RichLife Retirement Show with Beau Henderson

In this episode of the Rich Life Retirement Show, Beau Henderson is joined by elder law attorney Aaron Miller to discuss how elder care planning and estate strategies can help protect your retirement from the rising costs of long-term care. 

What You'll Learn:
• The real costs of care: from home health to memory care facilities
• The top 3 long-term care myths that are financially dangerous
• How Medicaid actuall...

Retirees are facing a hidden challenge: escalating taxes on their retirement savings. In this episode learn how the “tax torpedo” impacts households with large pre-tax accounts like 401(k)s and IRAs. 

Discover how the One Big Beautiful Bill Act created a limited-time window to convert pre-tax savings to Roth IRAs, reduce lifetime tax burdens, and protect more wealth for your family.

Hear the story of the Andersons, a Georgia couple w...

What does it really mean to retire well?

In this enlightening episode of the Rich Life Retirement Show, Beau Henderson is joined by Dr. Jordan Grumet, hospice physician, personal finance expert, and author of The Purpose Code. Together, they dive into one of the most transformative yet often overlooked aspects of retirement planning: aligning your money with meaning.

Dr. Grumet brings a unique perspective shaped by years of walking a...

What if the greatest risk to your retirement has nothing to do with your finances?

In this must-hear episode of the RichLife Retirement Show, Beau Henderson sits down with retirement coach and best-selling author Bob Laura to discuss the hidden dangers most retirement plans completely ignore: emotional health, identity loss, social isolation, and lack of purpose.

Bob, a former social worker turned retirement expert, reveals why the e...

𝗦𝘁𝗶𝗹𝗹 𝗧𝗵𝗶𝗻𝗸 𝗮 𝗥𝗲𝘃𝗲𝗿𝘀𝗲 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲 𝗜𝘀 𝗮 𝗦𝗰𝗮𝗺? 𝗧𝗵𝗶𝗻𝗸 𝗔𝗴𝗮𝗶𝗻.

Beau Henderson sits down with Don Graves, a nationally recognized expert on reverse mortgages, to demystify one of retirement planning's most misunderstood tools: home equity.

Beau and Don challenge the long-held stigmas around reverse mortgages, explaining how modern Home Equity Conversion Mortgages (HECMs) can ...

Are you missing one of the biggest tax-saving opportunities of your retirement life? In this episode, Beau Henderson breaks down the Tactical Roth Conversion Strategy and why acting before December 31 could save retirees tens of thousands over time. 

In this tax-focused episode, Beau and producer Bruce Steinbrock go deep on why Roth conversions aren’t just a good idea  —  they’re a foundational tool for lowering your lifetime tax bu...

Retirement income expert Tom Hegna joins Beau Henderson for a dynamic discussion on building wealth across generations.

In this special episode of the RichLife Retirement Show with Beau Henderson, they explore themes from Tom's latest book, Who Wants to Be a Millionaire?, created specifically to help Generations X, Y, and Z take control of their financial future.

With humor, heart, and decades of financial experience, Tom share...

Estate planning isn’t just about paperwork—it’s about peace of mind, legacy, and making life easier for those you love. 

In this impactful episode, Beau Henderson sits down with estate planning attorney Bill Rhoads to talk about the practical and emotional sides of planning your estate the right way. From avoiding heartbreaking beneficiary mistakes to understanding when a trust is actually necessary, this episode is packed with advi...

Ancient Wisdom Meets Modern Income Planning

This is a unique conversation that blends timeless life philosophy with essential financial planning strategies.

Beau begins by sharing a heartfelt story about a tender moment with his daughter at a father-daughter dance, illustrating the importance of presence and purpose in both life and retirement. 

This personal anecdote seamlessly sets the stage for the episode’s core theme—drawing on t...

Beau Henderson and RichLife Advisors' Chief Investment Strategist, Jay Coulter, have an eye-opening conversation on navigating today’s markets with clarity and confidence.

Jay outlines five key factors that smart investors are watching this quarter:

• Rising core inflation and its influence on Federal Reserve policy
• A sharp pullback in AI and tech stocks
• The resurgence of value stocks over growth stocks
• Undervalued opportunities ...

𝗜𝘀 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘂𝘀𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝗹𝘆 𝗽𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗳𝗼𝗿 𝗹𝗶𝗳𝗲 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘆𝗼𝘂? 𝗠𝗼𝘀𝘁 𝗮𝗿𝗲𝗻'𝘁, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗰𝗼𝗻𝘀𝗲𝗾𝘂𝗲𝗻𝗰𝗲𝘀 𝗰𝗮𝗻 𝗯𝗲 𝗱𝗲𝘃𝗮𝘀𝘁𝗮𝘁𝗶𝗻𝗴.

On this week's RichLife Retirement Show, Beau Henderson and Bruce Steinbrock discuss the 𝗳𝗶𝘃𝗲 𝗰𝗿𝘂𝗰𝗶𝗮𝗹 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝗲𝘃𝗲𝗿𝘆 𝗰𝗼𝘂𝗽𝗹𝗲 𝗺𝘂𝘀𝘁 𝗵𝗮𝘃𝗲 about money and retirement planning. 

• ...

𝗪𝗮𝗻𝘁 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗵𝗼𝘄 𝘁𝗼 𝘁𝘂𝗿𝗻 𝘆𝗼𝘂𝗿 𝗴𝗮𝗿𝗮𝗴𝗲 𝗰𝗹𝘂𝘁𝘁𝗲𝗿 𝗶𝗻𝘁𝗼 𝗰𝗮𝘀𝗵? 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗵𝗼𝘄 𝘁𝗵𝗲 '𝗚𝗮𝗿𝗮𝗴𝗲 𝗦𝗮𝗹𝗲 𝗠𝗶𝗹𝗹𝗶𝗼𝗻𝗮𝗶𝗿𝗲' 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗺𝗮𝗸𝗲 $𝟭,𝟬𝟬𝟬 𝗼𝗿 𝗺𝗼𝗿𝗲 𝗮𝘁 𝘆𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝘆𝗮𝗿𝗱 𝘀𝗮𝗹𝗲!

Retirement isn’t about slowing down — it’s about getting creative with your time, energy, and resources. 

In today's episode of the RichLife Re...

𝗔𝗿𝗲 𝘆𝗼𝘂 𝗽𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗳𝗼𝗿 𝗵𝗼𝘄 𝗮 𝗺𝗲𝗱𝗶𝗰𝗮𝗹 𝗰𝗿𝗶𝘀𝗶𝘀 𝗰𝗼𝘂𝗹𝗱 𝗶𝗺𝗽𝗮𝗰𝘁 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝘀?

With 1 in 3 Americans diagnosed with cancer in their lifetimes, preparing both medically AND financially could be the difference between weathering the storm and financial devastation.

During this episode of the RichLife Retirement Show, emergency physician and cancer specialist Dr. Kerry Forre...

Social Security is a complex system, and unfortunately, the statistics show that a 𝘀𝘁𝗮𝗴𝗴𝗲𝗿𝗶𝗻𝗴 𝟵𝟲% 𝗼𝗳 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻𝘀 𝗰𝗹𝗮𝗶𝗺 𝘁𝗵𝗲𝗶𝗿 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗮𝘁 𝘁𝗵𝗲 𝘄𝗿𝗼𝗻𝗴 𝘁𝗶𝗺𝗲 𝗮𝗻𝗱 𝗶𝘁 𝗶𝘀 𝗰𝗼𝘀𝘁𝗶𝗻𝗴 𝘁𝗵𝗲𝗺 𝗱𝗲𝗮𝗿𝗹𝘆. 

An astounding $3.4 trillion*** of potential retirement income is being left unclaimed. And it's not just pocket change – the average household could miss out on...

𝗪𝗵𝗮𝘁'𝘀 𝘁𝗵𝗲 𝗼𝗻𝗲 𝘁𝗵𝗶𝗻𝗴 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗱𝗼 𝘁𝗼𝗱𝗮𝘆 𝘁𝗼 𝘀𝗲𝘁 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝘂𝗽 𝗳𝗼𝗿 𝗮 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁?

The answer might surprise you — it’s not just about money. It’s about having a proactive, all-weather strategy that is designed to withstand any financial storm.

This week on RichLife Retirement Bruce Steinbrock and I are talking about why simply reacting to market changes isn’...

What if I told you that money can buy happiness - but most of us are spending it completely wrong?

This week on The RichLife Retirement Show, we're diving deep into the psychology of wealth with behavioral finance expert Dr. Daniel Crosby, plus revealing the top retirement regrets you'll want to avoid:

• Learn why your dream car only brings 2-3 weeks of happiness (and how to make that purchase actually bring lasting joy!)
• ...

𝗪𝗵𝗮𝘁 𝗶𝗳 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘄𝗮𝘀𝗻'𝘁 𝗮𝗯𝗼𝘂𝘁 𝘀𝘁𝗼𝗽𝗽𝗶𝗻𝗴 𝘄𝗼𝗿𝗸, 𝗯𝘂𝘁 𝗮𝗯𝗼𝘂𝘁 𝘀𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝗴𝗿𝗲𝗮𝘁 𝗮𝗱𝘃𝗲𝗻𝘁𝘂𝗿𝗲 - 𝘄𝗵𝗶𝗹𝗲 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁𝗹𝘆 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝘁𝗼𝗱𝗮𝘆'𝘀 𝗰𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲?

Join us on RichLife Retirement as we sit down with Tom Loegering, an inspiring 86-year-old entrepreneur who challenges traditional ...

𝗪𝗵𝗮𝘁'𝘀 𝘁𝗵𝗲 𝗽𝗼𝗶𝗻𝘁 𝗼𝗳 𝗰𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝗺𝗲𝗺𝗼𝗿𝗮𝗯𝗹𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝘀 𝗶𝗳 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲𝗻'𝘁 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗲𝗱 𝘆𝗼𝘂𝗿 𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝘁𝗼 𝗲𝗻𝗷𝗼𝘆 𝘁𝗵𝗲𝗺?

This week's RichLife Retirement Show tackles both sides of retirement success: creating true wealth AND helping to manage it appropriately. 

Join special guest Monique Gagne (The Money Mom) and Bruce Steinbrock as we explore:

🎯  Why ...

What if retirement was about more than just money? Have you considered how finding your purpose could transform both your life and the lives of others?

During this inspiring episode of RichLife Retirement, we're exploring the intersection of purpose and planning and its impact on your retirement.

Long-time RichLife friend, April Rooks, founder of AMPED Kids Foundation, a non-profit organization that provides...