Retirement Questions Worth Asking Before You Retire
Retirement is rarely about finding one magic number. It is about understanding your spending, protecting against avoidable mistakes, and building a plan that supports the life you actually want to live.
The Retirement Risks That Can Matter More Than a Market Crash
A market downturn can be unsettling, but it may not be the biggest threat to retirement. Here is a practical look at the risks that can quietly do more damage over time, including inflation, taxes, longevity, and lifestyle creep.
How to Handle Market Volatility Without Derailing Your Retirement Plan
When global conflict and unsettling headlines rattle the markets, many investors feel pressure to react fast. The better response is usually slower, more disciplined, and rooted in a long-term financial plan. Here is how to think clearly about volatility, risk, retirement, and portfolio decisions when uncertainty rises.
Retirement Planning Is More Than a Number
Many people think retirement planning comes down to hitting a number. In reality, the real question is whether your income, taxes, withdrawal strategy, and lifestyle goals all work together. Here is a practical look at how to think about retirement with more clarity and intention.
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.
Designing Retirement Strategies for Confident Spending
Retirement is not just about having enough. It is about using your money well. Here is a practical way to spend more with confidence by planning for phases, taxes, and market uncertainty.
3 Retirement Spending Mistakes That Could Derail Your Plan (And How to Avoid Them)
Overspending early, underspending out of fear, and ignoring inflation can quietly derail retirement. In Episode 35 of Retire and Thrive, Kamie Blair and Dan Langworthy break down the three mistakes, explain sequence of returns risk, and share practical ways to spend with confidence.
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.
3 Retirement Tax Traps to Avoid: RMDs, Social Security & Medicare IRMAA (Episode 33)
RMDs at 73, taxable Social Security, and Medicare IRMAA surcharges can all raise your tax bill in retirement. In Episode 33, I break down the three traps and what to watch for.
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.
Why Cash Flow Matters More Than Net Worth in Retirement
A strong net worth doesn’t automatically create a comfortable retirement. The real key is predictable cash flow you can count on, through any market cycle.
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.
Annuities: Things to Know Before You Buy
Annuities can offer income and stability—but details matter. Learn how commissions, surrender periods, fees, taxes, and simpler alternatives stack up so you can choose with confidence.
Financial Planning for Couples
Financial planning as a couple is key to long-term security. Learn how to align financial goals, budget wisely, invest strategically, and plan for retirement together. Discover expert tips from Fortress Financial Group to build a strong financial future. Read more!
Financial Resolutions for the New Year: A Guide for Individuals Nearing Retirement
Nearing retirement? Discover financial resolutions to boost savings, reduce debt, and prepare for a secure, confident future in the new year.