Episodes

  • The Retirement Income Blueprint

    The Retirement Income Blueprint
    May 11 2025
    It's great to have retirement accounts with a fat nest egg to work with, but it take a different mindset to turn that savings into reliable lifetime income. Mindy and Nolan discuss the difference, and the steps needed to make the transition so your money will provide what you need for your retirement dreams.
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    39 mins
  • Rebalance Your Retirement Portfolio Now

    Rebalance Your Retirement Portfolio Now
    Apr 27 2025
    Rebalancing is an aspect of retirement planning that many people find daunting, especially after going through such a process just to get it started. Mindy and Nolan discuss why rebalancing is important, especially as it pertains to keep track of your goals and making sure your plan remains on track to do what it needs to.
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    39 mins
  • Retirement Income Faces Tax Challenges

    Retirement Income Faces Tax Challenges
    Apr 13 2025
    Many people think they will pay less in taxes once they stop working, but that may not always be the case. Mindy and Nolan take a look at the structure of taxes as they involve retirement accounts, and why tax planning - including Roth conversions - may help to lower the amount you need to pay.
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    39 mins
  • Dealing with Volatility

    Dealing with Volatility
    Mar 30 2025
    There has been plenty of volatility in the markets this year, and it's likely to continue. Nolan discusses how best to deal with it and why timing the market is usually not productive to your investments or your plan. Later Mindy joins him to take a look at hidden obstacles that could derail your retirement if not carefully planned for, such as health care costs and taxes.
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    39 mins
  • Protected Income

    Protected Income
    Mar 2 2025
    The income you need for regular expenses in retirement has to be protected - that is come from a guaranteed source such as Social Security, a pension or an annuity. Mindy and Nolan discuss these sources as well as the various types of annuities, and how they can make sense in your retirement plan.
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    39 mins
  • Preserving Your Retirement From Taxes

    Preserving Your Retirement From Taxes
    Feb 16 2025
    Taxes may be going up at the end of this year - or they may stay the same. No one knows yet, but Mindy and Nolan take a look ahead and how to plan for either scenario so you can keep more of your hard earned savings in your pocket.
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    40 mins
  • Four Retirement Unknowns

    Four Retirement Unknowns
    Feb 2 2025
    Longevity, health care costs, taxes and stock market performance are four areas that can't be known at the time a retirement plan is being put together. But they can be accounted for. Mindy and Nolan go over ways where proper planning can help account for these variables so funds can be there when they are needed.
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    40 mins
  • Tackling the Twin Threats of Taxes and Inflation

    Tackling the Twin Threats of Taxes and Inflation
    Jan 30 2025
    Taxes and inflation are two huge unknown factors going into retirement. Mindy takes a look at how planning can help mitigate these factors so your retirement can be less stressful and more enjoyable.
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    39 mins