Ideal Retirement Radio

Nine myths. Nine ways a solid retirement plan quietly falls apart. From the "savings number" that doesn't save you, to the diversification that isn't, to the tax strategy that's really just procrastination — we're calling them out. All of them. This is 9 Retirement Myths That Can Turn the Golden Years Blue.

In this episode of Ideal Retirement Radio, we dive into 5 high-level social security updates for 2026 and how they impact your social security decisions. Through a case study, we explore how to make your social security potentially tax-free as well as leaving nearly 3X more to heirs while not sacrificing current life style.

More important than your asset allocation is your asset location. There are only 3 columns (categories) of financial vehicles: Taxable Tax-deferred Tax-free Before deciding what your allocation should be, you must decide where you want your assets to live. There is a perfect balance for each saver. In this episode, we dive into the advantages and disadvantages of each column, the proper uses of th...