Podcast Episodes
Back to SearchThe most common risks in retirement and how you can overcome many of them through proper planning
In this week's episode, we'll discuss the most common risks in retirement and some potential solutions. Can you overcome inflation risk? How can you …
1 year, 11 months ago
When should you retire and how will working a little longer impact your income in retirement
In this week's episode, we'll explore the impact of when you retire on your income in retirement. Will working a little longer really change your pla…
2 years ago
What can Wayne Gretzky teach you about retirement planning
In this week's episode, we'll discuss how wise words from a hockey legend can help you in your retirement. Is it possible to plan for what might happ…
2 years ago
Why you need an expert in retirement income to ensure you won't run out of money before you run out of life
In this week's episode, we'll explore how having an expert in retirement planning is different from having a lifelong financial advisor. Does your cu…
2 years ago
How can you create an inflation hedge in your retirement income plan that you can count on
In this week's episode, we'll discuss how you can create a hedge for inflation in your retirement income plan. What is an income floor? How can you p…
2 years ago
We'll compare the 3 main strategies to take withdrawals from your retirement accounts and how to avoid the biggest scams targeting retirees
In this week's episode, we'll explore the different ways to take withdrawals from your retirement accounts. What is the smartest way? Is it the same …
2 years, 1 month ago
Is your IRA/401(k)/TSP a tax trap and can you live with the worst-case scenario in your current retirement plan
In this week's episode, we'll discuss the US debt and how that will impact your retirement. Is your IRA a tax trap? How should you pay the taxes due …
2 years, 1 month ago
How long are people living today and how do bull and bear markets impact your retirement plan
In this week's episode, we'll explore the facts about longevity and how you need to plan for living longer than you think. What are the top 8 factors…
2 years, 1 month ago
Why you need to add the preservation phase to your retirement plan and how to "opt-out" of market risk
In this week's episode, we'll discuss how to wisely make the transition from accumulation to distribution of retirement funds. What is the preservati…
2 years, 1 month ago
Longevity insurance and how it can help you live longer and a financial plan vs an income plan
In this week's episode, we'll explore if longevity insurance can actually increase longevity. What is longevity insurance? How can it impact your ret…
2 years, 1 month ago