Episode 440 - Is Your Retirement Strategy Built to Last?
Wed Jan 28 2026
On today's show, we're tackling three topics that could have a substantial impact on your financial future. First, we'll break down the new rules regarding inherited IRAs – what's changed, what's at stake, and how beneficiaries can avoid costly tax mistakes. Then, we'll dive in to the four strategic paths of concentrated stock positioning that can help in planning a coordinated strategy built around your financial goals. Finally, we unpack one of the most overlooked retirement threats – the difference between sequence of returns risk and sequence of withdrawals risk. Serious planning matters more than most investors realize. If you're nearing retirement, already retired or planning for the next generation, this is a conversation you won't want to miss. Retirement isn't always just about how much you save, it's about how much you plan.
Tune in and take control!
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On today's show, we're tackling three topics that could have a substantial impact on your financial future. First, we'll break down the new rules regarding inherited IRAs – what's changed, what's at stake, and how beneficiaries can avoid costly tax mistakes. Then, we'll dive in to the four strategic paths of concentrated stock positioning that can help in planning a coordinated strategy built around your financial goals. Finally, we unpack one of the most overlooked retirement threats – the difference between sequence of returns risk and sequence of withdrawals risk. Serious planning matters more than most investors realize. If you're nearing retirement, already retired or planning for the next generation, this is a conversation you won't want to miss. Retirement isn't always just about how much you save, it's about how much you plan. Tune in and take control!