Podcast Episodes
Back to Search
Episode 58: Mark asks, “How can I keep steady income in retirement without sitting in cash?”
When you’re retired, the old “just ride it out” advice doesn’t cut it. Scott Tucker tackles the real-world problem of staying invested while still…
9 months, 1 week ago
Episode 57: Karen asks, “How do Qualified Charitable Distributions really work with RMDs?”
Turning 73 means RMDs are officially on the table — but what if you could satisfy your requirement and cut your tax bill? Scott Tucker explains ho…
9 months, 2 weeks ago
Episode 56: Karen asks how to adapt when markets or tax laws change...
Karen asks a smart question that every retiree should be thinking about:
If the market or tax laws change again, how do you build flexibility into a…
9 months, 3 weeks ago
Episode 55: Linda's question: How to enjoy retirement today without jeopardizing tomorrow...
Linda and her spouse are asking one of the most common—and most personal—questions in retirement planning:
How do you find the right balance between l…
9 months, 4 weeks ago
Episode 54: Should you do Roth conversions now or wait for Congress?
With the One Big Beautiful Bill Act extending some tax breaks but letting others expire in 2026, many retirees are asking the same question Michael p…
10 months ago
Episode 53: Linda’s question: Live fully or leave more?
Linda and her spouse want to make the most of their retirement—travel, enjoy life, and finally do the things they’ve worked hard for.
But they also wa…
10 months, 1 week ago
Episode 52: Michael’s question: Should I make tax moves now?
Michael’s worried about what’s coming next with taxes.
With new laws, political shifts, and constant talk about Roth conversions and trusts, it’s eas…
10 months, 2 weeks ago
Episode 51: Karen asks How to Build Flexibility Into Your Retirement Income Plan
Karen’s been saving diligently and has built a solid nest egg—but now that retirement is approaching, she’s wondering how to balance security with fl…
10 months, 3 weeks ago
Episode 50: Passing Assets to Siblings—While Avoiding Courts and Lawyers
Scott has a straightforward goal: He wants to leave his assets to his siblings—but he doesn’t want them bogged down with courts, lawyers, or unnecess…
11 months ago
Episode 49: When Inheritance Isn’t Equal: Greg’s Estate Planning Question
Greg has a complicated estate planning question: He wants to leave money to his grandchildren—but also cut one of his daughters out of what would nor…
11 months, 1 week ago