behind Your Required Distributions (and Tax Strategy)

Episode 250

Required Minimum Distributions (RMDs) could force you to withdraw as much as 15% of your retirement account balance in a single year.

But do RMDs really put you at risk of outliving your money?

Why d…

Published on 1 month, 2 weeks ago

Why the New Target Retirement Age Is 58 (And How You Can Do It Too)

Episode 249

Is retiring in your 50s actually realistic for everyday Americans?

According to a recent NerdWallet survey, the average target retirement age for households earning $100,000+ isn't 65—it's 58.

And th…

Published on 2 months ago

Retirement's Big Shift: How the Rules Change After $1 Million

Episode 248

What if everything you've learned about money completely changes once you cross the $1 million mark?

Many people think a healthy 7-figure nest egg means the hardest part is done, but ironically, that…

Published on 2 months, 2 weeks ago

3 Overlooked Threats to a Fulfilling Retirement

Episode 247

A recent study reported that 76% of retirees regret not saving more money.

But after working with hundreds of successful retirees and analyzing thousands of survey responses, I've discovered somethin…

Published on 2 months, 3 weeks ago

5 Ways the 'One Big Beautiful Bill' Impacts Your Retirement

Episode 246

Wondering how the new 'One Big Beautiful Bill Act' affects you and your retirement plan?

Don't want to read 870 pages of Congressional jargon?

I've got you covered!

In this episode, I'm breaking it a…

Published on 2 months, 4 weeks ago