Investing for money vs. investing for happiness. Answering listener questions on leveraging QLACs and long-term coverage options. Tax planning with special guest, David McKnight. Job Optional case study: protecting retirement savings amidst the “retirement red zone."

False proxies that deceive your finances. Answering listener questions on maximizing tax efficiency, Roth IRA withdrawals and RMDs, and how Social Security earnings and benefits are calculated. Retirement income planning and spending insight with special guest, Dr. Michael Finke. Plus, a case study on the importance of having a fully communicated estate plan for your heirs.

What you need to know about taxes when you reach age 65. Answering listener questions on understanding Social Security earnings limits and finding purpose and meaning in your identity in retirement. How to age healthily with special guest, Dr. Dawn Carr. Job Optional case study: navigating longevity and inflation risk in a couple’s retirement strategy.

Do U.S. investors underestimate risk? Answering listener questions on overcoming frugality syndrome and doing piecemeal Roth conversions. Social Security advice you won’t want to miss. Plus, a case study of a couple who found security in a personalized income plan.

What’s going on with the debt ceiling? LIRPs for tax efficiency and the downside of annuities. The best income planning insights from our podcast guest experts. Job Optional case study of a couple who needed to prioritize asset allocation.

Extreme cases in the market and how to plan for them. How to know you’re truly financially independent. A hospice doctor’s advice on financial independence with special guest, Dr. Jordan Grumet. Plus, a case study on the importance of purpose.

The concept of safe money. Answering listener questions on year-round tax strategies, the tax impact of RMDs, and the forecast for inflation and interest rates. Special guest, Sarah Stanley-Fallaw shares the habits that lead to being the millionaire next door.

9 ways to reduce taxes on Social Security. Have you planned for “black swan” events? Navigating RMDs from your IRA and true luxury goods that come from financial peace of mind. Special guest, David McKnight joins to discuss all things taxes.

7 income streams to build wealth. Which accounts to tap first for retirement withdrawals. Finance lessons from the Silicon Valley bank collapse. Special guest, Steve Lopez shares what he’s learned about retirement and the meaning of work.