In preperation for the holidays, Ed explores the Ghosts of Retirement Past, Present, and Future — the decisions you’ve already made, the income choices you’re facing today, and the legacy you hope to leave behind. The conversation breaks down how small, overlooked gaps in taxes, investments, insurance, and estate planning can quietly impact your retirement over time. Learn how bringing those pieces together can help you stop guessing, create reliable income, and build a plan that works in real life — not just on paper.

In this week’s episode, Ed Storer shares insight on how to turn uncertainty into opportunity when planning for retirement. With topics spanning tax efficiency, portfolio design, income generation, and long-term protection, Ed and his team aim to help you coordinate every part of your financial life so you can focus on enjoying the next chapter.