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Retirement Planning Episodes

Start your retirement planning journey today! Learn essential strategies for retirement savings, understand your 401 (k) and IRA options, plan for retirement income, and explore retirement investments. Discover how social security fits into your strategy and how to achieve financial security in retirement.
July 18, 2025

Retirement Planning: Can You Afford to Retire

Welcome to "Retirement Planning: Can You Afford to Retire?" – where we explore how to plan well, retire well, and live well . This episode explores the essential question: "Can You Afford To Retire?" Achieving a comfortable r...

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June 2, 2025

Social Security Overpayment Withholding Rate: 50% Update April 2025

Effective spring 2025, the Social Security Administration changed its overpayment rule to reduce financial hardship. The default withholding rate is now automatically 10% of your monthly benefit, a significant decrease from the previous 100% default. The 50% rate does not apply to regular monthly c…

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