The years leading up to retirement offer some of the biggest opportunities to improve your long-term financial security—but they also leave little room for costly mistakes.

Many retirees worry about choosing the right investments, but that’s often not what causes a retirement income plan to fail.

Don’t buy an indexed annuity until you understand this. We reveal the hidden downsides, fees, and risks most advisors won’t tell you, plus better alternatives to protect and grow your retirement savings.

Retirement planning involves dozens of financial decisions, but one of the most common questions people ask is: “Should I pay off my mortgage before I retire?”

The 4% rule is one of the most widely discussed retirement income strategies. Many retirees and financial planners use it as a starting point to estimate how much income a portfolio can safely generate.

If you’re over 50 and thinking about retirement, one question is becoming more common in 2026: “Should I do a Roth conversion this year?”

One of the most common retirement planning questions we hear is: “Should I contribute to a Roth or a Traditional retirement account in 2026?”

Episode 152 | Should you buy an index annuity? Considering all your options is important to understanding why you should.. or should not buy an index annuity.

Episode 151 | “Should I buy an index annuity?” I get asked this often enough that I thought it was time to address it thoroughly and directly. Should you buy an index annuity?

Episode 139 | When defined, and in context, retiring, retire, and retirement need to be renewed to reflect their modern identity. To star the discussion, we’ll look at the existing definitions and contexts that surround retirement, then we’ll reframe and define the words for their modern form.