Retirement Playbook

During this episode, we’ll discuss Harnessing the Power of Social Security and its importance to your financial strategy.

In this episode of The Retirement Playbook, we discuss strategic options for managing old or legacy 401(k) accounts. We break down the pros and cons of leaving funds in a former employer's plan, cashing out, or initiating a direct rollover into a personalized IRA. Listeners are guided on how to make informed decisions to optimize their retirement savings while avoiding costly tax penalties and fees.

We are officially halfway through the year, making it the absolute perfect time to pause and grade your financial progress. This episode walks you through a vital mid-year checklist to help you adjust your tax strategies, rebalance your portfolio, and track your retirement goals. Tune in to ensure your money is still working as hard as you are for the rest of the year.

During this episode, we’ll explore what research consistently shows makes retirement genuinely fulfilling.

During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.

During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.

This week on Business Owner Playbook, we’re stripping away the "hustle culture" veneer to tackle a silent killer of promising startups: the cash flow crunch. We explore why a high-revenue year can still leave you broke if your timing is off and how to bridge the gap between a sent invoice and a cleared check. Join us for a candid look at the financial tightrope walk every entrepreneur eventually has to master.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

In this episode Brock speaks directly to business owners, about succession planning, financial planning and more. He introduces his new series and business planning model.

This essential year-end episode focuses on critical financial planning moves you must make before December 31st, while preparing you for upcoming changes in the new year. We break down the key adjustments to contribution limits, tax brackets, and other regulatory updates that will directly impact your wallet starting in 2026. Tune in to ensure you maximize current deductions, optimize your portfolio, and strategically position your finances for the evolving rules of the coming year.

Get ready for a seismic shift! This episode analyzes the most significant economic and legislative changes set to impact your finances in the coming months. We break down the tax, retirement, and market movements that are poised to disrupt your current financial plan, making some strategies obsolete and others urgently necessary. Tune in to understand these "big changes" and get the critical, actionable advice you need to proactively adjust your portfolio and budget to thrive in the new environment.

It’s the final quarter of the year, and with a looming government shutdown and persistent high interest rates, we’re laying out your essential financial action plan. This episode details critical year-end tax strategies like Roth conversions and tax-loss harvesting, plus a checklist for maximizing your retirement and health savings accounts before the ball drops. We also analyze how the political climate and the Federal Reserve's stance on rates should influence your decisions right now, ensuring you finish the year strong and start the next with maximum financial efficiency.

During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.

On this episode, we’ll discuss how you may be able to secure an extra $50,000 for retirement and how to protect your savings from a recession.

On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finances.

During this episode, we’ll consider if those who wanted to retire in 2025 may need to reconsider, and we’ll also touch on how those running behind on retirement savings can still catch up.

During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.

During this show, we’re going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.

During this episode, we’re going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.

During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.

During this episode, we’ll highlight some of the most frequently overlooked financial steps.

During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.

During this episode, we’ll discuss eight signs that could tell you that you’re ready to retire as well as traits that lead to more retirement savings.

In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

Required Minimum Distributions (RMDs) can be a complex tax planning tool. In this episode, we'll break down what RMDs are, who they apply to, and how to strategically manage them. We'll also discuss other year-end financial and tax strategies to help you maximize your financial goals.

On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

On this show, we’ll look at how younger workers feel about retirement, and we’ll then discuss retirement prep at different ages.

During today’s show, we’ll discuss Medicare’s 2025 cost increases and more!

During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.

During this program, we’re going to discuss what the recent news of a Fed rate cut means for the average American.

In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

During this show, we’ll analyze the concept of un-retirement and what it could mean for your financial strategy.

During this show, we’re going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

In this episode, we'll dive into the essential financial tasks you need to complete before the end of the year. From tax planning and investment strategies to retirement contributions and charitable giving, we'll provide actionable tips to help you maximize your financial health. Join us to ensure you're on track to meet your financial goals.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

During this show, we’ll first consider whether age 95 is still a good target age to build a retirement strategy around before considering some steps to prepare your finances for retirement.

Confused about your retirement savings options? This episode breaks down the pros and cons of rollovers, conversions, and staying put. Learn when each strategy makes sense and how to make informed decisions about your financial future.

As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.

During this show, we’ll look at steps you can take if you want to move your retirement date up. We’ll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

During this show, we’ll discuss the FIRE, or Financial Independence, Retire Early, technique.

Inflation squeezing your wallet? This episode dives into financial strategies to combat rising prices. We'll explore how to manage your budget, make your savings work harder, and identify areas to cut back without sacrificing your quality of life. Tune in and learn how to weather the inflationary storm!

Buckle up for a mid-year market review! We'll dissect the highs and lows of 2024 so far, then unpack the tax implications you need to consider when making withdrawals from your investments. Don't miss this episode to make informed financial decisions for the rest of the year.

During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.

During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.

During this show, we’ll discuss some of the most frequently overlooked financial steps and why they’re important.

During this episode, we’ll discuss five types of insurance that most people should include in their financial strategy.

During this episode, we’ll highlight some of the things you can do to get out of debt, especially when preparing for retirement.

During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.

During this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.

In this episode Brock shares the 5 most important questions to ask before you retire and how to get the answers you need.

In this episode we uncover how your retirement income is taxed, explore strategies to minimize your tax burden, and ensure you keep more of your hard-earned money during your golden years.

During this show, we’ll discuss retirement steps to take when you’re 10 years, five years, and one year from retirement.

During this show, we’ll discuss some of the things current retirees wish they’d known before they stopped working as well as what should be included in a retirement budget.

During this show, we’re going to discuss essential steps that can provide rainy day financial protection.

On this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.

During today’s show, we’re going to address the concept of flexible protection for a healthy retirement which for some people may be a way to secure the money they need for long-term care services while also helping protect their assets.

During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.

During this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions.

Unlock the secrets of your Social Security: "Harnessing The Power Of Social Security" dives deep into America's retirement safety net, revealing strategies to maximize your benefits, navigate claiming options, and secure your golden years.

Rollover right, and retire with confidence! This podcast cuts through the confusion, exposing common traps like early withdrawal penalties and tax surprises. Discover pro tips for seamless transfers and maximizing your nest egg.

Feeling lost in the financial maze? Ditch the stress and unlock your wealth potential. This podcast explores how a financial advisor can be your secret weapon in reaching your financial dreams.

On this episode, we’ll discuss some simple but powerful financial steps you can take at ages 50 and 65.

Is it time to go back to work in retirement? This is a question many people have. In this episode we look at the pros and cons of working in retirement and some strategies to consider.

In this show we talk about the positive rise in the stock market, the effect of interest rates. We also look back at 2023 and what it might mean for finances in the new year.

During this episode, we’re going to discuss some of the economic factors and changes coming in 2024.

What is wealth management and how can it help you? We talk about that and how changes are important, as Brock unveils his new company logo and the vision behind it.

During this show, we’re going to examine clear steps people can take to avoid letting their dream retirement stories turn into retirement horror stories.

The rules on how your money is taxed are always changing. Especially when it comes to investments and retirement accounts. In this episode we talk about what you need to know as well as offer up some helpful strategies.

During this episode, we’re going to discuss the recent news about Social Security’s Cost of Living Adjustment increase as well as maximizing your Social Security payment.

During this episode, we’ll detail some common financial scams and how you can better protect yourself and your money.

During this episode, we’ll do a deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.

During this episode, we discuss Medicare open enrollment and Estate Planning Awareness Week.

Medicare open enrollment (which is also known as the annual election period) is upon us. In this episode we review what changes can be made, and why it's so important to review your Medicare.

In this episode we talk about the importance of financial and retirement planning and why you need to work with a financial services professional.

You future is important, but the future of your loved ones is even more important. We talk about what you need to know about estate and enhanced planning.

During this episode, we’re going to discuss some of the steps you can take to get out of debt.

In this show Brock talks about what you need to know about estate and enhanced planning and why it's important for everyone.

During this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.

During this episode, we’re going to look at commonly held notions about money and which ones are true and false and we’ll also discuss 8 Obstacles to Retirement.

During this episode, we’ll discuss some of the most common signs that you’re economically and strategically ready to retire.

During this episode, we’ll discuss harnessing the power of Social Security, which, among other things, means understanding the full retirement age, how when you file can affect your benefit payment, and how Social Security is only a piece of a broad financial strategy.

In this episode we talk about how to avoid costly mistakes with your 401(k).

During this episode, we discuss what annuities are, their benefits, drawbacks, and whether they may be a good fit for your financial strategy.

During this show, we’ll look at some of the common retirement expenses that many people fail to adequately prepare for before they retire. We’ll conclude the show by looking at wealth plans.

On this show, we’re going to look at the future of retirement, both in terms of how it may look a handful of years from now and how it may look several decades in the future.

Everyone wants a happy and comfortable retirement. In this episode we go over 20 tips that may help you achieve a successful retirement.

This episode features an examination of the rising hospital at home movement as well as long-term care insurance.

During this episode, we’re going to examine some of the key things you should know as you move closer to your retirement.

In this episode we talk some more about critical things you need to know before filing for Social Security.

During this show, we’ll look at recent news from the Social Security trustees’ report before shifting into a more general conversation about Social Security.

During this episode, we’ll highlight some tips to help you enjoy summer while sticking to your budget and retirement strategy.

In this show we look at financial steps for those who are in the last inning or two of their careers as well as for those who are still financial rookies.

In this show, we highlight some of the financial resources available to people when they turn 50 and 65.

During this show, we’ll look at various ways you may be able to save money when it comes time to take your retirement withdrawals.

During this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.

During this show, we’re going to highlight some potential tax breaks for those older than 50 as well as ways older people may be able to reduce their taxes in retirement.

In this episode we talk about the importance of having a purpose in retirement, and some of the steps you can take to be content in retirement.

During this episode, we’re going to breakdown the federal SECURE 2.0 Act, which may have major implications for millions of retirees.