On this episode:
A retired CPA has one warning for his friends. Greg breaks down why taxes get trickier after you stop working — and where DIY filers tend to slip up.
Wall Street has a $3 trillion headache, and it's your cash. Greg unpacks why advisors get uneasy when money moves to the sidelines, and how much risk retirees really need.
A listener in Indianapolis has a growing HSA and a big decision. Greg talks through whether to let it compound or put it to work now.
A dripping faucet can fill a swimming pool. Greg uses that image to explain how small percentage fees quietly add up, and how a fee analysis reveals what you're paying.
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It Is Very Possible You Could Pay MORE Taxes in Retirement
10:11

Dad Gave His House to His Daughter and the Problems Began | Can You Bring Life to Your Old Assets? | How Is That Gold Doing That You Bought Last Year?
56:57

The One Retirement Question That Could Change How You View Market Risk | The Inheritance Assumption That Can Backfire | Could Your IRA Become a Bigger Tax Problem Than You Expect?
51:44