Players and coaches retire; people move on. What happens when your financial advisor moves on? When is a 5% return not really 5%? It’s been four years since Congress changed some of the rules about your 401(k), but we still aren’t seeing the results. Why not?

How serious should you take the financial news predictions? If you feel you made a mistake, can you start and then stop Social Security? The Trump Tax Laws expire in 2026. How could this affect you?

We look at interest rates, the Fed, markets, regional banks, The Magnificent 7, and more.

Whether it’s too much risk in your 401(K), too much exposure to one stock, or missing the elements of tax and estate planning, there are a lot of boxes to check off before retirement. This podcast points out some of the mistakes we see and how to fix them.

There’s a Senate proposal to cut back the taxes you would pay on Social Security. Warren Buffet’s right-hand man has passed away. How do you make your retirement money produce income? The biggest fear of retirees’ is running out of money. Is it real or is it a message we have bought into?

If you are a list maker, we have your to-do list before retirement. Dave Ramsey set the financial world on fire with a very controversial statement. 2024 will bring new tax brackets. Will it help or harm you? Social Security and savings may not be enough. Developing more than two paychecks in retirement.

Without income, there is no retirement. Social Security, pensions, 401(k)s, CDs, structured notes: There are a variety of tools to help build a successful income plan and replace your work paycheck with a retirement paycheck.

You want to protect your money, but not give up growth. Sam Liang talks about other growth options beyond just the Market.

When you think of protecting your money in retirement, are you considering more than just the risk of the Stock Market?

The one big area of concern with interest rates. Should you delay your retirement planning because of an election year? Converting money from a 401(k) to a Roth means watching this number. What are the signals that say, “It’s time to see a financial professional about retirement.”