Retirement is one of the most important decisions in someone’s life. Before you pull the trigger there are way’s to “date” retirement. You can test drive different aspects to gain a better understanding of how to create the retirement you’ve always wanted. Find out all the ways to plan ahead in this week’s episode of Protect Your Assets.

Roth Conversions in 2026: When Do They Make Sense?
27:32

Sequence of Returns Risk: Could It Derail Your Retirement?
31:04

Mid-Year Retirement Checkup: Are You Still on Track?
37:58