Everyone fears running out of money in retirement—even millionaires. 

What most people don't realize is that research shows most retirees rarely spend down their savings.

In fact, many actually see their wealth grow throughout retirement, even during some of the toughest markets in history.

In this episode, we unpack:

▶ Why that happens

▶ What the data really says about retirement spending

▶ How to find the right balance between confidence and caution

By the end, you'll see why most retirees worry far more than they need to, and how to feel confident spending your own money.

***

📆 SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

For nearly two decades, my team and I have helped hundreds of families across the U.S. plan smarter retirements—from tax strategies and investments to income and legacy planning.

The result?

Less stress. Lower taxes. More confidence about the future.

If you're looking for clarity and a proven, personalized process, we'd be honored to have a conversation.

👉 Click Here to Schedule Your FREE Strategy Session

***

EPISODE RESOURCES:

→  Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→  Learn About the Total Retirement System™

Sales of "traditional" long-term care insurance have fallen 92% since 2002.

Meanwhile, hybrid policies have surged to over 500,000 sales a year. 

But which option actually makes sense for your situation? 

In this episode, I break down everything you need to know before buying long-term care insurance, including:

▶ The optimal age to purchase

▶ Traditional vs. hybrid policies (the real pros and cons beyond the sales pitch)

▶ The actual costs of proper coverage

I'm also sharing three critical implementation details that can make or break your coverage when you need it most.

If you're approaching retirement and wondering how to protect yourself from potentially catastrophic long-term care costs, this episode will give you the clarity you need to make an informed decision.

***

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 Your FREE Strategy Session

***

EPISODE RESOURCES:

→  Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→  Learn About the Total Retirement System™

Is retiring in your 50s actually realistic for everyday Americans?

According to a recent NerdWallet survey, the average target retirement age for households earning $100,000+ isn't 65—it's 58.

And these aren't tech moguls or lottery winners.

They're teachers, small business owners, and dual-income couples who've steadily built their nest eggs and now want to enjoy their healthy, active years while they can.

But retiring in your 50s requires a very different kind of plan.

One that accounts for early withdrawal penalties, health insurance gaps, and delayed Social Security.

These obstacles are the "triple threats" of early retirement.

In today's episode, I'll share how to combat them and provide a simple 5-step process for turning your retirement vision into a reality. 

***

SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Looking to hire a retirement and tax planning expert?

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Schedule a Complimentary Discovery Meeting to Learn More.

***

EPISODE RESOURCES:

→  Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→  Get Your FREE Retirement & Tax Analysis!

Indexed Universal Life Insurance (IUL) is all the rage right now.

"10%+ growth potential. Guaranteed security against market risk. Tax-free retirement income."

These policies are confusing. And they sound WAY too good to be true.

So to get to the bottom of it ... I bought one!

I read the fine print. Did the math. And uncovered the ugly truth. 

In this episode, I'm sharing the 10 lies told during the IUL sales pitch + the actual financial outcome of buying one.

I'm also answering two questions from listeners, including one about using a 3-fund portfolio for retirement investing. 

Over age 50? Need retirement + tax planning help? 

👉 Get Started With a Free Retirement Assessment 

To grab the links mentioned in today's episode, visit the show notes page.

Today I'm sharing a fun announcement with everyone.

I'm also providing retirement savers with important information on the 2022 Medicare IRMAA brackets.

This includes covering three things:

• What IRMAA is
• How IRMAA is calculated
• The 10 best ways to avoid IRMAA

If you want to better understand how you can navigate Medicare IRMAA this year (and beyond!), you'll enjoy this episode.

***

📖 Read more about the 2022 Medicare IRMAA brackets

📬 Subscribe to the Newsletter

📊 Get Your FREE Retirement & Tax Analysis

✏️ Grab the episode show notes

Today I'm talking about Grandparent 529 Plans.

In fact, a BIG change was recently that seemed to fly under the radar.

In addition to discussing this change, Robert Farrington joins me to discuss three (3) important things:

1. How to maximize the tax benefits of a 529
2. Why 529 plans are great estate planning tools
3. How to invest your money inside a 529

We also talk about alternatives to 529 plans that retirement savers might consider.

If you want to learn about the new 529 rules + how to maximize the tax/estate planning benefits of these accounts, you're going to love this episode.

Over age 50? Need retirement + tax planning help? 

👉 Get Started With a Free Retirement Assessment 

To grab the links mentioned in today's episode, visit the show notes page.

Today I'm sharing key takeaways from the May inflation (CPI) report.

I'm also sharing:

• What "shadow inflation" is (and why you should ignore it)
• Why inflation is high
• What retirement investors can do in response

Over age 50? Need retirement + tax planning help? 

👉 Get Started With a Free Retirement Assessment 

To grab the links mentioned in today's episode, visit the show notes page.

Inflation has skyrocketed this year.

In fact, inflation jumped to a 40-year high of 8.5% in March 2022.

So why are Treasury Inflation-Protected Securities (TIPS) losing money?

What are TIPS exactly?

And do they belong in a retirement portfolio?

If you want answers to these questions, you're going to love today's episode.

On the hunt for a retirement + tax planning expert?

👉 Learn more about getting a Free Retirement Assessment™. 

To grab the links mentioned in today's episode, head over to the show notes page here.

Today I'm sharing three (3) big retirement planning mistakes and how to avoid them.

Actually, that's not true...

I was inspired to add a fourth retirement mistake at the last minute after a recent client meeting.

So be sure to stick around to the very end. ;)

On the hunt for a retirement + tax planning expert?

Learn more about getting a Free Retirement Assessment™. 

To grab the links mentioned in today's episode, head over to the show notes page here.

The markets are off to the worst start since 1939!

Given that, I'm answering three (3) BIG questions from listeners today:

1. Why are stocks AND bonds down at the same time + what should investors be doing right now to protect their portfolio?
2. How can we improve our mindset and gain optimism in the face of negative economic outlooks?
3. What is the correct order of operations when withdrawing money in retirement?

If you're asking similar questions and concerned about the current state of the markets, you're going to love this episode. 

Want to Lower Your Tax Bill + Improve Retirement Success?

👉 Click Here to Get Your FREE Retirement & Tax Analysis

To grab the links and resources for today's episode, click here.

Today I'm sharing details about a (new) popular financial scam.

To help you stay safe, I'm also sharing 3 ways to stay safe and protect yourself in retirement.

(Hint: your "complex" password may not be as secure as you think. 😲)

If you want to learn about this sophisticated financial scam + tips for protecting your family, this episode is for you.

Need Retirement & Tax Planning help? 

Click here to learn more about our Free Retirement Assessment™.

For the episode show notes and links, click here.

Today I'm talking about investing.

Specifically, I'm joined by data scientist and author, Nick Maggiulli, and we're talking about:

• How to invest in high inflationary environments
• Why you shouldn't "buy the dip"
• A unique formula for investing during market drawdowns

If you're ready to dive into data and get answers to some of the biggest investing questions, this episode is for you.

👉 Click here to learn more about our Free Retirement Assessment

For the episode show notes and links, click here.

Inflation jumped 8.5% through March. 

This is the highest reported level since 1981. 😬

It was also the biggest monthly jump in prices since 2005.

However...there are some tentative signs that inflation may be slowing.

I share more in this episode + provide thoughts on how retirement savers might respond. 

👉  Learn more about our Free Retirement Assessment

For the episode show notes and links, click here.

What if everything you've learned about money completely changes once you cross the $1 million mark?

Many people think a healthy 7-figure nest egg means the hardest part is done, but ironically, that's when the biggest financial challenges start.

Today, Nick Maggiulli returns to share his latest retirement research, which inspired his new book, "The Wealth Ladder."

In this conversation, we explore:

▸ Why retirement savers with $1-10 million often feel "stuck"

▸ The surprising reason wealthy retirees are more likely to LOSE wealth than those with less money

▸ Why your investment portfolio becomes more important than your income at this stage

▸ The academic research showing good health is worth $400,000 per year

If you're nearing retirement (or already there), you'll learn why crossing the million-dollar mark isn't the finish line—it's when the game changes entirely.

***

SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Looking to hire a retirement and tax planning expert?

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Schedule a Complimentary Discovery Meeting to Learn More.

***

EPISODE RESOURCES:

→  Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→  Get Your FREE Retirement & Tax Analysis!

Today I'm tackling part two of our series on Roth conversions.

Specifically, I'm sharing:

1. How to determine if a Roth conversion makes sense
2. A Roth conversion case study
3. Common mistakes + pitfalls to avoid

If you're ready to master Roth conversions and take control of your tax bill, you're going to love today's episode.

Need retirement + tax planning help?

👉 Learn more about our Free Retirement Assessment

For the episode show notes and links, click here.

Today I'm kicking off a 2-part series on Roth conversions.

Specifically, here in part one, I'm breaking down:

• What a Roth conversion is
• How a Roth conversion works
• Why Roth conversions are so popular

If you're ready to master the basics of Roth conversions, today's episode is for you.

Need tax and retirement planning help?

👉  Learn more about our Free Retirement Assessment

For the episode show notes and links, click here.

Today I'm addressing inflation (again), war, and the risk of a recession.

Specifically, I'm sharing:

• An update on the recent inflation report
• Why my previous inflation comments were wrong
• The probability of a recession + what retirement savers should be doing

If like most investors, you're nervous about the current environment and looking for guidance, today's episode is for you.

Need tax and retirement planning help?

👉  Learn more about our Free Retirement Assessment

For the episode show notes and links, click here.

But instead of talking about why they're so great...

...I'm sharing 5 reasons why you might NOT do them.

To help, Steven Jarvis, CPA, joins me. Together, we share a handful of often-overlooked reasons that might make you pause.

If you're ready to learn why you might pass on Roth conversions (today or in the future!), today's episode is for you.

👉  Click Here to Access Show Notes and Links for This Episode

Today I'm sharing what the recent spike in inflation will do to your tax bill. 

Why?

Because the higher inflation is, the more uneven its impact is on taxes owed by retirement savers.

And nobody likes it when Uncle Sam catches them off guard!

If you want to know the 6 ways inflation might impact your taxes this year, you're going to love this episode.

👉 Click Here to Access Show Notes and Links for This Episode

Today I'm talking about inflation.

In 2021, consumer prices rose 7%...the largest increase in 39 years.

• Is this good news or bad news?
• What does this mean for retirement investors?
• How should our investment strategy change in response?

I'm answering these questions and more!

If you're ready to address common inflation myths + learn how to take action, today's episode is for you.

👉 Access the Show Notes for This Episode

Today I'm discussing the current stock market volatility.

As of a couple days ago, U.S. stocks were off to their worst start since 2016.

Bonds are also in negative territory.

And inflation is at its highest level in 39 years.

Many retirement investors are [understandably] worried about the current state of the financial markets.

If you want to learn why + how to respond as a smart investor, you'll love today's episode.

👉 Click Here to Access Show Notes for This Episode

Today I'm tackling part 2 of our life insurance in retirement series.

To help, friend and fellow financial planner, Stephanie McCullough stops by.

Together, we cover three main things:

1. An academic use case for permanent life insurance to create retirement income
2. A step-by-step process for evaluating an existing policy
3. Tips and resources for getting conflict-free help

We also break down 1035 exchanges + how you can help family members with old insurance policies.

If you're ready to get into the technical weeds today and tie a bow on permanent insurance in retirement, this episode is for you!

👉  Click Here to Access Show Notes and Links for This Episode

Today I'm kicking off our two-part series on life insurance.

Specifically, I'll be tailoring these episodes to those who are in retirement or close to it. 

Here are a handful of the things I'll be covering:

• What are the different types of life insurance (+ pros and cons)
• How to determine the need for life insurance
• What are the costs and tax considerations
• How to analyze an old insurance policy
• Where to buy life insurance without getting ripped off

If you're FINALLY ready to understand life insurance in retirement (in plain English!), you're going to love this series.

👉  Click Here to Access Show Notes and Links for This Episode

A near-record number of tech stocks have fallen by 50% or more from their one-year highs. 

Is this the beginning of tech bubble 2.0? 

If so, how will other asset classes behave? 

How should retirement savers prepare?

One of our listeners, John H., recently reached out with these (great) questions.

If, like John, some of the recent headlines around tech & growth stocks have you concerned, you'll enjoy this listener mailbag episode.

A recent study reported that 76% of retirees regret not saving more money.

But after working with hundreds of successful retirees and analyzing thousands of survey responses, I've discovered something interesting: 

Their deepest regrets actually have little to do with financial shortfalls.

Instead, they revolve around critical aspects of financial planning that significantly impact purpose, independence, and fulfillment in your golden years.

In this episode, I'm revealing three (3) retirement regrets that many people don't consider until it's too late.

I'm also sharing how to avoid the same mistakes so YOUR retirement is fulfilling instead of filled with regret.

***

SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Looking to hire a retirement and tax planning expert?

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

✏️  Grab the Episode Show Notes

📫 Join the Stay Wealthy Retirement Newsletter

📊  Get Your FREE Retirement & Tax Analysis!

Today I'm talking about market forecasts and predictions.

Why?

Unlike the core principles that create a successful investment outcome, the financial + economic environment is always changing.

And the current environment drives a lot of our assumptions and decisions about the future.

While I think investors should ignore most pundits, I do believe thoughtful forecasts are valuable.

If you want to learn more about how to approach stock market forecasts (which there is no shortage of right now!), this episode is for you.

👉 Click Here to Access Show Notes and Links for This Episode

Two weeks ago, my wife and I came home to a major water leak.

We've been bouncing around between Airbnb's with three kids and a dog since then.

Fortunately, the $50,0000 (and counting!) in damages are being covered by insurance.

But I learned that's not always the case.

I learned that some VERY large insurance companies have recently stopped covering this type of loss.

If you want to learn more about my current situation + how you can ensure your home is properly protected, this episode is for you.

And if you want to throw your name in the hat for a custom, high-quality Stay Wealthy hoodie, click here.

(I'll be drawing names on January 3rd and shipping them off!)

👉  Click Here to Access Show Notes and Links for This Episode

The Social Security program currently pays more in benefits than it collects in revenue.

If no changes are made, Social Security will become insolvent by the year 2034...

...and all beneficiaries (regardless of age or income) will face a sudden 22% benefit cut.

Even more, some proposals to fix Social Security include stripping 100% of benefits from high-income retirees.

This has led a lot of retirement savers to ask:

"Should I include Social Security in my retirement planning projections?"

If you have the same question, you're going to love today's episode.

👉  Click Here to Access Show Notes and Links for This Episode

Today I'm sharing key findings from a 22-year study on investing in real estate.

In general, there are three primary ways you can invest in real estate:

1. Direct ownership
2. Listed real estate
3. Unlisted real estate 

Most investors agree that allocating to real estate is prudent.

But they don't always agree on the best investment vehicle to use.

If you continue to wrestle with how to invest in real estate, you'll enjoy the recent results I'm sharing from a 22-year study on this popular asset class.

👉  Click Here to Access Show Notes and Links for This Episode

*** NOTE: The show notes page I reference in the audio of this episode is incorrect. The correct episode number is 135 and the show notes can be found by going to www.youstaywealthy.com/135 ***

Today I'm sharing 11 surprising facts about tax planning, investing, and retirement.

For example, if you:

• Retired in the year 2000 with $1 million,
• invested all of it in the U.S. stock market,
• and withdrew $50,000 (adjusted for inflation) per year... 

...you would have been out of money by 2018!

If you want to learn how that could be + have some educational fun with retirement/investing statistics, today's episode is for you.

👉  Click Here to Access Show Notes and Links for This Episode

Today I'm clearing up some confusion from a prior episode.

I'm also tackling part 2 of our equity compensation series. 

Specifically, I'm sharing:

• How ESPP Lookback Periods Work
• Qualifying vs Disqualifying Dispositions
• Tips for Offsetting an RSU Tax Bill

If you want to better understand the tax implications of equity compensation, you're going to love today's episode. 

👉  Click Here to Access Show Notes and Links for This Episode

In 2018, GE stock traded at $7/share—an 85% drop from its all-time high. 

Who was hit the hardest? 

Company retirees...including former factory workers who used equity compensation packages to save for retirement.

In part one of our equity comp series, I'm breaking down:

• What it is
• Why it exists
• How to manage the risks

Friend and fellow planner, Odaro Aisueni, also drops by to share his wisdom and expertise.

If you want to better understand equity compensation + learn about the overlooked risks of company stock, you're going to love today's episode.

👉 Click Here to Access Show Notes and Links for This Episode

Today I'm talking about inflation.

While inflation has historically averaged ~3%, the most recent CPI report showed an annual rate of 5.4%. 😲

But I'm going to share why that number doesn't tell the whole story.

I'm also sharing how some people are using the recent CPI report to try and scare you before Halloween even starts.

Finally, I'll be providing tips for how retirement investors can improve their portfolios if moderately high inflation persists.

If you want to know what the current inflation numbers mean for your retirement + how to combat this BIG SCARY threat, today's episode is for you.

👉 Click Here to Access Show Notes and Links for This Episode

Today I'm talking about preferred stocks.

Why?

One of our listeners, Gene, was recently concerned about the low yields he was getting on bonds & cash.

And he was wondering if preferred stocks would be an appropriate alternative.

In addition to answering Gene's great question, I'm also breaking down: 

• What preferred stocks are
• Why you might invest in them
• How to spot little-known risks

If you're ready to learn all about preferred stocks (in plain English!), today's episode is for you.

👉  Click Here to Access Show Notes and Links for This Episode

Today I'm talking about the U.S. National Debt which currently sits at ~$28 trillion.

While that is a GIANT number, I'm sharing why current debt levels are not as big of a problem as most think.

If you want to learn why (in plain English!), you're going to love today's episode. 

👉  Click here to access show notes for this episode

Wondering how the new 'One Big Beautiful Bill Act' affects you and your retirement plan?

Don't want to read 870 pages of Congressional jargon?

I've got you covered!

In this episode, I'm breaking it all down and sharing the 5 biggest things retirement savers need to know.

I'm also addressing several broader provisions in the bill and clarifying some common misconceptions.

This giant (and confusing!) economic package touches nearly every aspect of your financial life.

So, pour yourself some coffee—or something stronger if you need it—and hit play.

***

SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Looking to hire a retirement and tax planning expert?

We help 100+ families in 40 states across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

✏️  Grab the Episode Show Notes

📫 Join the Stay Wealthy Retirement Newsletter

📊  Get Your FREE Retirement & Tax Analysis!

Today I'm talking about the benefits of Market-Cap-Weighted index funds (e.g., Vanguard Total Stock Market).

Why?

Last week, I made a brief comment that there were some benefits to owning them...and a number of you reached out asking what those were.

If, like these other listeners, you're also curious about the benefits of market-cap-weighted funds, you're going to love today's episode!

👉  Click here to access show notes for this episode

The average interest rate for savings accounts is 0.06%.

National home prices just reported their highest one-year gain in history.

The U.S. stock market is up ~700% since March 2009.

When everything seems risky and overbought, what do retirement savers do?

How do you earn a healthy 7-8% return over the next 10-20 years?

I break it all down in this week's episode.

👉  Click here to access show notes for this episode

Today I'm sharing the hot off the press results of the annual "Mind the Gap" study.

Once again, over the last 10 years, investors earned ~2% per year less than the funds they invested in.

(Hint: It's not because of fees or taxes.)

If you want to learn...

• Why this return gap exists
• What asset classes are most at risk
• And how you can improve your returns

...you'll love this episode.

👉  Click here to access show notes for this episode

Today I'm talking about Required Minimum Distributions (RMDs).

Specifically, I'm sharing:

• How RMD withdrawal rates can creep up to 12%
• Why they can cause you to overpay the IRS
• How to use an RMD-based approach to create retirement income
• When RMDs can put you at risk of over withdrawing
• What you can do to reduce your RMD tax bill

If you want to get a quick Masterclass on Required Minimum Distributions (RMDs) and take control of your tax bill, this episode is for you!

👉  Click here to access show notes for this episode

Today I'm wrapping up our retirement income series by talking about Dynamic Withdrawal Strategies.

Dynamic strategies are designed to:

1. Maximize retirement income
2. Greatly lower the chance of running out of money
3. Combat inflation and maintain purchasing power

If you want to learn about dynamic withdrawal strategies, their pros & cons, and how to implement them, today's episode is for you. 

👉 Click here to learn more about our Free Retirement Assessment

To access the show notes for today's episode, click here.

Today I'm talking about immediate annuities and dividend stocks as potential retirement income solutions.

Specifically, I'm sharing the what, why, and how behind each strategy.

I'm also sharing their pros + cons.

If you want to find out if annuities and dividends will solve your retirement paycheck puzzle, you're going to enjoy this episode!

👉  Click here to access show notes for this episode

Today I'm breaking down the 4% rule.

Specifically, I'm sharing:

• A brief history of the rule
• Why the creator doesn't follow it
• The pros and cons

I'm also sharing how you might take the current environment into consideration when using the 4% rule. 

If you want to understand the most popular retirement income strategy once and for all, this episode is for you. 

👉  Click here to access show notes for this episode

Today I'm kicking off a multi-part series on creating a reliable income stream in retirement.

To help set the stage for this series, Michael Kitces drops in to share why most retirees will NEVER draw down their portfolio.

In fact, he shares how the 4% rule is more likely to quintuple wealth than deplete it over 30-years.

If you're ready to learn everything you need to know about creating a retirement paycheck, this series is for you. 

👉 Click here to access show notes for this episode

Today I'm talking about car ownership. 

Specifically, I'm sharing:

• The Total Lifetime Cost of Owning a Car
• How Buying New Can Cost the Same as Buying Used
• Why Leasing a Car Isn't Always the Wrong Decision

I also let you in on a little secret about my personal approach to car ownership. 😲

If you want to better understand the true cost of owning a car (and hear my public confession!), today's episode is for you.

👉 Click here to access show notes for this episode

Today I'm talking about I-Bonds, a type of savings bond that some call "the best kept secret in America."  

Specifically, I'm sharing:

• What they are
• Why successful retirement savers might NOT be racing out to buy them
• Who they might be a good fit for 

If you're interested in learning about a safe investment designed to combat inflation, today's episode is for you.

Think you need millions of dollars to retire comfortably? Think again.

Most people believe they're "behind" on retirement savings because they're measuring against arbitrary benchmarks that don't reflect their unique situation.

But what if retiring at 62 is actually more achievable than you've been led to believe?

In this episode, I'm sharing:

► Why you should ignore popular savings benchmarks

► Why delaying Social Security isn't always the right move (and how taking it early might preserve MORE wealth)

► A simple 4-step process to build your personalized early retirement plan

If you're tired of feeling behind and want to discover how early retirement might be within reach right now, this episode is for you.

***

SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Need retirement & tax planning guidance? 

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

📊  Get Your FREE Retirement & Tax Analysis!

✏️  Grab the Episode Show Notes

📫 Join the Stay Wealthy Retirement Newsletter

Today I'm responding to some constructive criticism I received from a listener.

I'm also sharing my conversation with Steve Chen, host of The NewRetirement Podcast.

Along with sharing a personal update on having three kids under age 5, we dig into:

• Tax planning opportunities + misconceptions
• What to do when you've saved more for retirement than you can spend
• Why people put off estate planning and how to take action

Be sure to stick around to the end where we answer a few listener questions and chat about the current state of the markets.

👉 Click here to access show notes for this episode

Want to learn how to lower your tax bill + improve retirement success?

Click Here to Get Your FREE Retirement & Tax Assessment

---------------------------------------------

Today I'm tackling part two of our series on Long Term Care (LTC).

Specifically, I'm breaking down three big things:

1. The types of LTC insurance available (and the pros and cons of each!)
2. Major pitfalls to avoid
3. Vetted resources to help you take action

If you want to understand how to maximize your dollars (and coverage!) when buying long-term care insurance, today's episode is for you.

👉 Click here to access show notes for this episode

Today I'm kicking off a two-part series on Long Term Care (LTC).

In part one, I'm sharing:

• LTC statistics that don't often make headlines
• Why everyone (yes everyone!) needs a plan for LTC
• My 5-step process for determining if you can self-fund

If Long Term Care is one of those financial planning items you STILL haven't tackled yet, this series is for you!

👉  Click here to access show notes for this episode