Can life insurance be used as a retirement income tool? Yes. Did Kyle Busch, the famous NASCAR driver, recently lose $8 million with such a life insurance strategy? Apparently so. In this show we talk about the current lawsuit between Busch and the insurance company.

To convert or not convert?...that is the question. In this show we discuss some top factors to consider when deciding about converting your Traditional IRA to a Roth IRA. Be sure to listen in to learn the one particular factor that is often overlooked and that can dramatically change the tax math on your Roth conversion decision.

There’s a common belief that you can never save too much, but is the fear of running out of money causing you to miss out on life right now? Learn how to find the critical balance between future security and enjoying the present by confidently spending some of your hard-earned wealth.

We’re tackling the biggest misconception in financial planning: the idea that there is one universal "magic number" you need to hit for a comfortable retirement. We break down why fixating on a round figure like $1 million is misleading and often causes unnecessary stress and anxiety. Instead of focusing on a total savings amount, learn the three personal variables—expenses, guaranteed income, and the savings "gap"—that determine your true retirement number.

New guidance from the IRS has been issued regarding catch-up contributions into 401k plans. This new guidance starts in 2027, but employers may start it in 2026. In this show we explain the options for people 50 years old and up and how this new information should be impacting your tax planning.

Financial abuse of older people is getting out of hand. Congress is working toward new rules to help prevent this financial exploitation. In this show we cover some of the latest news and issues around financial abuse of retirees.

If you could lock in an interest rate of 5+% on your retirement savings, would you? If so, how long would you lock in - 3 years, 5 years, 10 years? In this show we talk about the pros/cons of locking in "high" interest rates today.

Health insurance costs have been going up every year for the past decades. This isn't anything new. However, in 2026 a HUGE spike in costs are expected. Not only are insurance companies raising prices, but the expanded health insurance subsidies are being cut. This one-two punch may knock many people out of the insurance market altogether.

Retirement is an exciting time and often filled with relaxation, adventure, or a combination of both. But for some, retirement can be difficult and bring on feelings of aimlessness, boredom, or even fear. In this show, we interview a retiree who has engaged in a very interesting and inspiring strategy to ward off potential doldrums of retirement.

Non-qualified annuities, funded with after-tax dollars, have distinct tax implications. In this show we go over the special rules and tax implications of owning an annuity outside of an IRA. While some might see these rules as an advantage, others might be paying a steep tax price in the end.