Épisodes

  • What You Should Know About IRA 401K Withdrawals

    What You Should Know About IRA 401K Withdrawals
    May 17 2026
    Navigating the complexities of retirement accounts doesn't have to be daunting, especially when it comes to accessing your hard-earned savings. This episode breaks down the critical differences between IRA and 401(k) withdrawal rules, including the specifics of the 59½ age threshold and potential early distribution penalties. Tune in to learn strategic timing and tax implications that will help you keep more of your money while avoiding costly IRS surprises.
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  • Setting Up Your Kids and Grandkids for Retirement Success

    Setting Up Your Kids and Grandkids for Retirement Success
    May 10 2026
    This episode explores ways parents and grandparents can help set future generations up for long-term financial success. The discussion covers the importance of early saving habits, retirement planning strategies, and practical tools that can help younger family members build a strong financial foundation. Listeners will gain insights into creating lasting financial habits and preparing loved ones for a more secure retirement future.
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  • The Pillars of a Comprehensive Retirement Plan

    The Pillars of a Comprehensive Retirement Plan
    May 3 2026
    In this episode, we break down the critical shift from wealth accumulation to sustainable distribution, ensuring your nest egg lasts as long as you do. Our experts dive into the "tax-efficient bucket" strategy to help you minimize the IRS's share of your withdrawals while maintaining a consistent lifestyle. Finally, we explore how to stress-test your portfolio against inflation and healthcare costs to build a truly resilient retirement foundation.
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  • Market Update with GI Portfolio Manager Tyler Ellegard

    Market Update with GI Portfolio Manager Tyler Ellegard
    Apr 26 2026
    In this episode, portfolio manager Tyler Ellegard joins the show to provide a deep dive into the current market landscape and the strategic shifts driving recent performance. We explore the latest insights, breaking down how macroeconomic trends are directly influencing their long-term investment conviction. Whether you are a seasoned investor or just starting out, this conversation offers a transparent look at the professional decision-making process behind a diversified portfolio.
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  • The Power of Spousal Benefits

    The Power of Spousal Benefits
    Apr 19 2026
    During this episode, we’ll consider how properly utilizing Social Security’s spousal benefit may make your benefit even more powerful.
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  • Follow Your Social Security Signs

    Follow Your Social Security Signs
    Apr 5 2026
    During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.
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  • Retirement Taxes and Money Moves

    Retirement Taxes and Money Moves
    Mar 29 2026
    During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.
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  • 13 Habits for a Successful Retirement

    13 Habits for a Successful Retirement
    Mar 15 2026
    During this show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want.
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