Imagine discovering the secret to a retirement that weathers the storm of market fears and tax tides, turning your golden years into a treasure chest of financial security. That's exactly what we're unlocking in today's episode, where I sit down with financial wizard Dr. David Blanchett to dissect the underestimated sequence of returns risk and the elusive 'quadruple whammy' that could sink your retirement dreams faster than the Titanic. 

Have you ever wondered if your 401(k) is a Trojan horse for your wealth? We're ripping the lid off the retirement risks that experts like Tom Hegna and Ed Slott caution about, shining a light on the tax man skulking in the shadows, ready to tax your nest egg. Understanding IRMAA and the impact of today's actions on your future Medicare premiums is just the tip of the iceberg. With anecdotes from my personal journey—from a basketball enthusiast to a college golf strategist—I'm illustrating that preparation is key, whether it's on the court, the course, or in carving out a resilient retirement plan.

Send us a text