After decades of saving and doing the right things, most people expect retirement to feel clear.

But for many, it doesn't.

Not necessarily because they didn't save enough, but because key financial decisions were made in isolation.

In this episode, I walk through the seven questions every retirement saver should be able to answer.

I also share the exact planning framework my team and I use to make sure those questions are addressed in a thoughtful, coordinated way.

By the end of today's episode, you'll have a clearer framework for evaluating your retirement decisions.

And more importantly, you'll understand what it actually takes to feel confident about the years ahead.

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📆 SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

For nearly two decades, we've 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 Learn More

***

EPISODE RESOURCES:

→ Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→ Learn About the Total Retirement System™

It's that time of year again—time to step back from the complex tax strategies, Roth conversion debates, and retirement planning deep dives… and have a little fun. 😊

In this annual "surprising stats" episode, I'm sharing 7 counterintuitive facts about the markets and investing.

Some are counterintuitive.

A few might make you question things you've believed for years.

And at least one involves math that should make anyone considering complex insurance products hit the pause button.

By the end of today's episode, you'll walk away feeling more confident in the proven (sometimes boring!) academic approach to investing that we talk about so often here on the show.

And if nothing else, you'll have a few holiday-dinner stats to drop between bites of pie.

***

📆 SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

For nearly two decades, we've 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 Learn More

***

EPISODE RESOURCES:

→ Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→ Learn About the Total Retirement System™

→ Download the 2026 Tax Cheat Sheet

💥 Download the freshly updated 2026 Tax Planning Cheat Sheet (PDF): www.youstaywealthy.com/cheatsheet

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Most year-end tax advice is generic... max out your 401(k), bunch your deductions, donate to charity.

But for diligent retirement savers with healthy nest eggs, the real opportunities are more nuanced.

In this episode, I break down three tax strategies that can help you avoid overpaying the IRS and reduce your lifetime tax bill.

You'll learn how to evaluate whether each move makes sense for your situation, so you're making informed decisions rather than chasing aimless deductions.

If you're nearing retirement or already there, this episode will help you close out the year with a clearer tax picture and a smarter plan for the years ahead.

***

📆 SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

For nearly two decades, we've 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 a Call

***

EPISODE RESOURCES:

→ Download the 2026 Tax Cheat Sheet

→ Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→ Learn About the Total Retirement System™

→ Careers at Define Financial