The Quest for Max Income 4-11-26
More yield. Better Social Security timing. Higher returns. Retirees try all of it in the quest for maximum income. Some of it works. Some of it backfires. And almost none of it compares to the one str...
21 Huhti 56min
The IRMAA Ambush 4-4-26
Here's the cruelest twist in retirement planning: the people most likely to get hit with IRMAA are the ones who saved the most. The harder you worked and the more you saved, the bigger the target on y...
2 Huhti 56min
Navigating the Retirement Red Zone 3-28-26
Think of the Retirement Red Zone as the 8 to 10 year window surrounding retirement — about 4 to 5 years before, and 4 to 5 years after. What happens during this period often has a bigger impact on you...
29 Maalis 56min
5 High Level Updates for Social Security 2-14-26
In this episode of Retirement on the Horizon, we dive into 5 high-level social security updates for 2026 and how they impact your social security decisions. Through a case study, we explore how to mak...
23 Helmi 56min
8 Keys to Roth Conversions 1-31-2026
Roth conversions aren’t about avoiding taxes — they’re about deciding when, how, and at what rate you’ll pay them. Too many people focus on the micro view: “How much tax will this cost me this year?” ...
29 Tammi 56min
Modern Long-term Care Planning 1-17-26
By now, many have heard of the Silver Tsunami—the wave of baby boomers who currently or will shortly need some form of long-term care. This is a reality to the vast majority of retirees—now or in the ...
16 Tammi 56min
Focus on the P.L.A.N. 1-10-17
When creating a retirement strategy, remember the acronym P.L.A.N. Predictability - value predictability over potential Low-correlation - strive include strategies and asset classes that do not requir...
16 Tammi 56min
