Retirement planning shouldn’t feel like filling out the same 200-page clipboard every year. This episode explores why understanding your full financial picture matters, from creating reliable retirement income to staying ahead of required minimum distributions. Learn why RMDs may be less intimidating than they sound, how taxes can complicate withdrawals, and why planning before RMD age can help reduce unwelcome tax surprises. It’s a practical conversation about knowing where you stand and keeping your retirement strategy aligned as life and finances change.

As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.

To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com