Episode 159 - Not as good as advertised. The recent 5.9% Social Security COLA isn’t as good as it seems.

Elder abuse is a huge problem that’s getting even bigger. Do you know the signs of elder abuse? More important, what should you do if you suspect it’s happening to someone you know?

Episode 157 - New IRS tables will impact required minimum distributions beginning in 2022. Learn how it could impact you here.

Episode 156 - The 4% Rule has been one of the standard models of retirement planning since the 1990s. The rule, however, has come under attack of late. A recent report by Morningstar indicates that the real number is more like 3.3%. What’s a retiree to do?

Episode 155 - Deciding on when to collect Social Security is a complicated process. But it comes with surprising flexibility. And people are surprised to learn of the three “do over” options that Social Security allows.

Episode 154 - The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them.

Episode 153- Purchasing an annuity in your Traditional IRA will guarantee that you never outlive your retirement savings and provide you with a secure, stable and stress-free retirement.

Episode 152 - Is the Social Security Administration running a scam? One prominent retirement expert thinks so.

Episode 151 - The IRS is expected to expand its efforts to discover tax evasion through increased information reporting, updated technology and increased examinations. Most of the focus will be on high-income individuals.

Episode 150- COLI is an effective tool to invest company cash in a tax-deferred growth vehicle with a death benefit component to fund a variety of business-planning needs and strengthen the company’s financial statements.