Without income, there is no retirement. Most people have retirement saving vehicles but don't know how to turn that money into the income needed for retirement. Today Danny discusses the importance of having a plan for doing this, along with strategies that can be used to create that income plan.

Social Security, longevity, and managing pre-retirement investments are three areas where pre-retirees can make errors and cost themselves thousands of dollars. Today Danny discusses these areas in detail and what you can do to recover if you have made any, and how to prevent yourself from getting into trouble in the first place.

Today Danny takes a look at some ways to help boost the amount of income you can receive for retirement. This includes working an extra year to increase Social Security benefits, and using tax planning strategies to help save what you pay to Uncle Sam, especially with rates set to increase at the start of 2026.

The U.S government continues to spend money like it's going out of style. But this kind of fiscal mismanagement has consequences, not just for the country, but for retirees as well. Today Danny and Chris discuss the possibility of rising taxes, further bouts of inflation and increased market volatility because of the rising debt, and what it could mean for your retirement plan.

Danny and Chris discuss eight mistakes to avoid in finding the right financial professional to guide your retirement plan and bring it to fruition.

Diversification is key to having a portfolio that can weather volatile market situations. Today Danny and Chris take a look at how to set up your strategy to be sure your savings can properly grow and get you ready for being able to use them for income and other purposes come retirement time.

Danny and Chris take a look at three significant risks that could greatly affect your retirement plan if they are not addressed properly: Social Security funding by the government, inflation and a proper investment strategy to mitigate the risk of a down market.

When you get close to retiring, there are a lot of decisions as to what to do with money in 401K or similar plans, as well as IRAs which may not be tax efficient. Today Danny and Chris go over some strategies that could benefit someone in putting a solid, tax efficient retirement plan together from these saving vehicles.

Tax preparation looks back at the last year to help you pay the right amount of taxes for that year. But tax planning looks ahead and can help you look to pay less in taxes than necessary. Danny and Chris look at how proper tax planning could help save clients a lot of money in future years.

Today Danny and Chris discuss ten important questions concerning taxes in retirement and how proper planning for them could save you thousands of dollars over the length of your retirement.