» Financial Planning

Learn when RMDs become a tax problem, how IRA balances affect your retirement income, and ways to avoid unnecessary tax costs. Listen to episode

A $2M portfolio doesn't automatically mean high health insurance costs. See how smart withdrawals may help manage premiums. Listen to episode

FERS retirement decisions on survivor benefits, pension income, retirement timing, and taxes can have lasting financial effects. Listen to episode

See how your Social Security benefit compares in 2026 and what factors could help increase your monthly retirement income. Listen to episode

A Roth conversion may reduce future taxes and RMDs, but the right amount depends on your tax brackets, Medicare, and timing. Listen to episode

New retirement research shows how flexible spending could help retirees enjoy more early while preparing for future costs. Listen to episode

Attorney Ted Gudorf explains estate planning mistakes grandparents make and how trusts can protect grandchildren’s inheritance now. Listen to episode

No heirs? Roth conversions can still cut future taxes, manage RMDs, and add flexibility—but converting isn't always best. Listen to episode