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  • Mind Over Markets - October 4, 2025

    Mind Over Markets - October 4, 2025
    2025/10/05
    Market volatility can trigger emtional responses that may not be in the interest of retirees when implementing their plan. Dan and Alex Diaz take a look at ten thought provoking questions to answer when faced with reacting to the ups and downs of market activity.
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    50 分
  • Searching for the Appropriate Retirement Income Strategy - September 27, 2025

    Searching for the Appropriate Retirement Income Strategy - September 27, 2025
    2025/09/28
    With all the variables such as market risk, longevity risk, taxes and more involved, a one size fits all approach such as the four percent rule no longer applies to retirement income planning. Today Dan and Aaron look at alternative ways of approaching planning that involve looking at essential and non-essential expenses and ways to assure guaranteed income for the former, as well as providing for growth and flexibility for the future.
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    50 分
  • The Retirement Income Blueprint - September 20, 2025

    The Retirement Income Blueprint - September 20, 2025
    2025/09/21
    Turning your retirement savings accounts into vehicles that can provide steady, reliable income is a different process. Today Chris and Dan take a look at the way this is done, using various financial strategies and vehicles that do exactly that.
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    50 分
  • Your Financial Fortress - September 13, 2025

    Your Financial Fortress - September 13, 2025
    2025/09/14
    Dan and John Aarhus discuss the challenges involved in today's retirement planning, and some different strategies to help create income, protect against inflation, and more.
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    54 分
  • Tax Strategies - Keeping More of Your Retirement Dollars - September 6, 2025

    Tax Strategies - Keeping More of Your Retirement Dollars - September 6, 2025
    2025/09/07
    Chris and Dan look at various strategies used to help you keep more money in your own pocket instead of needlessly paying it to Uncle Sam.
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    52 分
  • Consider Rebalancing Your Retirement Portfolio - August 30, 2025

    Consider Rebalancing Your Retirement Portfolio - August 30, 2025
    2025/08/31
    Dan and Tommy Snyder take a deep dive into the topic of rebalancing and why it is important to a portfolio to keep one's investment goals aligned when looking at retirement.
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    50 分
  • Beyond Traditional IRA and 401K Account Wisdom - August 23, 2025

    Beyond Traditional IRA and 401K Account Wisdom - August 23, 2025
    2025/08/24
    Many people have adequate savings in their 401K or IRA accounts, but still are concerned that they may not have enough money to last in retirement - because they don't know how to turn that money into regular income. In this episode Dan discusses various strategies that can help bring a regular retirement paycheck out of those accounts and give retirees clarity going forward.
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    52 分
  • Dodging the Top Nine Retirement Blunders - August 16, 2025

    Dodging the Top Nine Retirement Blunders - August 16, 2025
    2025/08/17
    Today Dan Erickson and John Aarhus take a look at some common mistakes people make when considering or making retirement plans, including inappropriate investment choices, rushing into Social Security decisions, not planning for inflation or taxes, and more.
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    54 分