Episodes

  • Income Blueprint - June 15, 2025

    Income Blueprint - June 15, 2025
    Jun 15 2025
    Alan and Troy take a look at how to take savings vehicles such as 401Ks and IRAs and turn them into reliable monthly income for retirement.
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    52 mins
  • Market Volatility - June 1, 2025

    Market Volatility - June 1, 2025
    Jun 1 2025
    As usual, the stock market is going up and down - sometimes wildly - in 2025. Alan and Troy discuss the volatility and possible opportunities it provides to augment your investments and retirement savings if done properly. They also revisit tax challenges for retirement income, as well as looking at timeless advice.
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    52 mins
  • Volatility and Tax Challenges - May 25, 2025

    Volatility and Tax Challenges - May 25, 2025
    May 25 2025
    Alan and Troy once again address volatility in the market and how it may continue, and how having a plan can help you deal with it. They also revisit tax challenges in retirement and how proper tax planning can save you money in future tax obligations.
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    52 mins
  • Tariffs and the Market - May 18, 2025

    Tariffs and the Market - May 18, 2025
    May 18 2025
    Alan and Troy first look at the latest situaiton involving tariffs and how they cause market flucuations, and how you should access your risk tolerance and revise your plan accordingly. They also revisit the subject of retirement unknowns, such as longevity and future tax rates that could cause your plan to change on the fly.
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    52 mins
  • Hidden Obstacles - May 11, 2025

    Hidden Obstacles - May 11, 2025
    May 11 2025
    Alan and Troy take a look at some of the not-so-obvious factors involved in putting a financial plan together for retirement. This include creating reliable lifetime income, managing unexpected health care costs, taxes and market volatility.
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    52 mins
  • The True Cost of Retirement - May 4, 2025

    The True Cost of Retirement - May 4, 2025
    May 4 2025
    People may spend more than they think they will when they retire, plus other costs that may not be taken into consideration could eat away at their savings. Alan and Troy look back at why controlling these costs are so important in putting a plan together. They also revisit the threats of inflation and taxes on retirement savings.
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    52 mins
  • Dealing with Volatility - April 27, 2025

    Dealing with Volatility - April 27, 2025
    Apr 27 2025
    Alan and Troy take a look at the recent market volatility, which is expected to continue, and how to best deal with it within your retirement plan. They also take another look at items to place on your planning checklist, as well as five tips to provide for a happy retirement.
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    52 mins
  • Retirement Income Faces Tax Challenges - April 20, 2025

    Retirement Income Faces Tax Challenges - April 20, 2025
    Apr 20 2025
    Taxes are a big part of retirement - something many people don't realize. And not planning for them could cost you a lot of money. Alan and Troy look at how taxes may increase to help pay off the growing national debt, and how they could also eat into your retirement nest egg unless you use various strategies to pay lower rates now before they possibly go up as soon as next year.
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    52 mins
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