Time is running out on the year 2025, and there are some critical retirement planning moves you have to, or may need to make by the end of the year. If you fail to make these moves in time, you may lose money in the form of penalties, taxes, or lost opportunity cost. Find out what these requirements and moves are here! 

There's no denying that retirement planning is a sophisticated and complicated process. In fact, getting to and surviving retirement can be like navigating your way through a minefield, and there are several retirement traps you must avoid. Join as we discuss these traps in detail and arm you with the information you need to survive. 

It's Halloween Season, and as you know the main theme around Halloween is Trick or Treat--which is also a main theme right now in the retirement planning world. Join in as we discuss the many tools, plans, and strategies that could be a treat for your retirement plan, or a very costly trick depending on how you're using them. 

Halloween is a made up theme, but there are many issues going on right now in the financial, economic, tax, and political world that are very real and downright scary. Join me as we discuss these issues in detail, and what you can specifically do to calm your fears and not be scared. 

The original inherited Stretch IRA has been severely changed by the Secure Act that went into effect the beginning of 2020. Now what do you do? Find out here!