Retirement Playbook

During today’s show, we’ll discuss Medicare’s 2025 cost increases and more!

During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.

During this program, we’re going to discuss what the recent news of a Fed rate cut means for the average American.

In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

During this show, we’ll analyze the concept of un-retirement and what it could mean for your financial strategy.

During this show, we’re going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

In this episode, we'll dive into the essential financial tasks you need to complete before the end of the year. From tax planning and investment strategies to retirement contributions and charitable giving, we'll provide actionable tips to help you maximize your financial health. Join us to ensure you're on track to meet your financial goals.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

During this show, we’ll first consider whether age 95 is still a good target age to build a retirement strategy around before considering some steps to prepare your finances for retirement.

Confused about your retirement savings options? This episode breaks down the pros and cons of rollovers, conversions, and staying put. Learn when each strategy makes sense and how to make informed decisions about your financial future.

As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worr...

During this show, we’ll look at steps you can take if you want to move your retirement date up. We’ll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

During this show, we’ll discuss the FIRE, or Financial Independence, Retire Early, technique.

Inflation squeezing your wallet? This episode dives into financial strategies to combat rising prices. We'll explore how to manage your budget, make your savings work harder, and identify areas to cut back without sacrificing your quality of life. Tune in and learn how to weather the inflationary storm!

Buckle up for a mid-year market review! We'll dissect the highs and lows of 2024 so far, then unpack the tax implications you need to consider when making withdrawals from your investments. Don't miss this episode to make informed financial decisions for the rest of the year.

During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.

During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.

During this show, we’ll discuss some of the most frequently overlooked financial steps and why they’re important.

During this episode, we’ll discuss five types of insurance that most people should include in their financial strategy.

During this episode, we’ll highlight some of the things you can do to get out of debt, especially when preparing for retirement.

During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.

During this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.

In this episode Brock shares the 5 most important questions to ask before you retire and how to get the answers you need.

In this episode we uncover how your retirement income is taxed, explore strategies to minimize your tax burden, and ensure you keep more of your hard-earned money during your golden years.