Episodes

  • Episode 30: Should You File for Social Security Early & Invest the Money? Liz’s Big Question Decoded

    Episode 30: Should You File for Social Security Early & Invest the Money? Liz’s Big Question Decoded
    Jun 16 2025
    In this episode of Retirement Decoded with Scott Tucker, Liz asks a compelling question:

    Should she file for Social Security retirement benefits early and invest the money instead of waiting for a higher monthly payout?

    Scott dives into the pros and cons of this strategy, breaking down the key factors you need to consider, such as your financial goals, risk tolerance, life expectancy, and current market conditions.

    Tune in to uncover whether this approach could work for you or if waiting might be the smarter choice.

    Don't miss these valuable insights to help you make informed decisions about your retirement!

    Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.
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    24 mins
  • Episode 29: RMD Rule Changes 2025: Paula’s Plan for Retirement Clarity

    Episode 29: RMD Rule Changes 2025: Paula’s Plan for Retirement Clarity
    Jun 9 2025
    In this episode of Retirement Decoded with Scott Tucker, Paula seeks clarity on the upcoming Required Minimum Distribution (RMD) rule changes for 2025.

    Scott breaks down what’s changing, how it impacts retirees, and strategies to navigate these updates while optimizing your retirement plan.

    Whether you’re approaching RMD age or already managing your distributions, this episode is packed with essential insights to help you stay informed and confident in your financial future.

    Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.
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    23 mins
  • Episode 28: Funding Futures: Margaret's Question About Grandkids' Roth IRAs

    Episode 28: Funding Futures: Margaret's Question About Grandkids' Roth IRAs
    Jun 2 2025
    In this episode of Retirement Decoded with Scott Tucker, Margaret brings an inspiring question to the table: how can she help fund her grandchildren’s Roth IRAs to give them a head start on financial security?

    Scott explains the rules, strategies, and long-term benefits of contributing to Roth IRAs for the next generation.

    Whether you’re a grandparent, parent, or someone looking to create a legacy, this episode provides actionable insights to set your loved ones up for financial success.

    Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.
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    24 mins
  • Episode 27: Protecting Your Forever Home: Georgine’s Journey to Peace of Mind

    Episode 27: Protecting Your Forever Home: Georgine’s Journey to Peace of Mind
    May 26 2025
    In this episode of Retirement Decoded with Scott Tucker, we meet Georgine, who’s facing an important question: how can she ensure her forever home is truly secure for the future?

    Scott dives into practical strategies for protecting what matters most, including home equity preservation, insurance considerations, and smart estate planning tips.

    Whether you’re thinking about your own forever home or helping a loved one plan for theirs, this conversation is packed with valuable insights to help you safeguard your retirement dreams.

    Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.
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    22 mins
  • Episode 26: Roth Conversions Explained: Mary’s 401(k) and IRA Dilemma

    Episode 26: Roth Conversions Explained: Mary’s 401(k) and IRA Dilemma
    May 19 2025
    Mary is wondering if a Roth conversion is the right move for her 401(k) and IRA. In this episode, we break down what a Roth conversion is, how it works, and when it might make sense to consider one.

    We’ll explore key factors like tax implications, income limits, and the potential for long-term savings growth.

    If you’ve ever wondered whether a Roth conversion is right for your retirement plan, this episode provides the answers you need to make an informed decision.

    Would you like to include specific examples or scenarios?

    Get on our phone calendar, for free, at TuckerRetirement.com.
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    17 mins
  • Episode 25: Can I Max Out My Roth IRA If My Husband Maxes Out His 457(b)?

    Episode 25: Can I Max Out My Roth IRA If My Husband Maxes Out His 457(b)?
    May 12 2025
    Becky has an important question: Can she max out her Roth IRA if her husband is already maxing out his 457(b)? In this episode, we explore how spousal income, contribution limits, and tax rules come into play. We’ll break down the requirements for Roth IRA eligibility and provide actionable strategies for couples looking to maximize their retirement savings. Whether you're saving as a team or planning individually, this episode offers practical insights for building a stronger financial future. Get on our phone calendar, for free, at TuckerRetirement.com.
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    16 mins
  • Episode 24: Mary's Dilemma: Navigating the Traditional 403(b)

    Episode 24: Mary's Dilemma: Navigating the Traditional 403(b)
    May 5 2025
    Mary has a big question on her mind: What should she do with her Traditional 403(b)? In this episode, we dive into her options, breaking down key considerations like rollovers, Roth conversions, and withdrawal strategies. Whether you’re approaching retirement or still years away, this discussion provides valuable insights into maximizing your retirement savings and avoiding common pitfalls. Tune in to learn how to make informed decisions about your 403(b) and take control of your financial future. Get on our phone calendar, for free, at TuckerRetirement.com.
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    22 mins
  • Episode 23: Exploring Retirement Income Options: Kathy's Questions Answered

    Episode 23: Exploring Retirement Income Options: Kathy's Questions Answered
    Apr 28 2025
    In this episode, we’re helping Kathy navigate the various income options available in retirement. From Social Security benefits to pensions, annuities, and withdrawal strategies from retirement accounts, we’ll break down the different sources of income and their implications for a comfortable retirement. We’ll also discuss how to create a sustainable income plan that aligns with individual financial goals and lifestyle preferences. Whether you’re approaching retirement or just want to be informed about your options, join us for practical advice and insights to help you build a solid income strategy for your golden years! Get on our phone calendar, for free, at TuckerRetirement.com.
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    11 mins
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