The Quest for Max Income

9 Myths That Can Turn the Golden Years Blue

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

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.

Navigating the Retirement Red Zone

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 Essential 7 Keys to Your Estate Plan

On this week's episode, we take you through 7 "must haves" to ensure your estate plan does what it's designed to do.

13 Successful Money Habits

Habits can create an environment to attract, grow, and preserve wealth. The opposite is also true - the wrong habits can repel, prohibit, and destroy wealth. On this week's episode, we explore 13 positive habits to empower your wealth.