Blog

  • Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding

    Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement…

  • Ep. 39: The Stress Paradox: Why Good Stress Is Essential for a Healthier Retirement

    Is all stress bad? Not quite. We’ve been told for years that stress is the enemy, but…

  • Ep. 37: Top 10 Ways to Avoid IRMAA and Save on Medicare in Retirement #3

    Are you paying too much for Medicare? You might be, especially if you’re overlooking the IRMAA surcharge….

  • Ep. 36: Run Your Retirement Like a Marathon: Lessons in Discipline and Strategy

    Is retirement more like a sprint or a marathon? Turns out, it’s definitely a marathon, and the…

  • Ep. 35: The 2+ Bucket Strategy Explained for Secure Retirement

    Is the bucket strategy right for your retirement? The idea sounds simple: set aside a few “buckets”…

  • Ep. 34: Should You Put Crypto in Your Retirement Account?

    Does cryptocurrency belong in your retirement account? Some say it’s the future of money. Others call it…

  • Ep. 33: Sailing with Phoenix: Lessons on Non-Traditional Retirement Paths

    What can a 29-year-old sailor with a cat teach us about retirement? More than you’d expect. When…

  • Ep. 32: The Diderot Effect and How Lifestyle Creep Begins in Retirement

    What if one purchase was enough to throw off your entire retirement plan? It starts small: a…

  • Ep. 31: Are Barrier Notes Right for Your Retirement?

    What are barrier notes? And should they have a place in your retirement portfolio? While barrier notes…

  • Ep. 30: Are Target Date Funds Ruining Retirement?

    Are TDFs (Target Date Funds) right for you? While they’re marketed as convenient, “set it and forget…