Many people come to us and have done a great job saving but don’t have a plan. Your confidence in retirement shouldn’t be based on that big number that you’ve saved. It should be based on a plan for that money to protect it, grow it, and create income that will last your entire life.

A Fidelity survey says only 23% of Baby Boomers have a written retirement plan, yet over 60% feel they will be ok in retirement. What is YOUR retirement confidence based on? As you get closer to retirement, is your portfolio in or out of balance for your age? A new study shows that nearly half of retirees have to cut back their spending in the first 5 years of retirement. What can you do now to make sure that doesn't happen to you. In a year where the market has been down, can you use those losses to your advantage with tax planning? What can we learn from Tom Brady's mental toughness when it comes to our finances.

This has been a volatile year in the stock market. Are we out of the woods or is there more to come? Four couples saved a lot of retirement, but only one couple felt confident. What did they have that the others didn’t? Why financial planning should include a discussion about legacy planning.

The two most important discussions with your advisor: Retirement income and market risk. How much cash should you hold before and in retirement? Is 2022 a bad year to retire? Seven retirement income sources you may not have thought of.

The market is down but many people are standing still with their money. Is that a good strategy? Retirement laws may be changing by the end of the year. Are you ready? When net worth doesn’t mean anything anymore. The five biggest retirement risks.

The three main questions of retirement planning: How do I grow my money while protecting it and developing the income I need so I don’t run out of money. Stop complaining about high taxes! You can do something about it. Why won’t my advisor listen? Have you had “the talk” with your adult children?

The financial news can be scary. Should the current economy have you making portfolio adjustments? There’s a new trend in when people take Social Security. Should you consider it? So, you didn’t win the Mega Millions lottery. Can you still have a retirement where you don’t worry about money?

Wall Street says, “Hang in there, it will come back.” Why is that not good advice right now? You save and save and then Uncle Sam penalizes you with taxes. Is there any relief? How is your Social Security IQ?

What if we go into a recession? What if inflation continues to go up? What if long-term care costs skyrocket? What if social security runs out? Sam talks about how the "what if" scenarios can be solved with proper retirement planning. Also, are you putting too much focus on the market? And you've spent years saving up to a "comfortable" number in your retirement accounts. But do you have a plan to convert that number to a regular income stream?

How do you prepare your portfolio for a recession? Playing “Myth Buster” for some long-held retirement rules. Retirement planning is more than just investments. The importance of tax and estate planning.