The IRMAA Ambush 4-4-26

9 Myths that Can Turn the Golden Years Blue 5-2-26

Nine myths. Nine ways a solid retirement plan quietly falls apart. From the "savings number" that doesn't save you, to the diversification that isn't, to the tax strategy that's really just procrastination — we're calling them out. All of them. This is 9 Retirement Myths That Can Turn the Golden Years Blue.

The Quest for Max Income 4-11-26

More yield. Better Social Security timing. Higher returns. Retirees try all of it in the quest for maximum income. Some of it works. Some of it backfires. And almost none of it compares to the one strategy that can increase what you actually keep by 30, 40, even 50 percent — without taking a single dollar of additional risk. This week — the quest for max income.

The IRMAA Ambush 4-4-26

Here's the cruelest twist in retirement planning: the people most likely to get hit with IRMAA are the ones who saved the most. The harder you worked and the more you saved, the bigger the target on your back. This week we're talking about the IRMAA Ambush — what it is, how it finds you, and what you can do about it.

Navigating the Retirement Red Zone 3-28-29

Think of the Retirement Red Zone as the 8 to 10 year window surrounding retirement — about 4 to 5 years before, and 4 to 5 years after. What happens during this period often has a bigger impact on your financial future than the following 20 years. Sequence of returns, withdrawal timing, and tax decisions all matter more than ever. Get the Red Zone right, and retirement can feel a whole lot more secure.

The 7 Essential Keys to Your Estate Plan 3-21-26

On this week's episode of Retire Ready Radio, we take you through 7 key estate planning elements to make sure you have checked off.