Jun 26, 2026

Required Minimum Distributions (RMDs) are one of the most misunderstood—and potentially costly—parts of retirement planning. Nick and Eric break down exactly what RMDs are and why they can have a significant impact on your taxes, Social Security benefits, Medicare premiums, and overall retirement strategy. They...

Jun 19, 2026

Many retirees assume they've missed their chance to take advantage of Roth conversions, but the reality is that age 65 may be one of the best times to start the conversation. Today, Nick and Eric explain how Roth conversions work and how strategic conversions may help reduce overall tax exposure. Roth conversions may...

Jun 12, 2026

There’s no shortage of retirement advice out there, but not all of it is accurate. In fact, some of the most common beliefs about retirement can quietly derail your plan if you take them at face value. In this episode, Nick reveals five of the biggest retirement myths and explains what actually matters when it comes...

Jun 5, 2026

In this episode, Nick and Eric break down what it really means to plan for retirement as a single. They discuss the unique challenges that come with being single, from financial decision-making to long-term care and income planning. The conversation highlights why being proactive is critical when there’s no partner to...