Transitioning from earning a paycheck to withdrawing from your savings is one of the biggest challenges retirees face. In this episode, David and Pat break down the mechanics, tax strategies, and psychological shifts needed to turn your nest egg into a sustainable income stream.

In this episode, David and Pat tackle the market chaos triggered by recent tariff announcements, the emotional toll on investors, and actionable strategies to stay grounded.

Ultimately, retirement planning should be tailored to individual goals, factoring in spending patterns, taxes, healthcare needs, and longevity. This is where we come in to customize your retirement plan to what you find valuable and how you want to spend your retirement years.

Avoid four costly estate planning mistakes that could undermine your intentions. From failing to review your plan to misaligned legal documents, these common missteps can create major issues for your loved ones. Learn how to structure an effective estate plan with these essential tips.