The retirement planning universe is shifting! With major tax & healthcare changes, the decisions you make now could save you thousands in taxes and healthcare costs.
We're breaking down the four most critical moves you must make before the end of 2025.
In our listener question segment, we address if private equity is a smart move for your 401(k).
Finally, in the Retirement Big Picture part of our show, we visit the Tarantula Nebula, one of the largest and most magnificent star-forming regions in our galactic neighborhood.
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SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:
My team and I have guided hundreds of families across the U.S. through retirement’s biggest challenges over the last two decades.
The result?
Smarter tax strategies, better investment decisions, and a more confident retirement.
If you’re seeking clarity and a proven retirement planning process, we’d be honored to help.
👉 Schedule a Complimentary Strategy Session
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EPISODE RESOURCES:
→ Grab the Episode Show Notes

Don't let unexpected risks derail your well-earned retirement!

In this episode, we break down the four unique and often-overlooked risks -- like sequence of returns and spiking expenses -- that make spending money in retirement fundamentally different from saving it.

You'll learn the crucial strategies, from income planning to tax management, that will help you confidently navigate your financial orbit and ensure your nest egg lasts as long as you do.

In our listener question segment, we think through how to optimize Medicare Part D coverage for prescriptions to avoid a lifetime penalty.

Finally, in the Retirement Big Picture part of our show, we take a journey to the Bull’s Eye galaxy, a colossal galactic collision with record-breaking results of beauty.

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SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

My team and I have guided hundreds of families across the U.S. through retirement’s biggest challenges over the last two decades.

The result?

Smarter tax strategies, better investment decisions, and a more confident retirement.

If you’re seeking clarity and a proven retirement planning process, we’d be honored to help.

👉 Schedule a Complimentary Strategy Session

***

EPISODE RESOURCES:

→ Grab the Episode Show Notes

We examine the often-overlooked emotional and psychological aspects of retirement.

Perhaps – like many of us – you’ve been so focused on reaching your financial goals that you haven't given much thought to what's next?

You've built a comfortable nest egg, but what about your next big adventure? We'll tackle how to craft a purposeful retirement, because your purpose doesn't retire just because you do.

In our listener question segment, we’ll think through the emotional side. Are you truly ready to make the leap to retirement in your head?

Finally, in the Big Picture part of our show, we’ll zoom out to visit The Butterfly Star -- a beautiful birthplace of star and planetary formation.

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SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

My team and I have guided hundreds of families across the U.S. through retirement’s biggest challenges over the last two decades.

The result?

Smarter tax strategies, better investment decisions, and a more confident retirement.

If you’re seeking clarity and a proven retirement planning process, we’d be honored to help.

👉 Schedule a Complimentary Strategy Session

***

EPISODE RESOURCES:

→ Grab the Episode Show Notes