M&A Wealth Podcast

Healthcare is one of the most important expenses to plan for in retirement, and Medicare can be a key part of that strategy. In this episode, we discuss the 2025 Medicare picture and what retirees may want to review, including coverage options, potential cost changes, prescription drug considerations, enrollment timing, and how Medicare fits into a broader retirement income plan. In this episode:...

Taxes can have a major impact on how much retirement income you actually keep. In this episode, we discuss strategies that may help make retirement withdrawals more tax-efficient. We review how different account types may be taxed, why withdrawal timing matters, and how strategies such as Roth conversions and required minimum distribution planning could play a role in a broader retirement income p...

In this episode, we review important year-end financial planning steps, including retirement contributions, tax planning, investment reviews, and goal setting for the year ahead.  

In this episode, we explain how a Federal Reserve rate cut may affect consumers, investors, savers, and retirees, and what to consider when reviewing your financial plan.  

In this episode, we discuss the latest Social Security COLA outlook, what a modest increase may mean for retirees, and why income planning remains important.

In this episode, we discuss the importance of preserving retirement savings, managing uncertainty, and building a plan designed to support long-term financial confidence.

In this episode, we explore what it takes to retire early and the planning steps that can support that goal. Topics include saving consistently, investing with purpose, estimating future expenses, planning for healthcare, understanding taxes, and creating an income strategy before traditional retirement age. If early retirement is one of your financial goals, this episode offers a practical starti...

In this episode, we explore what it takes to retire early and the planning steps that can support that goal. Topics include saving consistently, investing with purpose, estimating future expenses, planning for healthcare, understanding taxes, and creating an income strategy before traditional retirement age. If early retirement is one of your financial goals, this episode offers a practical starti...

Taxes may be higher in the future — and waiting too long to prepare could impact your retirement income, investments, and long-term financial strategy. In this episode, the team at M&A Wealth discusses why tax rates may increase in the coming years and shares strategies that individuals and families can consider now to help reduce future tax burdens. Learn about retirement planning, tax-effici...

In this episode of the M&A Wealth podcast, we discuss how to create a financial plan that supports both long-term wealth and personal fulfillment. From managing career goals and retirement planning to finding balance between saving, spending, and enjoying life, we explore strategies that can help you build financial confidence without losing sight of what matters most. Whether you're planning...

Market volatility, inflation, and changing economic conditions can all impact your retirement savings. In this episode, the team at M&A Wealth explains how to build a resilient 401(k) strategy designed to perform through both strong and uncertain markets. You will learn how to approach diversification within your 401(k), how to manage risk based on your stage of life, and how to avoid common m...

What happens to Social Security benefits when a loved one passes away? In this episode, M&A Wealth breaks down Social Security survivor benefits—who qualifies, how much you can receive, and how to make sure your family is financially protected. Whether you're planning ahead or navigating a recent loss, this episode gives you clear, practical insights to help you understand your options and avo...

In this episode, the team at M&A Wealth breaks down how today’s “new generation” retirement strategies are changing the way people plan for the future. From tax-efficient income planning to modern alternatives beyond traditional 401(k)s and IRAs, we explore how these approaches can help you build, protect, and access your wealth more effectively. Whether you're nearing retirement or just getti...

Are annuities the right fit for your financial plan—or are they misunderstood? In this episode, we break down how annuities work, the different types available, and when they may (or may not) make sense for your situation. You’ll learn the pros, cons, fees, and common misconceptions so you can make a more informed decision about your retirement strategy.