# important links website (audio feeds) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover important links website. Page: Feed: --- ## [The DIY Retirement Plan — Where It Works and Where It Gets Expensive](https://planwiththetaxman.podbean.com/e/the-diy-retirement-plan-%e2%80%94-where-it-works-and-where-it-gets-expensive/) _2026-08-06 · Plan With The Tax Man_ There's an entire television network dedicated to doing things yourself — home renovation, landscaping, interior design, all of it. And the DIY mentality is genuinely admirable. But when it comes to retirement planning, the stakes of a bad install are a little higher than a crooked backsplash. Let's talk about what DIY planning actually looks like in practice. Important Links: Website:… [Listen](https://mcdn.podbean.com/mf/web/7u45wsrsdap6b8q4/150_-_TONY_MAURO_-_RENOVATIONa5q9u.mp3) ## [The Financial Worries That Keep People Up at Night](https://financialflightplan.podbean.com/e/the-financial-worries-that-keep-people-up-at-night/) _2026-08-06 · Financial Flight Plan Podcast_ When it comes to financial planning, everybody has something that bothers them. Today we're walking through some of the most common pain points we see and the real conversations that happen around them. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/6kavn5unpc4ap6a3/163_-_BRIE_REYES_1_-_PAIN_POINTSb9cqe.mp3) ## [The National Park Guide to Retirement Planning](https://planwiththetaxman.podbean.com/e/the-national-park-guide-to-retirement-planning/) _2026-07-23 · Plan With The Tax Man_ Whether you're visiting one of the 63 national parks this summer or just hitting a local trail, a lot of the best practices for a great hike apply just as well to your retirement plan. Let's “walk” through a few. Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- TRANSCRIPT: Marc: This week on Plan with the Tax Man, maybe you're visiting one of our national… [Listen](https://mcdn.podbean.com/mf/web/vegbibyc9khdtcy9/149_-_TONY_MAURO_-_PARKS9yqqo.mp3) ## [The 5 D's of Retirement Planning](https://financialflightplan.podbean.com/e/the-5-ds-of-retirement-planning/) _2026-07-16 · Financial Flight Plan Podcast_ Based on a recent article from Kiplinger, there are five keys to a retirement plan that actually holds up over time. They all happen to start with the same letter- which either means it's a great framework or someone really wanted it to work out that way. Either way, the five D's are worth knowing. Read the Kiplinger article HERE. Important Links: Website: https://www.estesfinancial.net/ Call:… [Listen](https://mcdn.podbean.com/mf/web/ef6cbf5re62wance/162_-_BRIE_REYES_1_-_5_DS71l0v.mp3) ## [What Your 4th of July Traditions Can Teach You About Money](https://financialflightplan.podbean.com/e/what-your-4th-of-july-traditions-can-teach-you-about-money/) _2026-07-02 · Financial Flight Plan Podcast_ This year's Fourth of July carries a little extra weight as we celebrate 250 years of American independence, and that's worth a moment. But between the hot dogs, the parades, and the fireworks, we started thinking about how many of our favorite holiday traditions have a pretty natural financial parallel. So that's what we're doing today… and the comparisons might surprise you. Important Links:… [Listen](https://mcdn.podbean.com/mf/web/xmddnprubain59tb/161_-_BRIE_REYES_1_-_4TH_OF_JULYb36u4.mp3) ## [Reacting to the Most Watched Retirement Video of the Year](https://planwiththetaxman.podbean.com/e/reacting-to-the-most-watched-retirement-video-of-the-year/) _2026-06-25 · Plan With The Tax Man_ Over the past year, one retirement video on YouTube pulled in 3.7 million views. The title: "Sell These 5 Things Before You Retire." We thought it was worth a conversation — not to tear it apart, but to react honestly. Do we agree? How often do we actually see this play out with real clients? Let's get into it. Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381… [Listen](https://mcdn.podbean.com/mf/web/qeyzsxdwnpv9scs9/148_-_TONY_MAURO_-_MOST_WATCHED_VIDEO6lyy0.mp3) ## [OpenAI, SpaceX, and You — Should You Care About the IPO Boom?](https://financialflightplan.podbean.com/e/openai-spacex-and-you-%e2%80%94-should-you-care-about-the-ipo-boom/) _2026-06-18 · Financial Flight Plan Podcast_ SpaceX. OpenAI. These and other names have been dominating the headlines. The IPO market is heating up and clients are asking questions. Today we're keeping it simple. What do retirees and pre-retirees need to understand about IPOs before they get caught up in the excitement? Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/s784xa2ryyi7gzhq/160_-_BRIE_REYES_-_IPObbi0l.mp3) ## [Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement](https://planwiththetaxman.podbean.com/e/beach-budgets-and-balance-what-vacation-planning-really-looks-like-in-retirement/) _2026-06-11 · Plan With The Tax Man_ Summer's here. And somewhere between the excitement of planning a big trip and the anxiety of what it costs, a lot of retirees end up doing something that surprises us… they feel guilty about it. They worked hard, they saved, they planned for decades, and then they second-guess a beach vacation. Today, let's talk about how travel fits into a real retirement plan and how to enjoy it without guilt.… [Listen](https://mcdn.podbean.com/mf/web/c44qf6k6rhz5ffxu/147_-_TONY_MAURO_-_VACATION_TRAVELbbj6i.mp3) ## [54 Million Workers Had No Retirement Plan. That Just Changed](https://financialflightplan.podbean.com/e/54-million-workers-had-no-retirement-plan-that-just-changed/) _2026-05-28 · Financial Flight Plan Podcast_ There’s some big retirement news out of Washington worth understanding. President Trump recently signed an executive order aimed at expanding access to retirement savings for the tens of millions of Americans whose employers don't offer a plan. Today we're breaking down what was signed, what it means in practice, and what questions it raises for your own retirement picture. Important Links:… [Listen](https://mcdn.podbean.com/mf/web/ts8v2w2atu9fpn9t/159_-_BRIE_REYES_1_-_NEW_EXECUTIVE_ORDER6vl5b.mp3) ## [Why Spending in Retirement Is Harder Than It Sounds](https://financialflightplan.podbean.com/e/why-spending-in-retirement-is-harder-than-it-sounds/) _2026-04-30 · Financial Flight Plan Podcast_ Most retirement conversations are about saving enough. Today we're talking about the other side of that. What happens when you've saved, you're there, and you still can't bring yourself to spend it? It's more common than people admit. And it can quietly rob you of the retirement you worked so hard to build. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/mmymdamruvpatxtd/158_-_BRIE_REYES_-_SPENDING81yzy.mp3) ## [Every Channel. One Login. (Sponsored)](https://crawlproof.com/a/1R4Uo2asdLnm) _2026-04-30 · **Sponsored**_ 17,000+ live channels, movies and sports on any device. Free trial, no IP lock. ## [Inside Your Financial Easter Basket](https://planwiththetaxman.podbean.com/e/inside-your-financial-easter-basket/) _2026-03-26 · Plan With The Tax Man_ Quick question before we get started... which Easter candy are you most looking forward to this year? Whatever your answer is, we're going to use it. Because today we're building a financial Easter basket and matching some of your favorite candies to the products and tools that belong in a solid retirement plan. Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381… [Listen](https://mcdn.podbean.com/mf/web/reyzycs8rpnwj4fw/146_-_TONY_MAURO_-_EASTER_CANDY9c7rs.mp3) ## [Tax Mistakes New Retirees Make](https://financialflightplan.podbean.com/e/tax-mistakes-new-retirees-make/) _2026-03-26 · Financial Flight Plan Podcast_ Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today, we're looking at some of the biggest tax mistakes retirees make, as discussed in a recent Kiplinger article , and whether these match what we see in the real world.… [Listen](https://mcdn.podbean.com/mf/web/8gexvhqbstppxj9j/157_-_BRIE_REYES_-_TAX_MISTAKESaryfw.mp3) ## [From Zero Savings to a Million-Dollar Exit](https://planwiththetaxman.podbean.com/e/from-zero-savings-to-a-million-dollar-exit/) _2026-02-26 · Plan With The Tax Man_ For many business owners, retirement savings don’t show up neatly in a 401(k) or IRA. They’re tied up in the business itself. Today’s listener question comes from a couple facing a sudden transition from “almost nothing saved” to managing a large lump sum late in the game. And they’re wondering if it’s enough. Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381… [Listen](https://mcdn.podbean.com/mf/web/maw6szvs7947a49h/144_-_TONY_MAURO_-_SELLING_A_BUSINESS8ph2l.mp3) ## [Risk Tolerance: Preparing for Market Turbulence](https://financialflightplan.podbean.com/e/risk-tolerance-preparing-for-market-turbulence/) _2026-02-26 · Financial Flight Plan Podcast_ Some people love a thunderstorm. Others panic when the clouds roll in. Today, we’re talking about risk tolerance through the lens of weather. There’s nothing wrong with having different reactions to the same events. But pretending you’re someone you’re not? That can get expensive. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/ka66fpnxmxzmb23f/156_-_BRIE_REYES_-_MARKET_TURBULENCE9iohg.mp3) ## [Financial Hot Takes Under the Microscope](https://planwiththetaxman.podbean.com/e/financial-hot-takes-under-the-microscope/) _2026-02-12 · Plan With The Tax Man_ Everyone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Let’s break it down. Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript: Marc: Everyone has got an opinion about money, especially people pushing a book deal or a… [Listen](https://mcdn.podbean.com/mf/web/4rder4u4agbp99sj/143_-_TONY_MAURO_-_HOT_TAKES64s2v.mp3) ## [Would You Trade $600 a Month to Protect Your Spouse?](https://planwiththetaxman.podbean.com/e/would-you-trade-600-a-month-to-protect-your-spouse/) _2026-01-29 · Plan With The Tax Man_ One of the biggest retirement decisions people make doesn’t involve the stock market at all. It’s a choice hidden inside their pension paperwork. Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript: Speaker 1 00:00 Hey, time once again, to plan with the tax man, and we are going to talk about the biggest retirement decisions people make that doesn't… [Listen](https://mcdn.podbean.com/mf/web/duywfwea5i2xffte/142_-_TONY_MAURO_-_PENSION_OPTIONS6s57l.mp3) ## [What's Changing in 2026 (And Why It Matters to Your Money)](https://financialflightplan.podbean.com/e/whats-changing-in-2026-and-why-it-matters-to-your-money/) _2026-01-29 · Financial Flight Plan Podcast_ What’s new in 2026 for retirees & pre-retirees? From Social Security and Medicare to tax breaks and retirement contributions, this year brings several updates that could quietly impact your cash flow, taxes, and savings strategy. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/u9xkrfysuv8tiz6b/155_-_BRIE_REYES_1_-_2026_CHANGESbq0i8.mp3) ## [Trump Accounts: Free Money or Future Headache?](https://planwiththetaxman.podbean.com/e/trump-accounts-free-money-or-future-headache/) _2026-01-15 · Plan With The Tax Man_ A new government-backed savings account for kids is coming. On the surface, it sounds like a win. Free money for newborns, long-term investing, and a head start on adulthood. But once you look under the hood, Trump Accounts raise some real questions about taxes, flexibility, and whether they beat existing options. Today, we’re walking through the pros and cons and asking if this new account is… [Listen](https://mcdn.podbean.com/mf/web/r5wmhm5ricgsu4zh/141_-_TONY_MAURO_-_TRUMP_ACCOUNTS7woii.mp3) ## [What White Christmas Teaches Us About Retirement](https://financialflightplan.podbean.com/e/what-white-christmas-teaches-us-about-retirement/) _2025-12-18 · Financial Flight Plan Podcast_ Before you rewatch White Christmas this season, remember that buried in the songs and snowstorms are some surprisingly good retirement lessons. Let’s pull a few gems from Bing Crosby and the gang. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/qcyby6y5as32jdw9/154_-_BRIE_REYES_-_WHITE_CHRISTMAS78wy3.mp3) ## [What Thanksgiving Traditions Teach About Retirement](https://financialflightplan.podbean.com/e/what-thanksgiving-traditions-teach-about-retirement/) _2025-11-26 · Financial Flight Plan Podcast_ From the Macy’s parade to carving the turkey, Thanksgiving traditions can teach us a lot about what makes a great financial plan. Let’s match some of the most loved parts of the holiday with the money lessons they represent. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/gtgx3t2badqjjnq8/153_-_BRIE_REYES_1_-_THANKSGIVINGbiki0.mp3) ## [Realtime AI Arbitrage Terminal (Sponsored)](https://crawlproof.com/a/xEyV48AiczTJ) _2025-11-26 · **Sponsored**_ Realtime auto-trading across exchanges with scored setups, backtesting, and risk controls. ## [Retirement Health Care Costs Just Jumped Again (2025 Update)](https://financialflightplan.podbean.com/e/retirement-health-care-costs-just-jumped-again-2025-update/) _2025-10-30 · Financial Flight Plan Podcast_ Fidelity just released their 2025 Retiree Health Care Cost Estimate . The number is staggering: $172,500 for a 65-year-old retiring today. The bigger problem? One in five Americans haven’t even thought about health care costs in retirement. Today we’ll break down what this means, why it matters, and how to prepare. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/m25r5cd7q6dpur8e/152_-_BRIE_REYES_-_HEALTHCARE_COSTS8asde.mp3) ## [The Hidden Medicare Penalty You Might Be Paying](https://financialflightplan.podbean.com/e/the-hidden-medicare-penalty-you-might-be-paying/) _2025-09-25 · Financial Flight Plan Podcast_ Think Medicare is free once you hit 65? Not quite. If your income’s too high, there’s a hidden surcharge that can quietly shrink your Social Security check by thousands a year. It’s called IRMAA. And most people don’t see it coming. Let’s break down who’s impacted and how to avoid it. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/c5pathd9iww32riy/151_-_BRIE_REYES_-_IRMAA8tiou.mp3) ## [If I Won’t Live to 90, Should I Claim Social Security Early?](https://financialflightplan.podbean.com/e/if-i-won-t-live-to-90-should-i-claim-social-security-early/) _2025-08-28 · Financial Flight Plan Podcast_ If your parents passed away relatively young, it’s only natural to wonder whether you’ll follow the same path. And from a financial standpoint, does that change how you should approach things like retirement planning and when to draw Social Security benefits? We’ll answer a listener’s question on this exact topic on today’s episode. Important Links: Website: https://www.estesfinancial.net/ Call:… [Listen](https://mcdn.podbean.com/mf/web/hsfbu554rn44pdqx/150_-_BRIE_REYES_-_SS_CLAIMINGbohcy.mp3) ## [Gen X, It's Your Turn to Think About Retirement](https://financialflightplan.podbean.com/e/gen-x-its-your-turn-to-think-about-retirement/) _2025-07-31 · Financial Flight Plan Podcast_ Cue the mixtape of Nirvana, Madonna, and Prince… Gen X, it’s your turn to get ready for retirement. And the stakes are high. You were the first 401(k) generation, hit by two major market crashes, and now you’re entering retirement with more financial uncertainty than the Boomers before you. But you also have something else: resilience. If you're in between your mid-40s and early 60s, it’s time to… [Listen](https://mcdn.podbean.com/mf/web/xwaepv22vaxzw2sg/149_-_BRIE_REYES_-_GEN_X72fta.mp3) ## [Control the Controllables](https://financialflightplan.podbean.com/e/control-the-controllables/) _2025-06-26 · Financial Flight Plan Podcast_ Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that actually move the needle in retirement. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/dmq9n7xpxciax3yj/148_-_BRIE_REYES_-_CONTROL8fjcs.mp3) ## [Tactile Management vs Passive Management: What's Right for You?](https://financialflightplan.podbean.com/e/tactile-management-vs-passive-management-whats-right-for-you/) _2025-05-29 · Financial Flight Plan Podcast_ If you’ve ever felt uncertain about what your investment strategy should look like, especially in today’s rapidly changing economic landscape, you are absolutely not alone. One of the most common questions Brie hears from clients is: “Should I just invest in index funds and ride it out?” or “Should someone be adjusting my portfolio as the market shifts?” Today’s episode is going to help you answer… [Listen](https://mcdn.podbean.com/mf/web/czxtv7s6xbktm7g8/147_-_BRIE_REYES_-_ACTIVE_V_PASSIVE6m79u.mp3) ## [Looking Back at Past Market Meltdowns](https://financialflightplan.podbean.com/e/looking-back-at-past-market-meltdowns/) _2025-04-24 · Financial Flight Plan Podcast_ It's been a volatile month. And if you’re feeling the pressure, you’re not alone. But how we respond in moments like this often has roots in the crashes we’ve lived through before. In this episode, we look at how past market meltdowns shaped investor psychology, how today’s chaos might be leaving its own mark, and what lessons we can take with us to navigate what’s next. Important Links: Website:… [Listen](https://mcdn.podbean.com/mf/web/tezzyrgwa3xaz2vc/146_-_BRIE_REYES_-_MARKET_MELTDOWNb72mq.mp3) ## [How a Reduction in Force is Impacting Federal Employees](https://financialflightplan.podbean.com/e/how-a-reduction-in-force-is-impacting-federal-employees/) _2025-03-20 · Financial Flight Plan Podcast_ Lately, headlines have been filled with news about federal employees- layoffs, uncertainty, and growing concerns, especially for those nearing retirement. If you’re feeling anxious about what’s ahead, you’re not alone. In this episode, we’re diving into what’s happening, what you need to be aware of, and how you can prepare. Brie and the team at Estes Financial specialize in working with federal… [Listen](https://mcdn.podbean.com/mf/web/b76uwmn8379sypx3/145_-_BRIE_REYES_1_-_FEDERAL_EMPLOYEESaucqe.mp3) ## [American Airlines Layoffs & Furlows - How to Prepare](https://financialflightplan.podbean.com/e/american-airlines-layoffs-furlows-how-to-prepare/) _2025-02-27 · Financial Flight Plan Podcast_ In this episode, we welcome back a familiar voice, Tim Estes, CEO of Estes Financial and former American Airlines Captain. It's been a difficult year for the American Airlines community, and today, Tim shares his perspective on the challenges facing the aviation industry in 2025. From tragic losses to financial uncertainty and industry-wide furloughs, this episode will provide essential advice for… [Listen](https://mcdn.podbean.com/mf/web/qdzda4ag87tzemm8/144_-_BRIE_REYES_-_AIRLINE_INDUSTRY6zyki.mp3) ## [Strategies to Claim the Most in Social Security](https://financialflightplan.podbean.com/e/strategies-to-claim-the-most-in-social-security/) _2025-01-30 · Financial Flight Plan Podcast_ Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family, can impact when and how to claim Social Security benefits to maximize your retirement income. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/9m5dgdb389a2xy56/143_-_BRIE_REYES_-_SOCIAL_SECURITY8y110.mp3) ## [Zero-Persistence E2EE (Sponsored)](https://crawlproof.com/a/8kg7v5QApZ2j) _2025-01-30 · **Sponsored**_ End-to-end encryption with client-side WebCrypto and volatile memory. ## [Most Americans Are Forced to Retire Early - Are You Ready?](https://financialflightplan.podbean.com/e/most-americans-are-forced-to-retire-early-are-you-ready/) _2024-12-26 · Financial Flight Plan Podcast_ Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans. Important… [Listen](https://mcdn.podbean.com/mf/web/tattuvkykdjnrhb2/142_-_BRIE_REYES_-_EARLY_RETIREMENT8depm.mp3) ## [5 To-Dos for Year End Planning](https://financialflightplan.podbean.com/e/5-to-dos-for-year-end-planning/) _2024-11-26 · Financial Flight Plan Podcast_ We're quickly approaching the end of the year, and, as always, there are some items to take care of from a financial planning standpoint. Before we turn the calendar over to the new year, let's talk about 5 to-dos to put on your checklist for the year-end. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/tgewjixf93k96uwh/141_-_BRIE_REYES_-_YEAR_END_PLANNING82quv.mp3) ## [Social Security Shake-Up: How Raising the Retirement Age Could Impact You](https://financialflightplan.podbean.com/e/social-security-shake-up-how-raising-the-retirement-age-could-impact-you/) _2024-11-08 · Financial Flight Plan Podcast_ Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. In this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/mw7bh7wmfwtw3ps5/140_-_BRIE_REYES_-_SS_SHAKE_UPa311s.mp3) ## [For Couples, Retirement Planning is a Team Sport](https://financialflightplan.podbean.com/e/for-couples-retirement-planning-is-a-team-sport/) _2024-09-26 · Financial Flight Plan Podcast_ Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk. Listen to this episode where we'll explore why it’s so important for couples to have detailed conversations about their finances and retirement futures. We’ll cover exactly what you need to discuss, and how to handle any disagreements. This episode was recorded on 9/11, a day… [Listen](https://mcdn.podbean.com/mf/web/rcc39vm59sb2ydbv/139_-_BRIE_REYES_-_COUPLES7l2cx.mp3) ## [Your Guide to Medicare's Open Enrollment Plan](https://financialflightplan.podbean.com/e/your-guide-to-medicares-open-enrollment-plan/) _2024-08-29 · Financial Flight Plan Podcast_ The Medicare Open Enrollment Period will be here before we know it! But what does this mean for you? How does the process work, and who should be paying close attention? In this episode, we’ll break down everything you need to know about navigating this crucial period. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402 [Listen](https://mcdn.podbean.com/mf/web/uun2pg93g6fv7sp2/138_-_BRIE_REYES_-_MEDICARE6wig3.mp3)