Many people have their retirement savings in 401K or IRA accounts. But what can they do with that money when it comes time to actually retire? Jeff and Camille answer questions concerning these vehicles and the strategies which can be used to provide for income and more, and do so in the most tax efficient way possible.

The tax environment is uncertain with the Tax Cuts and Jobs Act set to expire at year's end. And inflation is still an issue as well. Jeff and Camille take a look at each and discuss how planning can help your nest egg last regardless of the status of taxes and inflation in the future.

Finding the right mix of investments for your portfolio can help an individual or couple reach their financial goals. Jeff and Camille discuss how rebalancing those investments with the help of a financial professional is key to a successful portfolio providing the income needed for retirement.

A recent study conducted by AARP showed that 20% of adults age 50 and older had NO retirement savings, and that some 57 million U.S. workers did not have access to either a pension or an employer approved retirement savings plan such as a 401K. Jeff and Camille discuss how to avoid a retirement savings crisis which could involve those with savings paying more in taxes to help out those that don't.

When you are ready to retire, what do you do with your 401K, which is likely your largest retirement savings and investment vehicle? Jeff and Camille go over ideas and strategies surrounding the best ways to convert your 401K into whatever vehicles your plan needs for a satisfying retirement.

Jeff and Camille take a look at Social Security and a report indicating it could only have full funding for benefits until 2033. They look at what could happen depending on how Congress chooses to act going forward. They also answer listener questions in the popular mailbag segment.

A recent CNBC poll shows younger Americans are not as confident about a comfortable retirement as opposed to their parents. Jeff and Camille take a look at some of the factors involved in this study and how planning can help alleviate some of the questions. They also look at timeless advice through historical quotes and how they relate to planning for retirement.

The U.S. national debt is now at $36 trillion. How will this problem be addressed? Increased taxes seem to be a likely answer. Jeff and Camille take a look at this issue and how tax planning can help legally lower your tax bill to the IRS, helping keep more money in your pocket for retirement.

Social Security is still a cornerstone of retirement income. Jeff and Camille go over why it is so important to so many people, and how planning to optimize your benefits could result in more income for you. Later they answer some questions revolving around taxes and their history since the income tax first came into being in 1913.

Jeff and Camille discuss the recent re-election of Donald Trump to the presidency, and what it could mean going forward for the economy and your retirement plan. They also answer questions from the mailbag.