On this episode:
Will 2026 be a better or worse year to retire than last year?
There are trillions of dollars in money market funds waiting to be deployed into the market. Will it save us from a downturn?
Can you do a Roth conversion without paying taxes? One advisor says he has the secret.
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How Active an Investor Should You Be in Retirement | Do You Have a Plan When Social Security Cuts Back? | This Woman Fell Right into Uncle Sam’s Tax Trap | Is Inflation A Retirement Killer?
48:40

A Listener Who Discovered What Is Truly Important in Retirement | Are You Focused Too Much on What Is Moving Your Money Forward Instead of What’s Pulling It Back? | Where You Have Your Money Placed Determines How You Spend It | Legal Documents: The Importance of Getting It in Writing
46:28

Think You Can DIY Your Retirement Taxes? Here's What It Might Cost You | The $3 Trillion Problem Wall Street Doesn't Want to Talk About | The Retirement Account You're Probably Underusing
50:34