Retirement Playbook

Retirement Playbook

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

Episodes

Mitigating Longevity Risk

June 13, 2025
During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.
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Want an extra $50,000 for Retirement?

May 30, 2025
On this episode, we’ll discuss how you may be able to secure an extra $50,000 for retirement and how to protect your savings from a recession.
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Recession Fears are Easing

May 23, 2025
On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finances.
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Is 2025 still your year?

May 2, 2025
During this episode, we’ll consider if those who wanted to retire in 2025 may need to reconsider, and we’ll also touch on how those running behind on retirement savings can still catch up.
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Don’t make these 401(k) mistakes

March 28, 2025
During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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How much retirement income do you need?

March 14, 2025
During this show, we’re going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.
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Here’s what Medicare covers — without extra charges

February 28, 2025
During this episode, we’re going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.
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Yes, you need an estate plan

February 21, 2025
During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
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Retirement is About the Details

February 7, 2025
During this episode, we’ll highlight some of the most frequently overlooked financial steps.
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Three Retirement Windows

January 31, 2025
During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.
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8 Signs You’re Ready to Retire

January 17, 2025
During this episode, we’ll discuss eight signs that could tell you that you’re ready to retire as well as traits that lead to more retirement savings.
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Financial Resolutions for the New Year

January 10, 2025
In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet. ...
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RMD's and Year-End Strategies

December 13, 2024
Required Minimum Distributions (RMDs) can be a complex tax planning tool. In this episode, we'll break down what RMDs are, who they apply to, and how to strategically manage them. We'll also discuss other year-end financial and tax strategies to help you maximize your financial goals.
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Add These to Your Anti-Bucket List

December 6, 2024
On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.
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Your Retirement Planning Ages

November 29, 2024
On this show, we’ll look at how younger workers feel about retirement, and we’ll then discuss retirement prep at different ages.
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The 2025 Medicare Picture

November 22, 2024
During today’s show, we’ll discuss Medicare’s 2025 cost increases and more!
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Reducing Taxes on Retirement Withdrawals

November 15, 2024
During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.
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What does the Fed’s rate cut mean for you?

November 8, 2024
During this program, we’re going to discuss what the recent news of a Fed rate cut means for the average American.
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Preserve Your Retirement Savings

November 1, 2024
In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.
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Should I go back to work?

October 18, 2024
During this show, we’ll analyze the concept of un-retirement and what it could mean for your financial strategy.
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