The What If Show

Medicare is one of the most expensive and most misunderstood variables in any retirement plan — and most clients don't see it coming. In this episode of The What If Show, Brooke Thomas and Steve Goldstein of Thomas Gold Solutions break down exactly why Medicare deserves its own dedicated chapter in every retirement plan you build. They cover the IRMAA surcharge tiers (and how a single dollar over...

In Episode 4 of The What If Show, host Mike Langford sits down with Thomas Gold Solutions co-founders Brooke Thomas and Steve Goldstein to make the case that a monthly expense plan isn't just a budgeting exercise — it's the cornerstone of every great retirement strategy. Fresh off their 86-person Scottsdale Bootcamp, Brooke and Steve explain why "klumping" a client's expenses into one round number...

How fast can a financial advisor show a prospect or client that they are genuinely worth their time and trust? In Episode 3 of The What If Show, host Mike Langford sits down with Retirement Analyzer co-founders Brooke Thomas and Steve Goldstein to answer that question with practical, specific strategies advisors can use starting in their very next meeting. Brooke and Steve walk through the exact m...

You just downloaded Retirement Analyzer . You clicked the icon. Now what? In this episode, Brooke Thomas and Steve Goldstein walk you through everything you need to know to get started — fast, confident, and with zero anxiety. This is your new user's roadmap for the first 30 days with Retirement Analyzer. From the very first session to your first real client appointment, Brooke and Steve break dow...

In this debut episode of The What If Show , host Mike Langford sits down with Thomas Gold Solutions founders Brooke Thomas and Steve Goldstein to pull back the curtain on the origin story behind one of the most trusted retirement planning platforms in the financial services industry — Retirement Analyzer . You'll hear how a solo producer in Idaho named Chuck Cravens built the foundation of RA on E...