Retirement‑Rich but Cash‑Poor: A Common Trap

Strong market gains don’t eliminate risk—especially when you’re living off your savings. In this episode, Stuart Seegmiller discusses why near‑retirees need to think differently about investing as income replaces accumulation. The conversation explores sequence‑of‑returns risk, balancing growth wit…

Why Retirement Is Something You Ease Into—Not Jump Into

Retiring without knowing what you’re retiring to can be just as risky as not being financially ready. In this episode, Stuart Seegmiller explores why many people delay retirement for emotional reasons—and how “test‑driving” retirement can lead to better decisions and greater fulfillment. The conver…

Best Of: Retirement Risks: Are You Listening to the Right Voices? | From IPO FOMO to Financial Wisdom: Lessons for Retirees | Portfolio X-Ray: What’s Really in Your Retirement Drawer?

What happens when your retirement dreams collide with risky decisions inspired by social media? This episode dives into the challenges of making bold financial moves, the value of trusted advice, and how a portfolio x-ray can reveal hidden strengths and weaknesses in your retirement plan. Join Etha…

Why Retirement Dreams Often Cost More Than Expected

Your vision for retirement can fall apart quickly if you don’t understand what it actually costs. In this episode, the conversation explores the growing gap between retirement expectations and real‑world expenses, from inflation and taxes to major decisions like selling real estate or creating inco…

Best Of: When Family Drama Meets Estate Planning | Protecting Your Legacy Without Losing Control

What happens when inheritance collides with family tension? Abe Ashton dives into the delicate question of keeping your wealth safe from unwanted hands—like a son-in-law you’d rather not include. Through real-life scenarios and clear strategies, Abe explores how trusts and estate planning can prote…

Winning Retirement With Singles and Doubles

Trying to hit home runs with your retirement money is often how people strike out. In this episode, Stuart Seegmiller explains why steady “singles and doubles” matter more than chasing the next big win when planning for retirement. Using a baseball analogy, the conversation explores how fear, greed…

If You Can’t Explain Your Plan, It’s Too Complicated

A retirement plan shouldn’t feel harder to understand than the product it’s meant to support. In this episode, Abe Ashton explains why many people get overwhelmed by financial jargon and how complexity often masks clarity. Using a timely pop‑culture moment as a springboard, the conversation explore…

Will Your Retirement Savings Last?

Are you worried your retirement savings won’t last? Ethan Glasgow explains why nearly half of retirees share this fear and how income annuities can be a possible solution. He breaks down the myths, explains the difference between annuities and traditional savings, and reveals how structured payouts…

Is Gen X on Track For Retirement?

Are Gen X'ers truly ready for retirement, or is anxiety about savings and the future holding them back? Ethan Glasgow dives into the real fears facing Gen X as retirement approaches, including the uncertainties about saving enough, outliving income, and market volatility. He shares practical strate…

What Retirees Can Learn From Pro Athletes

Cam Newton recently discussed on ESPN's First Take the biggest money mistake that pro athletes make. In this episode, Ethan Glasgow reveals the hidden tax traps that both athletes and everyday Americans face after their careers. Discover why retirees are among the most unfairly taxed groups, how So…