Ideal Retirement Radio

(Asset) Location, Location, Location! 4-18-26

Tue, 14 Apr 2026 12:31:47 -0300

More important than your asset allocation is your asset location. There are only 3 columns (categories) of financial vehicles:

Taxable

Tax-deferred

Tax-free

Before deciding what your allocation should be, you must decide where you want your assets to live. There is a perfect balance for each saver. In this episode, we dive into the advantages and disadvantages of each column, the proper uses of the assets that make up in column, and how to strategically transfer taxable and tax-deferred assets to the tax-free column.

5 High level Social Security Updates 4-25-26

Mon, 20 Apr 2026 12:27:16 -0300

In this episode of Ideal Retirement Radio, we dive into 5 high-level social security updates for 2026 and how they impact your social security decisions.

Through a case study, we explore how to make your social security potentially tax-free as well as leaving nearly 3X more to heirs while not sacrificing current life style.

9 Myths that Can Turn the Golden Years Blue 5-2-26

Tue, 28 Apr 2026 09:43:16 -0300

Nine myths. Nine ways a solid retirement plan quietly falls apart. From the "savings number" that doesn't save you, to the diversification that isn't, to the tax strategy that's really just procrastination — we're calling them out. All of them. This is 9 Retirement Myths That Can Turn the Golden Years Blue.