Are You on Pace for an Unexpected Medicare IRMAA Surcharge?

Are You on Pace for an Unexpected Medicare IRMAA Surcharge? By Scott Searles  |  May 29th, 2026 Many affluent retirees are surprised to learn that Medicare premiums are not [...]

By |2026-05-29T15:55:34-04:00May 29th, 2026|Retirement Blog, Weekly Update|Comments Off on Are You on Pace for an Unexpected Medicare IRMAA Surcharge?

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.

By |2025-08-28T13:24:42-04:00August 27th, 2025|Podcasts|Comments Off on Are You Retirement Ready? Take The Quiz!

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.

By |2025-08-07T09:48:58-04:00August 7th, 2025|Podcasts|Comments Off on Don’t Fall For These Big Beautiful Bill Myths

Social Security Shake-Up: How Raising the Retirement Age Could Impact You

Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security.

By |2024-11-20T10:51:14-05:00November 21st, 2024|Podcasts|Comments Off on Social Security Shake-Up: How Raising the Retirement Age Could Impact You

Social Security at 89: The Evolution of America’s Pension Lifeline

Today, we're diving into the history of the Social Security Act, signed in 1935, which has become a crucial part of American retirement planning. We'll explore how this program started, how it's helped millions of retirees, and what challenges it faces as it turns 89. What can we expect for the future of Social Security? Let’s find out.

By |2024-09-04T09:21:54-04:00September 5th, 2024|Podcasts|Comments Off on Social Security at 89: The Evolution of America’s Pension Lifeline

Will These Apocalyptic Predictions Ever Come True?

We’ve all heard the apocalyptic predictions about social security, the national debt and other major issues that are supposed to sink the economy. Do any of these predictions have merit in the years ahead? On this episode, we’ll try to separate sensationalism from reality.

By |2024-02-14T06:47:54-05:00February 15th, 2024|Podcasts|Comments Off on Will These Apocalyptic Predictions Ever Come True?

Getting It Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

By |2022-09-23T16:53:47-04:00October 20th, 2022|Podcasts|Comments Off on Getting It Right: Irreversible Financial Decisions
Go to Top