How to navigate retirement and build your checklist with the right questions to ask. Call-in crisis involving a parent’s nursing home situation. How the IRS changed the rules again to get more taxes out of your IRA. Why a Fee Filter can show if you are overpaying for advice and investments. Explaining income taxes, and why Greg thinks they go up. Why retirement calculators don’t work. How our team of retirement planners help retirees fight back against the financial industry.

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