» Retirement Planning

As markets dip, Danny shares how retirees can protect their retirement with smart portfolio moves, emotional discipline, and strategies to stay the course—even in volatile times. Listen to episode

Danny Gudorf explains the three-bucket retirement income strategy, detailing how it secures financial stability, reduces market risks, and provides retirees peace of mind through clear planning. Listen to episode

Thinking about surrendering your annuity? Danny Gudorf warns hidden fees, surprise taxes, and timing can significantly impact your finances, urging careful analysis tailored to your situation. Listen to episode

This conversation delves into the complexities of survivor benefits in social security, particularly focusing on what happens when a spouse passes away before claiming their own benefits. Listen to episode

Financial planner Danny Gudorf shares key steps for retirement prep, stressing the need to assess finances, envision your ideal retirement, and align your savings with your long-term goals. Listen to episode

Big changes in retirement planning are coming in 2025, creating new opportunities and challenges. No matter your stage—starting, earning, or retired—these shifts could affect how you save, invest, and withdraw. Listen to episode

Discover how the "retirement spending smile" could mean you need 20% less in retirement savings than traditional planning suggests. Learn about the three phases of retirement spending and how to plan accordingly. Listen to episode

Discover if a Roth conversion is right for you in your 70s. Learn about the benefits, drawbacks, and strategies to make an informed decision for your retirement. Listen to episode