# tax planning (audio feeds) — RSS Amplifier Recent posts from the 6 feeds in the RSS Amplifier directory that cover tax 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) ## [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) ## [Interview w/ the Founder of Market Guard, Brad Jenkins](https://omny.fm/shows/beyond-the-money-1/interview-w-the-creator-of-market-guard-brad-jenkins) _2026-08-13 · Beyond the Money_ What if the key to investing isn't chasing returns, but managing risk with the right plan? Jackie Campbell sits down with Brad Jenkins, founder of Market Guard, to discuss the philosophy behind his investment methodology, the role of emotion in investing, and why retirement requires a different playbook than accumulation years. They explore customization, tax efficiency, risk management, and the… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/8251e1db-1ffe-4c9e-9893-b4a50154f85e/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Why Retirement Feels Impossible and What People Often Miss](https://omny.fm/shows/retire-texas-style/why-retirement-feels-impossible-and-what-people-often-miss) _2026-08-11 · Retire Texas Style!_ What if retirement feels out of reach, but the real challenge is having a plan? Steve Hoyl and Derrick Caldwell discuss why many Americans believe they'll work indefinitely, and how factors like income planning, budgeting, taxes, Social Security, Medicare, and investment strategy can shape retirement decisions. They share real-world examples, explain the value of understanding your options, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/6b19e4ad-0198-4fec-9482-b4a300e98dbd/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [Will Your Family Know What to Do When You’re Gone?](https://omny.fm/shows/beyond-the-money-1/will-your-family-know-what-to-do-when-you-re-gone) _2026-08-11 · Beyond the Money_ Your legacy can become a burden if the right documents and instructions are missing. Jackie Campbell explains why estate planning applies to every adult, not only the wealthy, and introduces the "My When File" as a central place for important personal and financial information. She also discusses wills, trusts, powers of attorney, healthcare directives, beneficiaries, asset titling, retirement… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/085e147b-7332-44ec-abba-b4a201428016/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Who Really Owns Your Home? The Property Tax Trap](https://omny.fm/shows/retirement-coffee-talk/who-really-owns-your-home-the-property-tax-trap) _2026-08-11 · Retirement Coffee Talk_ You paid off your home, but do you actually own it-or are you paying the government a lifetime subscription? State Representative Ryan Chamberlain joins Charisse Rivers to debate the true cost of Florida's property tax system, exposing how escalating taxes act like an undisclosed second mortgage on everyday homeowners. We pull back the curtain on government budgets to analyze whether proposals… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/6fbcd5de-c899-43d4-9ca6-b4a2015d6cb3/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [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) ## [ThreatCrush on GitHub (Sponsored)](https://crawlproof.com/a/QN2QmQnQ5sgN) _2026-08-11 · **Sponsored**_ View the ThreatCrush listing on the GitHub Marketplace. ## [Monopoly, Market Crash, and the Math Behind Your Life Savings](https://omny.fm/shows/retirement-coffee-talk/winning-at-retirement-strategy-lessons-from-a-6-hour-monopoly-game) _2026-08-08 · Retirement Coffee Talk_ Playing a six-hour game of Monopoly with family can expose the exact financial mistakes people make in real life-especially when relying on a single asset class instead of staying properly diversified. Host Charisse Rivers dives into the realities of retirement planning, from building non-cookie-cutter income streams to addressing potential future Social Security cuts. Joined by Florida… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/da95c004-67e3-4044-840c-b49e01585ff7/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Is Your Retirement Plan Still on Track?](https://omny.fm/shows/beyond-the-money-1/is-your-retirement-plan-still-on-track) _2026-08-04 · Beyond the Money_ The second half of the year may be the perfect time to revisit your financial goals. Jackie Campbell discusses mid-year retirement planning, portfolio reviews, asset allocation, cash flow, budgeting, and preparing for life's unexpected twists. From inheritance decisions to investment rebalancing and organizing important documents, Jackie explores practical ways to stay aligned with changing… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/79d21131-8619-43ff-b206-b49b01557764/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Ditch the 65 Myth: How to Retire at 62 with Financial Confidence](https://omny.fm/shows/retirement-coffee-talk/ditch-the-65-myth-how-to-retire-at-62-with-financial-confidence) _2026-08-04 · Retirement Coffee Talk_ Traditional pensions are practically extinct, leaving millions of Americans struggling to turn their 401(k) savings into a reliable, lifelong stream of income. Relying on basic market strategies or waiting until age 65 out of fear often leads to unnecessary delay and anxiety. In this episode of Retirement Coffee Talk , Charisse Rivers breaks down actionable strategies to transition your wealth… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/61711f6c-54b6-4fc7-a933-b49b0152aa8f/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [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) ## [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) ## [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) ## [Ask the crowd: AI or not (Sponsored)](https://crawlproof.com/a/nu7B4Yw8WS2O) _2026-07-28 · **Sponsored**_ Get a transparent verdict from verified humans via web, RSS, or API. ## [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) ## [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) ## [Can AI Really Plan Your Retirement?](https://omny.fm/shows/retire-texas-style/can-ai-really-plan-your-retirement) _2026-07-21 · Retire Texas Style!_ Can AI really build your retirement plan, or is that a risk too big to take with your life savings? Steve Hoyl discusses why retirement planning still requires a human touch, exploring the dangers of relying too heavily on AI, social media advice, and one-size-fits-all strategies. He shares insights on Social Security timing, inflation, creating dependable retirement income, and coordinating… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/32c9b40e-f588-4d20-a273-b48d00ebeb86/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [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) ## [Is Financial Freedom About Money—or Something Bigger?](https://omny.fm/shows/beyond-the-money-1/is-financial-freedom-about-money-or-something-bigger) _2026-07-07 · Beyond the Money_ What does financial freedom really look like when retirement is finally within reach? Jackie Campbell explores the difference between building wealth and building the freedom to spend time, money, and energy on what matters most. She discusses retirement income, tax planning, investment risk, legacy preparation, and the habits that help create true financial independence. For more information or… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/dc66be9a-bf0d-4eb1-b9cf-b47f00f7139c/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [The Risk Behind Chasing Big Retirement Returns](https://omny.fm/shows/success-in-the-new-retirement-1/the-risk-behind-chasing-big-retirement-returns) _2026-07-07 · Success in the New Retirement_ Can an 8% withdrawal rate really last through retirement? Damon Roberts & Matt Deaton examine Dave Ramsey's views on retirement withdrawals, market volatility, IPO investing, SpaceX, FOMO, and retirement income planning. The discussion highlights the importance of balancing growth, risk, and retirement sustainability. For more information or to schedule a consultation, call 480-680-6868 or visit… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/a1efd4d5-b5f5-4a54-aa76-b47f00f95047/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Hire AI-Powered Freelancers Fast (Sponsored)](https://crawlproof.com/a/Ns2sloUiSN2t) _2026-07-07 · **Sponsored**_ Browse and hire skilled professionals using AI tools — free to post, free to apply. ## [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) ## [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) ## [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) ## [Retirement’s Version of Independence Day](https://omny.fm/shows/success-in-the-new-retirement-1/retirement-s-version-of-independence-day) _2026-06-30 · Success in the New Retirement_ Financial independence may be the retirement milestone worth celebrating most. Damon Roberts discusses America's 250th anniversary while exploring how retirees can replace uncertainty with a structured financial plan. The conversation covers Social Security, taxes, investment risk, income planning, and real-life retirement challenges, showing how a coordinated strategy can help retirees focus more… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/fe65c96d-79bb-46c7-8666-b47800fcc4e4/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [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) ## [What Today’s Market Signals Could Mean for Your Retirement](https://omny.fm/shows/success-in-the-new-retirement-1/what-today-s-market-signals-could-mean-for-your-retirement) _2026-06-23 · Success in the New Retirement_ What happens to your retirement plan when inflation starts climbing again? This episode with Matt Deaton breaks down the latest inflation trends, how rising energy costs ripple through the economy, and why the Federal Reserve faces a tough balancing act. You'll also hear how market volatility, valuations, and signals from major investors are shaping today's environment. The conversation highlights… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/f2aee660-a235-47e1-be3e-b46a013a5637/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [The $100 Chuck E. Cheese Problem No One Connects to Retirement](https://omny.fm/shows/retire-texas-style/the-100-chuck-e-cheese-problem-no-one-connects-to-retirement) _2026-06-23 · Retire Texas Style!_ A simple trip to Chuck E. Cheese reveals a costly truth about retirement planning. Steve Hoyl connects everyday expenses and rising prices to bigger financial challenges, highlighting how inflation, risk, and changing retirement structures impact long-term security. From shrinking buying power to market volatility and the decline of pensions, the conversation centers on balancing spending today… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/cff969e6-671a-467b-aa62-b46e00e2cb6d/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [Why Waiting to Plan Your Retirement Could Cost You](https://omny.fm/shows/retire-texas-style/why-waiting-to-plan-your-retirement-could-cost-you) _2026-06-16 · Retire Texas Style!_ When markets feel calm, the biggest retirement risks can hide in plain sight. Steve Hoyl discusses why "analysis paralysis" keeps people from planning, how inflation can quietly erode income, and why fixed rules like the 4% withdrawal may fall short. Steve breaks down income strategies, emergency funds, and "bucket" planning for stability, plus key milestone ages-from 50 to 73-that shape… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/5e69ccb0-af58-4527-b678-b46b00f65a42/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [Are Taxes Today Your Biggest Retirement Opportunity?](https://omny.fm/shows/success-in-the-new-retirement-1/are-taxes-today-your-biggest-retirement-opportunity) _2026-06-16 · Success in the New Retirement_ Are today's low tax rates creating an opportunity-or a future challenge? This episode with Matt Deaton explores Roth conversions and why relying solely on projections and assumptions can lead to flawed decisions. The discussion focuses on understanding current versus future tax rates, how income sources shape your tax picture, and why every strategy needs to be personalized. You'll also hear how… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/ca1d597f-f0f7-4f00-a887-b46a0139faa9/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Why Your 401(k) Might Not Be Enough](https://omny.fm/shows/retire-texas-style/why-your-401-k-might-not-be-enough) _2026-06-09 · Retire Texas Style!_ What if the biggest retirement risk isn't running out of money-but running out of income? Steve Hoyl breaks down why Social Security was never meant to stand alone and how today's shift from pensions to 401(k)s has changed the retirement landscape. They explore building a written income plan, managing taxes, and creating predictable monthly income while addressing inflation, healthcare costs, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f548f5b0-33ac-4964-a7d5-b0a500e928a3/cd323858-6cc3-4986-8b33-b46400eb44a6/audio.mp3?utm_source=Podcast&in_playlist=6c2a0ea3-9323-4143-a414-b0a500e928b2) ## [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) ## [Estate Planning as an Expression of Love and Responsibility (Ep. 148)](https://wealthisinthedetails.blubrry.net/2026/03/04/estate-planning-as-an-expression-of-love-and-responsibility-ep-148/) _2026-03-04 · Wealth Is In The Details Podcast_ What if one of the most meaningful ways to care for your family has nothing to do with gifts or holidays? Planning ahead can ease stress, reduce conflict, and create clarity when it matters most. In this episode, Peter Raskin explains why estate planning is ultimately an act of love for spouses, children, and heirs. He outlines the essential documents every family should understand, including… [Listen](https://media.blubrry.com/wealthisinthedetails/media.blubrry.com/wealthisinthedetails/ins.blubrry.com/wealthisinthedetails/WIITD_R149_AUDIO.mp3) ## [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) ## [Reflecting on 2025 and Looking Ahead to 2026 with the Raskin Planning Group Team (Ep. 147)](https://wealthisinthedetails.blubrry.net/2026/01/27/reflecting-on-2025-and-looking-ahead-to-2026-with-the-raskin-planning-group-team-ep-147/) _2026-01-27 · Wealth Is In The Details Podcast_ Taking time to reflect can bring perspective, clarity, and renewed intention. Looking ahead with purpose helps turn lessons into meaningful action. In this episode, Peter Raskin is joined by the team at Raskin Planning Group, Kathryn Broy, Alexander LaCroce, Tony Araujo, and Declan Davis for the annual Raskin Planning Group year-in-review and outlook conversation. The team shares personal moments… [Listen](https://media.blubrry.com/wealthisinthedetails/media.blubrry.com/wealthisinthedetails/ins.blubrry.com/wealthisinthedetails/WIITD_R148_AUDIO.mp3) ## [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)