RMD Season: What You Need to Know | How Required Minimum Distributions Can Wreck Your Taxes | Retirement Planning Beyond the Basics

Ready or not, December brings more than holiday cheer—it’s RMD season. In this episode, Sean explains why required minimum distributions can trigger a chain reaction of taxes and how early planning can help you manage lifetime tax impact. From Roth conversions to life insurance strategies, Sean bre…

When Wealth Goes Sideways: Are You Ready? | Growth Without Wall Street: The Retirement Balancing Act | The $84 Trillion Shift That Could Change Everything

What happens when trillions of dollars shift hands—and not always to the kids? This episode explores the massive wealth transfer underway, why women may soon control most global assets, and the critical steps for navigating inheritance and retirement planning. We also tackle how to balance growth a…

The Hidden Retirement Risk: Taxes and How to Beat Them | Roth Conversions Demystified: Timing, Strategy, and Confidence | Tax-Smart Retirement: Protect Your Lifestyle and Legacy

What if the biggest threat to your retirement isn’t market volatility—but taxes? In this episode, Sean Mason unpacks the complexities of Roth conversions and why timing and strategy matter more than guesswork. From RMDs and widow tax penalties to legislative risk and legacy planning, Sean explains …

Is the AI Boom a Bubble Waiting to Burst? | Retirement Fumbles: What Not to Drop at the Goal Line | 1929 vs. Today: Are We Headed for Another Crash?

Could today’s AI-driven market be echoing the chaos of 1929? Financial advisor Sean Mason dives into the parallels between historic crashes and today’s investment climate, offering insight into how retirees can balance growth and safety. From asset allocation to Social Security strategies, this epi…

Retiring Early Isn’t Always a Choice | The Tax Moves You Shouldn’t Delay | How to Build a Shockproof Retirement Plan

Retiring early sounds ideal—until it’s forced upon you. In this episode, Sean Mason breaks down how unexpected health issues, layoffs, and caregiving responsibilities often derail retirement timelines. Learn how to build a flexible, longevity-focused retirement plan that can absorb financial shocks…

Why Your Retirement Income Could Shrink Faster Than You Think | The Fed’s Rate Cuts Are Here—Is Your Portfolio Ready? | Retiring Soon? Here’s What Most People Get Wrong About Spending

Interest rates are shifting—and so should your retirement strategy. In this episode, Sean Mason breaks down how the Fed’s rate cuts are impacting CDs, annuities, and fixed income products, and why locking in favorable yields now could be crucial. From spending volatility in early retirement to the …

Is Your Retirement Plan Leaving Money on the Table? | Roth Conversions: The Secret to Tax-Free Growth? | Red Flags: When to Bench Your Financial Advisor

Is your retirement strategy missing out on thousands? This episode dives into Roth conversion season, revealing how timing and expert advice can make or break your financial future. Learn why private equity is shaking up 401(k)s, and discover the red flags that signal it’s time to put your financia…

Too Late to Retire? Why the Right Plan Changes Everything | Breaking the Rules: Retirement Myths That Hold You Back | Medicare, Markets & Mindset: Navigating Retirement’s Biggest Surprises

Are you worried it’s too late to secure your retirement? Discover why planning beats guessing as Paul and Travis Ivanoff tackle the biggest myths and anxieties facing retirees today. From overcoming the fear of starting late to navigating Medicare changes and breaking outdated retirement “rules,” t…

Is Your Retirement Income Really Guaranteed? | Medicare Maze: Are You Ready for the Next Twist? | Retirement Risks: What Happens When the Rules Change?”

What happens when your “guaranteed” retirement income isn’t as secure as you think? In this episode, Sean Mason explores the realities behind Medicare changes, income strategies, and the risks of relying on pensions and annuities. Learn why understanding the fine print and planning for uncertainty …

Bull Market or Bear Trap? Navigating Retirement in Uncertain Times

Is the bull market here to stay, or is a financial fire lurking in your retirement plan? Join Sean Mason, president of Mason Street Wealth Management, as he unpacks the latest market trends, reveals strategies to balance growth and protection, and explains how to build a retirement plan that lets y…