Clarity Check: sagepathfa.com/clarity

You can have a beautiful estate plan and still leave behind a financial mess if your beneficiary designations are stale, missing, or inconsistent. Jason explains why retirement accounts and other beneficiary forms deserve their own review, which life events should trigger an update, and a simple checklist to make sure the people you intend to receive an account are actually the people named on it.

Clarity Check: www.sagepathfa.com/clarity

Social Security can start as early as 62, but that does not make 62 the right answer — and waiting until 70 is not automatically smarter either. Jason breaks down the real decision: monthly income, longevity, work, taxes, spouse and survivor considerations, and how Social Security fits with the rest of your retirement plan.

Clarity Check: www.sagepathfa.com/clarity

Everyone wants “the number” — the magic amount that means you're officially okay to retire. In this episode, Jason breaks down why that one-size-fits-all number is mostly a myth, the real questions that actually build your number, and how to stop Googling your way into a panic. No spreadsheets required. Just a plain-English framework for figuring out how much is actually enough.

Clarity Check: sagepathfa.com/clarity

Got cash to invest but nervous about putting it in all at once? In this episode, Jason breaks down lump-sum investing versus dollar-cost averaging in plain English: what the math says, what your nervous system says, and how to build a process you can actually stick with.

Clarity Check: sagepathfa.com/clarity

We're halfway through 2026 — a new Fed chair, oil price spikes, and an AI spending boom that's reshaping everything. In this midyear check-in, Jason breaks down what actually happened in the first half, what to expect for the back half, and why "more of the same, but bumpier" might be the most honest forecast anyone can give you.

Clarity Check: sagepathfa.com/clarity

Markets drop. Headlines scream. Your nervous system starts shopping for bad decisions. In this episode, Jason explains what the Fuchs to actually do during a market downturn: check your buckets, revisit your plan, rebalance with rules, decide whether extra cash is truly investable, and stop feeding the panic machine.

Clarity Check: sagepathfa.com/clarity

This is not the episode Jason planned on recording. After a serious skydiving accident in France, multiple fractures, four surgeries, and a long trip home, Jason shares an honest update on what happened, what recovery looks like, and the clarity that comes when life suddenly stops. This episode is about gratitude, faith, family, resilience, and remembering what actually matters before life forces you to.

Clarity Check: sagepathfa.com/clarity

Should you pay off your mortgage before retirement, keep the payment, or split the difference? In this episode, Jason breaks down the plain-English decision framework: cash flow, interest rate, liquidity, taxes, and confidence. No debt-free religion. No spreadsheet cosplay. Just a cleaner way to decide what actually makes your retirement plan stronger.