Can I Retire? When the Numbers Don’t Tell the Whole Story

A million dollars, early retirement, and the IRS lurking in the background—what actually holds up when the numbers get real? In this episode of New Perspective Financial Radio, Tavon Jackson plays “Can I Retire?” using real-life scenarios: a 50‑year‑old eyeing early retirement, a widow facing requi…

When AI Meets Retirement Reality

AI can build a portfolio, but can it understand fear, risk, and real life in retirement? This episode explores where artificial intelligence fits into financial planning and where it falls short. The conversation contrasts model-driven investing with human judgment, accountability, and emotional aw…

The Hidden Retirement Costs No One Warns You About

Worried about whether your retirement strategy can weather market swings? In this episode, Tayvon breaks down the real concerns driving retirees today. From making a lump sum last a lifetime to navigating taxes, Medicare premiums, and behavioral pitfalls that sabotage financial plans. Tayvon highli…

The Hidden Risk in Chasing the AI Hype & Magnificent 7

What happens when investors chase headlines instead of long‑term strategy? In this episode, Tayvon breaks down why the Magnificent 7 hype and AI‑driven excitement can tempt retirees into risky concentration, and what truly steady growth looks like instead. Using simple analogies and real‑world exam…

Why Your Magic Number in Retirement Isn’t What You Think

What if the secret to retirement isn’t hitting a magic number, but mastering your financial habits? This episode dives into the surprising truth behind million-dollar savers, why less attention can sometimes mean more success, and how social security bridging could change your retirement game. Disc…

The Biggest Financial Mistakes Federal Employees Make - Part 3 of 3

Surprise tax bills can hit hardest after retirement, and many federal employees never see them coming. In the last installment of this short 3-part series, Tayvon breaks down how multiple income streams like FERS pensions, Social Security, TSP withdrawals, and future RMDs can unintentionally stack …

The Biggest Financial Mistakes Federal Employees Make - Part 2 of 3

What if following all the “right” retirement rules still leads to unexpected tax burdens and shrinking savings? In the second episode of this 3-part series, Tayvon breaks down the hidden pitfalls federal employees face when relying heavily on the traditional TSP, from surprise tax spikes to the dan…

The Biggest Financial Mistakes Federal Employees Make - Part 1 of 3

A federal retiree’s simple misstep sets off a chain reaction that reveals two of the most common and costly retirement pitfalls. We begin a 3-part series on the biggest financial mistakes Tayvon Jackson has seen federal employees make. In this episode, Tayvon breaks down why relying too heavily on …

When a Roth Conversion Backfires: What You Need to Know | The Tax Trap Behind Roth Conversions Explained | Why Timing Could Make or Break Your Retirement Plan

Ever wondered why a Roth conversion could turn into a tax nightmare? Tayvon breaks down the hidden pitfalls of converting retirement funds and why timing matters more than you think. From unexpected Medicare surcharges to skyrocketing tax brackets, he explains why a one-size-fits-all approach doesn…

The Mistakes That Could Affect Your Retirement

A single financial misstep could “haunt” your retirement years—are you prepared for the financial missteps? This episode unpacks real-life stories of costly Medicare surprises and forgotten RMDs, revealing how small oversights can lead to big penalties. Learn practical strategies to avoid these pit…