4-18-26 529 Leftovers, Home Sale Taxes, and Inherited Roth IRA Rules

6-20-26 Life Insurance Myths, Medicare Coverage & Retirement Planning Insights

Jeff Lapidus flies solo this week covering common life insurance misconceptions, strategies for long-term care planning, retirement income decisions, and Medicare coverage for durable medical equipment with Medicare Coach Frank Ellis. Plus, listener questions on Roth conversions, gifting to children and grandchildren, and managing retirement taxes.

6-13-26 Retirement Travel, Portfolio Mix & Income Planning

The Retirement Coaches discuss how to balance portfolio risk and income in retirement, sustainable withdrawal strategies, Medicare coverage while traveling, long-term care planning, and what recent market developments could mean for investors. They also answer listener questions on retirement readiness, beneficiary IRAs, and retirement income planning.

6-6-26 Retirement Questions Answered: HSAs, Housing Costs, and the 4% Rule

The Retirement Coaches discuss how HSAs work before and after Medicare, the challenges facing today’s homebuyers, value investing principles, retirement savings opportunities, and whether the 4% withdrawal rule still makes sense in today’s market. Plus, they answer listener questions on Social Security, pensions, Medicare, and retirement income planning.

5-30-26 Market Momentum, Medicare Changes & Multi-Generational Planning

The Retirement Coaches discuss recent market gains, strategies for managing highly appreciated investments, and ways to incorporate grandchildren into long-term estate planning. They also break down rising Medicare supplement premiums, explain key differences between Missouri and Illinois Medicare rules, and answer listener questions about retirement readiness and long-term care planning.

5-23-26 401(k) Rollovers, Roth Money & Retirement Planning Questions Answered

The Retirement Coaches - Jeff, Erin, and Robert answer listener questions on retirement planning, including 401(k) rollovers, Roth account strategies, taxes in retirement, and ways to organize your financial picture as retirement approaches. Plus, insights on preparing for life’s next chapter and creating a thoughtful game plan for the future.