Could One Tax Change Disrupt Your Retirement Plan?
What happens to your retirement if taxes rise, markets stumble, or long-term care suddenly becomes part of the equation? This episode explores why tax diversification matters and how relying too heavi...
25 Aug 32min
The Retirement Tax Trap You Never Saw Coming
One retirement move can quietly trigger a chain reaction of taxes, higher Medicare premiums, and unexpected costs. In this episode, Robert Tanner breaks down common misconceptions about annuities, dis...
18 Aug 20min
Could Your Retirement Last 30 Years Longer Than You Think?
What if retirement success has less to do with how much you’ve saved and more to do with the income and lifestyle you plan to maintain? This episode explores why income labels like “middle class” matt...
11 Aug 34min
Are You Waiting Until Retirement to Figure It All Out?
What if retirement felt less like rushing through airport security and more like breezing through with everything already in place? In this episode, Robert Tanner uses travel planning as a powerful a...
4 Aug 35min
Is Your Retirement Plan Built on a Dangerous Assumption?
What happens when a retirement income strategy looks great on paper but falls apart in real life? This episode examines the risks behind relying on high market returns and aggressive withdrawal rates ...
28 Jul 29min
Your Nest Egg Isn’t the Most Important Part of Retirement
What if retirement planning has less to do with your net worth and more to do with replacing your paycheck? This episode explores why lifestyle, income replacement, inflation, taxes, and cash flow ma...
21 Jul 34min
Your Retirement Account Isn’t a Paycheck—Now What?
You spent years building a retirement nest egg, but can it replace your paycheck when the paychecks stop? In this episode, Robert Tanner explores the difference between having a retirement account an...
14 Jul 26min
The Hidden Retirement Expense Most People Miss
What if your biggest retirement expense isn’t what you think? This episode unpacks why taxes can quietly take a major share of retirement income, and how planning, not guessing, shapes the outcome. Th...
30 Jun 25min
