» Retirement Planning

Danny Gudorf explains Roth conversions—their tax-free growth benefits, IRS pitfalls, and key strategies like timing, safe harbor, and withholding to avoid penalties.

Listen to episode

Danny explains why retirees need personalized investment plans that match their risk capacity and tolerance. His spending bucket approach helps protect income and ensure stability during market downturns.

Listen to episode

Danny Gudorf explains that a strong retirement plan isn’t about perfection but adaptability—using flexible strategies, regular adjustments, and resilience to handle life’s uncertainties with confidence.

Listen to episode

Resources: Gudorf Financial Group Get Your Free Retirement Assessment The Retire Ready Toolkit (free resource) Subscribe on Youtube Many retirees unknowingly set themselves up for higher taxes by following outdated withd…

Listen to episode

Financial planner Danny Gudorf warns retirees about overreliance on cash, noting inflation’s impact and urging a balance of reserves with growth assets to secure long-term wealth.

Listen to episode

Attorney Ted Gudorf stresses strategic Medicaid planning, covering the 5-year look-back, trusts, annuities, and techniques to protect assets while ensuring care and preserving legacy.

Listen to episode

Danny Gudorf tackles retirement fears, citing five threats: under-saving, taxes, market swings, hidden fees, and long-term care costs. A plan is crucial.

Listen to episode

New rules reshape charitable giving for retirees. Learn about new tax deductions, timing strategies, and IRA distributions to maximize income and cut taxes.

Listen to episode