Is One More Year Worth It? Signs You May Be Ready to Retire
Working one more year sounds responsible—but what if it costs more than it gives you? In this episode, host Richard Warner explores the often‑overlooked emotional and lifestyle signals that may indica...
28 Apr 18min
The Jock Tax Effect: Why Retirement Taxes Catch People Off Guard
A Super Bowl win can come with a six‑figure tax bill—and that surprise isn’t limited to pro athletes. Using California’s “jock tax” as a real‑world example, this episode explores how unexpected taxes ...
15 Apr 16min
Vanguard’s New Target Date Fund: A Shift in Retirement Planning
Target date funds were built to simplify retirement saving—but what happens when guaranteed income is added to the mix? In this episode of The Retirement Bullpen, Richard Warner examines Vanguard’s ne...
31 Mars 15min
Why Annuities Get Such Strong Reactions
Few financial topics trigger stronger reactions than annuities—and much of that reaction comes from misunderstanding. In this episode of The Retirement Bullpen, Richard Warner breaks down why annuitie...
17 Mars 17min
The Other Half of the Silver Tsunami: Life After You Sell
Selling your business is only half the story… what comes next can be just as complex. In part two of The Retirement Bullpen’s “Silver Tsunami” series, Richard Warner shifts the focus to life after the...
4 Mars 16min
The Silver Tsunami: Is Your Business Actually Sellable?
What if the business you’ve spent decades building isn’t as sellable as you think? In this episode of The Retirement Bullpen, Richard Warner dives into the financial reality facing small business owne...
18 Feb 16min
Small Financial Mistakes, Big Retirement Consequences
Financial bad habits don’t usually announce themselves – but they can quietly derail your retirement. In this episode of The Retirement Bullpen, Richard Warner breaks down the most common money mistak...
3 Feb 18min
Why Idle Cash Can Undermine Retirement
That “safe” cash sitting in your account might be quietly costing you more than you realize. In this episode of The Retirement Bullpen, Richard Warner breaks down the concept of dead money—funds parke...
20 Jan 17min
