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
Don't Retire Yet - Try This Instead
Are you anxious about an abrupt transition to retirement? In this episode of Retirement Answers, I share the concept of phased retirement, where you can gradually redu...
The Big HSA Mistake Retirees Don’t Know They Are Making
Have you ever wondered if your HSA contributions could cause unexpected issues as you approach retirement? In this episode, I highlight potential risks and mistakes th...
New 2026 Tax Brackets, Standard Deductions & More!
Can you believe it's 2026 already?? Ready or not here we go! In this episode, I'm sharing the updated tax brackets, standard deductions, capital gains brackets, IRMAA ...
MAJOR Changes To 401k Catch-Up Contributions in 2026
If you're 50+ and making catching catch-up contributions to your employer 401k plan, this episode is for you. In 2026, you might have to change how you save to your em...
4 Retirement Fears to STOP Believing After You Reach 50
Have you ever wondered why so many people dream of early retirement but never actually do it? In this episode, I dive into the most common fears that hold people back ...