Sep 25, 2026

As more people approach retirement, they’re looking for ways to reduce risk while still maintaining some opportunity for growth. That often leads to questions about annuities and whether they’re a good investment. The answer, of course, depends on your specific situation, goals, income needs, risk tolerance, and...

Sep 18, 2026

A massive amount of wealth is moving from one generation to the next, but transferring assets is only part of the equation. Today, Nick and Eric look at why families need to start thinking about the transition long before an inheritance actually changes hands. The goal is to make sure the wealth you’ve built...

Sep 11, 2026

Retirement planning comes with a surprising number of age-based rules and opportunities. Nick and Eric walk through the milestones that can shape when and how you make important financial decisions. Knowing what changes at each stage can help you avoid missed opportunities and costly surprises. Think of this episode as...

Sep 4, 2026

Long-term care can be one of the biggest financial blind spots in retirement planning. Today, Nick and Eric discuss when long-term care insurance may make sense, when self-insuring could be reasonable, and why the decision needs to fit within the broader retirement plan. You’ll also hear the differences between...