Is Your ‘Safe’ Money Secretly Holding You Back?

What if the money you think is “safe” is quietly shrinking your retirement future? In this episode, Jacksonville’s retirement coach, Adam Wolf, breaks down the concept of “dead money” – cash that feels secure sitting in savings but slowly erodes under inflation and missed opportunities. Adam explai…

Why Your Biggest Financial Threat Might Be…You

What if the biggest threats to your retirement aren’t market swings--but the habits you don’t even realize are holding you back? In this episode, Jacksonville’s retirement coach Adam Wolf breaks down the most common self‑inflicted roadblocks that derail retirees, from lacking a withdrawal plan to o…

Resolutions That Last: Your 2026 Retirement Game Plan

Nearly 70% of Americans set financial resolutions each new year, but most fall short by February. On this episode of Jacksonville’s Retirement Coach, Adam Wolf tackles the realities of sticking to your goals in 2026. From new tax rules and deduction strategies to managing market volatility, inflati…

Year-End Moves: Is Your Retirement Ready for 2026?

Are you ready for 2026, or is your retirement plan stuck in last year’s checklist? On Jacksonville’s Retirement Coach, Adam Wolf shares essential end-of-year strategies to help you maximize tax advantages, avoid costly RMD mistakes, and make smart portfolio moves before the calendar flips. From Rot…

Buried Cash, Pot Belly Pigs, and Your Family’s Future

What do pot-bellied pigs and your legacy have in common? In this episode, Adam Wolf explores the wild world of legacy planning, from unconventional heirlooms to buried backyard cash. Discover why most families avoid crucial conversations about wills and inheritance and learn the essentials everyone…

Passing Down Property: Myths, Mistakes, and Must-Have Conversations

What happens when the homes boomers cherish become “legacy luggage” for their millennial heirs? In this episode, Adam Wolf unpacks the emotional and financial realities of inheriting aging family homes, from unexpected costs to the myths about passing down property. Discover why most heirs end up s…

Is Your Retirement Portfolio Quietly Bleeding Value?

Where is your retirement money quietly losing value? In this episode, Adam Wolf exposes the hidden pitfalls lurking in common retirement investments—from variable annuities with steep fees to target date funds and company stock in 401(k)s. Discover why “the devil is in the details” when it comes to…

American Dream or Nightmare?

Is the American dream still within reach, or has it become a luxury for the few? In this episode, Adam Wolf unpacks the real price tag of modern life, from raising kids to retiring comfortably. Discover why the “magic number” for retirement isn’t one-size-fits-all, and how your personal definition …

Is Your Financial Advisor Your Money Doctor?

Would you trust your financial advisor like you trust your doctor? In this episode, Jacksonville’s Retirement Coach Adam Wolf explore the surprising parallels between financial planning and medical care. From preventative strategies to emotional hurdles, Adam shares how building a lifelong relation…

Retirement Rules You Should Break

Think you need a million dollars to retire or must follow the 4% rule? Jacksonville’s Retirement Coach Adam Wolf unpacks the seven most common retirement “rules of thumb” and reveals which ones are worth breaking. From spending confidently in retirement to deciding when to claim Social Security, Ad…