In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

During this episode, we’ll examine some of the things you need to know about retiring early.

During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.

This episode breaks down the massive financial shifts following the passage of the "One Big Beautiful Bill Act," detailing how permanent tax bracket updates and record-high standard deductions will affect your bottom line. Tune in for essential year-end strategies.

Choosing the right withdrawal strategy is the most critical decision for making your retirement savings last a lifetime. We move beyond the rigid 4% Rule to explore dynamic, flexible methods that adjust your spending based on real-time market performance. Learn how to strategically draw down your portfolio across different accounts to minimize your lifetime tax bill and maximize your spending power. This episode provides the practical tactics you need to protect your nest egg from market volatility and avoid running out of money.

This episode welcomes back Senior Portfolio Manager Keith Gangl for his highly anticipated market update, focusing on the critical economic factors impacting long-term wealth and retirement portfolios. Keith provides his expert analysis on inflation, interest rate movements, and sector performance, offering a clear picture of today's financial landscape. Tune in to hear his practical, data-driven strategies for navigating market volatility and positioning your retirement assets for sustained growth and income.

In this episode, we’re going to discuss Social Security recently announced 2026 Cost of Living Adjustment (COLA).

During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.

This episode welcomes back Portfolio Manager Keith Gangl for his highly anticipated quarterly market update, focusing on the key economic indicators that are currently driving investor behavior. Keith offers his expert analysis on inflation trends, interest rate policy, and the sectors poised for the strongest growth in the coming months. Tune in to hear his precise strategies for navigating potential market volatility and positioning your investments for maximum long-term success.