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On this episode:

A 63-year-old couple trusted the same advisor for 15 years. Then their son asked one simple question, and the answer was harder to hear than they expected. Two brothers started with $450,000. Ten years later, their balances looked almost identical, except one of them was carrying a $160,000 tax bill. An advisor says retirees in their 60s and 70s should k...

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Jimmy Buffett left his wife $275 million. She can’t get it because it’s tied up in court.

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On this episode:

What is the most important piece of your retirement plan? Many people are spending 10% of their savings in the first year of retirement. Is that too much? One advisor says the “tax time bomb” is no big deal.

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How do you decide if the advice you are getting is right for you when you get two differing opinions?


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Check out The Fire Your Financial Advisor Retirement Show on YouTube!

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On this episode:

The up and down on interest rates. What works in your favor? We are now calling Kevin O'Leary, WEARY O'LEARY. A Will and a Trust is not enough without managing the details. He hates his job and he has the money...but the headlines are holding him back.

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