Are you one of the record number of Americans preparing to retire this year? Matt and Rebecca discuss steps you should be taking as you prepare to retire. They also discuss the importance of rolling over those 401 (k) accounts, and Matt sits down with American Hero, Travis Mills. 

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.com

Do you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

Should you have an estate plan? Matt and Rebecca discuss why you should consider an estate plan. They also discuss the 100 minus your age rule, the three fears on the horizon, and the importance of guaranteed income in retirement. 

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.com

Do you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com

How do you decide when it is time to retire? Matt and Rebecca discuss how to know if you are ready to retire. They also discuss how Baby Boomers' and Gen X's planning is different and the importance of an emergency fund in retirement. 

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. 

How can we eliminate the guesswork from retirement planning? Matt and Rebecca discuss the importance of a retirement plan. They also discuss when to review your estate plan and ways to mitigate risk in your portfolio. 

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon.

How does a trust differ from an estate plan? Matt and Rebecca discuss how trusts and estate plans work together. They also discuss whether the stock market is nearing a cliff and the fact that 1 in 4 Americans are holding off on retirement due to the economy. 

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon.

What does the "One Big Beautiful Bill" mean for your retirement? Matt and Rebecca discuss what parts of the legislation affect your retirement. They also discuss the importance of an estate plan, why planning 5-10 years before retirement is crucial, and how to prepare for income when paychecks stop. 

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon.

How do we pivot from saving to income mode in retirement? Matt and Rebecca discuss flipping that switch to spend mode in retirement. They also discuss whether crypto is right for a retirement portfolio and the importance of estate planning. 

You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon.