Retirement can be seen as a journey. In this show, Dan discusses a recent hike up Camelback Mountain in AZ and relates it to the retirement journey he sees many people through. This analogy will give you insight into retirement and some tips on what you can expect.

The highest monthly Social Security check in 2026 is $5,251. How does one qualify to get that much? In this show we'll explain the three qualifications a person must have in order to get the maximum amount from Social Security in 2026.

Spouses often have very different risk tolerances. This can dramatically impact retirement planning, and even cause marital trouble. In this show we explain how couples should be handling risk planning in retirement in order to keep the family harmony.

Many plan for a 20 year retirement, when a 30+ year retirement is potentially more realistic. Do people really need to plan on living until age 100? Do they want to plan to live to 100? We talk about this scenario in this show.

You can't sell now, even though you think it might be time to do so. After tremendous gains (or losses) in the stock market, many are in a position where they want to adjust their portfolio, but they can't seem to do it. Perhaps the "Endowment Effect" is what is holding them back. In the show, we talk about this situation where people are "stuck" and don't know why.

In this episode, we dive into why 2026 is being hailed as a landmark year for the Health Savings Account. We explore the latest IRS updates, including increased contribution limits and expanded eligibility that opens the door for millions of additional tax-advantaged savers. Tune in to learn how to leverage the "triple tax advantage" of the HSA to not only manage rising healthcare costs but to supercharge your long-term retirement strategy.

The ancient fable of "The Cracked Pot" can teach us a powerful lesson about planning for your retirement. Listen to this old tale and learn how you can make some adjustments to your approach that may lead to a much brighter and satisfying future.

In order to keep the family harmony, certain important financial matters need to be planned. However, it's often difficult to initiate the conversations around money and health. In this show we discuss why holiday gatherings are the BEST time to discuss important issues. We also share some tips on how to initiate these conversations without being awkward.

What if you think you don't have enough to retire? What's your next move? In this show, we talk about steps to take if you have that feeling that you'll be forced to work forever. Don't bury your head in the sand - take a proactive approach instead.

The health insurance subsidy cliff is back! In this show we discuss the top two important things to know about health insurance before Medicare. ACA plan prices are out of control and you need to be proactive about it.