Results Driven

During this episode, we’ll examine seven common investment behaviors that may undermine retirement security.

Building off last week's episode, a Roth conversion can be one of the most powerful tax-saving tools in your retirement arsenal, but timing it wrong can lead to a massive upfront tax bill. Tune in to find out if moving your pre-tax retirement money into a Roth makes sense for your financial future.

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 where Americans actually stand when it comes to retirement savings, what the data tells us about how different age groups are tracking, and practical strategies that could help close the gap between where you are and where you want to be.

During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.

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'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 show we’re going to take a close look at annuities, particularly their pros and cons.

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

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 show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want.

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

During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.

During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.

During this episode, we’re going to discuss what you need to know about catch-up and retirement strategies in 2026.

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

During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.

During this episode, we’ll examine some of the things you need to know about retiring early.

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

During this episode, we’re going to consider changes that are coming to IRAs, 401(k)s, and HSAs in 2026 that may keep more money in your pocket.

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