Jan 29, 2026
What makes an investment "good?"
It seems like a straightforward question, but the answer is more subjective than most people realize.
Recently, my wife asked why I thought real estate was such a BAD investment when others she knows call it the BEST they've ever made.
Hearing it framed that way struck a different...
Jan 22, 2026
After decades of filing taxes together, most couples assume their retirement plan will continue largely unchanged if one spouse passes away.
But for many surviving spouses, the first surprise is a higher tax bill, even when income hasn’t changed much.
In this episode, I explain how a feature of the tax code...
Jan 15, 2026
Every year, Wall Street rolls out its market predictions.
Targets get published, expectations get set, and the headlines make it sound like the future is just a spreadsheet away.
But markets have a long history of humbling even the most confident forecasts, and that creates a real problem for retirement savers.
Because,...
Jan 13, 2026
Every January, we go through the same routine.
Limits adjust, brackets shift, and most years it’s just a quick refresh.
But 2026 is different.
Sweeping tax legislation passed last summer is introducing some of the biggest changes we’ve seen in a while.
And buried inside those updates are two new rules that...
Jan 8, 2026
After decades of saving and doing the right things, most people expect retirement to feel clear.
But for many, it doesn’t.
Not necessarily because they didn’t save enough, but because key financial decisions were made in isolation.
In this episode, I walk through the seven questions every retirement saver should be...