What if hidden fees and surprise taxes are quietly costing you more than market swings ever could? This episode from this past weekend’s radio show explores how overlooked investment fees, annuity costs, and tax traps can impact retirement plans. Mike Douglas shares real-life stories of investors who uncovered costly surprises and explains why understanding distribution, taxes, and income strategies matters as much as growing your savings. The conversation also examines market rallies, avoiding emotional investment decisions, and using your money to support the lifestyle and legacy you want.
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Why Many Retirement Budgets Fail
07:47

Could Your Roth Conversion Trigger an Unexpected Tax Bill?
31:04

How Much Money Do You Really Need to Retire in 2026?
06:06