The RITE Retirement Show

Every Fourth of July, we celebrate the courage it took to declare independence — to stop accepting the status quo and choose something better. For retirees and pre-retirees with serious wealth, financial independence deserves the same declaration. Not just freedom from work, but freedom from guesswork, panic, and reactive decisions. In this special July 4th episode, Cris Wallace and Graham Bauer f...

Can you really count on Social Security, or will shifting demographics tip the scales against tomorrow’s retirees? The Right Retirement Show unpacks financial truths that quietly shape your golden years—from waning benefit power to the surprising spikes in healthcare and taxes. Join Cris, Graham, and Luann as they reveal the spiderweb of challenges retirees face, the overlooked risks to your nest...

"Did you know 70% of retirees will need some form of care—but most never see it coming, much less plan for it?" On this episode of The Right Retirement Show, Chris Wallace and Graham Bauer unravel the complexities behind retirement savings, spending patterns, and why the famous Rule of 55 might trip up even the savviest planners. From late-saving regrets to the overlooked nuances of employer plans...

Could your dream retirement be disrupted by taxes you didn’t even know existed? Today, Graham and Luann shine a light on the ‘invisible’ costs—from the Net Investment Income Tax to surprise Medicare surcharges—that can trip up even savvy savers. Dive into smart strategies for traditional IRAs, uncover why timing and emotions matter as much as investments, and learn how to keep more of what you’ve...

Is retirement really the stress-free chapter we imagine, or do global headlines and rising inflation threaten to rewrite the script? Discover how hidden emotional challenges, shifting economic landscapes, and even everyday spending habits weave into the fabric of your financial future. This episode sets a candid tone—revealing hard truths about planning for the unexpected, deciphering market volat...

Why do so many retirees hesitate to enjoy the money they’ve spent decades accumulating? Chris Wallace and Graham Bauer reveal surprising truths about underspending, shifting financial fears, and the psychology of “permission” in retirement. Discover the real top concerns for today’s retirees—hint: it’s not just running out of money—and how a well-crafted plan can transform uncertainty into confide...

“Will the way you withdraw money in retirement quietly sabotage your nest egg—without you even realizing it?” This episode of The Right Retirement Show unpacks why withdrawal order, tax buckets, and strategic Roth conversions can make or break your financial future. Chris Wallace and Graham Bauer discuss how powerful forward-looking income planning helps maximize your money, minimize long-term tax...

What happens when life throws a curveball and you or a loved one suddenly needs round-the-clock care—or faces an unexpected end-of-life decision? Join The Right Retirement Show as Chris, Graham, and Luann tackle the often-avoided topics of life insurance and long-term care. Hear candid stories, surprising statistics, and real-world examples that reveal how unaddressed risks can unravel even a soli...

How secure does having a pension really make you? Chris Wallace and Graham Bauer uncover the hidden complexities—and potential pitfalls—of relying too heavily on a pension in retirement. They break down the importance of knowing your real numbers (not just estimations), how taxes and survivor options can shrink your benefit, and why even guaranteed income can create a false sense of comfort. This...

Retirement is about more than dollars and math—so why do so many people still focus only on the numbers? Chris Wallace and Graham Bauer reveal why real success comes from tackling the emotional side of financial transition, including overcoming procrastination, giving yourself permission to spend, and finding purpose beyond your career. With honest stories, practical triggers that drive action, an...

Join host Louann Fulmar and financial advisor Cris Wallace on "The Rite Retirement Show," your resource for retirement planning, financial wellbeing, and navigating life’s next chapter. Each week, Louann and Cris discuss strategies for building a resilient retirement plan, adapting to life transitions, and making smart decisions for your future. Whether you’re preparing for retirement, seeking way...

Join host Louann Fulmar and financial advisor Cris Wallace on "The Rite Retirement Show," your trusted resource for retirement planning, financial wellbeing, and navigating life’s next chapter. Each week, Louann and Cris discuss strategies for building a resilient retirement plan, adapting to life transitions, and making smart decisions for your future. Whether you’re preparing for retirement, see...

"Ever wonder if your financial plan is built on solid ground—or internet quicksand?" As online advice explodes and market uncertainty swirls, the team explores the subtle traps, common missteps, and hidden inefficiencies that threaten a comfortable retirement. From why even diligent savers slip up, to how ‘phantom gains’ sneak into your taxes, this episode pulls back the curtain on what really mat...

Join host Louann Fulmar and financial advisor Cris Wallace on "The Rite Retirement Show," your trusted resource for retirement planning, financial wellbeing, and navigating life’s next chapter. Each week, Louann and Cris discuss strategies for building a resilient retirement plan, adapting to life transitions, and making smart decisions for your future. Whether you’re preparing for retirement, see...

Join host Louann Fulmar and financial advisor Cris Wallace on "The Rite Retirement Show," your trusted resource for retirement planning, financial wellbeing, and navigating life’s next chapter. Each week, Louann and Cris discuss strategies for building a resilient retirement plan, adapting to life transitions, and making smart decisions for your future. Whether you’re preparing for retirement, see...

Join host Louann Fulmar and financial advisor Cris Wallace on "The Rite Retirement Show," your trusted resource for retirement planning, financial wellbeing, and navigating life’s next chapter. Each week, Louann and Cris discuss strategies for building a resilient retirement plan, adapting to life transitions, and making smart decisions for your future. Whether you’re preparing for retirement, see...

Join host Louann Fulmar and financial advisor Cris Wallace on "The Rite Retirement Show," your trusted resource for retirement planning, financial wellbeing, and navigating life’s next chapter. Each week, Louann and Cris discuss strategies for building a resilient retirement plan, adapting to life transitions, and making smart decisions for your future. Whether you’re preparing for retirement, see...

Join host Louann Fulmar and financial advisor Cris Wallace on "The Rite Retirement Show," your trusted resource for retirement planning, financial wellbeing, and navigating life’s next chapter. Each week, Louann and Cris discuss strategies for building a resilient retirement plan, adapting to life transitions, and making smart decisions for your future. Whether you’re preparing for retirement, see...

Join host Louann Fulmar and financial advisor Cris Wallace on "The Rite Retirement Show," your trusted resource for retirement planning, financial wellbeing, and navigating life’s next chapter. Each week, Louann and Cris discuss strategies for building a resilient retirement plan, adapting to life transitions, and making smart decisions for your future. Whether you’re preparing for retirement, see...

Join host Louann Fulmar and financial advisor Chris Wallace on "The Rite Retirement Show," your trusted resource for retirement planning, financial wellbeing, and navigating life’s next chapter. Each week, Louann and Chris discuss strategies for building a resilient retirement plan, adapting to life transitions, and making smart decisions for your future. Whether you’re preparing for retirement, s...

Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.” https://wgfinancialgroup.com/schedule-a-meeting/

Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.” https://wgfinancialgroup.com/schedule-a-meeting/

Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.” https://wgfinancialgroup.com/schedule-a-meeting/ Cris Wallace has been on the air for years as your source for all things retirement. H...

Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.” https://wgfinancialgroup.com/schedule-a-meeting/ Cris Wallace has been on the air for years as your source for all things retirement. H...

Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.” https://wgfinancialgroup.com/schedule-a-meeting/ Cris Wallace has been on the air for years as your source for all things retirement. H...