
Andy and Tanya Nichols from Retire Agile share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How we help clients get over the hurdle of actually spending their savings ( 10:27 )Their thoughts on having mortgages in retirement ( 22:27 )What they think is likely to happen to the Social Security system, and what changes might be made in advance of the trust fund depleting in a few years ( 34:56 )When people should...
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#215 - Summary of the 2026 annual Social Security trustees report

#214 - Q&A edition...Roth conversions, directionality vs precision, separately managed accounts, tax return extensions and MORE!

#213 – "Real" person retirement planning chat with Tom

#211 – 8 common tax planning mistakes often made in retirement
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