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...

Aug 28, 2026

Teachers often have retirement benefits that look very different from those of private-sector employees. In this episode, Nick and Eric explain why understanding the options available through your school system is so important before making irreversible decisions. They also discuss how teachers can build more...

Aug 21, 2026

Retirement changes the purpose of your investments. Instead of simply accumulating money, your portfolio now has to support your lifestyle, keep pace with inflation, manage risk, and provide income for an unknown number of years. In this episode, Nick and Eric tackle the questions that help determine whether you are...

Aug 14, 2026

Retiring before age 65 can create a major gap between employer coverage and Medicare eligibility. Today, Nick and Eric explain four potential health insurance options and answer listener questions about Medicare enrollment, Social Security claiming, and long-term care planning. Before leaving work, make sure healthcare...