Unlocking 2026: Richard Warner’s Checklist for a Confident Retirement
Most financial resolutions fade by February, but a new year brings a fresh chance to get your retirement plan on track. In this episode, Richard Warner shares his essential New Year’s portfolio checkl...
6 Tammi 20min
The $950 Billion Wake-Up Call: Year-End Moves for a Stronger Retirement
Ready for a financial wake-up call? Americans spend over $950 billion during the holidays, but December is also the perfect time to give your retirement plan a year-end checkup. In this episode, inves...
16 Joulu 202517min
The Myth of the Magic Number: Rethinking Retirement
Are the classic retirement rules still relevant, or is it time to toss them out like an old kitchen sponge? In this episode, Richard Warner breaks down five of the most common retirement strategies—fr...
2 Joulu 202515min
Crossing the Canyon: Why Money Fears Linger After You Retire
What if the biggest fear in retirement isn’t running out of money, but spending it? In this episode, Richard Warner uncovers “plutophobia”—the fear of money—and explores how it shapes the choices and ...
20 Marras 202517min
Retirement Traps: What’s Eating Your Investments?
Are hidden fees quietly draining your retirement savings? In this episode, Richard Warner exposes the investment products that often underperform—like variable annuities, whole life insurance, and tar...
4 Marras 202519min
Open Enrollment Alert: Are You Paying Too Much for Medicare?
Medicare Open Enrollment is here—and this year, there’s a twist that could hit your wallet hard. Some Medicare Part D premiums are set to spike by as much as $50 a month. What’s behind these sharp inc...
21 Loka 202519min
From Safety Net to Strategy: Life Insurance in Retirement
Ever wondered how life insurance can be more than just a safety net? In this episode, we dive into the multifaceted world of life insurance, exploring its role in retirement planning, legacy building,...
7 Loka 202516min
Decoding Qualified vs. Non-Qualified Investments
Ever wondered why retirement planning is as unique as your fingerprint? Join us as we unravel the complexities of qualified and non-qualified investments, and discover how to tailor your financial str...
23 Syys 202514min
