Retirement Planning Strategies, in Plain English

Lower taxes, invest smarter and optimize income

If you’re planning for, or living in retirement, this is the show for you!

What We Do

Each episode shows that you don’t need a PhD to master the greatest chapter of your life, with topics including:

Financial Orbit

How to create a paycheck in retirement, make smart decisions with your investment portfolio, Social Security, Medicare, tax management, estate planning and much more — all to ensure your smooth and sustainable financial trajectory.

Mission Control for Your Health

Simple, effective advice for staying active, healthy and energized for your exciting retirement.

Ignition of a New Purpose

Discover how to find new passions, second careers, and ways to make a meaningful impact, giving you a powerful sense of purpose in retirement. 
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