# retirement income (audio feeds) — RSS Amplifier Recent posts from the 9 feeds in the RSS Amplifier directory that cover retirement income. Page: Feed: --- ## [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) ## [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_2026-08-25 · Retire Texas Style!_ What if the biggest risk in retirement isn't the market, but relying on outdated strategies?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) ## [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) ## [Is Your Retirement Ready for the Next Market Thunderstorm?](https://omny.fm/shows/unleash-your-wealth/is-your-retirement-ready-for-the-next-market-thunderstorm) _2026-08-18 · Unleash Your Wealth_ What happens when a strong market masks growing risks beneath the surface? On this episode, Raj Shah and Rick Borek discuss the gap between stock market gains and economic uncertainty, why many pre-retirees are reconsidering portfolio risk, and the challenges inflation creates for long-term retirement income. They explore how market volatility, sequence-of-returns risk, and changing economic… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/265483eb-4663-4f48-bcd8-b4a900ee30ab/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [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) ## [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) ## [Trade Smarter With IBKR (Sponsored)](https://crawlproof.com/a/6JF4DvVFqID6) _2026-08-15 · **Sponsored**_ Join Interactive Brokers through a referral and start investing with low-cost global access. ## [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) ## [Your 401(k) Is Growing. But Is It Ready for Retirement?](https://omny.fm/shows/unleash-your-wealth/your-401-k-is-growing-but-is-it-ready-for-retirement) _2026-08-11 · Unleash Your Wealth_ What happens when a lifetime of saving becomes a retirement paycheck? On this episode, Raj Shah and Rick Borek discuss the key decisions retirees face, from managing 401(k) rollovers and required minimum distributions (RMDs) to evaluating Roth conversions and addressing market volatility. They explain why retirement changes the way investors should think about risk, taxes, and income planning, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/babc4a27-6afa-47e7-8ca1-b4a3004f9fd0/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [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) ## [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) ## [Legacy Planning For Today](https://omny.fm/shows/cruising-through-retirement-with-kevin-brucher/legacy-planning-for-today) _2026-08-07 · Cruising Through Retirement with Kevin Brucher_ In this episode, Kevin Brucher discusses the changes to IRA inheritance rules, the importance of flexible retirement planning, and strategies to optimize tax efficiency in retirement. He also shares insights on government policies, scams targeting seniors, and tips for choosing the right state for retirement. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy information. [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/ea912806-612b-43dc-ad31-ae04010af583/e9d2f20e-c7c4-4198-a65a-b49f00e49f19/audio.mp3?utm_source=Podcast&in_playlist=9c400fe3-dfae-480b-b453-ae04010af596) ## [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) ## [Open-source Screen Sharing with Control (Sponsored)](https://crawlproof.com/a/TgFqJSfN5qZD) _2026-08-04 · **Sponsored**_ WebRTC screen sharing with simultaneous mouse & keyboard control; viewers join in browser. ## [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) ## [Build the Ark Before the Market Storm Hits](https://omny.fm/shows/unleash-your-wealth/build-the-ark-before-the-market-storm-hits) _2026-08-04 · Unleash Your Wealth_ What happens to your retirement plan when the market's sunshine suddenly turns into a storm? Raj Shah and Rick Borek discuss why protecting gains during strong markets may be just as important as pursuing growth. They explore strategies designed to help manage downside risk, the importance of preparing for market volatility before it arrives, and how comprehensive retirement planning goes beyond… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/0d8d4279-d4e2-478e-839f-b49b00f46215/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [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) ## [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) ## [Play By Today’s Tax Rules](https://omny.fm/shows/cruising-through-retirement-with-kevin-brucher/play-by-today-s-tax-rules) _2026-07-31 · Cruising Through Retirement with Kevin Brucher_ Kevin shares insights on retirement planning, tax strategies, and protecting yourself from scams in the digital age. He also covers Roth contributions and the care with which one must use in implementing a Roth conversion. Learn practical tips to maximize your financial security and navigate today's complex financial landscape. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/ea912806-612b-43dc-ad31-ae04010af583/a4e6cc93-6a6a-43a4-ab46-b49801116348/audio.mp3?utm_source=Podcast&in_playlist=9c400fe3-dfae-480b-b453-ae04010af596) ## [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) ## [profullstack on Ko‑fi (Sponsored)](https://crawlproof.com/a/oJVYtmBoNc9W) _2026-07-28 · **Sponsored**_ Open the creator's Ko‑fi page. ## [The $1 Million Retirement Myth: What Really Matters?](https://omny.fm/shows/unleash-your-wealth/the-1-million-retirement-myth-what-really-matters) _2026-07-28 · Unleash Your Wealth_ Do you really need $1 million to retire, or is that just a retirement myth? Raj Shah and Rick Borek discuss why retirement success may depend more on income planning than hitting a specific savings target. They explore how guaranteed income strategies, Social Security, 401(k)s, fixed income options, and portfolio structure can work together to create financial confidence. The conversation also… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/657a6c1c-4fcc-429a-9c75-b4920017137c/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [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) ## [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, Social Security Risks, and the Retirement Planning Puzzle](https://omny.fm/shows/unleash-your-wealth/market-highs-social-security-risks-and-the-retirement-planning-puzzle) _2026-07-21 · Unleash Your Wealth_ Could today's market highs and Social Security uncertainty be warning signs retirees can't afford to ignore? Raj Shah and Rick Borek discuss why diversification matters as investors navigate market volatility, concentrated stock positions, and retirement income planning. They explore the risks of relying too heavily on a handful of stocks, the role of fixed income strategies in retirement, and how… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/e47268d5-5e7f-4266-951b-b48d00f69b20/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [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) ## [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 Retirement Advice That Worked Then—But Might Not Work Now](https://omny.fm/shows/unleash-your-wealth/the-retirement-advice-that-worked-then-but-might-not-work-now) _2026-07-07 · Unleash Your Wealth_ What if the retirement strategies that worked 30 years ago could leave today's retirees unprepared? Steve Hoyl discusses how retirement planning has evolved, the impact of inflation on pensions and Social Security, and why experience matters when seeking financial guidance. They explore common retirement challenges, including taxes, RMDs, Roth conversions, and helping future generations build… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/49faebc2-12d6-431c-a985-b480005b289c/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [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) ## [FOMO: Be In the Game But With a Safe Approach](https://omny.fm/shows/cruising-through-retirement-with-kevin-brucher/fomo-be-in-the-game-but-with-a-safe-approach) _2026-07-03 · Cruising Through Retirement with Kevin Brucher_ Kevin addresses the FOMO that comes with the hype, the likes of which we just experienced with Space X. The major topic of this podcast is how to calm your fear of missing out but with a safer and more sound strategic approach. Kevin also discusses rollover strategies that are smart and can help with tax efficiency. 480-406-3396 Silver Leaf Financial See omnystudio.com/listener for privacy… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/ea912806-612b-43dc-ad31-ae04010af583/6cc6d1ad-fd31-41c3-b862-b47c01372b73/audio.mp3?utm_source=Podcast&in_playlist=9c400fe3-dfae-480b-b453-ae04010af596) ## [Why Long-Term Care Could Be the Biggest Threat to Your Nest Egg](https://omny.fm/shows/unleash-your-wealth/why-long-term-care-could-be-the-biggest-threat-to-your-nest-egg) _2026-07-02 · Unleash Your Wealth_ What if one health event could cost more than your retirement plan is built to handle? Raj Shah and Rick Borek discuss the growing impact of market volatility, inflation, and long-term care expenses on retirement planning. They explore why many retirees underestimate healthcare costs, review strategies designed to address long-term care needs, and explain how investors approaching retirement may… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/a2444eec-2619-476e-9268-b47b012c1831/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [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)