Episodes

  • The Retirement Plan Most Couples Forget to Build

    The Retirement Plan Most Couples Forget to Build
    Mar 28 2026
    While many couples spend years aligning their investment portfolios, they often overlook the critical "soft side" of retirement that determines their daily quality of life. This episode explores how to synchronize your individual visions for the future, covering everything from lifestyle expectations to the emotional transition of losing a spouse.
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    Less than 1 minute
  • The Retirement Tax Trap Nobody Talks About

    The Retirement Tax Trap Nobody Talks About
    Mar 21 2026
    On this episode of The Retirement Roundtable, we dig into lesser-known tax pitfalls that can impact your retirement savings. From overlooked rules to common planning mistakes, we explore how to protect your nest egg and make smarter decisions. Tune in for practical insights that help you keep more of your hard-earned money as you plan for the future.
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    Less than 1 minute
  • Should I Consolidate My Retirement Accounts?

    Should I Consolidate My Retirement Accounts?
    Mar 14 2026
    Managing multiple retirement accounts can lead to unnecessary fees, overlapping investments, and a fragmented view of your long-term strategy. This episode explores how consolidating your 401(k)s and IRAs can simplify your financial life while making it easier to track progress toward your goals. Learn the practical steps for a seamless transition and how a unified portfolio can provide greater clarity for your future.
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    Less than 1 minute
  • Should I Buy an Annuity?

    Should I Buy an Annuity?
    Mar 7 2026
    Gemini said Are you staring at your retirement savings and wondering if an annuity is a safety net or a costly trap? In this episode, we strip away the complex jargon to break down the pros and cons of fixed, variable, and indexed annuities, helping you decide if one belongs in your portfolio. Tune in to see if these products offer the peace of mind you crave or if your money is better off working elsewhere.
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    Less than 1 minute
  • Why Where Your Money Sits Matters More Than How It's Invested

    Why Where Your Money Sits Matters More Than How It's Invested
    Feb 28 2026
    Gemini said In this episode, we challenge the popular obsession with market returns by exploring how the tax status and accessibility of your accounts can make or break your long-term wealth. We break down the "bucket strategy" to show how placing assets in the wrong vehicles—like a traditional 401(k) versus a Roth IRA—can lead to unintended tax traps during retirement. Learn why optimizing your financial infrastructure is often the most overlooked lever for achieving true fiscal freedom.
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    Less than 1 minute
  • Why a Withdrawal Rate is NOT a Retirement Strategy

    Why a Withdrawal Rate is NOT a Retirement Strategy
    Feb 21 2026
    While many investors fixate on the "4% rule" as a magic number, this episode explains why relying solely on a static withdrawal rate ignores the volatile realities of market cycles and inflation. We dive into the critical difference between a simple math equation and a comprehensive retirement plan that accounts for taxes, healthcare, and longevity. Tune in to learn how to shift your focus from a single percentage to a dynamic strategy that protects your lifestyle regardless of market conditions.
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    Less than 1 minute
  • What to Expect Working With Retirement Resource

    What to Expect Working With Retirement Resource
    Feb 14 2026
    In this episode, we pull back the curtain on the initial steps of your financial journey by walking you through exactly what happens during your first and second meetings with our team. You’ll learn how we move from a high-level discovery of your goals to the presentation of a tailored roadmap designed to secure your future. Tune in to demystify the "Retirement Resource" process and see how we transform complex data into a clear, actionable plan for your golden years. Key Takeaways 1st Appointment: The "Discovery" phase focused on your vision and values. 2nd Appointment: The "Strategy" phase where we review your customized retirement blueprint. The Goal: Building a foundation of transparency and trust before you commit.
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    Less than 1 minute
  • Real Life Stories, Real Life Issues Part 2

    Real Life Stories, Real Life Issues Part 2
    Feb 7 2026
    In this episode, we dive into the high-stakes world of mixing money with blood and brotherhood to see if the potential returns are worth the personal risks. We share cautionary tales of handshake deals gone sour and provide a practical framework for setting professional boundaries without ruining Sunday dinner. Whether you’re considering a joint real estate venture or funding a cousin’s startup, learn how to protect your portfolio and your peace of mind.
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    Less than 1 minute