Retirement Isn't Rocket Science

Is your retirement trajectory vulnerable to a family financial crisis? Join CERTIFIED FINANCIAL PLANNER™ and former rocket scientist Dr. Chris Mullis as he provides your mission briefing on the unexpected world of financial caregiving. This episode reveals the critical Estate Documents Gap—the lack of simple paperwork (like a Durable Power of Attorney) that can turn an emergency into a costly, dig...

Dr. Chris Mullis, a CFP® and former rocket scientist, challenges the common 80% income replacement rule, revealing why high-savers may be overestimating their needs. Learn the 7 steps to calculate your custom cash flow, factoring in taxes, savings, and the essential "healthcare wild card." Ask Mission Control: Get the definitive answer on when seniors can start using the simplified 1040-...

The retirement planning universe is shifting! With major tax & healthcare changes, the decisions you make now could save you thousands in taxes and healthcare costs. We're breaking down the four most critical moves you must make before the end of 2025. In our listener question segment, we address if private equity is a smart move for your 401(k).  Finally, in the Retirement Big Picture pa...

Don't let unexpected risks derail your well-earned retirement! In this episode, we break down the four unique and often-overlooked risks -- like sequence of returns and spiking expenses -- that make spending money in retirement fundamentally different from saving it. You'll learn the crucial strategies, from income planning to tax management, that will help you confidently navigate your...

We examine the often-overlooked emotional and psychological aspects of retirement. Perhaps – like many of us – you’ve been so focused on reaching your financial goals that you haven't given much thought to what's next?  You've built a comfortable nest egg, but what about your next big adventure? We'll tackle how to craft a purposeful retirement, because your purpose doesn'...