Retirement Changes the Rules. Is Your Investment Strategy Keeping Up?

Are you treating retirement like your working years when the rules have already changed? From this past weekend’s radio show, Abe Abich explains why investors approaching retirement may need to shift from a growth-focused mindset to a strategy centered on income, risk management, and distribution p…

Is Your Mid-Year Financial Checkup Long Overdue?

Are you overlooking retirement planning opportunities simply because it’s not the end of the year? On this episode, Abe Abich discusses why a mid-year financial checkup can be an important part of staying on track. He covers retirement contribution limits, managing excess cash, reviewing spending a…

Are Retirement Basics More Important Than the Latest Investment Trend?

What if the keys to a stronger retirement plan have nothing to do with chasing the latest investment trend? From this past weekend’s radio show, Abe Abich explains why retirement fundamentals still matter most. He discusses the five pillars of retirement planning, turning savings into income, overc…

Could You Be Missing Social Security Benefits from an Ex-Spouse?

Could a former spouse’s Social Security record impact your retirement income options? In this episode, Abe Abich discusses Social Security benefits for divorced individuals, including who may qualify, key eligibility requirements, how claiming benefits affects an ex-spouse, and what happens if an e…

Are Market Highs Creating Hidden Risks for Your Retirement?

Could your retirement plan be taking more risk or creating more taxes than you realize? From this past weekend’s radio show, Abe Abich discusses why investors nearing retirement should be cautiously optimistic during market highs, the importance of a mid-year financial review, and how retirement pl…

Is the Urge to “Do Something” Hurting Your Retirement?

Could the biggest retirement mistake be feeling like you need to do something? In this episode, Justin Dobak explores the “do something reflex” and why market headlines, volatility, and uncertainty can push retirees toward costly decisions. Learn how emotional reactions, moving to cash, and constan…

The 5 Social Security Spousal Benefit Questions You Need Answered

Could claiming Social Security at the wrong time cost you more than you realize? On this episode, Abe Abich answers five of the most common questions about Social Security spousal benefits, including who qualifies, how much a spouse may receive, how working can affect benefits, whether delaying inc…

Why Retirees Keep Getting Surprised by Taxes

Could a tax surprise be waiting for you in retirement? On this episode from this past weekend’s radio show, Abe Abich explains why tax planning shouldn’t begin and end on April 15th. He discusses common reasons retirees may owe more in taxes than expected, including Social Security taxation, requir…

Why Smart Retirees Make Bad Decisions Under Stress

Why do smart retirees make costly financial decisions when stress takes over? Ryan Oliver explores the emotional side of retirement, from market volatility and identity shifts to the urge to tinker with a long-term plan during uncertain times. He discusses common mistakes retirees make under pressu…

Should You Chase the Next Big IPO in Retirement?

Should retirees chase the next big IPO, or stay focused on the plan they've spent decades building? In this episode from this past weekend's radio show, Abe Abich discusses the excitement around high-profile investments like SpaceX, the risks of chasing market trends, and why a personalized retirem…