What Happens If You Don’t Plan for Long-Term Care?
What if avoiding the long-term care conversation today creates the biggest burden for your family tomorrow? In this episode of The Retirement Bullpen, Richard Warner unpacks why long-term care plannin...
9 Juni 19min
When Fear Rings the Bell: Emotional Triggers in Retirement
Why do smart retirement decisions sometimes unravel the moment fear sets in? Using the classic lesson of Pavlov’s Dog, this episode of The Retirement Bullpen explores how emotional triggers—like marke...
26 Maj 16min
Singles, Doubles, and Retirement: A Smarter Game Plan
Trying to swing for home runs in retirement can leave you striking out when it matters most. In this episode of The Retirement Bullpen, investment advisor representative, Richard Warner, uses baseball...
12 Maj 17min
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
