O.W.N. Your Retirement®

During this episode, we’ll look at the 2027 Social Security cost-of-living adjustment through a Thanksgiving lens.

During this episode, we’ll look at how retirees could winterize their finances, from sizing an emergency fund to protecting income from an early market downturn and preparing for a possible recession.

During this harvest-season episode, we'll look at how confident Americans feel about retirement, how much retirees may withdraw from their savings each year and the rules and strategies around required minimum distributions.

During this Halloween episode, we'll share a few retirement campfire stories about Social Security, healthcare expenses and the cost of long-term care.

During this episode, we'll cover common Medicare mistakes people could make around enrollment, plan selection and premiums.

During this episode, we'll cover 10 common financial mistakes that could quietly strain someone's finances.

During this episode, we'll cover 10 different strategies retirees could consider for generating income in retirement, along with the benefits and drawbacks of each.

During this episode, we'll cover why a 40-year retirement horizon is becoming more common.

During this episode, we'll cover nine ways to thoughtfully handle a sudden windfall.

During this episode, we'll cover seven data-driven signs that could indicate someone is ready to retire, even if it doesn't feel that way yet.

During this episode, we'll walk through what an emergency fund is, why it matters, and how to figure out the right amount to save.

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.