Think DIY tax planning is saving you money? It might be costing you more than you realize. In this episode, Abe Abich breaks down why retirement tax strategy is too complex to tackle alone. From Roth conversions to RMDs and legacy planning, they explore how working with a fiduciary advisor can help you avoid costly mistakes and build a more tax-efficient future. Click here for Abe's 2025 Tax and Benefit Guide. 

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What if your biggest retirement mistake isn’t financial—but mental? In this episode, Abe Abich unpacks why so many Americans dream about retirement but fail to plan for it. From budgeting for passions like golf and travel to building a lifestyle plan that evolves with you, Abe explores how to retire with purpose—not just a portfolio. Plus, insights from a Lincoln Financial study and tips on avoiding regret in your go-go years.

 

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Are you “pretty sure” your retirement plan is solid? That might be your biggest red flag. Abe Abich breaks down why even confident investors—and long-time advisor clients—should consider a second opinion. From reactive relationships to overlooked tax strategies, Abe outlines the subtle signs your financial plan may not be as personalized or proactive as it should be. Whether you're working with an advisor or managing it all yourself, this episode helps you rethink what true retirement readiness looks like.

 

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Think investing is only for the wealthy or the Wall Street-savvy? Think again. In this episode of The Retirement Key, certified financial planner Joshua Barbin breaks down the basics of stocks, bonds, mutual funds, and ETFs in plain English. Whether you're just starting out or helping a loved one take their first financial steps, this Investing 101 conversation offers clarity, context, and a few myth-busting surprises along the way.

 

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What does it mean to turn your nest egg into a “juicy” retirement paycheck? In this episode, Abe Abich unpacks practical strategies for transforming your savings into sustainable income. He breaks down four common retirement tips—withdrawal strategies, money market funds, annuities, and bonds—and explain how to tailor them to your goals. Whether you're planning your “go-go” years or thinking about legacy, this conversation offers a grounded look at building a retirement roadmap that fits your lifestyle.

 

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One wrong turn can ruin a dream vacation—and your retirement. In this episode, Abe Abich draws a powerful parallel between travel mishaps and financial missteps, revealing four common pitfalls that can derail your retirement plan. From Social Security timing to investment risk and healthcare costs, learn how to avoid the financial equivalent of a flat tire on the road to retirement.

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Think retirement planning starts at 65? Think again. In this episode, Abe Abich breaks down the key milestone ages that shape your retirement journey—from catch-up contributions at 50 to required distributions at 73. With new rules for 2025 and insights on Social Security timing, Medicare, and rollover strategies, this conversation helps you understand what happens when—and why it matters.

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Retirement is closer than you think—are you ready? Financial Advisor Abe Abich goes through five critical mistakes that could derail your retirement plans, including the dangers of not having a plan, underutilizing saving opportunities, and ignoring tax planning. He also highlights the importance of timing your job exit thoughtfully and preparing for unexpected healthcare costs that could drain your savings. Through real-life examples and practical strategies, Abe emphasizes the steps needed to create a comprehensive retirement plan as you approach the finish line of your working years. Don’t leave your future to chance—understand the key decisions that can set you up for a fulfilling life after work.

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How can you transition seamlessly from accumulating wealth to living off it in retirement? Abe Abich goes through the crucial shift from phase one financial planning to phase two: mastering income generation, mitigating taxes, managing risks, and building a legacy. Through thoughtful discussions, listeners will uncover the importance of clarity, stability, and planning in navigating the complexities of post-work life. Whether you’re tackling income stability, tax efficiency, or passing on wealth, this episode offers practical insights to empower retirees in crafting a plan that supports their goals and adapts to life's changes.

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Curious about retirement planning? Financial planner Justin Dobak explains the first meeting process, emphasizing the importance of a holistic approach to retirement planning that covers investments, estate planning, tax planning, and insurance. Justin shares key topics discussed in the first meeting, such as bringing an open mind and being ready to learn. He explains fee structures and highlights the importance of having emergency funds. Finally, Justin discusses the follow-up process and how financial plans can evolve over time.

 

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