Private Equity Payouts: How to Avoid a Surprise Tax Bill
Private Equity Payouts: How to Avoid a Surprise Tax Bill A private equity payout often represents years of work coming together. It also tends to introduce complexity that doesn’t [...]
Roth Conversions in a Volatile Market: Opportunity or Risk?
Roth Conversions in a Volatile Market: Opportunity or Risk? By Scott Searles | April 10th, 2026 Market declines tend to trigger two reactions: concern and hesitation. Less commonly, they [...]
Market Volatility in 2026: Why Retirement Income Planning Matters More Than Ever
Market Volatility in 2026: Why Retirement Income Planning Matters More Than Ever By Scott Searles | March 27th, 2026 Market volatility has a way of getting everyone’s attention—usually at [...]
Retirement Preparedness in 2026: Planning for Longer Lives, Rising Healthcare Costs, and Income Volatility
Retirement Preparedness in 2026: Planning for Longer Lives, Rising Healthcare Costs, and Income Volatility Retirement used to be a 10–15 year chapter. For many families today, it may last [...]
Supreme Court Tariff Ruling: Key Takeaways for Investors
Supreme Court Tariff Ruling: Key Takeaways for Investors by Scott Searles | March 13th, 2026 After nearly a year of trade policy uncertainty, the Supreme Court's ruling that recent [...]
2026 Retirement Plan Contribution Limits: What the New Numbers Mean for Your Strategy
2026 Retirement Plan Contribution Limits: What the New Numbers Mean for Your Strategy by Scott Searles | March 6th, 2026 Each year, the IRS adjusts retirement plan contribution limits [...]
The Retirement Tax Trap: Why Income Planning and Tax Planning Should Never Be Separate
The Retirement Tax Trap: Why Income Planning and Tax Planning Should Never Be Separate By Scott Searles | February 27th, 2026 Retirement Isn’t Just About Income — It’s About [...]
Fidelity’s Latest Data: Health Care in Retirement Is More Expensive Than Ever
Fidelity just released their 2025 Retiree Health Care Cost Estimate. The number is staggering: $172,500 for a 65-year-old retiring today. The bigger problem? One in five Americans haven’t even thought about health care costs in retirement. Today we’ll break down what this means, why it matters, and how to prepare.
Are You Retirement Ready? Take The Quiz!
The kids may be heading back to class, but it’s a perfect time for adults to crack open the books too, especially when it comes to retirement. In this episode, Scott puts listeners to the test with a series of essential retirement planning questions every retiree should know.
Don’t Fall For These Big Beautiful Bill Myths
Big tax law changes always bring big rumors. But before you assume Social Security is now tax-free or that you’re getting a $40K deduction just for breathing, let’s set the record straight on what this new bill didn’t actually do. In this episode, Scott busts the biggest myths surrounding the recent “Big Beautiful Bill,” breaking down the fine print behind headline-grabbing claims.
