Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!
The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.
Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.
Here's to learning everything you need to know to live out your dream retirement!
Latest Episodes
The 2026 Social Security COLA + Who It Applies To
The 2026 Social Security COLA has been announced! I will share what it is, who it applies to, how it's calculated, and why your Social Security claiming strategy impac...
Social Security REGRETS: The Top 5 Mistakes Retirees Make
Are you sure you are taking Social Security at the right time? Well, in this episode, I share 5 common mistakes retirees make when claiming Social Security and what yo...
Why Retirees with $1M Actually End Up With TOO MUCH
Are you making the same mistake many other retirees make? If so, you could end up missing out on a lot right now, and have more money that you ever need later in life....
Are You Optimizing Social Security For The WRONG Thing?
Is a break even analysis or trying to get the maximum lifetime benefits from Social Security the wrong way to optimize your benefits? In this episode I share an differ...
Roth Conversions Just Got More Complicated (OBBBA Update)
The OBBBA was passed back in July 2025, but now Roth conversions are more confusing for retirees. The new senior deductions might be helpful for some, but for those wh...