Like Las Vegas jackpots, hear how retirees can find unexpected surprises if they do the right Tax and Fee planning. Learn about what trusts can protect you against creditors and nursing home costs. Why there is no such thing as too little risk in retirement. Explaining why annuities are the Dodge Ram of investments. If your plan requires a stock ‘freak out’ factor, you need a different plan. While Greg closes out talking about his upcoming book ‘Fire Your Financial Advisor’.

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