Navigating Your Retirement copertina

Navigating Your Retirement

Navigating Your Retirement

Di: 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. Economia
Episodi
  • What Could Going it Alone Cost You?

    What Could Going it Alone Cost You?
    Oct 17 2026
    Managing your investments is one thing, but turning those savings into a sustainable retirement income requires a different approach. We discuss the potential pitfalls of planning for retirement on your own, including Social Security timing, tax-efficient withdrawals, and protecting a surviving spouse. We also explore how a comprehensive financial strategy and professional guidance can help retirees make more informed decisions, maximize their resources, and gain greater peace of mind.
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    Meno di 1 minuto
  • 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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    Meno di 1 minuto
  • 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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    Meno di 1 minuto
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