# retirement plan (audio feeds) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover retirement plan. Page: Feed: --- ## [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) ## [244. 8 Retirement Mistakes That Could Leave You Broke (And How to Avoid Them)](https://podcasters.spotify.com/pod/show/retiring-today/episodes/244--8-Retirement-Mistakes-That-Could-Leave-You-Broke-And-How-to-Avoid-Them-e3ndhja) _2026-08-16 · Merkle Retirement Planning · Retiring Today_ Retirement comes with opportunities, but it also brings financial risks that can catch people off guard. Learn eight common reasons retirees can run short on money and practical planning strategies that may help you prepare for a more confident retirement. Ready to take the next step? Schedule a RetireReady Call at https://bit.ly/4hu6DJo -- Get the tools you need to prepare for retirement with the… [Listen](https://anchor.fm/s/d43aeec/podcast/play/124224554/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-14%2Fc57695eb-0f9e-32c7-1ce2-ef4651b07be8.mp3) ## [How much super should you have at 50, 55 and 60 for a comfortable retirement?](https://au.epicretirement.net/p/how-much-super-should-you-have-at) _2026-08-15 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in this weekend's Nine Newspapers 'Why getting simple super advice has become an expensive nightmare' ## [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) ## [Episode 467: Real, Recession-Proof Freedom: Fusing Utilitarian Short-Term Rentals with Bank On Yourself®, with Kirby Atwell](https://nyafinancialpodcast.com/episode-467-real-recession-proof-freedom-fusing-utilitarian-short-term-rentals-with-bank-on-yourself-with-kirby-atwell/) _2026-08-14 · Not Your Average Financial Podcast™_ In this episode, we ask: What is the 1% net rule? Would you like to listen to Episode 316? Why does layering on Bank on Yourself® strategies to real estate make a whole lot of sense? What is Kirby’s story? What is over looked in the short term rental space? What is counterintuitive? Where can... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_467.mp3) ## [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) ## [243: You Have a Million-Dollar IRA. Is a Roth Conversion Worth It?](https://podcasters.spotify.com/pod/show/retiring-today/episodes/243-You-Have-a-Million-Dollar-IRA--Is-a-Roth-Conversion-Worth-It-e3lj6ea) _2026-08-09 · Merkle Retirement Planning · Retiring Today_ If you have a large IRA balance and retirement is getting closer, your tax bill may be bigger than you expect. This episode breaks down why taxes catch so many retirees off guard and what you can do about it now. Ready to take your next step in retirement planning? Schedule a RetireReady Call at https://bit.ly/3Sy2vxl Download your copy of the Retiring Today Magazine at https://bit.ly/4nDw5eE… [Listen](https://anchor.fm/s/d43aeec/podcast/play/122312586/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-2%2F427257291-44100-2-b93b7fc3349e4.m4a) ## [Retire from the job, not from being challenged](https://au.epicretirement.net/p/retire-from-the-job-not-from-being) _2026-08-08 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in this weekend's Nine Newspapers 'The simple $174,000 question many retirees still get wrong' ## [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) ## [Episode 466: The Real Wins and Losses of Bank on Yourself® Over 13 Years with Phil Smith](https://nyafinancialpodcast.com/episode-466-the-real-wins-and-losses-of-bank-on-yourself-over-13-years-with-phil-smith/) _2026-08-07 · Not Your Average Financial Podcast™_ In this episode, we ask: Have you heard Episode 462? Who is Phil Smith? What is a super awesome privilege? Why was Mark cautious? What helped Phil? How did Phil find the right balance with his Bank On Yourself® type whole life insurance policies? What is so cool about having friends as clients? What were... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_466.mp3) ## [Accept your Doppler invite (Sponsored)](https://crawlproof.com/a/5uobzu4fbLqQ) _2026-08-07 · **Sponsored**_ Create your Doppler account using the invite code you received. ## [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) ## [242. You Have More Control Over Your Retirement Tax Bill Than You Think](https://podcasters.spotify.com/pod/show/retiring-today/episodes/242--You-Have-More-Control-Over-Your-Retirement-Tax-Bill-Than-You-Think-e3lao22) _2026-08-02 · Merkle Retirement Planning · Retiring Today_ You saved diligently for decades. But the tax bill waiting inside your IRA may be larger than you think, and it can grow every year. Ready to take your next step in retirement planning? Schedule a RetireReady Call at https://bit.ly/3Sy2vxl Want to go deeper? Download the Tax Strategies for Retirement guide at MerkleTaxGuide.com In this episode, Loren Merkle, Molly Nelson, and Chawn Honkomp break… [Listen](https://anchor.fm/s/d43aeec/podcast/play/122035714/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-26%2F426887868-44100-2-c164e332e59cb.m4a) ## [Mortgage or Super? Where should your next $500 go?](https://au.epicretirement.net/p/mortgage-or-super-where-should-your) _2026-08-01 · Bec Wilson · Epic Retirement Australia & New Zealand_ And, in the Nine Newspapers this weekend "Why your bank might be overcharging you interest – and how to check" ## [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) ## [Episode 465: Client Spotlight: Bank On Yourself® for Creatives: Building a Music Empire with Janet Kuester](https://nyafinancialpodcast.com/episode-465-client-spotlight-bank-on-yourself-for-creatives-building-a-music-empire-with-janet-kuester/) _2026-07-31 · Not Your Average Financial Podcast™_ In this episode, we ask: How can you make your side hustle the main event, without money stress? Who is Janet Kuester and how did she grow the Music Connection to hundreds of students? What did Janet do with her Bank On Yourself® type whole life insurance policy? What is a music activist? What did... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_465.mp3) ## [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) ## [Your brain needs a retirement plan too](https://au.epicretirement.net/p/your-brain-needs-a-retirement-plan) _2026-07-25 · Bec Wilson · Epic Retirement Australia & New Zealand_ And, in the Nine Newspapers this weekend "Why are so many retirees still spending like it’s 1991?" ## [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) ## [Episode 464: IUL Scams and Pitfalls Exposed – Backtested Illusions vs. Real Guaranteed Growth](https://nyafinancialpodcast.com/episode-464-iul-scams-and-pitfalls-exposed-backtested-illusions-vs-real-guaranteed-growth/) _2026-07-24 · Not Your Average Financial Podcast™_ In this episode, we ask: What has been marketed as a shiny solution? Why is the agent pushing this hard? What’s the rub? What conclusion has Mark come to after seeing clients who have been burned by this? What are the numbers? Do you want efficiency? Do you want control? Do you want safety? What... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_464.mp3) ## [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) ## [AI News Summaries & Audio (Sponsored)](https://crawlproof.com/a/ak6N3mRw0KT8) _2026-07-21 · **Sponsored**_ Tap an article for an AI summary and an audio briefing. ## [Stop chasing last year's winners](https://au.epicretirement.net/p/ten-year-returns-are-more-important) _2026-07-18 · Bec Wilson · Epic Retirement Australia & New Zealand_ And, in the Nine Newspapers this weekend "Super funds just delivered another stellar year. Is yours one of the best?" ## [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) ## [Episode 463: True Crime! Nascar Legend Kyle Busch’s IUL Lawsuit and Death Exposed](https://nyafinancialpodcast.com/episode-463-true-crime-nascar-legend-kyle-buschs-iul-lawsuit-and-death-exposed/) _2026-07-17 · Not Your Average Financial Podcast™_ In this episode, we ask: Why do indexed universal life (IUL) policies so often fail? How about a high profile example? What about a straight-forward, guaranteed approach? Why are IUL policies structured to shift massive risk onto you, the policy holder? What is the real culprit here? What gets more expensive as you age? What... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_463.mp3) ## [What sort of investment returns does your retirement plan actually need?](https://au.epicretirement.net/p/what-sort-of-investment-returns-does) _2026-07-11 · Bec Wilson · Epic Retirement Australia & New Zealand_ And, in the Nine Newspapers this weekend "The budget killed my daughter’s property plan. Here’s what we’ll do instead" ## [Episode 462: Ninja Belts Bonus! Kung Fu Mastery and Your Money with Phil Smith](https://nyafinancialpodcast.com/episode-462-ninja-belts-bonus-kung-fu-mastery-and-your-money-with-phil-smith/) _2026-07-10 · Not Your Average Financial Podcast™_ In this episode, we ask: Have you met a Kung Fu Master? Who is Phil Smith? Who is the big bad banker? What were some of the first lessons on the mat? What are the building blocks? What about the stances? What about versatility? What does it take to be “kung fu” at something? What... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_462.mp3) ## [All the things that changed on 1 July (and what it means for you)](https://au.epicretirement.net/p/all-the-things-that-changed-on-1) _2026-07-04 · Bec Wilson · Epic Retirement Australia & New Zealand_ And, in the Nine Newspapers this weekend "Our super system has a new blind spot, and it could cost you thousands" ## [Episode 461: No. 9 The Black Belt Warning: The Real Dangers of Large Policy Loans and How to Avoid Lapse Tax](https://nyafinancialpodcast.com/episode-461-no-9-the-black-belt-warning-the-real-dangers-of-large-policy-loans-and-how-to-avoid-lapse-tax/) _2026-07-03 · Not Your Average Financial Podcast™_ In this episode, we ask: Have we gone mad here? Should we save more? Should we just hope the market cooperates? What is the four step process for the black belt? What discipline is required to handle large loan balances? What is the most important business in the world? Should premiums and income match? What... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_461.mp3) ## [241. The Key Financial Decisions That Come With Each Decade of Retirement.](https://podcasters.spotify.com/pod/show/retiring-today/episodes/241--The-Key-Financial-Decisions-That-Come-With-Each-Decade-of-Retirement-e3kmsee) _2026-06-28 · Merkle Retirement Planning · Retiring Today_ Retirement isn’t a single event, it’s a journey that can span 20, 30 or even 40 years. The financial decisions you face at age 50 may look very different from the ones you’ll encounter in your 60s, 70s and beyond. In this episode, we explore the key planning priorities that often emerge during each decade of retirement and how those decisions can affect your long-term financial picture. From… [Listen](https://anchor.fm/s/d43aeec/podcast/play/121384846/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-12%2F426014462-44100-2-cbca9dcbc553c.m4a) ## [The thing the financial advice industry doesn’t talk about](https://au.epicretirement.net/p/the-thing-the-financial-advice-industry) _2026-06-27 · Bec Wilson · Epic Retirement Australia & New Zealand_ And, in the Nine Newspapers this weekend " AI could revolutionise your retirement. But don’t fall for this trap" ## [Episode 460: No. 8 The Black Belt Strategy: Expand Your Banking System Until It Handles 100% of Your Income](https://nyafinancialpodcast.com/episode-460-no-8-black-belt-strategy-expand-your-banking-system-until-it-handles-100-of-your-income/) _2026-06-26 · Not Your Average Financial Podcast™_ In this episode, we ask: Have you tied on your belt? What is happening with the CPI? Where is worker confidence listed with ABRI? What is the median savings for people in the U.S.? What age bracket is buying whole life insurance in droves? What is the black belt? Are you leaking wealth? Is your... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_460.mp3) ## [Meet Claude, an AI assistant (Sponsored)](https://crawlproof.com/a/rrCvXNx1kOvu) _2026-06-26 · **Sponsored**_ Chat with Claude at claude.ai — a conversational AI assistant. ## [240. Annuities Explained: Pros, Cons, and How to Know If One Belongs in Your Retirement Plan](https://podcasters.spotify.com/pod/show/retiring-today/episodes/240--Annuities-Explained-Pros--Cons--and-How-to-Know-If-One-Belongs-in-Your-Retirement-Plan-e3kbdq2) _2026-06-21 · Merkle Retirement Planning · Retiring Today_ What role can annuities play in retirement planning, and how do you know if they may be worth considering? In this episode, we break down the pros, cons and complexities of annuities in a practical, easy-to-understand way. From income features and potential downside protection to fees, surrender charges and liquidity concerns, you’ll learn why annuities may be a helpful tool for some retirees, but… [Listen](https://anchor.fm/s/d43aeec/podcast/play/121009410/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-4%2F425514590-44100-2-2fe514a40bdce.m4a) ## [The retirement tool the industry doesn’t want you using (but you already are)](https://au.epicretirement.net/p/the-retirement-tool-the-industry) _2026-06-20 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in this weekend's newspapers: 'Not ready to stop work or retire? You’re not alone' ## [Episode 459: No. 7 The Brown Belt: Create a Family Banking System That Lasts Over 100 Years](https://nyafinancialpodcast.com/episode-459-no-7-the-brown-belt-create-a-family-banking-system-that-lasts-over-100-years/) _2026-06-19 · Not Your Average Financial Podcast™_ In this episode, we ask: What can span three or more generations? Have you considered the family office? Would you like to get going with capturing your monthly cashflow with No. 1 The White Belt? Would you like to advance to working with the most important people in your life, No. 2 The Yellow Belt? Would you... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_459.mp3) ## [239. The Retirement Blueprint: How to Plan for Inflation, Taxes, and 30 Years of Income at the Same Time](https://podcasters.spotify.com/pod/show/retiring-today/episodes/239--The-Retirement-Blueprint-How-to-Plan-for-Inflation--Taxes--and-30-Years-of-Income-at-the-Same-Time-e3k193j) _2026-06-14 · Merkle Retirement Planning · Retiring Today_ What does it take to build a retirement plan designed to support you for 20, 30 or even 40 years? In this episode, Loren Merkle, Molly Nelson and Haley Gutschenritter explain why owning IRAs, 401(k)s, annuities and savings accounts does not automatically create a retirement strategy. Using the analogy of construction blueprints versus tools, they explain how a written retirement plan can help… [Listen](https://anchor.fm/s/d43aeec/podcast/play/120676915/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-28%2F425069517-44100-2-953539b53d36c.m4a) ## [Are you ready to retire? Depends which kind of ready you mean](https://au.epicretirement.net/p/are-you-ready-to-retire-depends-which) _2026-06-13 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in this weekend's newspapers: 'Over 50? Use these seven ways to boost your super before July 1' ## [Episode 458: No. 6 The Purple Belt: How to Finance Massive Annual Expenses](https://nyafinancialpodcast.com/episode-458-the-purple-belt-how-to-finance-massive-annual-expenses/) _2026-06-12 · Not Your Average Financial Podcast™_ In this episode, we ask: Why is the consumer sentiment rating in the basement? What is projected to run dry? What are people voting with their wallet for? Would you like to begin with capturing your monthly cashflow with No. 1 The White Belt? Would you like to continue on with the most important people in... [Listen](https://media.blubrry.com/nyafinancialpodcast/content.blubrry.com/nyafinancialpodcast/NYAFP_Episode_458.mp3) ## [238. You Have an Estate Plan. Here’s Why It May Not Work the Way You Think](https://podcasters.spotify.com/pod/show/retiring-today/episodes/238--You-Have-an-Estate-Plan--Heres-Why-It-May-Not-Work-the-Way-You-Think-e3jk3kh) _2026-06-07 · Merkle Retirement Planning · Retiring Today_ Even if you already have an estate plan in place, there’s a good chance it may not work the way you think. In this episode, Loren Merkle, Molly Nelson, and guest attorney Charlie Bottenberg of Brick Gentry P.C. discuss how estate planning has evolved — and why outdated documents, old trust language, and overlooked beneficiary designations could create unintended tax consequences, probate issues,… [Listen](https://anchor.fm/s/d43aeec/podcast/play/120245329/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-19%2F424494026-44100-2-3a73f22f8fadf.m4a) ## [Six things to do well before 30 June](https://au.epicretirement.net/p/six-things-to-do-well-before-30-june) _2026-06-06 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in this weekend's newspapers: 'Half of us are terrified of retirement. Here’s why you might be OK' ## [237. The Three-Legged Retirement Stool Is Gone: How to Create a Personal Pension With Income Buckets, Tax Diversification, and Social Security Timing](https://podcasters.spotify.com/pod/show/retiring-today/episodes/237--The-Three-Legged-Retirement-Stool-Is-Gone-How-to-Create-a-Personal-Pension-With-Income-Buckets--Tax-Diversification--and-Social-Security-Timing-e3jclqf) _2026-05-31 · Merkle Retirement Planning · Retiring Today_ Most retirees no longer have a pension, and that changes everything about how you build retirement income. If you've ever felt like retirement planning is harder than it used to be, this episode explains exactly why, and what you can do about it. Ready to take your first step in retirement planning? Schedule a RetireReady Call at https://bit.ly/42nu7qP Download your copy of the Retiring Today… [Listen](https://anchor.fm/s/d43aeec/podcast/play/120001807/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-14%2F424168628-44100-2-328bd871c58cc.m4a) ## [Love, grief and the life that follows](https://au.epicretirement.net/p/love-grief-and-the-life-that-follows) _2026-05-30 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in this weekend's newspapers: 'The hidden super tools you’re paying for – but probably ignoring' ## [236. The Great Wealth Transfer Is Happening: How to Start the Family Inheritance Conversation and The Tax Trap Retirees Need to Know About](https://podcasters.spotify.com/pod/show/retiring-today/episodes/236--The-Great-Wealth-Transfer-Is-Happening-How-to-Start-the-Family-Inheritance-Conversation-and-The-Tax-Trap-Retirees-Need-to-Know-About-e3j797t) _2026-05-24 · Merkle Retirement Planning · Retiring Today_ A massive $124 trillion is expected to pass from one generation to the next over the next 20 years, but most families aren’t talking about it. In this episode, Retirement Planners Loren Merkle and Clint Huntrods break down why inheritance conversations are often avoided, the disconnect between parents and children, and how a lack of communication can impact both finances and family relationships.… [Listen](https://anchor.fm/s/d43aeec/podcast/play/119825085/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-11%2F423931319-44100-2-0199f6768b029.m4a) ## [Not quite retiring - it's a thing](https://au.epicretirement.net/p/not-quite-retiring-its-a-thing) _2026-05-23 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in this weekend's newspapers: 'The super shake-up that could change how you spend in retirement' ## [What actually makes sense now](https://au.epicretirement.net/p/what-actually-makes-sense-now) _2026-05-16 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in the newspapers this week: Seven money tricks that just became a whole lot better ## [The most googled retirement question in Australia... answered](https://au.epicretirement.net/p/the-most-googled-retirement-question) _2026-05-09 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in the newspapers this week: Didn’t retire with ‘enough’? Here’s how to make the most of it ## [The two things that will shape your retirement more than money](https://au.epicretirement.net/p/the-two-things-that-will-shape-your) _2026-05-02 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in the newspapers this week: The silent deadline that could make or break your retirement ## [235. The Biggest Mistakes People Make When Claiming Social Security](https://podcasters.spotify.com/pod/show/retiring-today/episodes/235--The-Biggest-Mistakes-People-Make-When-Claiming-Social-Security-e3hn4ak) _2026-04-26 · Merkle Retirement Planning · Retiring Today_ Social Security is the elephant in the room when it comes to retirement planning. Everyone knows the decision is there, but between your neighbor who claimed at 62 and your coworker waiting until 70, it's hard to know what you should actually do. For a married couple, this decision can impact over a million dollars in lifetime retirement income. For a single filer, it can impact $500,000 or more.… [Listen](https://anchor.fm/s/d43aeec/podcast/play/118247188/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-10%2F421792527-44100-2-3373fc7750221.m4a) ## [The retirement date you pick vs the one life picks for you](https://au.epicretirement.net/p/the-retirement-date-you-pick-vs-the) _2026-04-25 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in the weekend newspapers: '$1 million used to be the retirement dream. Now, it might not be enough' ## [Nearly half of Australians heading into retirement are worried they’ll run out of money. Are you one of them?](https://au.epicretirement.net/p/nearly-half-of-australians-heading) _2026-04-18 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in this weekend's Nine Newspapers: 'Worried you’ll lose your job before retiring? Try these six steps' ## [Scientists have proven that ageing doesn't have to mean decline...](https://au.epicretirement.net/p/scientists-have-proven-that-ageing) _2026-04-11 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in this weekend's newspapers: How we invest our super is changing – and not necessarily for the better ## [The ages every pre-retiree should know](https://au.epicretirement.net/p/the-ages-every-pre-retiree-should) _2026-04-04 · Bec Wilson · Epic Retirement Australia & New Zealand_ And in this weekend's newspapers: Thinking about helping your adult kids?