The Great Wealth Transfer Trap No One Prepares You For

A sudden inheritance can change everything—and not always for the better. In this episode, Paul and Travis Ivanoff unpack the real-world challenges families face during the Great Wealth Transfer. From “Lamborghini fever” to costly probate mistakes, they explain why inherited money often disappears …

Building a Pension When You Don’t Have One

What if the most reliable paycheck in retirement doesn’t come from the market at all? This episode breaks down how guaranteed income works in real life, from Social Security strategies—even for the ultra-wealthy—to building additional income streams that feel pension-like. The conversation explores…

Why Couples Lose Control When Finances Aren’t Shared

One spouse handles the money until suddenly they can’t. This episode dives into why that dynamic puts couples at risk and how shared financial awareness can change everything. Using real client stories, the conversation explores common blind spots, what happens when only one person knows the plan, …

The Estate Mistake Most Families Don’t See Coming

A viral story of an 88‑year‑old man still working full‑time sparks a deeper conversation about what it really takes to secure a stable, dignified retirement. In this episode, the team breaks down why relying on a single income source can leave you vulnerable and how thoughtful planning creates long…

Fear, Finances, and the Unexpected Truth About Retirement Readiness

Americans pour passion and money into their favorite sports teams, so why doesn’t that same energy go into planning their financial future? In this episode, Paul and Travis dive into the surprising disconnect between emotional investment in sports and hesitancy toward professional financial guidanc…

Is the Grass Really Greener? The Truth About Moving in Retirement

Is moving really the secret to a happier retirement, or does true fulfillment come from smart planning and strong community ties? This episode explores why location isn’t everything, sharing real stories of retirees who moved away only to return, and the surprising factors that shape retirement sat…

Before You Sign Anything: The Red Flags Retirees Miss

Millions of Americans are rushing into retirement and that surge is creating the perfect environment for bad financial advice to thrive. In this episode, Travis and Paul break down the red flags every retiree should watch for, from high‑pressure sales tactics to hidden fees and unrealistic promises…

Gen X: Have You Saved Enough For Retirement?

For Gen X, retirement is approaching quickly, and the real worry isn’t net worth, but whether their money will last. In this episode, Paul and Travis break down why “cashflow is king,” why the last 10 years before retirement matter most, and how purposeful planning can relieve overwhelming anxiety.…

Are You Saving… Into a Bigger Tax Bill?

Ever wonder why retirees often face the same tax surprises as pro athletes? In this episode, Paul and Travis break down the overlooked reality of how retirement income is taxed, from Social Security and IRAs to capital gains, CDs, muni bonds, and RMDs. They explain why many savers land in higher‑th…

Year-End Financial Moves You Can’t Ignore | Is the AI Boom a Bubble? What Retirees Need to Know | Why Procrastination Could Cost You in Retirement Planning

Holiday shopping isn’t the only deadline sneaking up—your financial checklist matters too. In this episode, Paul and Travis break down critical year-end moves like maximizing 401(k) contributions, Roth conversions, and charitable giving strategies that can impact your taxes and retirement income. T…