Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence.

We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy.

Key topics include:
- Social Security timing and withdrawal strategies
- Healthcare costs before Medicare
- Investment risk and sequence-of-returns risk
- Tax efficiency, Roth conversions, and estate planning
- Long-term care funding options
- Emotional readiness and legacy planning

Whether you’re a high-net-worth professional, dual-income family, or executive approaching retirement, this checklist will help you feel prepared for the next chapter.

In this episode of Inevitable Wealth, we break down the biggest forces shaping your portfolio in 2025—from market momentum and Fed policy to sweeping tax law changes under the One Big Beautiful Bill Act (OBBBA).

We cover:

• Why the market is rallying (and whether it’s sustainable)
• Jerome Powell’s next move and what it means for interest rates
• How new SALT deduction rules and tax bracket changes impact high earners
• Big opportunities (and risks) as 401(k) plans open to alternative investments
• Why we’re holding international stocks—and what that means for diversification
• The psychology of FOMO vs. fear, and how rebalancing helps you stay disciplined

We also integrate fresh insights from Professor Jeremy Siegel, who weighs in on AI, tariffs, and earnings season—and why he still believes in the bull market.

Whether you’re planning your next Roth conversion, managing business deductions, or wondering if you’ve missed the rally, this is your guide to investing with clarity.

We’re covering four major forces shaping markets in 2025:

• The Fed’s Dilemma: With rates still at 4.25%–4.50% and inflation stubborn, we unpack whether cuts are really coming.
• Tariffs & Trade: How rising tensions could impact portfolios and global growth.
• Tax Sunset Prep: What high earners should be doing now before rates and exemptions change in 2026.
• AI: Boom or Bubble? We spotlight where real long-term value may lie—and what to avoid.

Smart insights to help you invest with confidence in an uncertain year.