Is it true that taxes and change are the only life certainties? Discover why a coordinated approach to retirement—one that runs toward, not away from, tough tax questions—may make all the difference. In this lively episode, Barry Watts and the Wealthcare team unpack the hidden pitfalls of planning in a vacuum, the surprising realities of Social Security taxation, and the subtle “gross versus net” mindset that can shrink your real retirement income.

Full of candid stories, hard-earned wisdom, and a dash of humor, the conversation explores the six crucial steps to retirement confidence…and a few truths about happiness that go well beyond the numbers. Where does your plan stand—and are you really ready for every Saturday to feel like, well, Saturday? Tune in to find out what most miss before stepping into retirement.


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