Retiring Soon? Common Questions People Ask a Financial Advisor
Retirement is not just a number. It is a lifestyle shift. Here are the questions I hear most often, plus practical ways to think through purpose, spending, Social Security, and family conversations before you retire.
How to Turn Your Retirement Savings into a Reliable Monthly Paycheck
Transitioning from accumulation to decumulation is the most stressful part of retirement. Learn the math behind deferring Social Security, how to calculate your specific "Income Gap," and the withdrawal strategies needed to turn your savings into a reliable monthly paycheck.
Why So Many Retirees Are Blindsided by Taxes, and How to Work to Avoid It
Taxes can rise in retirement for people who saved well. Here’s how to build tax flexibility and avoid common surprises before RMDs begin.
Retirement Planning: The 6 Questions Retirees Ask Most
How much do you really need to retire—and when should you take Social Security? Here are practical answers to the questions retirees ask most.
7 Social Security Myths That Can Cost Retirees Thousands
Social Security decisions are more complex than most retirees realize. Here are seven common myths that could quietly cost you thousands if left unaddressed.
9 Retirement Mistakes We See Most (And How to Avoid Them)
Retirement is too important to “wing it.” Here are nine of the most common retirement mistakes we see—especially around Social Security, taxes, RMDs, and Medicare—and simple ways to avoid them so you can retire with more confidence.
10 Retirement Lessons We've Learned From 24 Episodes (And 35 Years of Experience)
Ten retirement lessons that consistently make the biggest difference—covering taxes, Social Security, income planning, and why purpose matters as much as your portfolio.
When Should I Take Social Security? (2026 Guide)
Deciding when to take Social Security is one of the biggest retirement choices. Explore the pros and cons of early vs. delayed claiming, break-even ages, health and financial considerations, and how to build a strategy that fits your life.
5 Things You May Not Know About Social Security
Think you know Social Security? Discover 5 hidden facts about benefits, taxes, spousal rules, and strategies to maximize your retirement income
How Part Time Work Affects Social Security Benefits
Learn how part-time work in retirement can affect your Social Security benefits and taxes. Understand the rules to avoid reductions and maximize your income.