Navigating an Abundant Retirement with Carol Dewey

The first year after losing a spouse can feel overwhelming. Between paperwork, financial decisions, and the emotional weight of grief, many widows find themselves constantly reacting to responsibilities they never expected to face. In this episode of Navigating Abundant Retirement , Carol Dewey walks through what typically happens financially during the first year of widowhood—from the first 30 da...

Losing a spouse often means inheriting a new set of responsibilities at a time when you're already carrying the emotional weight of grief. In this episode of Navigating Abundant Retirement , Carol Dewey discusses why financial organization feels so overwhelming after loss and shares a simple framework for making the process more manageable. Key Takeaways: Why financial paperwork feels emotionally...

After the loss of a spouse, many widows find themselves facing an overwhelming number of financial decisions at the exact moment they feel least prepared to make them. In this episode of Navigating Abundant Retirement , Carol Dewey discusses some of the biggest financial decisions widows should never rush into—and why slowing down can often be the smartest financial move. From selling a home too q...

Losing a spouse changes everything and for many women, it also means suddenly stepping into financial responsibilities they never had to manage before. In this episode of Navigating Abundant Retirement , Carol Dewey walks through the emotional and financial realities that often follow the loss of a spouse and explains why the first step is not rushing into major financial decisions but creating cl...

Many business owners look highly successful from the outside—strong revenue, consistent income, and growing companies. But behind the scenes, many still feel financially disorganized, overwhelmed, or uncertain if everything is truly working together. In this episode of Navigating Abundant Retirement , Carol Dewey explains why success does not always create clarity. Often, financial lives are built...

In this episode of Navigating Abundant Retirement , Carol Dewey explores what happens in the first 90 days after a major financial transition—and why this period is often the most vulnerable for decision-making. When financial responsibility suddenly increases, whether due to a life event, business growth, or shifting roles, pressure builds quickly. Many feel the need to act immediately. But as Ca...

In this episode of Navigating Abundant Retirement , Carol Dewey explores a critical distinction that many retirees overlook: income does not equal wealth . While generating income in retirement is important, income alone does not guarantee stability, flexibility, or long-term peace of mind. Carol explains why true retirement confidence comes from structure, coordination, and after-tax clarity , no...

In this episode of Navigating Abundant Retirement , Carol Dewey explores a subtle but significant retirement risk: the belief that once a plan is created, it can simply run on autopilot. While long-term investing discipline is important, retirement is not a static phase of life. Markets shift, tax laws evolve, healthcare costs rise, and personal circumstances change. Without regular review and int...

In this episode of Navigating Abundant Retirement , Carol Dewey addresses a critical shift that many retirees miss: moving from accumulation thinking to income thinking. While markets are powerful wealth-building tools, they are not income plans. If your retirement lifestyle depends entirely on market performance, you may be relying on hope rather than structure. Carol explains why income predicta...

In this episode of Navigating Abundant Retirement , Carol Dewey addresses a hard truth: most people don’t actually have a retirement plan; they have a collection of financial products. Even successful savers and investors often feel uncertain about taxes, market downturns, healthcare costs, and income sustainability. The issue isn’t effort; it’s framework. Carol explains why traditional retirement...

In this episode of Navigating Abundant Retirement , Carol Dewey explores the hidden risks that often emerge after financial success, the ones that don’t show up in performance reports or headlines. These risks are subtle, gradual, and frequently overlooked, yet they can quietly undermine confidence, income, and peace of mind in retirement. Carol explains why success can create blind spots, how ret...

In this first episode of 2026, host Carol Dewey explores the "quiet tension" many successful retirees and pre-retirees feel despite having a solid net worth. She moves the conversation beyond simple math problems and market performance to address why many feel unsettled even when they have "enough." Carol challenges the traditional view of retirement as a single event, reframing it as a complex tr...

In this final episode of the year, Carol Dewey guides listeners through a powerful year-end reflection designed to help them close 2025 with clarity and enter 2026 with purpose and alignment. Rather than traditional resolutions, Carol offers three intentional questions that help retirees and pre-retirees evaluate their progress, release what’s no longer serving them, and set meaningful priorities...

In this Thanksgiving-themed episode of Navigating an Abundant Retirement , host Carol Dewey explores the deeper meaning of abundance—one that goes beyond account balances and market performance. Carol introduces the concept of the Gratitude Portfolio : the collection of invisible yet invaluable assets that create peace, joy, and purpose in retirement. Listeners learn why gratitude is not just an e...

In this year-end episode of Navigating Abundant Retirement , Carol Dewey breaks down five essential financial moves to make before December 31st. These simple but strategic actions can help you reduce taxes, improve income planning, and set up a stronger financial foundation for 2026. 🔑 Short Key Takeaways 1. Confirm Your RMDs & Use QCDs Avoid the 25% penalty and use charitable giving to redu...

In this powerful episode of Navigating Abundant Retirement , host Carol Dewey shifts the conversation from traditional returns and market metrics to something far deeper: Return on Intention . Carol explores why many retirees feel financially successful but emotionally unfulfilled — and how reconnecting money to meaning can transform the retirement experience. Through real client stories and a thr...

In this episode, Carol Dewey takes a hard look at the financial myths that hold retirees back from living with true abundance. Inspired by Garrett Gunderson’s Killing Sacred Cows , Carol exposes the traditional money beliefs that keep investors anxious, reactive, and stuck in scarcity thinking. From the illusion that “you must take big risks to get big rewards” to the outdated idea that “retiremen...

In this episode, Carol Dewey dives into how investors can stay calm and confident when financial waters turn turbulent. Using the unforgettable metaphor of shark-infested markets , Carol explains how fear and uncertainty can drive poor decisions—and how to protect your portfolio when the market starts to churn. Drawing from a real client story, Carol highlights how a well-structured plan can repla...

Volatility is back — but panic shouldn’t be part of your portfolio. In this episode of Navigating Abundant Retirement Radio , Carol Dewey breaks down why markets are swinging, what’s really happening beneath the headlines, and how disciplined investors can sleep in peace — even when Wall Street doesn’t. From geopolitical tensions and Fed policy shifts to silver’s surprising strength, Carol explain...

In this episode, Carol Dewey challenges the myth that your business must be perfect before it’s ready to sell. The truth? Strategic buyers aren’t looking for perfection—they’re looking for potential . Carol unpacks how smart acquirers see opportunity in imperfection and how business owners can reframe their flaws as selling points. From understanding the difference between fatal flaws and fixable...

In this episode of Navigating Abundant Retirement , Carol Dewey dives into one of the most powerful yet overlooked drivers of company value — Monopoly Control . When you build a moat around your business, you stop competing on price and start commanding premium valuations. It’s not about being the biggest in your industry — it’s about being the only one in your niche who solves a critical problem...

In this Special Market Report, Carol Dewey unpacks one of the market’s biggest surprises — a rally during a government shutdown. While headlines scream uncertainty, history tells a very different story. Carol explains why the market is celebrating instead of panicking, what weak payroll and manufacturing data mean for Federal Reserve policy, and how seasonal patterns could make October a strong mo...

Most CPAs are historians—they tell you what happened last year. But business owners and high-net-worth families can’t afford to just look backward. In this episode, Carol Dewey introduces The Crown Program : an exclusive, invitation-only approach to advanced tax and business planning designed to help you keep more of what you’ve built, protect your legacy, and exit without regret. What You’ll Lear...

Selling your business is one of the biggest financial turning points in your life—but without planning, you could lose 30–40% of its value to taxes. In this episode, Carol Dewey breaks down how to turn tax traps into tax savings so you can exit with confidence and without regret. Carol shares real-life case studies of business owners who reduced their tax bills by millions using strategies like in...

Many business owners fall into the trap of treating their company like a personal piggy bank. Running lifestyle expenses through the business might feel like a smart tax move today — but when it’s time to sell, those shortcuts can slash millions off your valuation. In this episode, Carol Dewey pulls back the curtain on how “tax tricks” and commingled expenses quietly erode enterprise value, destro...