How will I handle market drawdowns in retirement? This is a question we hear often. People want to know what their retirement plan will do when the market takes a downturn. They want to know what their plan will be. Will they have a bucket of money sitting somewhere? Will they make adjustments to their portfolio?

One question we hear often is “Will my SS be taxed?” When you retire and begin taking your SS benefits, will the government want to tax that? After all, haven’t you already paid taxes on this money?

Add to that—there’s been some talk about NOT taxing SS benefits at all! How might that impact your retirement? And is it as good as it sounds?

Today, we’re tackling a big question: Should I gift money now or wait until later? You want to give gifts to loved ones or to charities--- but you’re questioning when the right time would be for that. When could they best use that money? Will I need that money someday?

Today, we’re talking about investing in stocks during retirement. People ask about balancing growth vs safety in retirement. You hear all of this negative stuff about the stock market. Should I keep investing in retirement?” that’s the question we’re answering today.

People ask if they should work an extra year or not. We hear it a lot--- and the answer is not just about money—it’s about your lifestyle, your health and what you want your retirement to look like.

If you’ve ever been told, “ A Roth conversion is the best thing you can do for your retirement, “ this episode is for you…. Because you also need to know when they might NOT be a good idea.

While converting your Traditional IRA or your 401k into Roth has some fantastic benefits, there are times when it might not be a good idea… Today we will talk about the scenarios where it might actually work against you.

There is a right time to hire a financial advisor and there’s a wrong time---- or at least a time when they aren’t as beneficial.

We’ve spoken with countless individuals who are seeking clarity about their financial futures. Some of them ask outright, “Should I hire a financial advisor now, or wait?” That’s the exact question we’re discussing today.

There are 5 conversations every couple should have before they retire.

Retirement isn’t just a financial transition; it’s a lifestyle change that affects every aspect of your life—especially for couples.

Today, we’re diving into the five financial conversations every couple needs to have before retiring to make sure you’re on the same page and set up for success.