Why Proactive Tax Planning Matters Before Retirement
Many retirees discover too late that taxes can significantly impact their retirement income, Social Security benefits, Medicare premiums, and even the legacy they leave behind.
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The Mistakes That Quietly Cost Retirees, Part 2: The Tax Side of Retirement
This is Part 2 of our Hidden Risks series, and we’re shifting focus to one of the biggest long-term threats to your retirement: taxes.
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The Hidden Retirement Risks, Part 1: What Most People Forget to Protect
This is Part 1 of our Hidden Risks series, where we’re looking at the issues that can quietly derail a retirement plan if they’re not addressed.
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What Happens Throughout the Year During the Planning Process?
In this episode, Scott pulls back the curtain and walks through the firm’s annual service calendar, the intentional, season-by-season process that keeps retirement plans aligned, optimized, and protected all year long.
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The Gray Areas That Actually Matter in Retirement
Financial media loves simple answers: always do this or never do that. But real financial planning doesn’t work that way.
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5 Financial Advisor Red Flags You Can’t Ignore
Most advisors are well-intentioned, but not all advisors are the right advisor for you.
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The 4% Rule…Revised: How Much You Can REALLY Spend in Retirement
For decades, retirees have based their spending on a simple idea: “The 4% Rule.” But new research, and even the rule’s original creator, suggests you may be able to spend significantly more without increasing your risk.
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Social Security’s 2026 COLA: What It Means for Your Retirement Income
This October, the Social Security Administration is expected to announce a 2.7% cost-of-living adjustment for 2026. Now that sounds like good news, until you see what it really means in dollars and cents.
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3 Immediate Retirement Impacts from The New Tax Bill (OBBBA)
In this episode, Scott breaks down the three biggest takeaways from the bill that directly impact your retirement accounts.
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What The “One Big Beautiful Bill” Means For Your Retirement Plan
You need to be asking yourself, are you taking full advantage of the current marginal tax brackets?”
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The 7 Real Risks to Your Retirement Plan
Scott unpacks seven real risks that can quietly derail even the most well-planned retirement. Spoiler alert: it’s not just about volatility.
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Are Traditional IRAs Really the Worst Asset to Own?
Retirees have leveraged the traditional IRA for decades to invest and save, but is it still the best tool for today’s retirement landscape?
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5 Beliefs That Fool Retirement Savers The Most
April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money.
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5 Tax Strategies to Save You Money in Retirement
Retirement planning is more than just saving money; it’s about making your savings last as long as you do.
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$1 to $5 Million Saved – Should I Change Advisors?
When you start to get to this point, mistakes are amplified and the stakes are larger.
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Are you prepared for UNCERTAINTY?
Today we’re going to talk about the uncertainty in life and retirement and how a financial advisor helps provide the certainty you need with your money.
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4 Ways You Could Pay More Taxes Than Planned
On today’s episode, we’re going to give you four ways that you could pay more taxes than you had originally planned. A couple of these might surprise you.
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5 Critical Questions To Ask Your Financial Advisor
Today we’re going to give you five critical questions you need to ask to ensure you’re getting the best advice possible.
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Don’t Let the IRS End Up With Your Retirement Money
Today we’re going to turn our attention to tax planning and how to keep most of your money from going to the IRS in-stead of the things you want to spend it on in retirement.
Read MoreRetirement Planning’s “Hidden” Questions
In this episode, we’re going to unearth and tackle some of these hidden but essential questions about retirement. We all want to get good answers to our financial questions, but sometimes we have to know the right questions to ask.
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