Watts on Wealth

Mailbag Questions


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“Are you missing something crucial in your retirement plan—or just running on assumptions?”
This episode of Watts on Wealth dives into listener questions that reveal the real-life puzzles, pitfalls, and uncertainties facing retirees—from shaping business exit strategies to sidestepping modern scams. Barry and Joey spotlight the difference between having a checklist and mastering the six-step process to true retirement confidence. They unpack unpredictable expenses like long-term care and illustrate why periodic strategy visits—far more than routine reviews—can fortify your financial peace of mind. The conversation is candid, practical, and peppered with stories, leaving you to question: is your plan resilient enough for the curveballs tomorrow may bring?

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Watts on WealthBy Barry Watts