O.W.N. Your Retirement®

During this episode, we'll walk through key age milestones that help shape retirement planning.

During this episode, we’ll explore what Trump Accounts mean for American families.

During this episode, we’ll explore how health savings accounts can have a triple tax advantage.

During this episode, we'll walk through nine practical steps for workers who find themselves laid off close to retirement.

During this episode, we’ll explore what research consistently shows makes retirement genuinely fulfilling.

During this episode, we'll walk through the key rules and strategies around traditional IRA withdrawals and how timing your withdrawals could make a meaningful difference in your overall retirement picture.

During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.

During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.

During this episode, we’ll consider how properly utilizing Social Security’s spousal benefit may make your benefit even more powerful.

During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.

During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement.

During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.

During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.

During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.

During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.

During this episode, we’re going to look at some of the financial signs that retirees should be aware of in 2026.

During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

During this episode, we’ll be discussing the rise in Medicare Part B costs as well as other Medicare changes coming in 2026.

During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.

During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.

In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.

In this episode, we’re going to discuss Social Security recently announced 2026 Cost of Living Adjustment (COLA).

During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.

During this episode, we’re going to discuss the importance of an emergency fund and how you can build one of your own.