Episodes

  • Huge Retiree Tax Refunds

    Huge Retiree Tax Refunds
    Jan 31 2026
    Tax returns filed in 2026 are expected to be higher due to the tax law changes made in 2025. The One, Big, Beautiful Bill Act added a $6,000 "bonus deduction" for many retirees. In this show we talk about how this should lead to a higher tax refund and what you can do to be strategic about these new tax changes.
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    Less than 1 minute
  • Retirement Journey

    Retirement Journey
    Jan 24 2026
    Retirement can be seen as a journey. In this show, Dan discusses a recent hike up Camelback Mountain in AZ and relates it to the retirement journey he sees many people through. This analogy will give you insight into retirement and some tips on what you can expect.
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    Less than 1 minute
  • 2026 Max Social Security Check

    2026 Max Social Security Check
    Jan 17 2026
    The highest monthly Social Security check in 2026 is $5,251. How does one qualify to get that much? In this show we'll explain the three qualifications a person must have in order to get the maximum amount from Social Security in 2026.
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    Less than 1 minute
  • Help! My Spouse is Too Risky

    Help! My Spouse is Too Risky
    Jan 10 2026
    Spouses often have very different risk tolerances. This can dramatically impact retirement planning, and even cause marital trouble. In this show we explain how couples should be handling risk planning in retirement in order to keep the family harmony.
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    Less than 1 minute
  • 30 Year Retirement

    30 Year Retirement
    Jan 3 2026
    Many plan for a 20 year retirement, when a 30+ year retirement is potentially more realistic. Do people really need to plan on living until age 100? Do they want to plan to live to 100? We talk about this scenario in this show.
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    Less than 1 minute
  • Why You Can't Sell Stocks Now

    Why You Can't Sell Stocks Now
    Dec 27 2025
    You can't sell now, even though you think it might be time to do so. After tremendous gains (or losses) in the stock market, many are in a position where they want to adjust their portfolio, but they can't seem to do it. Perhaps the "Endowment Effect" is what is holding them back. In the show, we talk about this situation where people are "stuck" and don't know why.
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    Less than 1 minute
  • 2026: The Year of the HSA

    2026: The Year of the HSA
    Dec 20 2025
    In this episode, we dive into why 2026 is being hailed as a landmark year for the Health Savings Account. We explore the latest IRS updates, including increased contribution limits and expanded eligibility that opens the door for millions of additional tax-advantaged savers. Tune in to learn how to leverage the "triple tax advantage" of the HSA to not only manage rising healthcare costs but to supercharge your long-term retirement strategy.
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    Less than 1 minute
  • Ancient Retirement Wisdom

    Ancient Retirement Wisdom
    Dec 12 2025
    The ancient fable of "The Cracked Pot" can teach us a powerful lesson about planning for your retirement. Listen to this old tale and learn how you can make some adjustments to your approach that may lead to a much brighter and satisfying future.
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    Less than 1 minute