Where do the most centenarians live and what are they doing that lets them live so long? In this show we discuss the concept of Blue Zones, which reveals the areas of the globe where people are living long and health lives. What doe these people have in common and how should you change your financial plans to be more like them?

In which state will one million dollars last the longest for a 65 year old? According to recent analysis from GoBankingRates, it could be gone in 10 years or 22 years, depending on where you live! Listen in as we reveal where money will last the longest and also explain why this type of analysis really misses the boat when it comes to retirement planning.

Investing can be tricky in general. How does a decreasing interest rate environment impact investing? Where should you be putting your money when interest rates are falling?

Classic Christmas holiday movies are fun to watch and offer powerful life lessons. Are any of these lessons financial or retirement focused? In this show we explore the financial lessons learned from Christmas Vacation, A Christmas Story, It's a Wonderful Life, and The Grinch Who Stole Christmas.

What is a lifetime income rider? (also known as an LIBR, GMIB, GLWB, GMWB) These added features on variable and indexed annuities can be confusing and often misunderstood. In this show we discuss these riders and why you may want to avoid them.

Required Minimum Distributions (RMDs). What are they, and what are the new rules surrounding these IRS restrictions on retirement savings? In this show we go through an extensive FAQ on the rules and changes to this unpopular part of the tax code.

Planning on retiring soon? In this show we discuss the key decisions and actions someone must take if they are planning to retire within the next five years. If you want to retire successfully, you should start planning now by listening to this show.

If you have a government pension, you may not get 100% of your Social Security check. In this show we discuss how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) provisions reduce the benefits of certain government employees.

The highest monthly Social Security check in 2024 will be $4,873. How does one qualify to get that much? In this show we'll explain how and also discuss some other important changes to the numbers around Social Security that take effect in 2024.

There are many financial decisions and actions retirees must take. One in particular can go a long way in keeping harmony in the family- making sure assets pass to the next generation without drama. In this show we discuss this often overlooked, yet simple action you can take to avoid future problems.