Retirement Income & Tax Planning for Professionals 5-10 Years From Retirement
The Biggest Financial Risk in Early Retirement: Most People Don't See It Coming
A market drop in year one of retirement hits far harder than one later on. Learn what sequence of returns risk is and how to protect yourself before you retire.
How Retirement Income Is Taxed (And Why It's Higher Than You Expect)
Traditional, Roth, capital gains, and Social Security each get taxed differently. See how they work together in retirement.
The Retirement Withdrawal Strategy Most People Miss
Most people focus on how much they withdraw in retirement. But the real decision is where that income comes from first—and how it impacts taxes over time.
How Does a Retirement Portfolio Generate Income
A retirement portfolio doesn’t just get “withdrawn from.” It generates income in three distinct ways. This episode breaks down how it actually works—and why structure matters.
Your Portfolio Has A New Job
As you approach retirement, your portfolio has a new job. Learn how to shift from growth to income and start building a reliable, tax-efficient retirement paycheck.