What if your biggest retirement risk isn’t the market, but the plan you don’t have?
In this conversation, Ralph & Tim Short will explore the key factors shaping today’s retirement decisions. They break down how income strategies, taxes, and market swings can influence long‑term financial confidence. The discussion also underscores why flexibility matters in retirement planning and how clear communication and ongoing education empower better decisions—especially for women who are increasingly managing family wealth. Ralph and Tim also address the growing need to prepare for inheritances and the larger wealth‑transfer landscape, encouraging listeners to stay engaged and informed as they navigate their own financial futures.
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7 Retirement Assumptions That Could Cost You
29:15

Timing, Cash, and the Decisions That Shape Retirement
31:02

Longevity, Income, and the Retirement Blind Spots Most People Miss
32:38