On this episode:

• One woman writes in talking about her biggest retirement regret.
• Millions of pre-retirees are moving money from their 401(k)s to their own IRAs. A smart move. Yet many people are stuck on what to do next.

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On this episode:

• Will 2026 be a better or worse year to retire than last year?

• There are trillions of dollars in money market funds waiting to be deployed into the market. Will it save us from a downturn?

• Can you do a Roth conversion without paying taxes? One advisor says he has the secret.

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Much like when parents try to put off the "talk" when their kids are younger, they often avoid sharing estate plans when their children are older. Greg Aler explains how clear communication on wills and trusts—especially in blended families—prevents probate battles and protects your legacy with a simple, actionable roadmap.

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Before making big moves with your 401(k) at retirement, Greg Aler and Phil Huff explain why understanding your goals is more important than defaulting to “safe” investments. 

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With 4 million people retiring every year, there are bound to be “bad actors” out there in the financial planning world. How do you spot them?

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On this episode:

• Why is there a disconnect between what people want and what financial advisors provide?
• Don’t fall prey to “bad actors” in the financial world.
• What are the actual steps to dialing back your portfolio risk?

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The #1 concern every year among retirees is the fear of running out of money. Some advisors are saying, maybe that’s on us.

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On this episode:

• How will you spend in retirement?
• Should your kids know the details of your will?
• Vanguard: Will two wrongs make a right?

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Even a national group of financial advisors admits the term fiduciary is vague and, in their words, “means nothing.” Greg gives his opinion on the topic and what is more important when searching for retirement assistance.  

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On this episode:

• 3 straight years of double digit returns in the stock market. What are the chances it will happen again? 
• The more money you make in retirement, the more benefits you lose. How do you balance it out?
• What many DIYers miss in retirement planning.

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