# income planning (podcasts) — RSS Amplifier Recent posts from the 7 feeds in the RSS Amplifier directory that cover income planning. Page: Feed: --- ## [Is Lazy Money Quietly Draining Your Portfolio?](https://omny.fm/shows/beyond-the-money-1/is-lazy-money-quietly-draining-your-portfolio) _2026-08-25 · Beyond the Money_ What is your current retirement strategy really costing you? Jackie Campbell examines the price of emotional investing, idle cash, missed tax opportunities, and decisions made without a complete view of your financial life. A featured conversation with Brad Jenkins explores a mathematical, methodical approach to investment decisions. The episode also considers how a coordinated plan can help… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/baa035a1-b957-4b8c-9318-b4b0014f4c4e/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Is Your Retirement Plan Ready for Hidden Fees and Taxes?](https://omny.fm/shows/retirement-coffee-talk/is-your-retirement-plan-ready-for-hidden-fees-and-taxes) _2026-08-25 · Retirement Coffee Talk_ Unexpected costs like taxable Social Security, Medicare premium spikes, and Required Minimum Distributions can derail a picture-perfect retirement if you fail to plan for them early. Host Charisse Rivers shares how taking a proactive approach helps keep your nest egg intact. Drawing comparisons between competitive paintball battles and navigating financial strategies, she highlights the importance… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/a6d97402-986d-4c3d-b287-b4b0014f5a80/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Why Are More Advisors Talking About Annuities?](https://omny.fm/shows/ready-set-retire/why-are-more-advisors-talking-about-annuities) _2026-08-25 · Ready, Set, Retire!_ Are retirees rethinking the role of annuities in today's economy? Steve Anzuoni discusses why more financial advisors are incorporating annuities into retirement income strategies, how retirees can avoid emotional investment decisions during market volatility, and why a written retirement plan may matter more than reacting to headlines. Steve also explores common retirement regrets, the importance… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/88b52047-9d0c-4866-9899-b4b000fd8db5/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Is Market Confidence Hiding a Retirement Risk?](https://omny.fm/shows/success-in-the-new-retirement-1/is-market-confidence-hiding-a-retirement-risk) _2026-08-25 · Success in the New Retirement_ Has a strong market left your retirement portfolio more exposed than you realize? Damon Roberts and Matt Deaton examine investor complacency, the risks of buying every dip, and why an allocation that once fit your life may no longer match your retirement timeline. They also discuss preparing for unpredictable life events, reviewing a plan as circumstances change, and coordinating investments,… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/524726be-27bd-47c8-88a8-b4b0015753a8/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Has Your Retirement Strategy Expired?](https://omny.fm/shows/retire-texas-style/has-your-retirement-strategy-expired) _2026-08-25 · Retire Texas Style!_ What if the biggest risk in retirement isn't the market, but relying on outdated strategies? Steve Hoyl discusses retirement planning "expiration dates," including why rules like the 4% withdrawal strategy and one-size-fits-all risk formulas may no longer fit every retiree. The conversation explores the importance of income planning, coordinating financial decisions as a couple, preparing for… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/4bf1fe8a-5cb3-4bd8-a0b8-b4b000f9c087/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [Are You a 401(k) Millionaire—or Just a Future Taxpayer?](https://omny.fm/shows/your-family-and-your-retirement/are-you-a-401-k-millionaire-or-just-a-future-taxpayer) _2026-08-25 · Your Family And Your Retirement_ What if becoming a 401(k) millionaire is only half the retirement planning story? In this episode, Stuart Seegmiller explains why market volatility can be a valuable reminder to review your portfolio, especially as retirement approaches. He discusses the difference between growing wealth and protecting it, why investment strategies may need to change over time, and how taxes can impact what your… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/81016ffb-ea42-4654-b1aa-b4a400de05e4/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [Paintballs, Penalties, and Planning: Mastering Your Retirement Strategy](https://omny.fm/shows/retirement-coffee-talk/paintballs-penalties-and-planning-mastering-your-retirement-strategy) _2026-08-22 · Retirement Coffee Talk_ Hidden taxes, rising Medicare premiums, and market volatility can easily derail your hard-earned savings if you don't know the rules of the game. Host Charisse Rivers shares how to navigate complex retirement landmines-from IRMAA surcharges and Social Security provisional income formulas to Required Minimum Distributions. Learn how proactive tax strategies and active portfolio management can… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/c91328f8-7150-46fd-9a2d-b4ad013bf9a1/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [The 10-Year Tax Trap Most Retirees Never See Coming](https://omny.fm/shows/beyond-the-money-1/the-10-year-tax-trap-most-retirees-never-see-coming) _2026-08-18 · Beyond the Money_ Could a simple birthday milestone cost you more in taxes than you realize? In this episode, Jackie Campbell discusses why the next 10 years may be one of the most important planning windows for retirement, taxes, inherited IRAs, and Medicare costs. Jackie explains how age-based milestones, tax changes, and lack of coordination between financial decisions can create unexpected challenges, and why… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/0018518c-4690-4140-9562-b4a90129677a/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Don't Waste Your Go-Go Years: Tactical Planning for Active Retirement](https://omny.fm/shows/retirement-coffee-talk/dont-waste-your-go-go-years-tactical-planning-for-active-retirement) _2026-08-18 · Retirement Coffee Talk_ Navigating retirement planning without the right tools can feel like teeing off into a headwind-one wrong club choice, and your entire score suffers. In this episode of Retirement Coffee Talk , host Charisse Rivers of Zinnia Wealth unpacks why treating your life's savings like a personalized golf strategy is the key to mastering market volatility, taxes, and Social Security decisions. From… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/431e945c-71db-481b-bb99-b4a90150c953/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Can Your Retirement Plan Survive the Next Market Shock?](https://omny.fm/shows/ready-set-retire/can-your-retirement-plan-survive-the-next-market-shock) _2026-08-18 · Ready, Set, Retire!_ What happens when chasing the latest market trend puts your retirement plan at risk? Steve Anzuoni explains why diversification, sustainable income, and long-term planning matter more than following investment hype. He discusses the importance of cash flow in retirement, Roth conversion strategies, the growing focus on income solutions, and common mistakes people make when preparing for longer… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/7b422b68-e2ee-48ce-9ed9-b4a900f0fa25/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Non-custodial Crypto Payments & Escrow (Sponsored)](https://crawlproof.com/a/AvTAmnMG2pCp) _2026-08-18 · **Sponsored**_ Accept multi-chain crypto with trustless escrow, instant confirmations, and no KYC ## [Why Your Retirement Income Needs More Than a Formula](https://omny.fm/shows/success-in-the-new-retirement-1/why-your-retirement-income-needs-more-than-a-formula) _2026-08-18 · Success in the New Retirement_ Could one-size-fits-all retirement formulas leave your income plan coming up short? Matt Deaton examines the 4% rule, longer life expectancies, and the challenge of turning savings into consistent retirement income. He also explores the "rule of thirds," including guaranteed income, fixed-income investments, and equities, while explaining why the right allocation may look different for every… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/4c9892ad-844c-4bc3-b8ad-b4a20146b349/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Your Retirement Could Start Earlier Than You Think](https://omny.fm/shows/retire-texas-style/your-retirement-could-start-earlier-than-you-think) _2026-08-18 · Retire Texas Style!_ What if your retirement date arrives sooner than you expected? In this episode, Steve Hoyl discusses why market gains can create a false sense of security, the importance of understanding your risk score, and how an income strategy may help support retirement through uncertainty. He explores how health issues, caregiving responsibilities, layoffs, and even AI-driven workplace changes can alter… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/b000bd4f-b5a2-467a-bd14-b4a900e7dfa6/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [The Retirement Planning Conversation Too Many Families Avoid](https://omny.fm/shows/your-family-and-your-retirement/the-retirement-planning-conversation-too-many-families-avoid) _2026-08-18 · Your Family And Your Retirement_ What if some of the best retirement lessons come from people who are still working? In this episode, Stuart Seegmiller discusses the habits retirees can carry forward from their working years, including budgeting, continuous learning, maintaining multiple income sources, and keeping an emergency fund. He also explores why staying engaged with your finances can help reduce stress and improve… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/9aa65a6f-2166-4f73-be52-b4a3014f8605/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [Navigating Retirement Hazards: Is Your Portfolio Bag Packed with the Right Tools?](https://omny.fm/shows/retirement-coffee-talk/navigating-retirement-hazards-is-your-portfolio-bag-packed-with-the-right-tools) _2026-08-15 · Retirement Coffee Talk_ Playing the financial terrain of retirement requires picking the right tool for every hazard, from unpredictable market swings to tax drag. On this episode of Retirement Coffee Talk , Charisse Rivers breaks down how to strategically assemble an all-weather retirement plan using dedicated tax, income, and asset tools. She reveals why retirees often struggle to spend their hard-earned 401(k)… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/672914c1-22ef-4eb7-a57f-b4a6011a5f99/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Interview w/ the Founder of Market Guard, Brad Jenkins](https://omny.fm/shows/beyond-the-money-1/interview-w-the-creator-of-market-guard-brad-jenkins) _2026-08-13 · Beyond the Money_ What if the key to investing isn't chasing returns, but managing risk with the right plan? Jackie Campbell sits down with Brad Jenkins, founder of Market Guard, to discuss the philosophy behind his investment methodology, the role of emotion in investing, and why retirement requires a different playbook than accumulation years. They explore customization, tax efficiency, risk management, and the… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/8251e1db-1ffe-4c9e-9893-b4a50154f85e/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Why Retirement Feels Impossible and What People Often Miss](https://omny.fm/shows/retire-texas-style/why-retirement-feels-impossible-and-what-people-often-miss) _2026-08-11 · Retire Texas Style!_ What if retirement feels out of reach, but the real challenge is having a plan? Steve Hoyl and Derrick Caldwell discuss why many Americans believe they'll work indefinitely, and how factors like income planning, budgeting, taxes, Social Security, Medicare, and investment strategy can shape retirement decisions. They share real-world examples, explain the value of understanding your options, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/6b19e4ad-0198-4fec-9482-b4a300e98dbd/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [Will Your Family Know What to Do When You’re Gone?](https://omny.fm/shows/beyond-the-money-1/will-your-family-know-what-to-do-when-you-re-gone) _2026-08-11 · Beyond the Money_ Your legacy can become a burden if the right documents and instructions are missing. Jackie Campbell explains why estate planning applies to every adult, not only the wealthy, and introduces the "My When File" as a central place for important personal and financial information. She also discusses wills, trusts, powers of attorney, healthcare directives, beneficiaries, asset titling, retirement… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/085e147b-7332-44ec-abba-b4a201428016/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Who Really Owns Your Home? The Property Tax Trap](https://omny.fm/shows/retirement-coffee-talk/who-really-owns-your-home-the-property-tax-trap) _2026-08-11 · Retirement Coffee Talk_ You paid off your home, but do you actually own it-or are you paying the government a lifetime subscription? State Representative Ryan Chamberlain joins Charisse Rivers to debate the true cost of Florida's property tax system, exposing how escalating taxes act like an undisclosed second mortgage on everyday homeowners. We pull back the curtain on government budgets to analyze whether proposals… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/6fbcd5de-c899-43d4-9ca6-b4a2015d6cb3/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Boomers, Markets, and the Income Question That Matters Most](https://omny.fm/shows/ready-set-retire/boomers-markets-and-the-income-question-that-matters-most) _2026-08-11 · Ready, Set, Retire!_ Will the retirement wave of baby boomers reshape the markets, or is the bigger challenge creating income that lasts? Steve Anzuoni discusses why retirement planning may be about more than market performance, including longevity, withdrawal strategies, inflation, risk management, and the importance of balancing growth with dependable income. They explore concerns surrounding the 4% rule, planning… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/7bacc001-a409-4ab5-9443-b4a300470fa8/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Buying the Dip or Catching a Falling Market?](https://omny.fm/shows/success-in-the-new-retirement-1/buying-the-dip-or-catching-a-falling-market) _2026-08-11 · Success in the New Retirement_ Buying the dip can look smart until the market keeps falling. Matt Deaton discusses emotional investing, market trends, inflation, interest rates, and the uncertainty surrounding midterm election cycles. He explains why disciplined portfolio management involves more than chasing headlines or popular investments and examines how changing economic conditions may affect retirees. The conversation… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/4d2d821f-7844-4b75-ae51-b4a20146a6ab/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Build with the cheapest GPUs (Sponsored)](https://crawlproof.com/a/e5oqBsZS7i1N) _2026-08-11 · **Sponsored**_ Deployed a live API in minutes; one user spent under $10. ## [The Retirement Questions That Keep People Up at Night](https://omny.fm/shows/your-family-and-your-retirement/the-retirement-questions-that-keep-people-up-at-night) _2026-08-11 · Your Family And Your Retirement_ What keeps retirees up at night isn't always the market-it's the fear of the unknown. In this episode, Ethan Glasgow discusses the two biggest retirement concerns he hears most often: being unprepared for life's surprises and worrying about income lasting through retirement. He explains why having a written plan can help reduce uncertainty, how healthcare and long-term care costs fit into the… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/c59d3bbd-4ed9-490e-b65f-b4940123ff86/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [Monopoly, Market Crash, and the Math Behind Your Life Savings](https://omny.fm/shows/retirement-coffee-talk/winning-at-retirement-strategy-lessons-from-a-6-hour-monopoly-game) _2026-08-08 · Retirement Coffee Talk_ Playing a six-hour game of Monopoly with family can expose the exact financial mistakes people make in real life-especially when relying on a single asset class instead of staying properly diversified. Host Charisse Rivers dives into the realities of retirement planning, from building non-cookie-cutter income streams to addressing potential future Social Security cuts. Joined by Florida… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/da95c004-67e3-4044-840c-b49e01585ff7/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Is Your Retirement Plan Still on Track?](https://omny.fm/shows/beyond-the-money-1/is-your-retirement-plan-still-on-track) _2026-08-04 · Beyond the Money_ The second half of the year may be the perfect time to revisit your financial goals. Jackie Campbell discusses mid-year retirement planning, portfolio reviews, asset allocation, cash flow, budgeting, and preparing for life's unexpected twists. From inheritance decisions to investment rebalancing and organizing important documents, Jackie explores practical ways to stay aligned with changing… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/79d21131-8619-43ff-b206-b49b01557764/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Ditch the 65 Myth: How to Retire at 62 with Financial Confidence](https://omny.fm/shows/retirement-coffee-talk/ditch-the-65-myth-how-to-retire-at-62-with-financial-confidence) _2026-08-04 · Retirement Coffee Talk_ Traditional pensions are practically extinct, leaving millions of Americans struggling to turn their 401(k) savings into a reliable, lifelong stream of income. Relying on basic market strategies or waiting until age 65 out of fear often leads to unnecessary delay and anxiety. In this episode of Retirement Coffee Talk , Charisse Rivers breaks down actionable strategies to transition your wealth… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/61711f6c-54b6-4fc7-a933-b49b0152aa8f/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Can AI Really Plan Your Retirement?](https://omny.fm/shows/ready-set-retire/can-ai-really-plan-your-retirement) _2026-08-04 · Ready, Set, Retire!_ Can artificial intelligence really help you plan for retirement, or is it missing the most important part of the conversation? Steve Anzoni explores a recent study showing how AI-generated financial guidance can vary widely and explains why retirement planning requires more than algorithms and generic answers. He discusses the value of personalized advice, Social Security decisions, Medicare… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/a047e9c9-d6bc-4d9a-b531-b49b00f6c340/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [The Retirement Mistake That Keeps People Up at Night](https://omny.fm/shows/success-in-the-new-retirement-1/the-retirement-mistake-that-keeps-people-up-at-night) _2026-08-04 · Success in the New Retirement_ Could you already be ready to retire and not know it? Damon Roberts and Matt Deaton explain why a financial plan can reduce uncertainty and help people understand where they truly stand. They discuss income planning, Social Security, pensions, retirement timing, and creating a paycheck-like income stream after work ends. The conversation highlights how having a strategy can help replace guesswork… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/2f58a1a9-f114-4ceb-a054-b49b01563acd/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [The Retirement Cost Most People Underestimate](https://omny.fm/shows/retire-texas-style/the-retirement-cost-most-people-underestimate) _2026-08-04 · Retire Texas Style!_ Could taxes be the biggest expense standing between you and the retirement lifestyle you envision? Steve Hoyl discuss why many retirees focus on growing their savings but overlook the distribution phase, where tax strategy, income planning, and inflation can significantly impact long-term financial outcomes. They explore Roth conversions, the value of dependable income sources, common retirement… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/e4670a28-a619-49ee-9495-b49b00f33ae2/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [The “Fab 10” Boom: Opportunity or Warning Sign?](https://omny.fm/shows/your-family-and-your-retirement/the-fab-10-boom-opportunity-or-warning-sign) _2026-08-04 · Your Family And Your Retirement_ What happens if the hottest stocks in your portfolio suddenly cool off? In this episode, Ethan Glasgow discusses the growing excitement around the "Fab 10" tech companies and why retirees should be cautious about becoming too concentrated in a single sector. He explains the importance of having a Plan B, diversifying across different asset classes, and balancing growth opportunities with… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/74f080e9-9fd5-4ca7-a501-b49401237ca0/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [Retire by Design: The Secret to Spending More and Worrying Less](https://omny.fm/shows/retirement-coffee-talk/retire-by-design-the-secret-to-spending-more-and-worrying-less) _2026-08-01 · Retirement Coffee Talk_ Without a traditional pension, modern retirees face the daunting task of managing their own lifelong income streams. Host Charisse Rivers reveals how a well-structured income strategy allows you to retire on your own terms-even at age 62-without fear of running out of money. Learn how to optimize your portfolio across pre-tax, taxable, and tax-free "buckets" to mitigate risk, minimize tax… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/aab001fc-9870-432a-8a5c-b49801159adb/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [The Two Choices Every Retiree Faces About Risk](https://omny.fm/shows/beyond-the-money-1/the-two-choices-every-retiree-faces-about-risk) _2026-07-28 · Beyond the Money_ What if the biggest retirement risk isn't the market-but how you think about it? Jackie Campbell explores the difference between investing and retiring, why concentration in popular tech stocks can create hidden risks, and how confidence, income, taxes, and legacy planning all fit into a successful retirement strategy. For more information or to schedule a consultation call 352-251-1015 or visit… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/57d835b5-9603-44fc-8916-b4940153e7db/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Save with community-voted codes (Sponsored)](https://crawlproof.com/a/BaHr1cDjcXU5) _2026-07-28 · **Sponsored**_ Search thousands of community-verified coupon codes — 100% free, no account needed. ## [Get Rich or Protect Your Wealth? The Big Retirement Dilemma](https://omny.fm/shows/retirement-coffee-talk/get-rich-or-protect-your-wealth-the-big-retirement-dilemma) _2026-07-28 · Retirement Coffee Talk_ Chasing high-flying tech stocks like SpaceX or hoarding massive cash reserves can quietly derail your golden years. In this episode of Retirement Coffee Talk , Charisse Rivers of Zinnia Wealth unpacks the psychological shifts required when transitioning from saving for retirement to living off your wealth. Learn how to manage market hype without taking on catastrophic risk, why "COVID brain"… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/826406c6-9083-4d1f-9f7f-b49401545bbf/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [The Retirement Tool More Advisors Are Finally Talking About](https://omny.fm/shows/ready-set-retire/the-retirement-tool-more-advisors-are-finally-talking-about) _2026-07-28 · Ready, Set, Retire!_ What if the most overlooked retirement tool is making a comeback just when uncertainty has retirees on edge? Steve Anzuoni explains why more advisors are turning to annuities as part of retirement income planning and discusses the importance of steady cash flow, avoiding emotional investment decisions, and creating a written retirement strategy. He also explores why many retirees regret waiting… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/1b0fbd00-3ec8-4e66-862b-b49200195623/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [DIY Retirement? Don’t Miss the Hidden Gaps](https://omny.fm/shows/success-in-the-new-retirement-1/diy-retirement-don-t-miss-the-hidden-gaps) _2026-07-28 · Success in the New Retirement_ What happens when DIY retirement planning misses the details that matter most? Damon Roberts & Matt Deaton discuss when self-directed investors may still need help with income planning, tax strategy, Roth conversions, and building a retirement plan around real lifestyle needs instead of a one-size-fits-all "magic number." The conversation also explores fiduciary guidance, tax diversification, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/341f008e-fe6c-4335-8ebe-b48d0154984f/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [The Estate Planning Mistake Boomers Keep Making](https://omny.fm/shows/retire-texas-style/the-estate-planning-mistake-boomers-keep-making) _2026-07-28 · Retire Texas Style!_ What if the biggest retirement risk isn't running out of money, but running out of income? Steve Hoyl discusses why estate planning remains critical for every household, how staying in place and fear-driven saving can affect retirement decisions, and what workers can do if AI or career changes alter their timeline. The conversation also covers income planning, Social Security timing, the habits of… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/b94f38bf-aa7c-4268-b128-b4920015fb79/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [Why Retirement Dreams Often Cost More Than Expected](https://omny.fm/shows/your-family-and-your-retirement/why-retirement-dreams-often-cost-more-than-expected-1) _2026-07-28 · Your Family And Your Retirement_ Your vision for retirement can fall apart quickly if you don't understand what it actually costs. In this episode, the conversation explores the growing gap between retirement expectations and real‑world expenses, from inflation and taxes to major decisions like selling real estate or creating income. The discussion highlights how overlooked tax consequences, Medicare impacts, and rising costs can… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/461c0509-86ce-4654-a4e5-b4910024ec05/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [The #1 Portfolio Shift You Must Make Before Retiring](https://omny.fm/shows/retirement-coffee-talk/the-1-portfolio-shift-you-must-make-before-retiring) _2026-07-25 · Retirement Coffee Talk_ Are stock market high-flyers secretly sabotaging your retirement security? DIY investors often get hooked on tech trends, but transition into retirement requires shifting focus from building wealth to preserving it. In this episode of Retirement Coffee Talk , Charisse Rivers breaks down the risks of portfolio overexposure, the critical psychology of transitioning from earning to spending, and how… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/58cb9658-0a96-44a8-90bd-b491014eeb30/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Why Investing Alone Is Not a Retirement Plan](https://omny.fm/shows/beyond-the-money-1/why-investing-alone-is-not-a-retirement-plan) _2026-07-21 · Beyond the Money_ A new savings opportunity for children raises an old financial question: what's the plan? Jackie Campbell discusses Trump accounts, early investing habits, 529 comparisons, and the responsibility that comes when young adults gain control of money. She also explores why many Americans lack a written retirement plan, how Campbell and Company's 360-degree roadmap looks at taxes, income, legacy,… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/be852c5c-1e53-40d3-bdce-b48d014fcfa4/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [You've Won the Race: Why Risk Your Retirement Nest Egg Now?](https://omny.fm/shows/retirement-coffee-talk/youve-won-the-race-why-risk-your-retirement-nest-egg-now) _2026-07-21 · Retirement Coffee Talk_ Are you winning the retirement race only to risk it all by overexposing your nest egg to market volatility? In this episode of Retirement Coffee Talk , Charisse Rivers of Zinnia Wealth discusses how to protect your hard-earned wealth while still enjoying market upside. Discover real-world stories of retirees shifting from high-risk growth to safe money income strategies, tax planning, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/ad6fd534-1442-4454-bbe8-b48d0159c3f0/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [You Don't Need $1 Million to Retire? Here's Why](https://omny.fm/shows/ready-set-retire/you-dont-need-1-million-to-retire-heres-why) _2026-07-21 · Ready, Set, Retire!_ Do you really need a million dollars to retire, or is that number distracting you from what matters most? Steve Anzuoni challenges the common retirement benchmark and explains why retirement success is often driven by reliable income rather than account balances. He discusses the 4% withdrawal rule, guaranteed lifetime income annuities, lessons from market downturns, and concerns about Social… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/276f2ec2-b674-47c6-9493-b48d00f38251/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Market Highs, Retirement Risk, and the Plan You Need](https://omny.fm/shows/success-in-the-new-retirement-1/market-highs-retirement-risk-and-the-plan-you-need) _2026-07-21 · Success in the New Retirement_ A strong market can make retirement feel easier-until the next downturn tests the plan. Damon Roberts & Matt Deaton talk through buying the dip, rebalancing risk, and why retirees may need a strategy built for their stage of life rather than market headlines. They also discuss the stress of not having a written retirement plan, the value conversation around professional guidance, and how clarity… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/7b1d1e44-11f2-4017-bb5d-b48d01547df0/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [If You Can’t Explain Your Plan, It’s Too Complicated](https://omny.fm/shows/your-family-and-your-retirement/if-you-can-t-explain-your-plan-it-s-too-complicated-1) _2026-07-21 · Your Family And Your Retirement_ A retirement plan shouldn't feel harder to understand than the product it's meant to support. In this episode, Abe Ashton explains why many people get overwhelmed by financial jargon and how complexity often masks clarity. Using a timely pop‑culture moment as a springboard, the conversation explores healthcare costs, Medicare realities, retiring before 65, and why every plan should clearly answer… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/72d2bfef-97df-48fc-b90e-b48d00cb8439/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [The 401k Tax Trap: Is Uncle Sam Draining Your Wealth?](https://omny.fm/shows/retirement-coffee-talk/the-401k-tax-trap-is-uncle-sam-draining-your-wealth) _2026-07-18 · Retirement Coffee Talk_ Are you accidentally leaving your retirement savings vulnerable to an uninvited silent partner? In this episode of Retirement Coffee Talk , host Charisse Rivers breaks down why relying solely on stock market growth or blindly draining your 401k can trigger devastating tax traps. Through real-life client stories, discover the critical difference between what you make and what you actually keep.… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/1fd60847-51b6-45a8-a728-b48a014abc5a/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [The Retirement Blind Spot Most People Miss](https://omny.fm/shows/beyond-the-money-1/the-retirement-blind-spot-most-people-miss) _2026-07-14 · Beyond the Money_ Could the biggest blind spot in your retirement plan be the one you can't see yourself? Jackie Campbell explores financial lessons from Carrie Underwood, Brad Paisley, and Keith Urban while discussing DIY investing, spending confidence, family legacy, and why retirement should be about more than just accumulating money. For more information or to schedule a consultation call 352-251-1015 or visit… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/7f5f2ade-17ad-4f01-91a7-b48700424485/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [The Tax Strategy Retirees Often Miss](https://omny.fm/shows/success-in-the-new-retirement-1/the-tax-strategy-retirees-often-miss) _2026-07-14 · Success in the New Retirement_ Retirement may be the first time you can truly control your tax bill. Damon Roberts & Matt Deaton explain how tax diversification, Roth accounts, retirement income planning, and annuity strategies can help create more flexibility in retirement. The conversation focuses on keeping more of your money while building dependable retirement income. For more information or to schedule a consultation,… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/d9655045-a63c-40a5-bc34-b47f00f960e0/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Do You Really Know What’s in Your Retirement Plan?](https://omny.fm/shows/ready-set-retire/do-you-really-know-what-s-in-your-retirement-plan) _2026-07-07 · Ready, Set, Retire!_ What if the biggest retirement mistake isn't choosing the wrong annuity-but not understanding what you already own? Steve Anzuoni breaks down why annuities create so much confusion, how retirees can avoid costly planning mistakes, and why guaranteed income plays a critical role in long-term retirement confidence. He shares a real-world example of aligning income and long-term care concerns,… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/4d243126-9d3a-4e7a-b5b4-b48000f04ab2/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Is Financial Freedom About Money—or Something Bigger?](https://omny.fm/shows/beyond-the-money-1/is-financial-freedom-about-money-or-something-bigger) _2026-07-07 · Beyond the Money_ What does financial freedom really look like when retirement is finally within reach? Jackie Campbell explores the difference between building wealth and building the freedom to spend time, money, and energy on what matters most. She discusses retirement income, tax planning, investment risk, legacy preparation, and the habits that help create true financial independence. For more information or… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/dc66be9a-bf0d-4eb1-b9cf-b47f00f7139c/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [The Risk Behind Chasing Big Retirement Returns](https://omny.fm/shows/success-in-the-new-retirement-1/the-risk-behind-chasing-big-retirement-returns) _2026-07-07 · Success in the New Retirement_ Can an 8% withdrawal rate really last through retirement? Damon Roberts & Matt Deaton examine Dave Ramsey's views on retirement withdrawals, market volatility, IPO investing, SpaceX, FOMO, and retirement income planning. The discussion highlights the importance of balancing growth, risk, and retirement sustainability. For more information or to schedule a consultation, call 480-680-6868 or visit… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/a1efd4d5-b5f5-4a54-aa76-b47f00f95047/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Retirement Then vs. Now: What Changed the Most?](https://omny.fm/shows/retire-texas-style/retirement-then-vs-now-what-changed-the-most) _2026-07-07 · Retire Texas Style!_ Is retirement harder today than it was 30 years ago-or do we just have more choices and more noise? Steve Hoyl explores how retirement planning has evolved, from the days of pensions to today's challenges of inflation, taxes, Social Security misconceptions, and online financial advice. Steve shares real client stories, discusses the impact of required minimum distributions (RMDs), and explains a… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/dd40489f-5875-4711-bdac-b480005414fe/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [Best Of: A Conversation with Donald Trump Jr.](https://omny.fm/shows/your-family-and-your-retirement/best-of-a-conversation-with-donald-trump-jr) _2026-07-07 · Your Family And Your Retirement_ With the celebration of Independence Day, we brought back Abe's conversation with Donald Trump Jr. from Mar-a-Lago. Listen to this exclusive interview now! As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe's mission is to provide client-focused… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/02fc8fa1-4666-40f0-94b0-b47200d46d53/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [The Retirement Mistake That Has Nothing to Do With Money](https://omny.fm/shows/retire-texas-style/the-retirement-mistake-that-has-nothing-to-do-with-money) _2026-07-02 · Retire Texas Style!_ What if retirement isn't about having more money, but having a better plan? Steve Hoyl and Derrek Caldwell discuss why many people feel overwhelmed by retirement decisions and how a step-by-step approach can bring clarity. They break down key elements of retirement planning, including income needs, spending habits, taxes, legacy considerations, risk management, and forgotten 401(k)s. The… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/8859d977-fb17-4212-96a8-b47b0129c483/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2)