How should you handle an inherited IRA? Matt and Rebecca discuss what you should do with an inherited IRA. They also discuss withdrawal strategies, what to do with required minimum distributions, and why year-end check-ins are so important. 

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

What can inflation do to your retirement portfolio? Matt and Rebecca discuss how inflation can cut into your retirement income. They also discuss the differences in the importance of an estate plan, as well as the fear of running out of money 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

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

Is it important to look at what your tax bill will be in retirement? Matt and Rebecca discuss why it is important to be proactive with your retirement tax plan. They also discuss the differences between a will, a trust, and an estate plan, as well as whether the Big Beautiful Bill makes Roth conversions a least desirable option. 

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

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.