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 your age-by-age cheat sheet so you know exactly what to do before the IRS, Social Security, or Medicare force your hand.
Here’s what we discuss in this episode:
⏳ Full Retirement: Earnings rules change
📤 RMD Ages: Required withdrawals eventually begin
🎂 Age 50: Catch-up contributions begin
💵 Age 62: Social Security becomes available
🏥 Age 65: Medicare eligibility begins
📈 Age 70: Delayed benefits stop growing
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