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Navigating Your Retirement

Navigating Your Retirement

By: Travis Chance
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. Economics
Episodes
  • Moves Every Retiree Should Make Before the Ball Drops

    Moves Every Retiree Should Make Before the Ball Drops
    Oct 10 2026
    As the year-end deadline approaches, we walk through key moves retirees should make now rather than waiting until December, including required minimum distributions and charitable giving strategies. We also explore how qualified charitable distributions can potentially reduce taxable income and affect Medicare premiums and Social Security taxation, along with when Roth conversions may make sense as part of a longer-term retirement and legacy strategy. The bottom line: don't let year-end deadlines sneak up on you—proactive planning can help avoid costly mistakes and make the most of your retirement strategy.
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    Less than 1 minute
  • What Are You Really Leaving Your Kids?

    What Are You Really Leaving Your Kids?
    Oct 3 2026
    The greatest wealth transfer in our nation's history has begun. You need to make sure you are doing what's right for you and your family. We talk about major tax mistakes to avoid and strategies to help you and your family.
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    Less than 1 minute
  • Social Security - Is the Math Working?

    Social Security - Is the Math Working?
    Sep 26 2026
    With the looming possibility of trust fund depletion and potential reductions in projected Social Security benefits, we examine whether standard retirement income strategies can withstand these upcoming changes. We break down the real-world impact of potential benefit cuts on a typical retiree's budget and explore why relying solely on pre-tax accounts can leave you vulnerable. Join us as we share strategic adjustments—including Roth conversions and income diversification—to help ensure your financial plan remains resilient no matter what lies ahead.
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    Less than 1 minute
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