The Overlooked Estate Mistake That Could Derail Your Legacy

When was the last time you checked whether your estate plan still reflects your wishes? In this episode, Ryan Oliver breaks down the essential documents every retiree needs, the power of beneficiary designations, how trusts actually work, and why recent changes like the SECURE Act can reshape your …

Is Your Financial Thermostat Too Hot—or Too Cold?

Is your financial thermostat set to the right temperature for retirement? This episode dives into how couples often differ on risk tolerance—and why identifying both your emotional comfort and financial capacity for risk is essential before leaving the workforce. Abe Abich explains how to strike th…

Why ‘Boring’ Might Be the Smartest Move in Retirement

This weekend’s episode kicks off with a surprising question: What does your home thermostat have to do with your retirement plan? Abe Abich breaks down how everyday habits mirror the financial decisions that shape your future. From finding the right “risk temperature” to managing taxes, preserving …

The Hidden Retirement Cost No One Warns You About

Healthcare may be your biggest retirement wildcard, and this episode unpacks what many retirees overlook. Joshua Barbin breaks down the real costs of Medicare, long‑term care, pharmaceutical expenses, and supplemental coverage so listeners can better understand the financial impact of aging. He als…

The Retirement Mindset Shift Most People Miss

What if the biggest threat to your retirement isn’t market volatility — but an outdated mindset? In this episode, Abe Abich breaks down why so many retirees worry they’ll run out of money, even when they’ve saved millions. He explores how shifting from pure growth to a balanced income‑focused strat…

Can Your Investments Really Pay Your Retirement Bills?

A single question ignites this week’s conversation: Can you really live on investment income alone in retirement? In this episode from this past weekend’s radio show, Abe Abich breaks down why income planning isn’t one‑size‑fits‑all, how risk should shift as you approach retirement, and what consol…

The RMD Time Bomb: What Every Retiree Needs to Know

Are you ready for the ticking tax time bomb in retirement? Dive into the essentials of Required Minimum Distributions (RMDs) and learn how recent rule changes impact your retirement income. Discover strategies to minimize taxes and avoid costly penalties. Whether you’re planning ahead or facing RMD…

Why Waiting Could Cost You: The Retirement Planning Wake-Up Call

Are you making the same mistake with your retirement planning as you do with holiday decorations—waiting too long to get started? This episode dives into why early action can lead to greater confidence in retirement. Abe Abich shares real stories, practical strategies, and insights on planning, ris…

Beyond the Numbers: The Five Questions That Shape Your Retirement

Are you ready to rethink retirement beyond just the numbers? Financial advisor Abe Abich reveals the five essential questions every Gen Xer should answer before leaving the workforce. Discover why your ideal retirement plan is more than investments—it's about lifestyle, legacy, and making every dol…

The Diversification Trap: Are You Overexposed Without Knowing It?

Are you really diversified, or just doubling down on risk? Abe Abich dives into the hidden pitfalls of portfolio overlap, why consolidation matters for your retirement, and how a personalized plan can help you avoid costly tax surprises. Plus, hear real stories of retirees who streamlined their fin…