Allen flips the script on this episode with an “un-bucket list” of what NOT to do—think working longer than you need to, ignoring the psychology of the transition, and letting loneliness or blind spots quietly wreck your plan. You’ll get a fast, practical playbook for smarter spending and debt control, airtight estate planning that prevents family fireworks, and scam-spotting habits that keep your money (and peace) intact. Tune in to trade worry for a cleaner, kinder, better-built retirement.

Rollover Jackpot: Turn Your 401(k) into Paychecks for Life
51:18

Volatility Got You Spooked? Build the Retirement Shield That Never Blinks
51:22

Wills vs. Trusts? The Estate-Planning Trap You Can’t Afford to Ignore
51:05