Unlock the secret to giving back while saving on taxes! In this episode, certified financial planner Ryan Oliver reveals how qualified charitable distributions (QCDs) let retirees donate directly from their IRAs, reduce taxable income, and maximize their impact. Discover eligibility rules, annual limits, and practical tips to ensure your charitable gifts count—without triggering tax headaches. Whether you’re planning your first QCD or optimizing your retirement strategy, this episode breaks down the essentials in a clear, actionable way.

 

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Is your financial strategy ready for the year-end crunch? Discover overlooked retirement moves, new catch-up contribution rules, and smart tax tactics that could help you keep more of your money. Financial advisor Abe Abich breaks down essential steps for maximizing retirement plans, meeting required minimum distributions, and leveraging Roth conversions and tax loss harvesting before the calendar flips. Whether you’re planning for retirement or just want to tidy up your financial “junk drawer,” this episode delivers practical insights for a stronger financial finish.

 

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Is your retirement plan a financial junk drawer? This past weekend’s radio show tackles the chaos of scattered accounts, conflicting advice, and common mistakes that can derail your future. Discover why clarity, consolidation, and stability matter as you transition from saving to spending. Learn about year-end strategies, the risks of ignoring inflation and longevity, and how to avoid costly missteps. Tune in for real stories, practical tips, and expert insights to help you simplify and secure your retirement.

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

 

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Are you making costly mistakes with your 401k without even realizing it? Financial advisor Abe Abich breaks down surprising new changes and overlooked strategies that could reshape your retirement plan. From caregiver credits and automated annuities to avoiding account overlap and streamlining your investments, this episode delivers practical insights for anyone approaching retirement. Discover how a 401k X-ray can reveal hidden risks and inefficiencies, and learn what steps you can take now to gain clarity and control over your financial future.

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

 

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What’s the real cost of holiday spending as you approach retirement? This past weekend’s radio show dives into the financial frenzy of the season, the truth about required minimum distributions (RMDs), and why tax planning is more critical than ever. Host Abe Abich shares real stories from local retirees, strategies for Roth conversions, and how a comprehensive retirement roadmap can turn confusion into confidence.

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

 

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How many income streams does it take to secure your retirement? This episode unpacks why relying on just one or two sources—like Social Security or a single investment—can leave your future exposed. Abe Abich explores the power of diversification, real stories from retirees, and practical ways to build a resilient income plan. From rental properties to annuities, dividends, and part-time work, discover how a balanced approach can help you weather market swings and enjoy lasting confidence in retirement.

 

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

 

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Are you ready for the retirement “red zone”? This episode dives into the crucial transition from saving to spending—unpacking the strategies, risks, and real-life stories that shape your financial future. Discover why required minimum distributions (RMDs), market highs, and portfolio risk matter more than ever as you approach retirement. Abe Abich breaks down how to build a flexible plan, avoid common pitfalls, and retire on your terms. Tune in for actionable insights from this past weekend’s radio show that could change your retirement game.

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

 

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Are you missing the warning signs that could derail your retirement? This episode dives into the red flags every retiree should watch for—from advisor relationships and tax time bombs to family communication gaps, outdated estate plans, scams, and risky behaviors. Certified financial planner Joshua Barbin shares practical insights to help you safeguard your future and spot trouble before it starts.

 

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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Are you risking your retirement on just a handful of stocks? This past weekend’s radio show dives into the hidden dangers of over-concentration in today’s market, the “Magnificent Seven” stocks, and why diversification is crucial as you approach retirement. Plus, Abe Abich spotlights the unique financial challenges women face and the importance of planning for life’s unexpected turns. Real listener stories and expert advice make this episode a must-hear for anyone nearing retirement or navigating the great wealth transfer. Tune in for practical insights and strategies you can use now.

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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Are your investment choices secretly sabotaging your retirement dreams? In this episode, financial advisor Joshua Barbin reveals how internal and external conflicts can steer investors off course. Discover the importance of aligning your goals, risk tolerance, and expectations—and why honest communication with your advisor is the key to clarity. Real-life stories show how finding the right advisor can transform your financial future. Tune in for actionable steps to assess and improve your retirement strategy.

 

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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