What if the biggest threat to your retirement isn’t financial—but conversational? In this episode, Abe Abich explores three critical discussions every couple should have before turning 65. From aligning lifestyle expectations to budgeting for healthcare, Abe unpacks how miscommunication can derail even the best-laid plans. Tune in for real-life examples and practical insights to help you and your spouse retire in sync.

 

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Think Roth conversions are simple? Think again. In this episode of The Retirement Key, Justin Dobak dives into the strategy behind Roth conversions—timing, tax brackets, Medicare premiums, and legacy planning. Learn how to avoid costly mistakes and why a personalized income plan is key to making Roth conversions work for your retirement goals.

 

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Think Roth conversions are just for the ultra-wealthy? Think again. In this episode of The Retirement Key, Joshua Barbin breaks down what Roth conversions really are, why timing is everything, and how they can help retirees manage future tax burdens. From tax brackets to RMDs, this is a strategic look at turning taxable savings into tax-free legacy planning—without the jargon.

 

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Think retirement means slowing down? Think again. Financial advisor Abe Abich shares why your post-work years are actually “Phase Two” of life—and how to plan for it. From choosing the right fiduciary advisor to navigating income, taxes, and Social Security, this episode breaks down what retirees need to know to protect and enjoy their nest egg. Plus, hear real stories of people who made the switch to smarter planning.

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What does golf have to do with retirement? More than you think. In this episode, Abe Abich tees up a conversation that draws surprising parallels between the game of golf and the journey to retirement. From avoiding financial hazards to staying focused on your personal goals, they explore how strategy, discipline, and the right coach can make all the difference—on the course and in your financial future.

 

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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.

 

Schedule your complimentary appointment today: TheRetirementKey.com

 

Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement

 

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