From Career to Purpose: Rethinking Retirement

Retirement isn’t just a financial transition—it’s a shift that can impact your lifestyle, identity, and sense of purpose. In this episode, Annetta Carter explores why the first few years of retirement can feel more challenging than expected, especially for high achievers used to busy, high-pressure…

The Hidden Risks in “Set-It-and-Forget-It” Retirement Plans

One overlooked detail could send your retirement assets to the wrong person. In this episode, Annetta Carter highlights how beneficiary designations, outdated documents, and life changes can create unintended outcomes if not carefully reviewed. She explains the importance of naming primary and cont…

The Biggest Retirement Mistakes Happening Right Before the Finish Line

Small missteps in the final years before retirement can quietly reshape your future. This episode breaks down common mistakes people make within five years of retiring, from staying too aggressive in investments to overlooking liquidity and underestimating expenses. Annetta Carter also discusses ho…

Best Of: Why the Most Dangerous Retirement Risk Is Timing

The biggest risk to your retirement may not be the market—it may be how and when you take income. This episode explores the important shift from accumulation to income during the “fragile decades” before and after retirement. Annetta Carter explains why timing, sequence of returns, and healthcare p…

The Financial Warning Signs Most People Miss

Small gaps in your financial plan can turn into big problems before you even realize they’re there. In this episode, Annetta Carter discusses how to spot warning signs in your financial strategy and why working with a well-rounded advisor can make a difference. The conversation explores the importa…

What You Can Control When the Markets Feel Unstable

Market headlines, inflation fears, and shifting policies can make retirement planning feel overwhelming—but panic rarely helps. In this episode, Annetta Carter explains why controlling what you can control matters more than reacting to uncertainty. The discussion covers avoiding emotional market mo…

Why Emotional Decisions Can Derail Your Retirement Plan

Emotions—not the market—often cause the biggest mistakes in retirement planning. In this episode, Annetta Carter explains how fear-driven decisions, triggered by headlines and volatility, can quietly derail long-term financial plans. The conversation explores the role of disciplined investment stra…

Turning Confusing Retirement Jargon Into Clear Decisions

Understanding retirement terms can make the difference between confidence and costly surprises. In this episode, Annetta Carter breaks down commonly misunderstood concepts like RMDs, IRMAA, and Roth conversions—and why not knowing them can lead to unintended tax consequences later on. The conversat…

Best Of: The Cost of Care: Are You Ready for the Reality of Long‑Term Care?

Caring for a loved one with long-term health issues can overwhelm even the strongest families—emotionally, physically, and financially. In this episode, Annetta Carter shares what long‑term care really looks like and how quickly costs can drain a retirement plan. She explains why caregivers often d…

Why Stress‑Testing Your Retirement Plan Matters

Market volatility doesn’t have to derail a retirement plan—but panic decisions can. In this episode, Annetta Carter explains why stress‑testing your retirement before trouble hits is one of the most important steps retirees can take. The discussion covers staying disciplined during market swings, i…