How you can ignore the market and sleep well in retirement. Why retirees and their advisor are rarely on the same page. Does being a Fiduciary really matter? Explaining hidden mutual fund fees and how advisors get paid. How retirees can fight back against the trillion-dollar financial industry. Why tax planning is ignored by your advisor – and what you should be doing. The challenges of aging parents – and how to plan. Pension – lump sum or not? Why hasn’t the financial industry changed in 40 years.

Should retirees “Buy the Dip?”
10:43

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