

What Can Warren Buffett Teach You About Retirement?
What can retirees learn from Warren Buffett stepping away at 95? In this episode, Neil Henry revisits the timeless investing principles behind Buffett’s success and how they apply to retirement planning today. The conversation explores why long-term ownership of quality investments often outperform…

What Happens When “We” Turns Into “Me” in Retirement?
What happens to your retirement plan when “we” suddenly becomes “me”? In this episode of Regarding Retirement, Neil Henry explores the growing reality of solo aging and why planning for it is no longer optional. He discusses how losing a spouse can impact income streams, Social Security, pensions, …

Should You Tap Your 401(k) Before Retirement?
Is using your retirement savings to buy a home solving today’s problem or creating tomorrow’s? In this episode, Neil Henry explores a proposal allowing penalty-free 401(k) withdrawals for home purchases and what it could mean for long-term financial security. He breaks down the trade-offs between h…

The Real Pros and Cons of Delaying Retirement
Should working one more year before retirement be a smart move—or a costly sacrifice of time you won’t get back? In this episode of Regarding Retirement, financial planner Neil Henry unpacks the real‑world factors behind the “just one more year” decision. Using recent headlines and practical clien…

Why Retirees Fear Running Out of Money
Even with solid savings, many retirees worry more about running out of money than enjoying what they’ve built. In this episode of Regarding Retirement, financial planner Neil Henry tackles the fear that quietly follows many retirees into their next chapter. The conversation explores why anxiety pe…

Trump Accounts for Kids: What Parents Need to Know Before Jumping In
A new government‑backed savings program for kids is generating buzz—and plenty of questions from parents and grandparents. In this episode, host Neil Henry, financial planner and founder of Henry and Associates, breaks down what we currently know about the new “Trump Accounts for Kids.” He discusse…

Before You See Your CPA: Critical Tax Moves for Retirees
What if a few overlooked tax details could quietly impact your retirement income this year? In this episode, host Neil Henry, financial planner and founder of Henry and Associates in Charleston, South Carolina, breaks down a practical tax‑season checklist for retirees and pre‑retirees. He discusses…

Annuities: Why Most People Get Them Wrong
Annuities are widely used — yet often misunderstood. In this episode of Regarding Retirement, financial planner Neil Henry breaks down why annuities generate so much confusion and how different types serve very different purposes. The conversation explores fixed, indexed, and variable annuities, co…

How Past Money Experiences Shape Future Retirement Choices
Your retirement fears may have less to do with markets — and more to do with your past. In this episode, financial advisor Neil Henry explores how emotional “money baggage” shapes retirement decisions, from childhood beliefs to lived experiences like market downturns and income loss. The conversati…

The True Price of Healthcare After 65
Preparing for major health and long‑term care costs becomes unavoidable as retirement approaches, and this episode digs into what those realities truly look like. Neil Henry explores the rising expenses tied to Medicare, supplements, prescriptions, and the long‑term care needs many retirees eventua…