Point where a person ceases employment permanently
POPULARITY
Categories
Retiring at 55 is not just retiring ten years earlier. It changes the entire math of your life. From 55 to 65, expenses are often at their highest. You are covering healthcare before Medicare, traveling more, and living fully. At the same time, Social Security has not started. Everything comes from your portfolio. On paper, that can feel uncomfortable. Withdrawal rates look high. The numbers can scare you.But that spike is temporary. Once Medicare and Social Security begin, the pressure on your portfolio drops dramatically. The mistake many people make is evaluating retirement as if every year must look the same. It will not. The early years are different, and planning for them requires intention, not fear.There are also powerful tax decisions available in that window. Roth conversions, capital gain strategies, and income management for health insurance subsidies all compete for priority. You cannot optimize everything at once. The right move depends on how your assets are structured and what future taxes may look like.And then there is the part that does not show up in a spreadsheet. Your highest energy years are limited. Waiting from 55 to 65 does not just shorten retirement. It compresses the healthiest, most active chapter of it. Ten years earlier can mean tripling the time you have in your true go go years.The question is not simply whether you can afford to retire at 55. It is whether you can afford not to examine the opportunity carefully. Retirement planning is math. It is also life. When those two align, the decision becomes clearer.Learn the tips & strategies to get the most out of life with your money._ _ Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!
*5:00am: Do you have a “mean profession? *6:00am: What's something you used to be good at that hits different now? What's something you own that you know you should replace but you absolutely refuse to? *7:00am: Who is the best or creepiest brand mascot ever? *8:00am: You're not a true local unless you've ______. Toucan Sam has been found in Vegas!!
Early retirement is a beautiful thing. If you've ever wanted to learn the math behind how we need to think and act differently if we actually want to retire young, this episode is for you. As someone who was able to retire at the age of 26, Kris Krohn lets you in on how to shave the 50 year retirement plan to one that can only take a few years.
Most financial planning is built around goals. Goals like: Retiring at 60 Spending more time traveling Leaving a legacy through philanthropy But there's a structural flaw in that model: human beings are notoriously poor predictors of their future preferences. What we think will make us happy at 60 often looks very different once we get there. Yet as Advisors, we routinely ask clients to define long-term goals without fully pressure-testing the assumptions behind them. In this episode, Meghaan Lurtz explains how we can shift away from the shortcomings of goals-based planning by focusing on the power of experiments. Instead of asking our clients to commit to big, static goals, we can help them design small, intentional experiments. Help them test the retirement, test the travel, and test the hobbies they “think” they'll enjoy one day. Because a client who has tried something knows what they want. And an Advisor who helps them get there becomes indispensable. If you want deeper conversations, more engaged retirees, and clients who actually use their money in ways that improve their lives, then this episode offers a practical framework you can implement immediately. You'll Learn: Why goals-based planning may be unintentionally limiting your clients' happiness The simple 4-step experiment framework that unlocks confident spending and clearer decisions How to help chronic under-spenders safely test higher spending without triggering fear Why debriefing client experiences may be more powerful than the financial plan itself Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here Links To Resources Mentioned: “Helping Underspenders and Savers Understand They Can Spend More With 4 Stages Of Experiments” Connect With Brendan: RFG Advisory LinkedIn: Brendan Frazier About Our Guest: Meghaan Lurtz, Ph.D., FBS™ is a globally recognized expert on the psychology of financial planning and the human dynamics of money. She is a partner at Beyond The Plan®. Dr. Lurtz is also a Professor of Practice at Kansas State University, teaching in the Advanced Financial Planning and Financial Therapy Certificate Programs, and a Lecturer at Columbia University, where she teaches Financial Psychology. Her academic and professional contributions include published research in Journal of Financial Planning, Journal of Consumer Affairs, and Financial Planning Review, as well as regular columns on Kitces.com. Her expertise has been featured in The Wall Street Journal, BBC, Million Dollar Roundtable, New York Magazine, and more. She has co-authored chapters in the CFP Board's textbook Client Psychology and serves on multiple fintech boards bridging financial advice with mental health. Meghaan is a past President of the Financial Therapy Association.
Bibs and Reese are back with a robust basketball episode. We hadn't spoken in a couple of weeks, so we spent way more time catching up than we anticipated, then got caught up in an unplanned basketball convo. When we finally got to the agenda, we talked about CP3 retiring, the NBA implementing new tanking rules, and All-Star weekend. What new events could be included? Finally, we closed the show out with a little game where Reese tries to decide which players have been with their teams the longest. Intros and Catching Up (00:00) Unplanned Best Players in the League Talk (05:15) CP3 Retirement (18:09) NBA Trying to Fix Tanking (37:00) All-Star Weekend Summary and Changes (45:50) Who has been with their team the longest (1:00:30) (Times may be slightly off due to ads) Enjoy You can always find Bibs on X/Twitter @Bibscorner, Bluesky @bibscorner.bsky.social, and Instagram @MBibs. You can find Reese on X/Twitter @MofR25 and Instagram @MindofReese. Also, subscribe to MindofReese and Tag Team Talk on YouTube. Finally, ensure you're following the show on Twitter @WTGBMPodcast, Bluesky @WTGBMPodcast.bsky.social, and Instagram @WTGBMPodcast. Purchase the Mavs Outsiders merch at the Mavs Outsiders Shop on Etsy! (updates coming) Subscribe to our Patreon for bonus content!: Patreon Link Help the show by leaving a 5-star review on Apple Podcasts and Spotify. We appreciate every listen and, of course, every review. Learn more about your ad choices. Visit megaphone.fm/adchoices
Send a textJoin Kevin Sebesta, CRPC™️ and me as we discuss many aspects of aging and elder care. Along with general aspects of aging, Kevin and I discuss our personal journeys with aging parents.If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share
Bibs and Reese are back with a robust basketball episode. We hadn't spoken in a couple of weeks, so we spent way more time catching up than we anticipated, then got caught up in an unplanned basketball convo. When we finally got to the agenda, we talked about CP3 retiring, the NBA implementing new tanking rules, and All-Star weekend. What new events could be included? Finally, we closed the show out with a little game where Reese tries to decide which players have been with their teams the longest. Intros and Catching Up (00:00) Unplanned Best Players in the League Talk (05:15) CP3 Retirement (18:09) NBA Trying to Fix Tanking (37:00) All-Star Weekend Summary and Changes (45:50) Who has been with their team the longest (1:00:30) (Times may be slightly off due to ads) Enjoy You can always find Bibs on X/Twitter @Bibscorner, Bluesky @bibscorner.bsky.social, and Instagram @MBibs. You can find Reese on X/Twitter @MofR25 and Instagram @MindofReese. Also, subscribe to MindofReese and Tag Team Talk on YouTube. Finally, ensure you're following the show on Twitter @WTGBMPodcast, Bluesky @WTGBMPodcast.bsky.social, and Instagram @WTGBMPodcast. Purchase the Mavs Outsiders merch at the Mavs Outsiders Shop on Etsy! (updates coming) Subscribe to our Patreon for bonus content!: Patreon Link Help the show by leaving a 5-star review on Apple Podcasts and Spotify. We appreciate every listen and, of course, every review. Learn more about your ad choices. Visit megaphone.fm/adchoices
An elementary school teacher with no criminal record busted for doing lines of cocaine at school...classroom, bathroom, teaher's lounge...Headline of the Week contender #2: Teacher faces assault charge after Sam's Club rotisserie chicken fight, Procter & Gamble announce 'Mr Clean' is retiring...clearly the launch of some new marketing gimmick
Ryan Tootell joins Colter Nuanez for reactions to Bobby Hauck retiring and a conversation about the legacy he leaves, or impacts, at the University of Montana.
An unfortunate announcement for gaming. Hosted on Acast. See acast.com/privacy for more information.
Go to Boot.dev and use code KINDAFUNNY to get 25% off your entire first year on the annual plan. Sign up for your one-dollar-per-month trial today at Shopify.com/kindafunny Thank you for the support! Learn more about your ad choices. Visit megaphone.fm/adchoices
Phil Spencer's retirement and Sarah Bond's surprise resignation have everyone asking: what the heck just happened behind closed doors at Xbox? Check out our roundtable discussion about all the changes happening at Xbox. Danny Peña, Riana Manuel-Peña, Parris Lilly and special guest: Kahlief Adams from Spawn on Me. Send us questions - fanmail@gamertagradio.com | Speakpipe.com/gamertagradio or 786-273-7GTR. Join our Discord - https://discord.gg/gtr chat with other GTR community member.
Find us at www.crisisinvesting.com Doug and the host discuss escalating tensions with Iran and the risks of US military action, then pivot to media and politics including Washington Post subscriber losses/layoffs, Trump's cabinet optics, Pam Bondi's testimony, and expectations around the Epstein files. They answer subscriber questions on the DEAGEL report, the dollar and immigration, retiring in El Salvador vs. the Southern Cone, robot leasing and rapid advances in China, unrealized-gains taxation in the Netherlands, rare-earth supply constraints, lawfare experiences and AI-driven enforcement, Hong Kong property, and why they favor gold/silver and mining stocks over overpriced US equities. 00:00 Iran War Drumbeat: Carriers, Motives, and Blowback Risks 04:06 Nukes, News Fatigue, and Tuning Out the Doom Cycle 07:22 Washington Post Meltdown: Subscribers, Layoffs, and AI Newsrooms 10:53 Scouting America & Eagle Scout Perks (Plus a Fed Chair Joke) 15:48 Pam Bondi, Trump's Cabinet Optics, and the Epstein Files Fallout 20:47 Subscriber Q&A: The Deagel Report—Forecast or Psyop? 23:31 If the Dollar Loses Reserve Status: Immigration, Inflation, and Tariffs 26:46 Retiring to El Salvador vs. the Southern Cone (Argentina Rumors) 29:21 Free Speech vs. the State: When "Hate" Becomes a Censorship Pretext 29:50 Robot Ownership Goes Subscription: Leasing, Updates, and Remote Kill Switches 31:28 China's Humanoid Robot Boom: Dances, Kung Fu, and a Friendly Terminator Future 32:25 Netherlands' Unrealized Gains Tax Shock: Capital Flight, Passports, and US Spillover 35:10 Can the West Replace China's Rare Earth Processing? The Real Bottleneck 36:54 Lawfare in Practice: The Domain Name Lawsuit That Cost $35K 39:11 AI + the Legal System: $3,500/hr Lawyers and the Coming Explosion of Automated Enforcement 41:52 If Democrats Sweep Power: Portfolio Defense, Debt Reality, and Why Gold Stays 44:03 Seasteading & City-States: Why It's a Billionaire's Game (Minerva, Honduras, and Coast Guards) 47:45 Hong Kong Property Revisited: Common Law, Deflation, and a Legendary Real Estate Win 49:25 Should You Avoid US Stocks? Overvaluation, Currency Debasement, and the Mining Stocks Bet (Wrap-Up)
This week we start with a big result for Maya Kingma, who has won her first professional cycling race. After previously talking about triathletes trying to make the jump into cycling, it's a result that feels genuinely significant. We then move to Lucy Charles-Barclay, who has undergone surgery, and where that leaves her as she looks ahead to the rest of the season. From there, the conversation turns to Lionel Sanders. Lionel has suggested this might be his final Kona, which has led many to wonder whether retirement could be closer than expected. As always, even a small comment from Lionel quickly becomes a talking point. We then shift focus to racing in the southern hemisphere, starting with Challenge Wanaka. With both the pro series and T100 kicking off in the south this year, Wanaka is well placed to benefit from that early-season momentum. Next up is the Ironman New Zealand start list, where names like Kristian Blummenfelt, Kat Matthews, and Kyle Smith give the race real weight. We finish the episode by looking ahead to the T100 Gold Coast, and what this season could have in store as the series continues to take shape. For 10% OFF the entire Huub range use the code "Talkingtriathlon10" at https://huubdesign.com To support the podcast please head to: patreon.com/talkingtriathlon To watch this podcast as a video visit: https://bit.ly/3vzSss2 Or check us out on Social Media: Instagram: https://www.instagram.com/talkingtriathlon You can follow James at https://www.instagram.com/bale.james85 You can follow Tim at https://www.instagram.com/tford14 You can donate to Tim's Marathon here: https://melbmara2026.grassrootz.com/beyondblue/tim-ford
Presented by Priority Electric. Contact Patrick Sandridge today! (769) 798-9355 ☎ Learn more about your ad choices. Visit megaphone.fm/adchoices
Jason Hamilton, former Huskies basketball player and current UW hoops broadcaster, joins Dave Softy Mahler to talk about his retirement announcement earlier today, travel affecting his decision and West Coast basketball in the Big Ten, and Dawgs basketball.See omnystudio.com/listener for privacy information.
Week of: 2-16-2026 Xbox Gaming News, Releases, and A Fun Fact
Montana head coach Bobby Hauck abruptly retired on February 4. He took a job at Illinois less than a week later. Brooks Nuanez and Colter Nuanez break it all down in a two-part episode.
For more than five decades, Bob Tallman has been the voice of rodeo. He hasn't just witnessed the evolution of the Western industry… he's narrated it.In this episode of In The LOOP, Jordan Jo sits down with Bob Tallman for a conversation about legacy, faith, leadership, and what “retirement” really means.After 50 years at the Fort Worth Stock Show & Rodeo, Bob has officially stepped away from his full-time announcing role — but make no mistake, he's not going anywhere. Bob reflects on how rodeo has grown, shifted, and strengthened over generations.This conversation goes beyond rodeo stats.And it's one every rodeo fan — young or old — needs to hear.Subscribe for more real conversations from inside the rodeo world. ----In The LOOP Podcast hosted by Jordan Jo Hollabaugh, is inspired by the western culture and breakaway roping lifestyle. This podcast highlights the raw, real, truth behind the box of the breakaway roping industry. Bringing you behind the scenes stories of what real life looks like everyday from; breakaway ropers, cowgirls, cowboys, producers, leaders, trailblazers, and the like, all sharing stories of the western culture and lifestyle that they live daily.In The LOOP Podcast & Fabrizio Marketing LLC are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast.----New Episodes Every Friday @ 9a ET on Rodeo Live YT----Get In The LOOP Podcast with Jordan JoGet the Newsletter at | www.inthelooprodeo.com/Like us on Facebook | www.facebook.com/inthelooppodcast.jordanjoTag us on Instagram | www.instagram.com/inthelooppodcast.jordanjoFollow us on TikTok | https://www.tiktok.com/@jordanjo.hollabaughWatch more on our Youtube Channel Watch on Youtube @ JordanJoHollabaugh ... Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
February 19, 2026 ~ Anthony Bellino, co-host of “SportsWrap with Lomas Brown and Anthony Bellino” weeknights at 6 on WJR discusses Rod Wood retiring as Lions President and CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
What era are you ready to step into? Take the Next Era quiz and find out: https://schoolofselfimage.com/quiz-pod If you've ever caught yourself fantasizing about retirement – the beach house, the Paris apartment, the day when you can finally exhale – this episode is for you. So many women I know are living for "over there." Over there, when the money is handled. Over there, when the kids are grown. Over there, when we hit the number, lose the weight, build the business, or finally step away. Then, we'll enjoy our lives. But what if you didn't have to wait to retire to start living beautifully? What if "retirement" isn't about escaping your life… but redesigning it? In this episode, we're exploring: • Why the retirement fantasy is really about a feeling – and how to access that feeling now • What actually happens to people after they retire (it's not what you'd expect) • The real reason you want to burn it all down (hint: it's probably not the work itself) • Why changing your circumstances won't change your life if the same thinking comes with you • A mindset shift that turns "I can't wait to retire" into "I'm living my life now" • Two questions that will show you exactly what you've been putting off – and why you can stop waiting Did you enjoy this episode? Subscribe to the podcast and leave a 5-star review! You can also listen to this show on YouTube and on all your favorite podcast platforms. How to Connect with Tonya Leigh Website: https://schoolofselfimage.com/ Instagram: https://www.instagram.com/tonyaleigh Facebook: https://www.facebook.com/TonyaLeighOfficial/ LinkedIn: https://www.linkedin.com/in/tonyaleighofficial/ Pinterest: https://ph.pinterest.com/tonyaofficial/ Twitter: https://x.com/tonyaleigh YouTube: https://schoolofselfimage.com/yt-tl
Can I Retire at 63 with $350,000 Saved For Retirement?!? **Schedule your free virtual consultation
February 18, 2026 ~ As Supreme Court Justice Samuel Alito previews his upcoming book this fall, Matthew Schneider joins Kevin to discuss is he will be retiring and if President Trump will have a fourth Supreme Court Justice. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Send a textBoth lump-sum investing and dollar-cost averaging are valid investment approaches. But, is one approach better than the other?If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share
Will you retire with purpose? Don’t leave it to chance. Design Your New Life after you leave full-time work. Learn more about our next small group coaching program starting in April here – and sign up here. __________________________ What if the word retirement is setting us up for the wrong life? After years in senior leadership roles, Cesar Aguirre discovered something most of us miss about retirement: the word itself matters more than we think. In English, we “retire” – we withdraw. In Portuguese, you become “aposentado” – left aside or left behind. But in Spanish-speaking cultures, retirement is called “jubilación” – which comes from the word for joy. That distinction changed everything for Cesar. Because when he stepped away from his career, it wasn’t the loss of work that shocked him – it was the jarring shock of losing an identity. He realized retirement isn’t just a life transition, it’s an identity transition, offering an opportunity to redefine who you want to become, and retire with purpose. Cesar joins us to share the framework he developed through his own transition – a ten-chapter roadmap for moving from “what I’m leaving” to “what I’m moving toward.” He’ll reveal why planning goes far beyond your finances, how to measure success when you’re no longer producing output, and the key warning signs that show up early when retirement first starts going wrong. This is a conversation about why approaching retirement with more intention might just create the most fulfilling chapters of your life. How will you retire with purpose? Cesar Aguirre joins us from Florida. __________________________ Bio César Aguirre is a seasoned HR executive with over 40 years of experience in global talent development. Now in active retirement, he embodies reinvention with passion as mentor, consultant, and author. In his book, Retirement with Purpose: The 10 Rs of Retirement, he shares his vibrant energy and insights to help readers rediscover purpose and embrace joyful living in their post-career lives. He currently resides in a lively 55+ community in Central Florida with his wife, inspiring others to design their authentic journeys for the second act of their lives. _______________________ For More on Cesar Aguirre Retirement with Purpose: The 10 Rs of Retirement _______________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri Re-Visioning Retirement – Susan Reid, PhD How to Retire – Christine Benz _________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _________________________ Wise Quotes On The Power of Language “Retirement becomes a celebration, not a retreat. I think the languages shape mindset. And mindsets shape behavior. So when retirement is framed as a joy, planning shifts from survival to flourishing become more natural.” On Measuring Success in Retirement “A good day is no longer about output, it’s no longer about how much you produce. It’s about action that is intended, an action that aligns with a master plan.” On What He’d Do Differently “I wish I had thought about it and prepared for my post-work identity a little sooner and more deliberately. In my job in HR, I helped many others plan careers, but I underestimated how much my own self-worth was tied to that job in that title. I think I did it humbly. I can say that I did a solid job planning financially, but probably not as good in preparing emotionally for the change. For a brief period of time, a few months, I underestimated that the identity shift that was occurring and the loss of a daily structure that I was so accustomed to.” On What He’s Gained in Retirement “Presence, the ability to not just having the time, but having the mindset of real presence, presence with my wife, which I neglected for a few years while I was traveling or working, presence with my kids, now with my grandkids, the rest of my friends, and new friends. I also gained a space and time for mastery, my hobbies. I enjoy cooking, well, time to do more and do a little better, exercising, riding the bike three or four times a week, playing pickleball. Retiring has given me time to go more in depth on my preferences instead of just speed, because in my working years, I was always rushing. Even when I was at home, I needed to accomplish, I needed to do things. I needed not to be idle. And retirement has now given me presence and bandwidth.” On Warning Signs “I think there are three main things that one needs to start paying attention to. Isolation. If you don’t have that network, social network, family network, and you become isolated. A loss of structure. Doing nothing without a structure or living in the past tense. When people stop connecting with others, when they drift through the days without an intentional plan, or when they only talk about what they used to be, that should be a warning, – a huge yellow flag for oneself and for loved ones that are looking after them.”
How do you know when shoes and gear are past their prime? In this episode we talk about the signs your gear is done and what to do with it when it's time to retire. EDGE Coach Quip Podcast: Ep 227: Retiring Old Gear
Most retirement plans assume the dollar is stable because it has been stable for most of our lifetimes. But stability is a period, not a guarantee. And when the measuring stick changes, the measurement changes. This episode is not about collapse or fear. It is about whether your retirement plan still works if purchasing power behaves differently over the next 10, 20, or 30 years. Many families feel the tension right now. Markets can look calm while real life still feels expensive, especially in retiree-heavy categories like insurance, healthcare, and travel.We break down what the dollar is and what it is not. The U.S. dollar remains the world's primary reserve currency, and change typically happens at the margins, not through sudden abandonment. The dollar does not need to fail for planning assumptions to change. Then we talk about the shift most plans ignore. Since 1971, we have lived in a policy-driven purchasing power environment. That matters because retirees feel purchasing power risk first. Retirement turns income into withdrawals, withdrawals are fixed, and expenses are variable. You do not retire into an index. You retire into real life. We walk through the three risks that matter most for retired and near-retired families: purchasing power risk, sequence of returns risk, and policy risk. We also reframe the gold question and explain why forecasting the dollar is the wrong game. You do not need the right prediction. You need the right structure.Finally, we outline the AMG planning response: separating lifestyle capital from legacy capital, layering income sources across tax treatments, stress-testing withdrawals across inflation regimes, using real assets intentionally, and coordinating investments, taxes, and distribution strategy.The goal is not to be alarmed. The goal is to be prepared, so you can fund life with stability, regardless of what the next economic regime looks like.
It's Sunday and I'm wrapping up the week by summarizing this week's theme: Retiring in 2026? Don't Miss These Critical Financial To-Dos In case you missed any episodes this week, here's what we covered.
This week on the Retirement Quick Tips podcast, I'm covering the essential list of to-dos if you're planning to retire this year, or frankly, anytime in the next couple of years. Today, I'm talking about some of the key tax traps to avoid if you can, and at the very least, pay attention to and familiarize yourself with before retirement.
In this Friday Q&A episode, Don introduces a new AI audio enhancement tool that dramatically improves the sound quality of listener questions, then dives into a series of practical retirement issues. He tackles whether converting a $2 million term life policy to whole life after a disability makes sense (and what must be guaranteed in writing), explains how to properly freeze a deceased parent's credit and handle inherited POD accounts and IRAs under the 10-year rule, pushes back on the increasingly discussed “bond trough” retirement strategy by emphasizing emotional risk over theoretical logic, and closes with reassurance for listeners considering retiring part-time in Mexico, explaining how U.S. retirement accounts, tax treaties, and global banking make the process far simpler than many assume. 0:04 Friday intro and new AI tool that dramatically improves caller audio quality 2:01 Whole life conversion offer after disability — “free” premiums and what to demand in writing 5:57 How to submit spoken questions and call-in info 6:22 After a parent's death: credit freezes, deceased alerts, and final credit reports 7:41 Inheriting POD accounts and an IRA — step-up in basis and the 10-year IRA rule 9:57 AVGE vs. AVGV fake-out and real question: bond “trough” strategy in retirement 11:24 Logical vs. emotional risk tolerance — why most retirees can't handle 50% drawdowns 13:40 Retiring internationally (Mexico example) — IRAs abroad, tax treaties, and practical Learn more about your ad choices. Visit megaphone.fm/adchoices
If your retirement dream takes place overseas, these tips for planning a global move can help you feel prepared and excited about the journey ahead. To support more content like this, become an AARP member at aarp.org. And don't forget to subscribe for more tips and tricks to help make your life a little easier — and happier!
This week on the Retirement Quick Tips podcast, I'm covering the essential list of to-dos if you're planning to retire this year, or frankly, anytime in the next couple of years. Today, I'm talking about the importance of simplifying your finances as you get close to retirement.
Hour 1 of Jake & Ben on February 13, 2026 Utah Jazz Analyst Tim LaComb joined to give his thoughts on the Jazz being fined by the NBA. Top 3 Stories of the Day: NBA All-Star Weekend begins tonight, Team USA Hockey beat Latvia 5-1, More on the Jazz being fined $500,000. Chris Paul is retiring from the NBA.
This week on the Retirement Quick Tips podcast, I'm covering the essential list of to-dos if you're planning to retire this year, or frankly, anytime in the next couple of years. Today, I'm talking about thinking through your ideal schedule in retirement.
Tonight on Mary Walter Radio, the very witty & quite handsome Chris Salcedo joins me!!Chris and I are easily distracted & didn't get to most of what I had planned, but we DID discuss:- Why a record number of Congressmen are leaving Capitol Hill- And why Gen Z isn't datingFollow Chris: @CSalcedoShowOn Rumble: The Chris Salcedo ShowAnd the Salcedo Storm Podcast
WSJM Afternoon News for 02-12-26See omnystudio.com/listener for privacy information.
Not everyone feels finished when their career ends, especially people who are wired to build. This week, I'm joined by Randy Gage, an entrepreneur, author, and speaker who retired at 40 and realized he wasn't done creating. Stepping away from work didn't bring the sense of completion he expected, so he returned to building businesses, writing, and teaching. Not because he had to, but because he wasn't done. That instinct to question what comes next started much earlier. At 15, Randy was sitting in a jail cell, facing the consequences of a life that had gone off track. That moment forced him to rethink his direction, and he's been asking those same questions about what comes next ever since. We talked about: How a stint in jail at 15 forced Randy to rethink his life Why early beliefs shape how we think about money, relationships, and health What Randy learned after retiring at 40 (and why he went back to work) The difference between a finite game and a life built around purpose How Randy defines prosperity beyond money What it means to age with intention and resilience Resources: https://www.randygage.com Breakthrough U Randy on X Randy on LinkedIn
This week on the Retirement Quick Tips podcast, I'm covering the essential list of to-dos if you're planning to retire this year, or frankly, anytime in the next couple of years. Today, I'm talking about revisiting your investment strategy before retirement.
She's been an advocate for women in law, and spoken about rising threats to the rule of law and the independence of the judiciary.
John Kretschmer is back on the podcast to talk more philosophy and more sailing. If you're new to the show, or new to John's work, he's inspired me more than any other sailor. His books are legendary, and you should read all of them. But start with 'Sailing a Serious Ocean,' if you want one book that best distills his storytelling and philosophy into one volume. John and I talk about everything in this winding episode - which also features a rare appearance from Mia! He was in Paris, we were in Sweden, and we start by debunking the rumor that John was retiring from passagemaking that I accidentally started on this here show! Grab a coffee or a beer and enjoy this one. -- Support the podcast & become a member of The Quarterdeck, where Andy, August & Mia dive deep on the art of seam'nship. Nerd out with us on our members-only forum and talk boats, gear, safety-at-sea, meet like-minded sailors, find crew, and more. Check it out on quarterdeck.59-north.com. See you there! -- This season of ON THE WIND is supported by our friends at Offshore Passage Opportunities and Rutgerson Marin. Support the show by supporting our sponsors!
6 LGBTQ-Friendly Countries Where Americans Can Retire for Less—and Still Achieve Retirement SuccessMost gay men assume retiring abroad requires extreme wealth, immigration lawyers, or giving up their U.S. passport.The truth?If you're over 50 and have Social Security, a pension, rental income, or a 401(k), you may already qualify for residency in multiple LGBTQ-friendly countries—and at a cost that actually supports retirement success instead of draining it.In this episode of Queer Money, we break down six verifiable LGBTQ-friendly countries where Americans can legally obtain residency without being ultra-wealthy—and where everyday life costs significantly less than in the United States.This conversation is about grounding the dream of retiring abroad in reality. These are real visa programs, real income thresholds, and real places where gay men can live openly, affordably, and with dignity.We cover:Why retiring abroad is often easier than people thinkHow reciprocity, visa policy changes, and global politics affect AmericansWhy cost of living—not net worth—is the real driver of retirement successHow residency visas work for retirees, investors, and financially independent individualsCountries Covered in This Episode:Portugal – Income-based residency, strong LGBTQ protections, and EU accessMexico – Familiar culture, flexible residency paths, and major healthcare savingsThailand – Marriage equality, retirement visas, and exceptional affordabilityGreece – EU residency options with one of the lowest Golden Visa thresholdsBrazil – Strong LGBTQ protections and low income requirementsLatvia – An emerging EU option with Schengen access and lower costsKey Takeaways for Retirement Success:You don't need millionaire money to retire abroad—clarity beats wealthCost-of-living arbitrage can extend your retirement years dramaticallyResidency is about documentation and income, not perfectionThe right country can turn “barely enough” into “more than enough”Retiring abroad isn't about running away.It's about running the numbers—and choosing a life that actually works.If retirement success means more freedom, less stress, and living openly as yourself, this episode shows you where to start.
This week on the Retirement Quick Tips podcast, I'm covering the essential list of to-dos if you're planning to retire this year, or frankly, anytime in the next couple of years. Today, I'm talking about boosting your emergency savings.
Mike shares advice for those who are retiring, and for the youth. Regardless of age, find your passion and stay connected with the Lord Jesus. Part 3. Links: Simply the Story … Upcoming workshops … God's Story: From Creation to Eternity … Moment for Eternity - Training for Evangelism Follow us on Twitter ~ Feedback ~ Facebook ~ iTunes Podcast ~ Vimeo ~ STS Youtube ~ God's Story Youtube