Are You Looking at the Full Picture Before Doing a Roth Conversion?

Roth conversions can sound like a retirement planning home run, but what if the hidden costs deserve just as much attention as the potential tax savings? In this episode of The Retirement Bullpen, Richard Warner continues the conversation on Roth conversions and explores the factors many investors …

Could Future Taxes Make Roth Conversions More Important Than Ever?

What if the Medicare premium increase you're worried about today is tiny compared to the taxes you could face later? In this episode of The Retirement Bullpen, Richard Warner explores the growing interest in Roth conversions and why investors across multiple generations are paying closer attention …

What Should Parents Tell Their Adult Children About Money?

What if the most important financial conversation your family needs is the one nobody wants to have? In this episode of The Retirement Bullpen, Richard Warner discusses the money conversations parents should be having with their children, both young and adult. From sharing financial values and life…

What Retirement Opportunities Disappear If You Wait Too Long?

Miss the window for a Chick-fil-A peach milkshake and you wait until next year. Miss certain retirement planning opportunities, and the consequences can last much longer. In this episode of The Retirement Bullpen, Richard Warner discusses some of the most important timing windows in retirement plan…

What Will Your Business Actually Be Worth When You Sell It?

Think your business is your retirement plan? The real question is whether someone else will see the same value in it when it's time to sell. In this episode of The Retirement Bullpen, Richard Warner continues the conversation on exit planning for business owners. He breaks down the three key pillar…

What If Your Business Doesn't Sell When You're Ready to Retire?

What if the biggest threat to your retirement isn't the market, but the fact that your business may not sell when you're ready to walk away? In this episode of The Retirement Bullpen, Richard Warner explores why so many business owners invest decades into building a company only to discover that tu…

The Scams Targeting Retirees Right Now

What if one phone call could cost you your life savings? In this episode of The Retirement Bullpen, Richard Warner breaks down the growing threat of financial scams targeting retirees—and how quickly they can escalate. He explores common tactics like impersonation calls, urgent payment demands, and…

What Happens When You Retire Alone?

What happens to your retirement plan when you’re suddenly navigating it on your own? In this episode of The Retirement Bullpen, Richard Warner explores the realities of entering retirement solo—whether by loss, divorce, or choice—and the added financial pressures that can follow. He breaks down key…

Can You Rely on Social Security for Retirement?

Could changes to Social Security quietly reshape your retirement income? In this episode of The Retirement Bullpen, Richard Warner unpacks a proposal to cap benefits—and what it reveals about the future of Social Security. He explores fairness concerns, potential benefit reductions, and why the sys…

What Happens If You Don’t Plan for Long-Term Care?

What if avoiding the long-term care conversation today creates the biggest burden for your family tomorrow? In this episode of The Retirement Bullpen, Richard Warner unpacks why long-term care planning is often ignored—and how that decision can impact finances, family relationships, and future care…