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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 Roth conversions to charitable giving and tax-loss harvesting, this episode breaks down what matters most for your financial future. Whether you’re self-managing or working with an advisor, discover practical steps to finish the year strong and start the next chapter with confidence.

 

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

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Are you ready for 2026, or is your retirement plan stuck in last year&rsquo;s checklist? On Jacksonville&rsquo;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 Roth conversions to charitable giving and tax-loss harvesting, this episode breaks down what matters most for your financial future. Whether you&rsquo;re self-managing or working with an advisor, discover practical steps to finish the year strong and start the next chapter with confidence.
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Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to <a href="https://www.wolfretirement.com">wolfretirement.com</a> or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a> | <a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a> | <a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

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

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 should have in place—no matter how eccentric their assets. Whether you’re a Gen Xer feeling retirement anxiety or a millennial expecting an inheritance, this episode unpacks the fundamentals of planning for what you leave behind.

 

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

Facebook | Instagram | YouTube

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 should have in place&mdash;no matter how eccentric their assets. Whether you&rsquo;re a Gen Xer feeling retirement anxiety or a millennial expecting an inheritance, this episode unpacks the fundamentals of planning for what you leave behind.
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Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to <a href="https://www.wolfretirement.com">wolfretirement.com</a> or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a> | <a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a> | <a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

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

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 selling, how to avoid probate, and the crucial conversations families need before the great wealth transfer. Plus, learn about the tax implications and practical steps to make legacy planning smoother for everyone.

 

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

Facebook | Instagram | YouTube

What happens when the homes boomers cherish become &ldquo;legacy luggage&rdquo; 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 selling, how to avoid probate, and the crucial conversations families need before the great wealth transfer. Plus, learn about the tax implications and practical steps to make legacy planning smoother for everyone.
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Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to <a href="https://www.wolfretirement.com">wolfretirement.com</a> or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a> | <a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a> | <a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

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

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 fees, restrictions, and fine print, and learn how small percentages can make a big difference over time. Adam breaks down what to watch out for, why diversification matters, and how to spot costly traps before they drain your nest egg. If you want to make smarter choices about your retirement portfolio, this episode is essential listening.

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

Facebook | Instagram | YouTube

Where is your retirement money quietly losing value? In this episode, Adam Wolf exposes the hidden pitfalls lurking in common retirement investments&mdash;from variable annuities with steep fees to target date funds and company stock in 401(k)s. Discover why &ldquo;the devil is in the details&rdquo; when it comes to fees, restrictions, and fine print, and learn how small percentages can make a big difference over time. Adam breaks down what to watch out for, why diversification matters, and how to spot costly traps before they drain your nest egg. If you want to make smarter choices about your retirement portfolio, this episode is essential listening.
Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to <a href="https://www.wolfretirement.com">wolfretirement.com</a> or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a> | <a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a> | <a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

Is Your Retirement Portfolio Quietly Bleeding Value?

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 of success shapes your financial plan. Adam shares practical strategies for balancing family support, retirement savings, and living life on your terms—plus, why it’s never too early to start planning. Whether you’re dreaming of travel, time with grandkids, or simply peace of mind, this episode explores how to build a future that fits your life.

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

Facebook | Instagram | YouTube

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 &ldquo;magic number&rdquo; for retirement isn&rsquo;t one-size-fits-all, and how your personal definition of success shapes your financial plan. Adam shares practical strategies for balancing family support, retirement savings, and living life on your terms&mdash;plus, why it&rsquo;s never too early to start planning. Whether you&rsquo;re dreaming of travel, time with grandkids, or simply peace of mind, this episode explores how to build a future that fits your life.
Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to <a href="https://www.wolfretirement.com">wolfretirement.com</a> or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a> | <a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a> | <a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

American Dream or Nightmare?

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 relationship with your advisor can help you navigate life’s financial emergencies and transitions. Discover why a financial checkup is just as important as a physical one, and how the right partnership can make all the difference in retirement. Tune in for candid stories, practical advice, and a fresh perspective on managing your money.

 

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

Facebook | Instagram | YouTube

Would you trust your financial advisor like you trust your doctor? In this episode, Jacksonville&rsquo;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 relationship with your advisor can help you navigate life&rsquo;s financial emergencies and transitions. Discover why a financial checkup is just as important as a physical one, and how the right partnership can make all the difference in retirement. Tune in for candid stories, practical advice, and a fresh perspective on managing your money.
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Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to <a href="https://www.wolfretirement.com">wolfretirement.com</a> or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a> | <a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a> | <a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

Is Your Financial Advisor Your Money Doctor?

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, Adam shares real stories and practical advice for finding financial freedom on your own terms. Plus, hear about his epic climb at the 29029 event and how it ties back to giving back in the community.

 

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

Facebook | Instagram | YouTube

Think you need a million dollars to retire or must follow the 4% rule? Jacksonville&rsquo;s Retirement Coach Adam Wolf unpacks the seven most common retirement &ldquo;rules of thumb&rdquo; and reveals which ones are worth breaking. From spending confidently in retirement to deciding when to claim Social Security, Adam shares real stories and practical advice for finding financial freedom on your own terms. Plus, hear about his epic climb at the 29029 event and how it ties back to giving back in the community.
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Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to <a href="https://www.wolfretirement.com">wolfretirement.com</a> or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a> | <a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a> | <a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

Retirement Rules You Should Break

Think “tax-free retirement” sounds too good to be true? In this episode, Kacey Biddy and retirement planner Adam Wolf unpack the real story behind Roth conversions—what they are, how they work, and when they might (or might not) make sense. From tax implications to timing strategies, Adam breaks down the essentials for anyone nearing retirement and wondering how to protect more of their savings from future tax hikes. Whether you're curious or confused about Roths, this episode offers a clear, practical starting point.

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

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Instagram

YouTube

Think &ldquo;tax-free retirement&rdquo; sounds too good to be true? In this episode, Kacey Biddy and retirement planner Adam Wolf unpack the real story behind Roth conversions&mdash;what they are, how they work, and when they might (or might not) make sense. From tax implications to timing strategies, Adam breaks down the essentials for anyone nearing retirement and wondering how to protect more of their savings from future tax hikes. Whether you're curious or confused about Roths, this episode offers a clear, practical starting point.
Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a>&nbsp;
<a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a>
<a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

Should You Pay Taxes Now to Save Later?

What if a new law could quietly reshape your retirement? In this episode, Kacey Biddy sits down with certified financial planner Adam Wolf to unpack the sweeping changes from the One Big Beautiful Bill Act and the Make American Workers and Families Thrive Again Bill. From expanded Social Security deductions to permanent tax cuts and charitable giving strategies, Adam breaks down what retirees need to know now to protect their future. Whether you're nearing retirement or already there, this episode offers timely insights into how legislative shifts could impact your financial game plan.

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

Facebook 

Instagram

YouTube

What if a new law could quietly reshape your retirement? In this episode, Kacey Biddy sits down with certified financial planner Adam Wolf to unpack the sweeping changes from the One Big Beautiful Bill Act and the Make American Workers and Families Thrive Again Bill. From expanded Social Security deductions to permanent tax cuts and charitable giving strategies, Adam breaks down what retirees need to know now to protect their future. Whether you're nearing retirement or already there, this episode offers timely insights into how legislative shifts could impact your financial game plan.
Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a>&nbsp;
<a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a>
<a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

New Laws, Big Impact: How the OB-BBA Could Reshape Your Retirement

Adam Wolf of Wolf Retirement navigation shares questions that he often hears from people, including about mortgages, risk, legacy planning, life insurance, and enjoying their money. Adam describes how each situation is different, but leans on his 25 years in the industry to share what some common delineations are for each subject. And Adam discusses his daughter’s promotion to 7th grade and how time just does not slow down.

 

Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan

Facebook 

Instagram

YouTube

Adam Wolf of Wolf Retirement navigation shares questions that he often hears from people, including about mortgages, risk, legacy planning, life insurance, and enjoying their money. Adam describes how each situation is different, but leans on his 25 years in the industry to share what some common delineations are for each subject. And Adam discusses his daughter&rsquo;s promotion to 7th grade and how time just does not slow down.
&nbsp;
Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan
<a href="https://www.facebook.com/wolfretirement">Facebook</a>&nbsp;
<a href="https://www.instagram.com/wolfretirement_jax/">Instagram</a>
<a href="https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw">YouTube</a>

Five questions clients commonly ask

Every retirement needs a successful game plan. Every successful game plan needs a strong coach. Adam Wolf of Wolf Retirement Navigation is stepping up to the plate on his new podcast, Jacksonville’s Retirement Coach with Adam Wolf, to bring you timely and informative retirement news straight to your streaming device!

Each new episode will cover key areas of financial and retirement planning, from investment management to insurance planning and beyond. Adam’s goal is to bring greater understanding to your current financial situation and a better education that will enable you to make wiser financial plays that will help YOU score bigger in your retirement.

Every retirement needs a successful game plan. Every successful game plan needs a strong coach. Adam Wolf of Wolf Retirement Navigation is stepping up to the plate on his new podcast, Jacksonville’s Retirement Coach with Adam Wolf, to bring you timely and informative retirement news straight to your streaming device!
Each new episode will cover key areas of financial and retirement planning, from investment management to insurance planning and beyond. Adam’s goal is to bring greater understanding to your current financial situation and a better education that will enable you to make wiser financial plays that will help YOU score bigger in your retirement.

Jacksonville’s Retirement Coach with Adam Wolf

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