# legacy planning (audio feeds) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover legacy planning. Page: Feed: --- ## [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) ## [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) ## [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) ## [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) ## [Find it on Amazon (Sponsored)](https://crawlproof.com/a/l7UgYVrw58LK) _2026-08-04 · **Sponsored**_ Open the Amazon product listing to see details and availability ## [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) ## [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) ## [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) ## [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) ## [A Friend Gave You $30 (Sponsored)](https://crawlproof.com/a/WFFyr1Zwl7wm) _2026-07-21 · **Sponsored**_ Sign up, deposit $5 within 30 days, and start investing with expert guidance. ## [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) ## [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 5 Forces That Could Make or Break Your Retirement](https://omny.fm/shows/beyond-the-money-1/the-5-forces-that-could-make-or-break-your-retirement) _2026-06-30 · Beyond the Money_ Five powerful forces could shape your retirement more than any single investment. Jackie Campbell explores retirement income, legacy planning, investment risk, taxes, and inflation while discussing the excitement around SpaceX and the debate over retirement withdrawal rates. Jackie explains why retirement isn't about following headlines-it's about building a coordinated plan designed to adapt to… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/eae6d252-481d-4455-bfac-b47800fae3c7/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [The Risk Behind Today’s Market Momentum](https://omny.fm/shows/beyond-the-money-1/the-risk-behind-today-s-market-momentum) _2026-06-23 · Beyond the Money_ The market feels strong-but what risks are hiding beneath the surface? Jackie Campbell and guest Jason Correa break down today's tech-driven momentum and why staying grounded matters. They explore generational financial habits, retirement readiness, and how to turn long-term savings into a sustainable income plan. 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-b0a500e927b9/4c6eb597-4e31-4a72-9ae5-b471016dff5e/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Stop Hoarding Wealth—Start Funding Your Life](https://omny.fm/shows/ready-set-retire/stop-hoarding-wealth-start-funding-your-life) _2026-06-23 · Ready, Set, Retire!_ Are you saving for retirement-or saving yourself from actually living it? This episode explores how fear of running out of money leads many to hoard wealth instead of creating meaningful experiences. Steve Anzuoni discusses shifting the focus from accumulation to income, using strategies that prioritize steady cash flow, tax-efficient wealth transfer, and personal fulfillment. From guaranteed… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/2285ec41-c041-45e0-a787-b46e00e5c2ff/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [The Retirement Paycheck That Changes Everything](https://omny.fm/shows/ready-set-retire/the-retirement-paycheck-that-changes-everything) _2026-06-16 · Ready, Set, Retire!_ What if retirement confidence came down to one thing-your paycheck? Steve Anzuoni breaks down why income planning-not market performance-is the foundation of a steady retirement. He explains how combining income strategies with wealth management can reduce guesswork, create reliable cash flow, and help address inflation concerns. From guaranteed lifetime income to being proactive with savings and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/80d7d2ef-900a-4cf7-91ad-b46b011df972/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Your 401(k) Was Never Meant to Be Your Paycheck](https://omny.fm/shows/ready-set-retire/your-401-k-was-never-meant-to-be-your-paycheck) _2026-06-09 · Ready, Set, Retire!_ What if your retirement plan isn't built to replace your paycheck? This episode breaks down why 401(k)s alone may fall short and how retirement really comes down to creating reliable income. Steve Anzuoni explains the gap between expectations and reality, the risks of relying on hypothetical projections, and why income planning-not just saving-is critical. From Social Security timing to building a… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/445c123e-81f9-42c9-9aba-b46400edb4ef/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [The Roth IRA Rule Change That Could Reshape Your Plan](https://omny.fm/shows/ready-set-retire/the-roth-ira-rule-change-that-could-reshape-your-plan) _2026-06-02 · Ready, Set, Retire!_ Could your retirement plan be quietly costing you more than you realize? Steve Anzuoni breaks down the surprising pros and cons of moving retirement funds, including proposed changes to Roth IRA rules and what they could mean for your control and taxes. He highlights the hidden impact of fees, the importance of tax planning over guesswork, and why relying on workplace-only advice can lead to… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f34a7fe4-a235-4a75-8c7d-b0a500e9286b/9246065e-afa3-410f-bb35-b45d004d5198/audio.mp3?utm_source=Podcast&in_playlist=d7ef48dd-4d7d-4df5-8378-b0a500e9287e) ## [Make any domain metal (Sponsored)](https://crawlproof.com/a/dl1Rzsq9IzX0) _2026-06-02 · **Sponsored**_ Turn any domain into a blacked-out metal landing page with an email waitlist ## [The 22-Step Plan for Income, Protection, and Peace of Mind](https://omny.fm/shows/rock-on-retirement/the-22-step-plan-for-income-protection-and-peace-of-mind) _2026-04-24 · Rock on Retirement_ In this episode of Rock On Retirement , Thomas Lipscomb is joined by NHL Hall of Fame broadcaster Chuck Kaiton and bestselling author Coach Pete D'Arruda for a lively conversation about retirement planning, income, taxes, and what it really means to be ready for life after work. Coach Pete introduces his latest resource, The 22-Step Total Retirement Plan , a full-color guide designed to show the… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/0d9e7d0d-7854-48a7-9dfa-b43a01021bd2/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [Red Zone Retirement Moves — The One Checklist That Can Save Your Plan Before It’s Too Late](https://omny.fm/shows/rock-on-retirement/red-zone-retirement-moves-the-one-checklist-that-can-save-your-plan-before-it-s-too-late) _2026-02-28 · Rock on Retirement_ Coach Pete and Russ Hackman (The Wall Street Sweeper) rip through the smart year-end plays people skip-rebalancing, tax-minded moves, and tightening up the plan before the "financial red zone" hits you back. They clear up the wills vs. trusts confusion in plain English, so you're not leaving a mess for your family. Don't miss this critical conversation that also touches on how AI is shaking up… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/b822085c-b2ea-4fa1-b347-b3fe016891d6/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [The 15% Fee That Can Nuke Your Nest Egg — Coach Pete’s “Financial Fill-Up” Plan Is the Escape Hatch](https://omny.fm/shows/rock-on-retirement/the-15-fee-that-can-nuke-your-nest-egg-coach-pete-s-financial-fill-up-plan-is-the-escape-hatch) _2026-02-21 · Rock on Retirement_ Coach Pete brings in NHL Hall of Fame broadcaster Chuck Kaiton and gets straight to the real retirement question: how do you turn savings into lifetime income without getting wrecked when markets swing? They break down Coach Pete's "Financial Fill-Up" approach-why Chuck can take required minimum distributions (RMDs) and still see his portfolio refilling-plus the "dozen tips" that matter most when… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/71beead5-915a-47a3-8622-b3f7016fa298/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [401(k) Secrets, Roth vs. Traditional Smackdown, and the “Safe Money” Moves Wall Street Won’t Spell Out](https://omny.fm/shows/rock-on-retirement/401-k-secrets-roth-vs-traditional-smackdown-and-the-safe-money-moves-wall-street-won-t-spell-out) _2026-02-14 · Rock on Retirement_ Coach Pete and the crew get straight to the point in this episode: if you're not squeezing every ounce out of your 401(k), you're leaving real money behind. They break down the Roth vs. traditional decision in plain English-what you're really betting on with taxes-and why "safe money" isn't about being scared, it's about building a foundation that can survive market chaos. From lifetime income… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/816b50d9-e4c1-4f83-bff9-b3f00170d7e3/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## ["Only the Paranoid Survive” — Coach Pete and Russ Hackman Call Out Wall Street’s Favorite Trick on Retirees](https://omny.fm/shows/rock-on-retirement/only-the-paranoid-survive-coach-pete-and-russ-hackman-call-out-wall-street-s-favorite-trick-on-retirees) _2026-02-07 · Rock on Retirement_ Coach Pete and Russ Hackman (the Wall Street Sweeper!) break down why market volatility is brutal for retirees when too much money stays on the risk table-and why the old 60/40 stock-bond playbook was built for a different era. Russ warns Wall Street keeps "feeding you risk," even trying to jam private assets into 401(k)s , while Coach Pete stresses you need an exit strategy and lifetime income… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/5724d6df-1a1e-4dfe-9898-b3e901594466/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [The Retirement Wake-Up Call Most People Get Way Too Late](https://omny.fm/shows/rock-on-retirement/the-retirement-wake-up-call-most-people-get-way-too-late) _2026-01-31 · Rock on Retirement_ Coach Pete and the Rock on Retirement crew crank the volume on the real issues that can make-or break-your retirement. This episode dives straight into the most common retirement pitfalls, how lifestyle changes can quietly wreck a plan, and why waiting too long to get serious about your finances is one of the biggest mistakes people make. If you want straight talk, no fluff, and a smarter way to… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/830547ed-a5c9-4c0e-bea0-b3e2016a48b9/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [The One Thing Retirement Never Prepares You For — Even If the Money’s Right](https://omny.fm/shows/rock-on-retirement/the-one-thing-retirement-never-prepares-you-for-even-if-the-money-s-right) _2026-01-24 · Rock on Retirement_ On this episode of Rock on Retirement, Coach Pete is joined by NHL Hall of Fame broadcaster Chuck Kaiton and NC State Wolfpack voice Tony Haynes for a real, unfiltered conversation about what retirement actually feels like. They dig into the emotional side of leaving a long career, the identity shift nobody talks about, and why a solid financial plan matters just as much after the paychecks stop.… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/609edee7-3d23-4c55-9512-b3db01729250/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [The Retirement Red Zone: Moves You Can’t Afford to Miss](https://omny.fm/shows/rock-on-retirement/the-retirement-red-zone-moves-you-can-t-afford-to-miss) _2026-01-17 · Rock on Retirement_ Coach Pete and Russ Hackmann break down the smartest year-end retirement moves, why rebalancing matters more than most people think, and the real difference between wills and trusts - without the boring legal jargon. They dig into the "financial red zone," explain how AI is quietly changing investments, and call out the mistakes that can derail retirement fast. If you want a clear, no-nonsense… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/cf287b0d-edd6-4f9c-b293-b3d401745cc6/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [The Retirement Killers Hiding in Your 401(k) (And How to Rock Past Them)](https://omny.fm/shows/rock-on-retirement/the-retirement-killers-hiding-in-your-401-k-and-how-to-rock-past-them) _2026-01-10 · Rock on Retirement_ The gloves come off as Coach Pete and the team break down the smart-and not-so-smart-ways people are using their 401(k)s. They dive into Roth vs. traditional accounts, safe money strategies, and how to build lifetime income that doesn't disappear when the market gets rocky. Along the way, Coach Pete exposes the "financial termites" quietly eating away at retirement savings and challenges listeners… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/d18b2017-02a8-40ce-92c7-b3cd016eaa61/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [Why Wall Street Loves Volatility — And Why Retirees Shouldn’t](https://omny.fm/shows/rock-on-retirement/why-wall-street-loves-volatility-and-why-retirees-shouldn-t) _2026-01-03 · Rock on Retirement_ Coach Pete and the team pull back the curtain on how market volatility really impacts retirement - and who actually benefits when markets swing. They challenge outdated strategies like the 60-40 portfolio, break down the importance of tax planning, and explain why lifetime income and risk management matter more than chasing returns. This episode shows how cutting through the media noise and… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/ba4117b8-4d3f-475e-b18d-b3c60171b8b3/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944)