Four Questions About Retirement and More
Sep 2, 2026
Brad provides clear, straightforward answers to the most common retirement concerns—including taxes, Social Security, creating your own pension, and the risks that threaten retirement security. The episode features real listener questions, offering practical tips for building a resilient, adaptable plan.
- Don’t assume taxes will be lower in retirement—plan proactively.
- Social Security and pensions are critical; understand their limits and integrate them with your own savings.
- Annual or life-change reviews are key to patching “cracks” before they widen.
- Use professional resources and stay informed through books, podcasts, and events.
Download our FREE helpful resource:
Retirement Income Planning Checklist
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