Massey on Money

What if the classic rules of retirement income no longer hold up in today’s world? In this episode, Amy and Jeff spotlight a surprising study shattering the idea that one-size-fits-all strategies—like the 4% rule or annuities alone—are enough. Hear how blending different income tools can unlock greater financial stability, and why understanding your unique needs matters more than following old formulas. Discover what really works behind a successful retirement plan, and why your instincts might already be ahead of the game.

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

Can filing taxes separately really save you more after retirement? What if one child is responsible and the other is not—can you shape how your inheritance is used? In this candid Q&A episode, Jeff Massey and Amy Sharpe tackle the financial dilemmas listeners face but rarely discuss openly, from long-term care anxieties to the complexities of charitable giving and concentrated company stock. Discover the hidden pitfalls and strategies that could make all the difference for your retirement—plus, hear why "just taking care of everything" isn’t always the right plan for couples.

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

Are soaring stock markets really cause for celebration—or just new reasons to worry? As headlines tout financial highs, a surprising number of Americans are left uneasy about what it means for their retirement future. Jeff Massey and Amy Sharp dig into the gap between numbers and emotions, dissect new survey results, and address the deep-rooted concerns about Social Security and market fluctuations. Is your plan ready for what comes next, or is the safety you feel just an illusion? The answers—and the real risk factors—may surprise you.

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

Are you missing crucial changes to your Medicare plan? As open enrollment season arrives, discover why overlooking this brief window could lead to unexpected expenses, lost coverage, or disruptions to your retirement routine. Jeff Massey and Amy Sharpe delve into overlooked details—from rising premiums to shifting networks—and expose how easy it is to lose out in a sea of confusing updates. Get ready for a candid conversation that reveals what so many retirees misunderstand about staying protected and in control, all in a climate of shifting policies and looming financial uncertainty.

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.